Michael S. Ryan, Inc.
RIA/Wealth
Michael S. Ryan, Inc. is a RIA/Wealth based in Latham, NY led by Michael Sean Ryan, managing $167.6M across 53 long positions as of Q3 2025 with 88% ETF concentration, 73% concentrated in top 10 holdings, and 15% allocation to SPYV.
PresidentMichael Sean Ryan
- Portfolio Value
- $167.6M
- Positions
- 53
- Top Holding
- SPYV at 15.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Michael S. Ryan, Inc.'s portfolio (72.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.5M | 15.23% | -$148.9K Sold | — 461.3K shares | |
ETF ETF | $22.9M | 13.69% | -$246.4K Sold | — 219.5K shares | |
ETF ETF | $17.7M | 10.59% | -$87.5K Sold | — 296.1K shares | |
ETF ETF | $17.6M | 10.50% | -$100.4K Sold | — 463.9K shares | |
ETF ETF | $10.4M | 6.18% | -$64.0K Sold | — 124.2K shares | |
ETF ETF | $7.2M | 4.28% | -$32.0K Sold | — 78.3K shares | |
ETF ETF | $5.3M | 3.15% | +$23.1K Bought | — 206.1K shares | |
ETF ETF | $5.2M | 3.08% | -$161.2K Sold | — 65.9K shares | |
ETF ETF | $5.1M | 3.05% | +$37.1K Bought | — 190.9K shares | |
ETF ETF | $4.9M | 2.95% | +$4.9M New | — 211.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Michael S. Ryan, Inc.'s latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Michael S. Ryan, Inc.
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