• 13F History

Ruggie Capital Group

13F Filings History

Latest 13F report
Q3 2020 - Oct 29, 2020
Value $
$1.93M
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
Tavares, FL
Summary
This page shows a list of all the recent 13F filings made by Ruggie Capital Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ruggie Capital Group reported 49 stock holdings with total value $1.93M as of Q3 2020. Top holdings included CCI, GSY, BRO, BRKB, and FIBR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 49 $1.93M +$684K +$684K CCI, GSY, BRO, BRKB, FIBR 13F-HR 10/29/2020, 11:53 AM
Q2 2020 36 $1.21M +$149K +$149K CCI, BX, BRO, ABT, BAC 13F-HR 8/11/2020, 11:41 AM
Q1 2020 32 $950K +$153K -$62.1K +$91.1K CCI, BRO, BX, VZ, ABT 13F-HR 4/6/2020, 12:27 PM
Q4 2019 35 $1.7M +$709K -$18.3M -$17.5M CCI, VIG, BRKB, SDY, BX 13F-HR 2/13/2020, 05:23 PM
Q3 2019 90 $75.4M +$50.3M -$21.3M +$29M SPTS, AMZN, SPSB, QQQ, BRKA 13F-HR 11/5/2019, 05:20 PM
Q2 2019 252 $59M +$31.2M -$23M +$8.16M PDP, VYM, BRKA, FXL, SPTS 13F-HR 8/5/2019, 01:55 PM
Q1 2019 150 $84.9M +$3M -$149M -$146M SPSB, SPTS, AMZN, SDY, VIG 13F-HR 4/24/2019, 12:48 PM
Q4 2018 458 $223M +$113M -$19.5M +$93.6M SPSB, IVV, SDY, BRKB, VT 13F-HR 1/31/2019, 01:20 PM
Q3 2018 224 $150M +$5.08M -$56M -$50.9M VT, VYM, BRKB, SPSB, VO 13F-HR 11/7/2018, 01:44 PM
Q2 2018 311 $198M +$32.8M -$83.8B -$83.7B VT, VYM, SDY, BRKB, VO 13F-HR 8/14/2018, 05:48 PM
Q1 2018 268 $176M +$24.5M -$5.23M +$19.2M VT, VYM, BRKB, SDY, SPSB 13F-HR 4/11/2018, 02:41 PM
Q4 2017 295 $155M +$16.2M -$6.77M +$9.39M VT, VYM, SDY, VO, VIG 13F-HR 1/24/2018, 04:37 PM
Q3 2017 234 $156M +$6.33M -$3.64M +$2.69M VT, VYM, SDY, VIG, VO 13F-HR 11/8/2017, 12:28 PM
Q2 2017 255 $148M +$15.1M -$3.49M +$11.6M VT, VYM, SDY, VIG, VO 13F-HR 8/1/2017, 03:16 PM
Q1 2017 237 $134M +$44.4M -$1.6M +$42.8M VT, VYM, SDY, VIG, VO 13F-HR 5/10/2017, 11:45 AM
Q4 2016 142 $89M +$10.9M -$24.7M -$13.8M SDY, VYM, VT, VIG, BRKB 13F-HR 1/30/2017, 04:26 PM
Q3 2016 173 $101M +$12.3M -$9.31M +$3M VT, VYM, VIG, VO, BRKB 13F-HR 11/9/2016, 05:18 PM
Q2 2016 194 $108M +$12.3M -$4.15M +$8.16M SDY, VT, VYM, VIG, VO 13F-HR 8/10/2016, 01:29 PM
Q1 2016 153 $96.3M +$96.3M +$96.3M SDY, VT, VYM, VIG, PKWXXXX 13F-HR 5/16/2016, 02:01 PM
Q4 2015 5 $109K +$109K +$109K 13F-HR 2/16/2016, 03:07 PM
Q3 2015 200 $105M +$2.23M -$15.3M -$13.1M SDY, VIG, VYM, VT, PKWXXXX 13F-HR 11/12/2015, 11:54 AM
Q2 2015 305 $122M +$47.9M -$7.77M +$40.2M SDY, VIG, DBEF, VYM, VT 13F-HR 8/14/2015, 05:09 PM
Q1 2015 253 $83.6M +$4.97M -$27.3M -$22.3M VYM, VT, PKWXXXX, VIG, DBEF 13F-HR 5/12/2015, 05:16 PM
Q4 2014 208 $105M VYM, SDY, VIG, VT, PKWXXXX 13F-HR 2/10/2015, 11:57 AM