• 13F History

REILLY FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2021 - Jan 25, 2022
Value $
$1.35B
Signature - Title
Sonja Larimore - CCO
Location
La Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by REILLY FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. REILLY FINANCIAL ADVISORS, LLC reported 1050 stock holdings with total value $1.35B as of Q4 2021. Top holdings included AAPL, MSFT, GOOG, MINT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 1,050 $1.35B +$198M -$111M +$86.6M AAPL, MSFT, GOOG, MINT, AMZN 13F-HR 1/25/2022, 01:54 PM
Q3 2021 906 $1.18B +$84.1M -$113M -$28.4M AAPL, MINT, GOOG, MSFT, AMZN 13F-HR 10/19/2021, 12:51 PM
Q2 2021 965 $1.24B +$74.3M -$43.9M +$30.4M AAPL, MINT, GOOG, MSFT, AMZN 13F-HR 8/3/2021, 10:35 AM
Q1 2021 1,000 $1.13B +$81.2M -$58.9M +$22.3M AAPL, MINT, GOOG, MSFT, IWO 13F-HR 4/22/2021, 10:21 AM
Q4 2020 835 $1.07B +$48.5M -$12.3M +$36.2M AAPL, MINT, AMZN, MSFT, IWO 13F-HR 2/3/2021, 12:18 PM
Q3 2020 787 $934M +$112M -$75M +$37.3M AAPL, MINT, AMZN, MSFT, GOOG 13F-HR 11/6/2020, 09:54 AM
Q2 2020 854 $847M +$103M -$62.2M +$40.4M AAPL, MINT, AMZN, MSFT, IWO 13F-HR 7/21/2020, 10:42 AM
Q1 2020 826 $691M +$78M -$71.9M +$6.16M MINT, AAPL, MSFT, AMZN, IWO 13F-HR 4/13/2020, 01:25 PM
Q4 2019 832 $876M +$71.3M -$74M -$2.71M AAPL, MINT, IWO, MSFT, GOOG 13F-HR 1/16/2020, 12:45 PM
Q3 2019 858 $814M +$71.7M -$36.6M +$35.1M MINT, AAPL, IWN, IWO, GOOG 13F-HR 10/15/2019, 02:22 PM
Q2 2019 897 $798M +$91.8M -$72.1M +$19.7M MINT, IWN, IWO, AAPL, MA 13F-HR 7/23/2019, 03:37 PM
Q1 2019 914 $770M +$20.2M -$10.3M +$9.92M IWO, MINT, IWN, AAPL, XBI 13F-HR 4/23/2019, 12:17 PM
Q4 2018 885 $686M +$99.5M -$47M +$52.5M MINT, IWO, IWN, AAPL, GOOG 13F-HR 1/28/2019, 05:31 PM
Q3 2018 959 $752M +$24.3M -$15.5M +$8.82M AAPL, IWO, IWN, MINT, GOOG 13F-HR 10/19/2018, 11:44 AM
Q2 2018 939 $703M +$73.2M -$75.8M -$2.61M IWN, IWO, AAPL, MINT, GOOG 13F-HR 7/18/2018, 05:22 PM
Q1 2018 906 $715M +$37.6M -$6.92M +$30.7M IWN, IWO, AAPL, MINT, MA 13F-HR 4/30/2018, 01:53 PM
Q4 2017 916 $704M +$96.8M -$88.2M +$8.59M IWN, MINT, IWO, AAPL, XOM 13F-HR 1/29/2018, 03:56 PM
Q3 2017 942 $667M +$16.9M -$8.21M +$8.74M IWO, AAPL, XOM, IWN, MINT 13F-HR 10/20/2017, 01:23 PM
Q2 2017 906 $652M +$47.5M -$33.6M +$13.9M XOM, IWO, AAPL, IWN, MINT 13F-HR 7/19/2017, 12:18 PM
Q1 2017 881 $621M +$30M -$13M +$17M AAPL, XOM, IWO, IWN, BRKB 13F-HR 4/18/2017, 04:35 PM
Q4 2016 794 $578M +$106M -$92.3M +$13.8M XOM, AAPL, IWN, BRKB, IWO 13F-HR 1/24/2017, 04:08 PM
Q3 2016 793 $564M +$15.1M -$11.8M +$3.3M AAPL, XOM, BRKB, TJX, UNP 13F-HR 10/26/2016, 02:04 PM
Q2 2016 756 $545M +$54.2M -$34.3M +$19.9M XOM, TJX, BRKB, AAPL, VZ 13F-HR 8/3/2016, 02:17 PM
Q1 2016 1,129 $584M +$31.4M -$5.54M +$25.9M AAPL, TJX, BRKB, VZ, XOM 13F-HR 4/20/2016, 02:59 PM
Q4 2015 1,131 $566M +$97.2M -$63.9M +$33.3M AAPL, TJX, BRKB, MA, PEP 13F-HR 1/21/2016, 04:51 PM
Q3 2015 1,240 $550M +$42.6M -$15M +$27.5M AAPL, NKE, TJX, BRKB, AET 13F-HR 10/20/2015, 05:43 PM
Q2 2015 1,308 $580M +$77.1M -$30.9M +$46.2M AAPL, AET, NKE, TJX, BRKB 13F-HR 8/6/2015, 02:18 PM
Q1 2015 1,247 $565M +$159M -$15.4M +$144M AAPL, AET, TJX, BRKB, B108PS 13F-HR 5/14/2015, 07:48 PM
Q4 2014 795 $417M +$62.7M -$56.6M +$6.1M AAPL, BRKB, TJX, NKE, MA 13F-HR 1/16/2015, 03:24 PM
Q3 2014 805 $414M +$21.4M -$9.59M +$11.8M AAPL, BRKB, QCOM, NKE, B108PS 13F-HR 10/16/2014, 12:37 PM
Q2 2014 808 $421M +$61.4M -$15.1M +$46.3M AAPL, QCOM, BRKB, SLB, RDSA 13F-HR 7/16/2014, 10:55 AM
Q1 2014 778 $419M +$32.4M -$13.6M +$18.9M AAPL, GOOGLXXXX, QCOM, BRKB, UNP 13F-HR 4/23/2014, 11:12 AM
Q4 2013 829 $408M AAPL, GOOGLXXXX, XOM, QCOM, MA 13F-HR 1/17/2014, 12:05 PM