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Home > Institutional Investor > Rocky Mountain Advisers, Llc > Profile

Instuitional Investor - Rocky Mountain Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Rocky Mountain Advisers, Llc
Portfolio Value $328,814,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Elevation Series Trust
 4,309,833 $160,914,519 48.94%
2.
Elevation Series Trust
 878,222 $47,888,206 14.56%
3.
Schwab Strategic Trust
 FNDF 926,301 $24,546,977 7.47%
4.
Jpmorgan Chase & Co
 JPM 57,220 $16,588,650 5.04%
5.
Cohen & Steers Infrastructure Fund Inc
 UTF 407,843 $10,991,374 3.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)