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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
LIILennox Intl Inc Com
Recent Activity
Increased 2.3%
0.06%
$2.346M
3,883 shares@ $604.29 avg price
LLYLilly Eli & Co Com
Recent Activity
Increased 814.14%
0.06%
$2.292M
2,587 shares@ $885.95 avg price
HMOPHartford Fds Exchange
Recent Activity
Increased 82.63%
0.06%
$2.271M
57,648 shares@ $39.4 avg price
GAFFXGrowth Fd Amer Cl F 3
Recent Activity
Increased 51.27%
0.05%
$2.076M
26,690 shares@ $77.81 avg price
JPSTJp Morgan Exchange Tr
Recent Activity
Decreased -87.64%
0.05%
$1.933M
38,097 shares@ $50.75 avg price
SPSMSpdr Ser Tr Portfolio
Recent Activity
New Position
0.05%
$1.722M
37,848 shares@ $45.51 avg price
RETSXRussell Invt Co Tax M
Recent Activity
0.04%
$1.613M
19,188 shares@ $84.05 avg price
HDHome Depot Inc Com
Recent Activity
New Position
0.04%
$1.468M
3,623 shares@ $405.21 avg price
AFMFXAmerican Mut Fd Cl F
Recent Activity
Increased 29.62%
0.04%
$1.451M
24,484 shares@ $59.26 avg price
XCCCBondbloxx Etf Trust C
Recent Activity
Increased 75.44%
0.04%
$1.413M
35,493 shares@ $39.82 avg price