Filer Name: RANCH CAPITAL ADVISORS INC.
CIK: 1793269
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 141
Portfolio Value: $0.21B

Ranch Capital Advisors Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 39,006 $10M 4.61% 0.9% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 89,326 $8M 3.86% 1.6% -
NVDA US NVIDIA CORP 57,063 $8M 3.62% -2.3% -
MSFT US MICROSOFT CORP 17,743 $7M 3.53% 0.1% -
PG US PROCTER & GAMBLE CO/THE 41,074 $7M 3.25% 0.8% -
VYM US VANGUARD HIGH DVD YIELD ETF 52,085 $7M 3.14% 3.9% -
VIG US VANGUARD DIVIDEND APPREC ETF 32,263 $6M 2.98% 0.9% -
AVGO US BROADCOM INC 25,569 $6M 2.80% 1.6% -
BX US BLACKSTONE INC 33,074 $6M 2.69% -1.8% -
VGIT US VANGUARD INTERMEDIATE-TERM T 93,923 $5M 2.57% 39.1% -
TLH US ISHARES 10-20 YEAR TREASURY 44,845 $4M 2.11% 100.0% -
SPY US SPDR S&P 500 ETF TRUST 6,912 $4M 1.92% -3.4% -
TSLA US TESLA INC 9,226 $4M 1.76% -0.9% -
AFL US AFLAC INC 35,929 $4M 1.76% 0.4% -
IRM US IRON MOUNTAIN INC 33,063 $3M 1.65% -1.3% -
DIVO US AMPLIFY CWP ENHANCED DIVIDEN 84,689 $3M 1.62% 5.1% -
JPM US JPMORGAN CHASE & CO 14,256 $3M 1.61% 0.6% -
TDIV US FT NASDAQ TECH DVD INDEX FD 39,294 $3M 1.46% 5.7% -
T US AT&T INC 132,640 $3M 1.43% 3.1% -
IBM US INTL BUSINESS MACHINES CORP 13,334 $3M 1.38% -22.0% -
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