Sign In
test

Marilyn Zehntner

Rhodes Investment Advisors Inc Adv

Assets Managed
$116.076M
Holdings
116
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-6.09%(2Q avg: -3.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rhodes Investment Advisors Inc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Rhodes Investment Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.076M in assets, with a quarterly growth rate of -6.09% and a 2-quarter average growth rate of -3.04%. The portfolio is managed by Marilyn Zehntner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.38%
5.16%
$5.983M
12,486 shares@ $479.2 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.73%
3.79%
$4.391M
7,674 shares@ $572.14 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -22.8%
3.65%
$4.232M
46,120 shares@ $91.77 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.5%
3.1%
$3.597M
12,539 shares@ $286.87 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -10.83%
2.95%
$3.424M
11,639 shares@ $294.16 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.09%
2.62%
$3.041M
11,982 shares@ $253.79 avg price
GE
General Electric
Recent Activity
Decreased -2.01%
2.49%
$2.884M
10,164 shares@ $283.77 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 0.76%
2.45%
$2.837M
11,400 shares@ $248.84 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.84%
2.38%
$2.753M
16,226 shares@ $169.67 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 6.87%
2.32%
$2.689M
24,277 shares@ $110.78 avg price

1-10 of 116