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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PEPSICO INC

PEP|713448108

Shares:4.8K

Value:$716.7K

% of Portfolio:0.0% ($716.7K/$4.5B)

BOEING CO

BA|097023105

Shares:4.2K

Value:$714.1K

% of Portfolio:0.0% ($714.1K/$4.5B)

464286509

Shares:17.5K

Value:$712.0K

% of Portfolio:0.0% ($712.0K/$4.5B)

922908736

VUG|922908736

Shares:1.9K

Value:$697.5K

% of Portfolio:0.0% ($697.5K/$4.5B)

WESTLAKE CORP

WLK|960413102

Shares:7.0K

Value:$697.4K

% of Portfolio:0.0% ($697.4K/$4.5B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:15.3K

Value:$693.4K

% of Portfolio:0.0% ($693.4K/$4.5B)

552983694

Shares:13.6K

Value:$686.4K

% of Portfolio:0.0% ($686.4K/$4.5B)

92204A306

VDE|92204A306

Shares:5.0K

Value:$650.0K

% of Portfolio:0.0% ($650.0K/$4.5B)

KKR & Co. Inc.

KKR|48251W104

Shares:5.6K

Value:$649.5K

% of Portfolio:0.0% ($649.5K/$4.5B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.5K

Value:$633.0K

% of Portfolio:0.0% ($633.0K/$4.5B)

DOMINION ENERGY, INC

D|25746U109

Shares:10.8K

Value:$606.4K

% of Portfolio:0.0% ($606.4K/$4.5B)

298706110

Shares:11.0K

Value:$606.3K

% of Portfolio:0.0% ($606.3K/$4.5B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:40.0K

Value:$600.9K

% of Portfolio:0.0% ($600.9K/$4.5B)

464287234

EEM|464287234

Shares:13.7K

Value:$599.0K

% of Portfolio:0.0% ($599.0K/$4.5B)

74160Q301

Shares:18.3K

Value:$598.7K

% of Portfolio:0.0% ($598.7K/$4.5B)

STARBUCKS CORP

SBUX|855244109

Shares:6.0K

Value:$593.1K

% of Portfolio:0.0% ($593.1K/$4.5B)

97717X701

Shares:12.2K

Value:$578.3K

% of Portfolio:0.0% ($578.3K/$4.5B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.3K

Value:$575.1K

% of Portfolio:0.0% ($575.1K/$4.5B)

AT&T INC.

T|00206R102

Shares:20.2K

Value:$571.5K

% of Portfolio:0.0% ($571.5K/$4.5B)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.7K

