• 13F History

Ranch Capital Advisors Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$212M
Signature - Title
Elissa Lovell - CCO
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by Ranch Capital Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ranch Capital Advisors Inc. reported 141 stock holdings with total value $212M as of Q4 2024. Top holdings included AAPL, BIL, NVDA, MSFT, and PG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 141 $212M +$13.8M -$14.9M -$1.11M AAPL, BIL, NVDA, MSFT, PG 13F-HR 2/7/2025, 03:37 PM
Q3 2024 147 $212M +$21.8M -$10.8M +$11M AAPL, BIL, MSFT, NVDA, PG 13F-HR 11/12/2024, 08:38 AM
Q2 2024 153 $191M +$17.8M -$9.92M +$7.9M AAPL, MSFT, NVDA, BIL, PG 13F-HR 8/13/2024, 08:40 AM
Q1 2024 154 $185M +$21.4M -$9.44M +$12M PG, MSFT, AAPL, NVDA, VIG 13F-HR 5/13/2024, 03:27 PM
Q4 2023 146 $160M +$10.7M -$8.8M +$1.89M AAPL, MSFT, VIG, VYM, BX 13F-HR 2/14/2024, 10:08 AM
Q3 2023 146 $143M +$7.64M -$2.28M +$5.36M AAPL, VYM, MSFT, BIL, VIG 13F-HR 11/13/2023, 04:24 PM
Q2 2023 144 $142M +$4.5M -$3.99M +$509K AAPL, MSFT, VYM, VIG, SPY 13F-HR 8/11/2023, 09:06 AM
Q1 2023 146 $137M +$7.49M -$3.27M +$4.22M AAPL, VYM, MSFT, VIG, SPY 13F-HR 5/12/2023, 01:07 PM
Q4 2022 146 $128M +$5.13M -$5.89M -$755K VYM, AAPL, VIG, MSFT, SPY 13F-HR 2/10/2023, 02:02 PM
Q3 2022 145 $122M +$7.67M -$2.55M +$5.12M AAPL, VYM, MSFT, VIG, BX 13F-HR 11/10/2022, 09:57 AM
Q2 2022 144 $130M +$9.04M -$2.21M +$6.83M AAPL, VYM, MSFT, VIG, BX 13F-HR 8/10/2022, 01:38 PM
Q1 2022 160 $151M +$10.9M -$2.39M +$8.53M MSFT, AAPL, VYM, VIG, BX 13F-HR 5/12/2022, 02:37 PM
Q4 2021 156 $154M +$3.71M -$4.19M -$484K MSFT, AAPL, VYM, VIG, BX 13F-HR 2/8/2022, 12:12 PM
Q3 2021 624 $160M +$44.7M -$48M -$3.35M MSFT, AAPL, VYM, BX, VIG 13F-HR 11/15/2021, 03:13 PM
Q2 2021 849 $166M +$49.5M -$41.4M +$8.1M MSFT, AAPL, VYM, VIG, BX 13F-HR 8/16/2021, 04:17 PM
Q1 2021 842 $151M +$15.9M -$10.6M +$5.37M MSFT, VYM, AAPL, VIG, BX 13F-HR 5/17/2021, 03:02 PM
Q4 2020 838 $139M +$12.2M -$5.15M +$7.01M MSFT, AAPL, VYM, VIG, VRP 13F-HR 2/16/2021, 01:09 PM
Q3 2020 811 $124M +$18.1M -$4.88M +$13.2M MSFT, AAPL, VYM, VIG, VRP 13F-HR 11/16/2020, 08:49 AM
Q2 2020 829 $119M +$18M -$12.6M +$5.48M MSFT, VYM, VIG, VRP, BX 13F-HR 8/12/2020, 03:36 PM
Q1 2020 818 $101M +$13.6M -$9.18M +$4.46M VYM, MSFT, VRP, AAPL, VTV 13F-HR 5/12/2020, 04:06 PM
Q4 2019 902 $123M +$33M -$7.1M +$25.9M VYM, MSFT, AAPL, VTV, T 13F-HR 2/13/2020, 01:21 PM
Q3 2019 208 $93.2M VYM, MSFT, AAPL, SPLG, T 13F-HR 11/18/2019, 08:34 AM