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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 $323,922,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Elevation Series Trust
 4,307,073 $153,503,655 47.39%
2.
Elevation Series Trust
 878,174 $49,668,178 15.33%
3.
Schwab Strategic Trust
 FNDF 942,552 $26,353,754 8.14%
4.
Jpmorgan Chase & Co
 JPM 57,220 $14,036,066 4.33%
5.
Cohen & Steers Infrastructure Fund Inc
 UTF 407,811 $10,419,561 3.22%
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)