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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
SHYGIshares Tr 0-5yr Hi Y
Recent Activity
Increased 13.6%
0.25%
$10.425M
240,099 shares@ $43.43 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -5.19%
0.23%
$9.697M
65,844 shares@ $147.28 avg price
RFCIAlps Etf Tr Riverfron
Recent Activity
Decreased -1.44%
0.22%
$9.311M
406,767 shares@ $22.9 avg price
KOCoca Cola Co
Recent Activity
Increased 15.78%
0.18%
$7.549M
105,046 shares@ $71.87 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 11.71%
0.18%
$7.431M
27,028 shares@ $274.96 avg price
RFFCAlps Etf Tr Riverfrnt
Recent Activity
Decreased -1.16%
0.16%
$6.733M
116,768 shares@ $57.66 avg price
BRK.BBerkshire Hathaway In
Recent Activity
Increased 48.25%
0.16%
$6.616M
14,374 shares@ $460.26 avg price
WFCWells Fargo & Co New
Recent Activity
Decreased -0.11%
0.16%
$6.581M
116,494 shares@ $56.49 avg price
RFEMFirst Tr Exch Traded
Recent Activity
Decreased -1.19%
0.14%
$5.699M
83,605 shares@ $68.17 avg price
HDEFDbx Etf Tr Xtrack Msc
Recent Activity
Increased 22.08%
0.13%
$5.398M
200,749 shares@ $26.9 avg price