Riverfront-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PLXS",
  "MMM",
  "ABT",
  "ABBV",
  null,
  null,
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  null,
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BSX",
  null,
  null,
  "COF",
  null,
  "DUK",
  "D",
  null,
  null,
  "EOG",
  "FCX",
  null,
  null,
  "GILD",
  null,
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  null,
  null,
  "SYBT",
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "ITW",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  "MSFT",
  "ERIE",
  "EQT",
  null,
  "GE",
  null,
  "HIG",
  "NVS",
  null,
  "BX",
  "HSY",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MPW",
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "SPG",
  null,
  "RTX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TRV",
  "VO",
  "HL",
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  null,
  "XLB",
  "WY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  null,
  null,
  "MSA",
  "STWD",
  "AFL",
  "SDY",
  "FI",
  "F",
  "IWR",
  null,
  null,
  "GSLC",
  null,
  null,
  null,
  "PEG",
  "AMZN",
  null,
  null,
  "IVE",
  "HCA",
  "BBCA",
  null,
  "HBAN",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  null,
  null,
  null,
  "VGLT",
  "VTEB",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  "WLK",
  "WELL",
  "WHR",
  "WMB",
  null,
  "XRX",
  null,
  null,
  null,
  "LVS",
  "EIX",
  "CRM",
  null,
  "LII",
  null,
  null,
  "ARLP",
  "MCK",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "STZ",
  "COST",
  "CTVA",
  "CRWD",
  "DE",
  "EFA",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 289
Total Value: 4492423396
Accession Number: 0001469751-25-000006
Form Type: 13F-HR
CIK: riverfront-investment-group
Manager Name: Riverfront-Investment-Group

Data Enrichment

58% identified

167 identified122 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

289 positions • $4.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C847

VGLT|92206C847

Shares:5.0K

Value:$289.4K

% of Portfolio:0.0% ($289.4K/$4.5B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:529

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$4.5B)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:14.4K

Value:$284.5K

% of Portfolio:0.0% ($284.5K/$4.5B)

78464A763

SDY|78464A763

Shares:2.1K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$4.5B)

ERIE INDEMNITY CO

ERIE|29530P102

Shares:668

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$4.5B)

53656F805

Shares:6.4K

Value:$278.2K

% of Portfolio:0.0% ($278.2K/$4.5B)

831681770

Shares:4.3K

Value:$277.1K

% of Portfolio:0.0% ($277.1K/$4.5B)

74254U499

Shares:7.0K

Value:$274.2K

% of Portfolio:0.0% ($274.2K/$4.5B)

77956H435

Shares:20.2K

Value:$269.7K

% of Portfolio:0.0% ($269.7K/$4.5B)

Chubb Ltd

CB|H1467J104

Shares:884

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$4.5B)

464287408

IVE|464287408

Shares:1.4K

Value:$264.5K

% of Portfolio:0.0% ($264.5K/$4.5B)

MCKESSON CORP

MCK|58155Q103

Shares:391

Value:$263.1K

% of Portfolio:0.0% ($263.1K/$4.5B)

741479406

Shares:2.6K

Value:$251.8K

% of Portfolio:0.0% ($251.8K/$4.5B)

FISERV INC

FI|337738108

Shares:1.1K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$4.5B)

NETFLIX INC

NFLX|64110L106

Shares:267

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$4.5B)

PFIZER INC

PFE|717081103

Shares:9.8K

Value:$248.6K

% of Portfolio:0.0% ($248.6K/$4.5B)

464288414

MUB|464288414

Shares:2.4K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$4.5B)

Arista Networks, Inc.

ANET|040413205

Shares:3.2K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$4.5B)

Salesforce, Inc.

