Riggs Asset Managment Co. Inc. logo

Riggs Asset Managment Co. Inc.

RIA/Wealth

Riggs Asset Managment Co. Inc. is a RIA/Wealth based in Dallas, PA led by Robert Joseph Graham, reporting $522.5M in AUM as of Q3 2025 with 38% ETF concentration.

FounderRobert Joseph Graham
Portfolio Value
$459.4M
Positions
115
Top Holding
GLD at 6.01%
Last Reported
Q3 2025
AddressThe Grand Highlands, Two Newberry Estates, Dallas, PA, 18612, United States

Top Holdings

Largest long holdings in Riggs Asset Managment Co. Inc.'s portfolio (33.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$27.6M
6.01%
+$2.7M
Bought
77.6K shares
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$18.9M
4.11%
+$140.9K
Bought
0.00%
101.3K shares
ETF
ETF
$15.9M
3.45%
+$294.6K
Bought
190.0K shares
ETF
ETF
$15.7M
3.43%
+$64.3K
Bought
330.6K shares
ETF
ETF
$13.3M
2.89%
+$3.0M
Bought
133.9K shares
Semiconductors
Technology
$13.0M
2.82%
-$261.3K
Sold
0.00%
39.3K shares
7
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$12.9M
2.81%
-$467.2K
Sold
0.00%
50.7K shares
Banks - Diversified
Financial Services
$12.4M
2.69%
+$118.9K
Bought
0.01%
121.8K shares
Software - Infrastructure
Technology
$11.6M
2.53%
-$196.8K
Sold
0.00%
63.8K shares
Engineering & Construction
Industrials
$11.5M
2.50%
-$184.4K
Sold
0.11%
33.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Riggs Asset Managment Co. Inc.'s latest filing

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Market Value
$459.4M
Prior: $404.8M
Q/Q Change
+13.49%
+$54.6M
Net Flows % of MV
-2.54%
Turnover Ratio
14.57%
New Purchases
4 stocks
$11.5M
Added To
60 stocks
+$42.0M
Sold Out Of
813 stocks
$40.8M
Reduced Holdings
37 stocks
-$24.4M

Increased Positions

PositionShares Δ
New
New
New
New
+124,283.33%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Riggs Asset Managment Co. Inc.

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Sector Allocation

ETF: 37.60%ETFTechnology: 23.10%TechnologyFinancial Services: 9.20%Financial ServicesIndustrials: 6.30%Consumer Cyclical: 3.70%Communication Services: 2.30%Utilities: 2.10%Basic Materials: 1.90%Energy: 1.80%Consumer Defensive: 1.60%Healthcare: 0.20%
ETF
37.60%
Technology
23.10%
Financial Services
9.20%
Industrials
6.30%
Consumer Cyclical
3.70%
Communication Services
2.30%
Utilities
2.10%
Basic Materials
1.90%
Energy
1.80%
Consumer Defensive
1.60%
Healthcare
0.20%

Market Cap Distribution

Mega Cap (> $200B): 27.77%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.39%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.84%Small Cap ($300M - $2B): 0.10%Micro Cap ($50M - $300M): 0.13%N/A (ETF or Unknown): 46.77%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.77%
Large Cap ($10B - $200B)
23.39%
Mid Cap ($2B - $10B)
1.84%
Small Cap ($300M - $2B)
0.10%
Micro Cap ($50M - $300M)
0.13%
N/A (ETF or Unknown)
46.77%

Portfolio Concentration

Top 10 Holdings %
33.24%
Top 20 Holdings %
52.19%
Top 50 Holdings %
84.84%
Top 100 Holdings %
99.26%

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