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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HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:262.0K

Value:$32.4M

% of Portfolio:0.7% ($32.4M/$4.5B)

46654Q757

Shares:503.2K

Value:$31.1M

% of Portfolio:0.7% ($31.1M/$4.5B)

37954Y673

Shares:824.6K

Value:$31.1M

% of Portfolio:0.7% ($31.1M/$4.5B)

46434G103

IEMG|46434G103

Shares:546.0K

Value:$29.5M

% of Portfolio:0.7% ($29.5M/$4.5B)

92189F593

Shares:857.8K

Value:$28.5M

% of Portfolio:0.6% ($28.5M/$4.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:191.5K

Value:$22.8M

% of Portfolio:0.5% ($22.8M/$4.5B)

464288810

Shares:374.0K

Value:$22.5M

% of Portfolio:0.5% ($22.5M/$4.5B)

92189F437

Shares:748.2K

Value:$21.6M

% of Portfolio:0.5% ($21.6M/$4.5B)

46138E123

Shares:175.4K

Value:$20.8M

% of Portfolio:0.5% ($20.8M/$4.5B)

464288646

Shares:391.4K

Value:$20.5M

% of Portfolio:0.5% ($20.5M/$4.5B)

EOG RESOURCES INC

EOG|26875P101

Shares:158.1K

Value:$20.3M

% of Portfolio:0.5% ($20.3M/$4.5B)

81369Y100

XLB|81369Y100

Shares:233.4K

Value:$20.1M

% of Portfolio:0.4% ($20.1M/$4.5B)

92189F676

Shares:93.5K

Value:$19.8M

% of Portfolio:0.4% ($19.8M/$4.5B)

46138J577

Shares:1.0M

Value:$18.8M

% of Portfolio:0.4% ($18.8M/$4.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:34.3K

Value:$18.3M

% of Portfolio:0.4% ($18.3M/$4.5B)

81369Y308

Shares:223.4K

Value:$18.2M

% of Portfolio:0.4% ($18.2M/$4.5B)

35473P744

Shares:614.5K

Value:$18.1M

% of Portfolio:0.4% ($18.1M/$4.5B)

72201R882

Shares:249.3K

Value:$17.9M

% of Portfolio:0.4% ($17.9M/$4.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:33.3K

Value:$17.4M

% of Portfolio:0.4% ($17.4M/$4.5B)

