Ruggaard & Associates LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$267.3M

Holdings

120

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
QGROAMERICAN CENTY ETF TR
$16.5M
JPSTJ P MORGAN EXCHANGE TRADED F
$15.8M
CGDGCAPITAL GROUP DIVIDEND VALUE
$15.7M
CGCPCAPITAL GRP FIXED INCM ETF T
$15.5M
IBHFISHARES TR
$13.7M
IBDQISHARES TR
$13.4M
VOVANGUARD INDEX FDS
$12.7M
JBNDJ P MORGAN EXCHANGE TRADED F
$12.5M
SPHQINVESCO EXCHANGE TRADED FD T
$11.7M
RSPINVESCO EXCHANGE TRADED FD T
$10.3M
IWFISHARES TR
$9.3M
CGGOCAPITAL GROUP GBL GROWTH EQT
$9.1M
AAPLAPPLE INC
$8.2M
DFASDIMENSIONAL ETF TRUST
$8.1M
WTVWISDOMTREE TR
$7.7M
DBEFDBX ETF TR
$7.3M
VBVANGUARD INDEX FDS
$6.9M
IVVISHARES TR
$5.1M
MSFTMICROSOFT CORP
$3.0M
NVDANVIDIA CORPORATION
$2.8M
AEMAGNICO EAGLE MINES LTD
$2.4M
MINTPIMCO ETF TR
$2.1M
DGROISHARES TR
$2.0M
JMEEJ P MORGAN EXCHANGE TRADED F
$1.8M
AVLVAMERICAN CENTY ETF TR
$1.4M
DGRWWISDOMTREE TR
$1.4M
VUGVANGUARD INDEX FDS
$1.4M
REVSCOLUMBIA ETF TR I
$1.4M
NDQINVESCO QQQ TR
$1.3M
AMZNAMAZON COM INC
$1.2M
IJTISHARES TR
$1.2M
COPCONOCOPHILLIPS
$1.2M
IJKISHARES TR
$1.2M
IJHISHARES TR
$1.1M
JAAAJANUS DETROIT STR TR
$1.0M
JIREJ P MORGAN EXCHANGE TRADED F
$1.0M
TXNTEXAS INSTRS INC
$1.0M
NVSNNOVARTIS AG
$949K
PYLDPIMCO ETF TR
$932K
VTIVANGUARD INDEX FDS
$921K
JPMJPMORGAN CHASE & CO.
$920K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$905K
AFLAFLAC INC
$888K
ORIOLD REP INTL CORP
$887K
WMTWALMART INC
$821K
SCHGSCHWAB STRATEGIC TR
$808K
IWPISHARES TR
$741K
INGRINGREDION INC
$739K
COSTCOSTCO WHSL CORP NEW
$726K
CVXCHEVRON CORP NEW
$714K
GOOGLALPHABET INC
$712K
VLOVALERO ENERGY CORP
$683K
RYROYAL BK CDA
$675K
SPYSPDR S&P 500 ETF TR
$661K
XOMEXXON MOBIL CORP
$629K
EXPEAGLE MATLS INC
$626K
VVISA INC
$620K
SCHMSCHWAB STRATEGIC TR
$608K
BNSBANK NOVA SCOTIA HALIFAX
$568K
PGPROCTER AND GAMBLE CO
$567K
JMSTJ P MORGAN EXCHANGE TRADED F
$557K
AVGOBROADCOM INC
$541K
ELVELEVANCE HEALTH INC FORMERLY
$531K
JNJJOHNSON & JOHNSON
$520K
IWBISHARES TR
$513K
CSCOCISCO SYS INC
$502K
ITOTISHARES TR
$497K
ABTABBOTT LABS
$492K
SUSUNCOR ENERGY INC NEW
$483K
LADRLADDER CAP CORP
$482K
ARKKARK ETF TR
$471K
XLKSELECT SECTOR SPDR TR
$457K
GATXGATX CORP
$454K
SCHASCHWAB STRATEGIC TR
$447K
PGRPROGRESSIVE CORP
$429K
HDHOME DEPOT INC
$414K
BRK/BBERKSHIRE HATHAWAY INC DEL
$413K
AXPAMERICAN EXPRESS CO
$409K
ACWIISHARES TR
$404K
PEPPEPSICO INC
$396K
TMOTHERMO FISHER SCIENTIFIC INC
$389K
MDYSPDR S&P MIDCAP 400 ETF TR
$387K
DEDEERE & CO
$386K
MCDMCDONALDS CORP
$364K
ALCALCON AG
$351K
PSXPHILLIPS 66
$344K
LLYELI LILLY & CO
$340K
COFCAPITAL ONE FINL CORP
$340K
MSIMOTOROLA SOLUTIONS INC
$337K
VXFVANGUARD INDEX FDS
$333K
TRVTRAVELERS COMPANIES INC
$331K
ORCLORACLE CORP
$325K
CRCCANADIAN NAT RES LTD
$304K
DHID R HORTON INC
$304K
CNRCANADIAN NATL RY CO
$302K
NTRNUTRIEN LTD
$300K
IWSISHARES TR
$287K
BKHBLACK HILLS CORP
$286K
TJXTJX COS INC NEW
$284K
DGDOLLAR GEN CORP NEW
$278K
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