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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 9.53%
1.69%
$71.645M
166,499 shares@ $430.31 avg price
EDVVanguard World Fd Ext
Recent Activity
Increased 3.05%
1.68%
$70.994M
890,993 shares@ $79.69 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 4.31%
1.57%
$66.365M
755,866 shares@ $87.81 avg price
VCSHVanguard Scottsdale F
Recent Activity
Decreased -50.39%
1.54%
$65.044M
818,990 shares@ $79.43 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 87.16%
1.33%
$56.288M
415,593 shares@ $135.45 avg price
TLHIshares Tr Lehman 10-
Recent Activity
Decreased -10.08%
1.25%
$52.836M
483,272 shares@ $109.34 avg price
MOTIVaneck Etf Trust Mrng
Recent Activity
Increased 9.83%
1.12%
$47.33M
1.351M shares@ $35.05 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 2.54%
1.11%
$46.919M
234,162 shares@ $200.38 avg price
XLCCommunication Service
Recent Activity
Increased 4.66%
1.07%
$45.083M
498,707 shares@ $90.41 avg price
WMTWalmart Inc Com
Recent Activity
Increased 5.94%
1.04%
$44.162M
546,896 shares@ $80.76 avg price