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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MCDONALDS CORP

MCD|580135101

Shares:11.6K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$4.5B)

00162Q510

Shares:61.0K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$4.5B)

399874775

Shares:48.4K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$4.5B)

STRYKER CORP

SYK|863667101

Shares:9.0K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$4.5B)

464287465

EFA|464287465

Shares:40.5K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$4.5B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:29.1K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$4.5B)

Tesla, Inc.

TSLA|88160R101

Shares:12.1K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.5B)

464288638

Shares:59.1K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.5B)

921910709

Shares:43.2K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.5B)

921943858

VEA|921943858

Shares:58.9K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$4.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:18.6K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$4.5B)

41653L503

Shares:71.2K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$4.5B)

922908710

Shares:4.9K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$4.5B)

33739P707

Shares:38.7K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$4.5B)

38149W630

Shares:55.2K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$4.5B)

464288356

Shares:43.2K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$4.5B)

027681774

Shares:42.3K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$4.5B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:4.5K

Value:$2.2M

% of Portfolio:0.0% ($2.2M/$4.5B)

HOME DEPOT, INC.

HD|437076102

Shares:6.0K

Value:$2.2M

% of Portfolio:0.0% ($2.2M/$4.5B)

ABBOTT LABORATORIES

ABT|002824100

Shares:15.8K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$4.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	11.6K	QoQ +212.37% (+7.9K) YoY +326.40% (+8.9K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$4.5B)	QoQ +236.59% (+$2.5M) YoY +372.40% (+$2.8M)
(cusip00162Q510)✕	61.0K	QoQ -46.04% (-52.0K) YoY -50.72% (-62.8K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$4.5B)	QoQ -48.11% (-$3.1M) YoY -48.10% (-$3.1M)
(cusip399874775)✕	48.4K	QoQ +27.56% (+10.5K) YoY +842.37% (+43.2K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$4.5B)	QoQ +19.46% (+$549.6K) YoY +824.00% (+$3.0M)
STRYKER CORP(SYKcusip863667101)	9.0K	QoQ +1.94% (+171) YoY +14.61% (+1.1K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$4.5B)	QoQ +5.39% (+$171.0K) YoY +19.21% (+$538.0K)
(EFAcusip464287465)	40.5K	QoQ +483.57% (+33.5K) YoY NEW(+40.5K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$4.5B)	QoQ +530.80% (+$2.8M) YoY NEW(+$3.3M)
EMERSON ELECTRIC CO(EMRcusip291011104)	29.1K	QoQ NEW(+29.1K) YoY NEW(+29.1K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$4.5B)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Tesla, Inc.(TSLAcusip88160R101)	12.1K	QoQ +5.15% (-592) YoY NEW(+12.1K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.5B)	QoQ -32.51% (-$1.5M) YoY NEW(+$3.1M)
(cusip464288638)✕	59.1K	QoQ +310.43% (+44.7K) YoY NEW(+59.1K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.5B)	QoQ +318.48% (+$2.4M) YoY NEW(+$3.1M)
(cusip921910709)✕	43.2K	QoQ -94.14% (-693.7K) YoY -94.94% (-810.3K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.5B)	QoQ -93.85% (-$46.8M) YoY -95.30% (-$62.3M)
(VEAcusip921943858)	58.9K	QoQ +1.55% (+904) YoY -10.72% (-7.1K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$4.5B)	QoQ +7.95% (+$220.6K) YoY -9.55% (-$316.4K)
Alphabet Inc.(GOOGLcusip02079K305)	18.6K	QoQ +108.61% (+9.7K) YoY +936.68% (+16.8K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$4.5B)	QoQ +70.42% (+$1.2M) YoY +962.16% (+$2.6M)
(cusip41653L503)✕	71.2K	QoQ +11.94% (+7.6K) YoY +144.55% (+42.1K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$4.5B)	QoQ +11.33% (+$278.7K) YoY +142.10% (+$1.6M)
(cusip922908710)✕	4.9K	QoQ +0.22% (-11) YoY +65.72% (+2.0K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$4.5B)	QoQ -4.39% (-$117.5K) YoY +77.01% (+$1.1M)
(cusip33739P707)✕	38.7K	QoQ -51.59% (-41.3K) YoY -56.57% (-50.4K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$4.5B)	QoQ -50.22% (-$2.5M) YoY -53.84% (-$2.9M)
(cusip38149W630)✕	55.2K	QoQ +134.96% (+31.7K) YoY NEW(+55.2K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$4.5B)	QoQ +113.73% (+$1.3M) YoY NEW(+$2.5M)
(cusip464288356)✕	43.2K	QoQ +92.27% (+20.7K) YoY +342.80% (+33.4K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$4.5B)	QoQ +88.91% (+$1.1M) YoY +333.10% (+$1.9M)
(cusip027681774)✕	42.3K	QoQ +21.04% (+7.3K) YoY NEW(+42.3K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$4.5B)	QoQ +23.48% (+$452.1K) YoY NEW(+$2.4M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	4.5K	QoQ +821.07% (+4.0K) YoY NEW(+4.5K)	All Managers (Combined)	$2.2M	0.0% ($2.2M/$4.5B)	QoQ +781.00% (+$2.0M) YoY NEW(+$2.2M)
HOME DEPOT, INC.(HDcusip437076102)	6.0K	QoQ +59.31% (+2.2K) YoY NEW(+6.0K)	All Managers (Combined)	$2.2M	0.0% ($2.2M/$4.5B)	QoQ +50.09% (+$732.4K) YoY NEW(+$2.2M)
ABBOTT LABORATORIES(ABTcusip002824100)	15.8K	QoQ +31.68% (+3.8K) YoY +73.16% (+6.7K)	All Managers (Combined)	$2.1M	0.0% ($2.1M/$4.5B)	QoQ +54.43% (+$737.2K) YoY +102.09% (+$1.1M)