
Ridgepath Capital Management LLC's ria/wealth institution portfolio and latest SEC filings
Largest long holdings in Ridgepath Capital Management LLC's portfolio (80.8% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $65.2M | 27.83% | +$859.4K Bought | — 647.6K shares | |
ETF ETF | $39.9M | 17.01% | -$37.8K Sold | — 355.4K shares | |
ETF ETF | $23.2M | 9.89% | +$2.7M Bought | — 207.9K shares | |
ETF ETF | $15.1M | 6.46% | -$1.2M Sold | — 298.3K shares | |
ETF ETF | $9.5M | 4.04% | +$575.1K Bought | — 79.2K shares | |
Unknown Unknown | $8.7M | 3.72% | +$8.7M Bought | — 603.9K shares | |
ETF ETF | $7.8M | 3.33% | +$7.8M Bought | — 578.4K shares | |
Insurance - Diversified Financial Services | $7.8M | 3.32% | -$1.1M Sold | 0.00% 15.5K shares | |
Tobacco Consumer Defensive | $6.4M | 2.75% | +$47.8K Bought | 0.00% 39.7K shares | |
ETF ETF | $5.8M | 2.49% | +$5.8M New | — 128.7K shares |
Portfolio insights and performance metrics for Ridgepath Capital Management LLC
No market cap data available
No concentration data available
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