Sonia Goforth
Rps Advisory Solutions Llc
Assets Managed
$176.347M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-16.81%(2Q avg: -6.4%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Rps Advisory Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.
Assets under management
The assets under management (AUM) of Rps Advisory Solutions Llc 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 176.347M in assets, with a quarterly growth rate of -16.81% and a 2-quarter average growth rate of -6.4%. The portfolio is managed by Sonia Goforth, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SGOV Ishares 0-3 Month Treasury B
| 29.21% | $51.508M 511,705 shares@ $100.67 avg price | Increased 117.79% |
AAPL Apple Inc
| 16.57% | $29.22M 115,135 shares@ $253.79 avg price | Decreased -0.76% |
IYZ Ishares Us Telecommunication
| 5.07% | $8.928M 227,052 shares@ $39.33 avg price | Decreased -13.91% |
IYE Ishares U.s. Energy Etf
| 4.92% | $8.675M 133,941 shares@ $64.78 avg price | New Position |
NVDA Nvidia Corp
| 3.68% | $6.476M 37,135 shares@ $174.41 avg price | Decreased -20.47% |
TUSI Touchstone Ultra Short Incom
| 2.41% | $4.24M 167,453 shares@ $25.32 avg price | Decreased -21.03% |
TDI Touchstone Dynamic Intl Etf
| 1.89% | $3.321M 80,520 shares@ $41.24 avg price | Decreased -4.75% |
MRSK Toews Agility Shares Managed
| 1.73% | $3.039M 85,991 shares@ $35.34 avg price | Increased 0.03% |
VBIL Vanguard 0-3m T-bill Etf
| 1.65% | $2.899M 38,327 shares@ $75.65 avg price | Increased 1.85% |
THY Toews Agility Shares Dynamic
| 1.39% | $2.443M 111,153 shares@ $21.98 avg price | Decreased -1.89% |
1-10 of 108