Value:$560.8K

% of Portfolio:0.0% ($560.8K/$4.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	4.8K	QoQ +12.92% (+547) YoY +49.60% (+1.6K)	All Managers (Combined)	$716.7K	0.0% ($716.7K/$4.5B)	QoQ +11.34% (+$73.0K) YoY +28.17% (+$157.6K)
BOEING CO(BAcusip097023105)	4.2K	QoQ +54.55% (+1.5K) YoY +82.04% (+1.9K)	All Managers (Combined)	$714.1K	0.0% ($714.1K/$4.5B)	QoQ +48.92% (+$234.6K) YoY +60.87% (+$270.2K)
(cusip464286509)✕	17.5K	QoQ +64.26% (+6.8K) YoY +102.67% (+8.9K)	All Managers (Combined)	$712.0K	0.0% ($712.0K/$4.5B)	QoQ +66.10% (+$283.4K) YoY +115.75% (+$382.0K)
(VUGcusip922908736)	1.9K	QoQ +2.22% (-41) YoY +90.96% (+896)	All Managers (Combined)	$697.5K	0.0% ($697.5K/$4.5B)	QoQ -7.63% (-$57.7K) YoY +105.73% (+$358.5K)
WESTLAKE CORP(WLKcusip960413102)	7.0K	QoQ 0.00% (-0) YoY NEW(+7.0K)	All Managers (Combined)	$697.4K	0.0% ($697.4K/$4.5B)	QoQ -12.75% (-$101.9K) YoY NEW(+$697.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	15.3K	QoQ +68.24% (+6.2K) YoY NEW(+15.3K)	All Managers (Combined)	$693.4K	0.0% ($693.4K/$4.5B)	QoQ +90.84% (+$330.1K) YoY NEW(+$693.4K)
(cusip552983694)✕	13.6K	QoQ +98.33% (+6.7K) YoY NEW(+13.6K)	All Managers (Combined)	$686.4K	0.0% ($686.4K/$4.5B)	QoQ +105.18% (+$351.9K) YoY NEW(+$686.4K)
(VDEcusip92204A306)	5.0K	QoQ +55.33% (+1.8K) YoY NEW(+5.0K)	All Managers (Combined)	$650.0K	0.0% ($650.0K/$4.5B)	QoQ +66.08% (+$258.6K) YoY NEW(+$650.0K)
KKR & Co. Inc.(KKRcusip48251W104)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$649.5K	0.0% ($649.5K/$4.5B)	QoQ NEW(+$649.5K) YoY NEW(+$649.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$633.0K	0.0% ($633.0K/$4.5B)	QoQ NEW(+$633.0K) YoY NEW(+$633.0K)
DOMINION ENERGY, INC(Dcusip25746U109)	10.8K	QoQ +9.45% (+934) YoY +127.39% (+6.1K)	All Managers (Combined)	$606.4K	0.0% ($606.4K/$4.5B)	QoQ +13.94% (+$74.2K) YoY +159.20% (+$372.4K)
(cusip298706110)✕	11.0K	QoQ -34.48% (-5.8K) YoY NEW(+11.0K)	All Managers (Combined)	$606.3K	0.0% ($606.3K/$4.5B)	QoQ -32.76% (-$295.4K) YoY NEW(+$606.3K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	40.0K	QoQ +170.53% (+25.2K) YoY +192.02% (+26.3K)	All Managers (Combined)	$600.9K	0.0% ($600.9K/$4.5B)	QoQ +149.58% (+$360.2K) YoY +214.20% (+$409.7K)
(EEMcusip464287234)	13.7K	QoQ NEW(+13.7K) YoY NEW(+13.7K)	All Managers (Combined)	$599.0K	0.0% ($599.0K/$4.5B)	QoQ NEW(+$599.0K) YoY NEW(+$599.0K)
(cusip74160Q301)✕	18.3K	QoQ +20.33% (+3.1K) YoY NEW(+18.3K)	All Managers (Combined)	$598.7K	0.0% ($598.7K/$4.5B)	QoQ +17.25% (+$88.1K) YoY NEW(+$598.7K)
STARBUCKS CORP(SBUXcusip855244109)	6.0K	QoQ +13.68% (+728) YoY NEW(+6.0K)	All Managers (Combined)	$593.1K	0.0% ($593.1K/$4.5B)	QoQ +22.20% (+$107.8K) YoY NEW(+$593.1K)
(cusip97717X701)✕	12.2K	QoQ -57.76% (-16.7K) YoY -62.04% (-19.9K)	All Managers (Combined)	$578.3K	0.0% ($578.3K/$4.5B)	QoQ -54.13% (-$682.5K) YoY -62.69% (-$971.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.3K	QoQ +39.96% (+2.7K) YoY NEW(+9.3K)	All Managers (Combined)	$575.1K	0.0% ($575.1K/$4.5B)	QoQ +45.89% (+$180.9K) YoY NEW(+$575.1K)
AT&T INC.(Tcusip00206R102)	20.2K	QoQ NEW(+20.2K) YoY NEW(+20.2K)	All Managers (Combined)	$571.5K	0.0% ($571.5K/$4.5B)	QoQ NEW(+$571.5K) YoY NEW(+$571.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.7K	QoQ +44.53% (+1.1K) YoY NEW(+3.7K)	All Managers (Combined)	$560.8K	0.0% ($560.8K/$4.5B)	QoQ +44.52% (+$172.8K) YoY NEW(+$560.8K)