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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
XYLDGlobal X S&p 500 Cove
Recent Activity
Increased 2.52%
0.13%
$5.149M
124,084 shares@ $41.5 avg price
PGProcter And Gamble Co
Recent Activity
Increased 9.85%
0.12%
$5.02M
28,981 shares@ $173.2 avg price
RIGSAlps Etf Tr Riverfrnt
Recent Activity
Decreased -0.95%
0.12%
$4.759M
202,718 shares@ $23.48 avg price
JMUBJ P Morgan Exchange T
Recent Activity
Increased 40.43%
0.11%
$4.47M
87,190 shares@ $51.27 avg price
QQQMInvesco Nasdaq 100 Et
Recent Activity
Increased 2.15%
0.11%
$4.468M
22,247 shares@ $200.86 avg price
VEAVanguard Tax-managed
Recent Activity
Decreased -6.12%
0.08%
$3.273M
61,975 shares@ $52.82 avg price
SYKStryker Corp Com
Recent Activity
Increased 13.06%
0.08%
$3.195M
8,844 shares@ $361.26 avg price
IEFIshares Tr 7-10 Yr Tr
Recent Activity
Decreased -1.05%
0.07%
$2.833M
28,877 shares@ $98.12 avg price
ZROZPimco Etf Tr 25yr Ze
Recent Activity
Decreased -82.63%
0.06%
$2.511M
30,470 shares@ $82.43 avg price
VFIAXVanguard 500 Index Fu
Recent Activity
Increased 56.03%
0.06%
$2.472M
4,648 shares@ $531.75 avg price