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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 $349,450,687
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Srh U S Quality Etf
 4,308,340 $172,923,422 49.48%
2.
Srh Reit Covered Call Etf
 879,273 $46,284,649 13.24%
3.
Schwab Strategic Trust
 SCHD 880,497 $27,013,648 7.73%
4.
Jpmorgan Chase & Co
 JPM 57,220 $16,831,835 4.82%
5.
Cohen & Steers Infrastructure Fund Inc
 UTF 408,330 $10,567,588 3.02%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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