CHEVRON CORP

CVX|166764100

Shares:100.6K

Value:$16.8M

% of Portfolio:0.4% ($16.8M/$4.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	262.0K	QoQ +7.46% (+18.2K) YoY +176.31% (+167.2K)	All Managers (Combined)	$32.4M	0.7% ($32.4M/$4.5B)	QoQ +21.53% (+$5.7M) YoY +231.77% (+$22.6M)
(cusip46654Q757)✕	503.2K	QoQ +7.10% (+33.4K) YoY NEW(+503.2K)	All Managers (Combined)	$31.1M	0.7% ($31.1M/$4.5B)	QoQ +20.11% (+$5.2M) YoY NEW(+$31.1M)
(cusip37954Y673)✕	824.6K	QoQ +9.38% (+70.7K) YoY +15005.14% (+819.1K)	All Managers (Combined)	$31.1M	0.7% ($31.1M/$4.5B)	QoQ +2.12% (+$648.7K) YoY +14215.99% (+$30.9M)
(IEMGcusip46434G103)	546.0K	QoQ +8.91% (+44.7K) YoY +49.66% (+181.2K)	All Managers (Combined)	$29.5M	0.7% ($29.5M/$4.5B)	QoQ +12.56% (+$3.3M) YoY +56.53% (+$10.6M)
(cusip92189F593)✕	857.8K	QoQ +13.84% (+104.3K) YoY -23.75% (-267.3K)	All Managers (Combined)	$28.5M	0.6% ($28.5M/$4.5B)	QoQ +25.04% (+$5.7M) YoY -18.47% (-$6.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	191.5K	QoQ +29.14% (+43.2K) YoY +102.27% (+96.8K)	All Managers (Combined)	$22.8M	0.5% ($22.8M/$4.5B)	QoQ +42.77% (+$6.8M) YoY +106.95% (+$11.8M)
(cusip464288810)✕	374.0K	QoQ +9.34% (+32.0K) YoY +39.71% (+106.3K)	All Managers (Combined)	$22.5M	0.5% ($22.5M/$4.5B)	QoQ +12.78% (+$2.6M) YoY +43.52% (+$6.8M)
(cusip92189F437)✕	748.2K	QoQ +2.43% (+17.8K) YoY +43.93% (+228.4K)	All Managers (Combined)	$21.6M	0.5% ($21.6M/$4.5B)	QoQ +3.11% (+$652.9K) YoY +43.14% (+$6.5M)
(cusip46138E123)✕	175.4K	QoQ +8.19% (-13.3K) YoY +41.74% (+51.7K)	All Managers (Combined)	$20.8M	0.5% ($20.8M/$4.5B)	QoQ -4.34% (-$946.1K) YoY +32.72% (+$5.1M)
(cusip464288646)✕	391.4K	QoQ +49.49% (+129.6K) YoY -18.82% (-90.8K)	All Managers (Combined)	$20.5M	0.5% ($20.5M/$4.5B)	QoQ +51.43% (+$7.0M) YoY -17.09% (-$4.2M)
EOG RESOURCES INC(EOGcusip26875P101)	158.1K	QoQ +11.42% (+16.2K) YoY +44.20% (+48.5K)	All Managers (Combined)	$20.3M	0.5% ($20.3M/$4.5B)	QoQ +16.56% (+$2.9M) YoY +44.65% (+$6.3M)
(XLBcusip81369Y100)	233.4K	QoQ +2.73% (+6.2K) YoY +6.81% (-14.9K)	All Managers (Combined)	$20.1M	0.4% ($20.1M/$4.5B)	QoQ +4.98% (+$952.5K) YoY -1.13% (-$230.6K)
(cusip92189F676)✕	93.5K	QoQ +3.95% (-3.6K) YoY +32.62% (+23.0K)	All Managers (Combined)	$19.8M	0.4% ($19.8M/$4.5B)	QoQ -9.22% (-$2.0M) YoY +24.65% (+$3.9M)
(cusip46138J577)✕	1.0M	QoQ +10.95% (+100.2K) YoY +50.88% (+342.2K)	All Managers (Combined)	$18.8M	0.4% ($18.8M/$4.5B)	QoQ +12.10% (+$2.0M) YoY +52.78% (+$6.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	34.3K	QoQ +75.79% (+14.8K) YoY +253.60% (+24.6K)	All Managers (Combined)	$18.3M	0.4% ($18.3M/$4.5B)	QoQ +106.55% (+$9.4M) YoY +347.83% (+$14.2M)
(cusip81369Y308)✕	223.4K	QoQ +3.60% (+7.8K) YoY +10.78% (+21.7K)	All Managers (Combined)	$18.2M	0.4% ($18.2M/$4.5B)	QoQ +7.64% (+$1.3M) YoY +18.48% (+$2.8M)
(cusip35473P744)✕	614.5K	QoQ +10.67% (+59.3K) YoY +37.49% (+167.6K)	All Managers (Combined)	$18.1M	0.4% ($18.1M/$4.5B)	QoQ +13.72% (+$2.2M) YoY +30.27% (+$4.2M)
(cusip72201R882)✕	249.3K	QoQ -1.27% (-3.2K) YoY NEW(+249.3K)	All Managers (Combined)	$17.9M	0.4% ($17.9M/$4.5B)	QoQ +3.05% (-$529.8K) YoY NEW(+$17.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	33.3K	QoQ +12.07% (+3.6K) YoY +46.08% (+10.5K)	All Managers (Combined)	$17.4M	0.4% ($17.4M/$4.5B)	QoQ +16.03% (+$2.4M) YoY +54.65% (+$6.2M)
CHEVRON CORP(CVXcusip166764100)	100.6K	QoQ +13.27% (+11.8K) YoY +63.10% (+38.9K)	All Managers (Combined)	$16.8M	0.4% ($16.8M/$4.5B)	QoQ +30.83% (+$4.0M) YoY +72.97% (+$7.1M)