CRM|79466L302

Shares:910

Value:$244.2K

% of Portfolio:0.0% ($244.2K/$4.5B)

FORD MOTOR CO

F|345370860

Shares:24.2K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$4.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGLTcusip92206C847)	5.0K	QoQ -62.52% (-8.4K) YoY -61.90% (-8.2K)	All Managers (Combined)	$289.4K	0.0% ($289.4K/$4.5B)	QoQ -60.99% (-$452.6K) YoY -62.94% (-$491.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	529	QoQ NEW(+529) YoY NEW(+529)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$4.5B)	QoQ NEW(+$289.0K) YoY NEW(+$289.0K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$284.5K	0.0% ($284.5K/$4.5B)	QoQ NEW(+$284.5K) YoY NEW(+$284.5K)
(SDYcusip78464A763)	2.1K	QoQ +1.97% (+40) YoY NEW(+2.1K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$4.5B)	QoQ +4.73% (+$12.7K) YoY NEW(+$280.5K)
ERIE INDEMNITY CO(ERIEcusip29530P102)	668	QoQ 0.00% (+0) YoY NEW(+668)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$4.5B)	QoQ +1.65% (+$4.6K) YoY NEW(+$279.9K)
(cusip53656F805)✕	6.4K	QoQ 0.00% (-0) YoY NEW(+6.4K)	All Managers (Combined)	$278.2K	0.0% ($278.2K/$4.5B)	QoQ -6.11% (-$18.1K) YoY NEW(+$278.2K)
(cusip831681770)✕	4.3K	QoQ +37.31% (+1.2K) YoY NEW(+4.3K)	All Managers (Combined)	$277.1K	0.0% ($277.1K/$4.5B)	QoQ +28.39% (+$61.3K) YoY NEW(+$277.1K)
(cusip74254U499)✕	7.0K	QoQ -28.31% (-2.8K) YoY NEW(+7.0K)	All Managers (Combined)	$274.2K	0.0% ($274.2K/$4.5B)	QoQ -28.18% (-$107.6K) YoY NEW(+$274.2K)
(cusip77956H435)✕	20.2K	QoQ 0.00% (+0) YoY NEW(+20.2K)	All Managers (Combined)	$269.7K	0.0% ($269.7K/$4.5B)	QoQ +6.54% (+$16.6K) YoY NEW(+$269.7K)
Chubb Ltd(CBcusipH1467J104)	884	QoQ NEW(+884) YoY NEW(+884)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$4.5B)	QoQ NEW(+$267.0K) YoY NEW(+$267.0K)
(IVEcusip464287408)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$264.5K	0.0% ($264.5K/$4.5B)	QoQ -0.15% (-$416) YoY NEW(+$264.5K)
MCKESSON CORP(MCKcusip58155Q103)	391	QoQ 0.00% (+0) YoY NEW(+391)	All Managers (Combined)	$263.1K	0.0% ($263.1K/$4.5B)	QoQ +18.08% (+$40.3K) YoY NEW(+$263.1K)
(cusip741479406)✕	2.6K	QoQ 0.00% (-0) YoY NEW(+2.6K)	All Managers (Combined)	$251.8K	0.0% ($251.8K/$4.5B)	QoQ -9.48% (-$26.4K) YoY NEW(+$251.8K)
FISERV INC(FIcusip337738108)	1.1K	QoQ +12.14% (+123) YoY NEW(+1.1K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$4.5B)	QoQ +20.55% (+$42.8K) YoY NEW(+$250.9K)
NETFLIX INC(NFLXcusip64110L106)	267	QoQ +4.70% (+12) YoY NEW(+267)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$4.5B)	QoQ +9.54% (+$21.7K) YoY NEW(+$249.0K)
PFIZER INC(PFEcusip717081103)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$248.6K	0.0% ($248.6K/$4.5B)	QoQ NEW(+$248.6K) YoY NEW(+$248.6K)
(MUBcusip464288414)	2.4K	QoQ -10.81% (-285) YoY NEW(+2.4K)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$4.5B)	QoQ -11.74% (-$33.0K) YoY NEW(+$247.9K)
Arista Networks, Inc.(ANETcusip040413205)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$4.5B)	QoQ NEW(+$245.1K) YoY NEW(+$245.1K)
Salesforce, Inc.(CRMcusip79466L302)	910	QoQ +36.63% (+244) YoY NEW(+910)	All Managers (Combined)	$244.2K	0.0% ($244.2K/$4.5B)	QoQ +9.67% (+$21.5K) YoY NEW(+$244.2K)
FORD MOTOR CO(Fcusip345370860)	24.2K	QoQ +9.82% (+2.2K) YoY NEW(+24.2K)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$4.5B)	QoQ +11.26% (+$24.6K) YoY NEW(+$242.6K)