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Julie Gibbs

@Riverfront Investment Group, Llc

Latest period2024 - Q3ReportedManaged Assets$4.25BTotal holdings214
Assets growth rate13.37%Assets growth rate (2-Q avg)9.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverfront Investment Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Riverfront Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.25B in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by Julie Gibbs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BXBlackstone Group Inc
Recent Activity
New Position
0.03%
$965,485
6,305 shares@ $153.14 avg price
JNJJohnson & Johnson Com
Recent Activity
New Position
0.03%
$930,062
5,739 shares@ $162.06 avg price
FWMIXWashington Mut Invs F
Recent Activity
New Position
0.03%
$898,617
13,969 shares@ $64.33 avg price
TSLATesla Mtrs Inc Com
Recent Activity
New Position
0.03%
$893,990
3,417 shares@ $261.64 avg price
OEFIshares Tr S&p 100 Id
Recent Activity
New Position
0.03%
$861,000
3,111 shares@ $276.76 avg price
VDEVanguard World Fds En
Recent Activity
New Position
0.02%
$834,756
6,816 shares@ $122.48 avg price
ARLPAlliance Res Partner
Recent Activity
New Position
0.02%
$800,000
32,000 shares@ $25.0 avg price
IBMInternational Busines
Recent Activity
New Position
0.02%
$729,343
3,299 shares@ $221.09 avg price
UNPUnion Pac Corp
Recent Activity
New Position
0.02%
$699,017
2,836 shares@ $246.48 avg price
CTVACorteva Inc Com
Recent Activity
New Position
0.02%
$684,316
11,640 shares@ $58.8 avg price