Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Ranch Capital Advisors Inc. has $211.71 million in total holdings as of December 31, 2024.
Ranch Capital Advisors Inc. owns shares of 141 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 6.50% of the portfolio was purchased this quarter.
About 7.02% of the portfolio was sold this quarter.
This quarter, Ranch Capital Advisors Inc. has purchased 147 new stocks and bought additional shares in 80 stocks.
Ranch Capital Advisors Inc. sold shares of 45 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $9,767,960
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $8,167,072
NVIDIA: $7,662,954
Microsoft: $7,478,765
Procter & Gamble: $6,886,139

Largest New Holdings this Quarter

iShares 10-20 Year Treasury Bond ETF: $4,463,871 Holding
Exxon Mobil: $1,122,268 Holding
Vanguard Short-Term Treasury Index ETF: $497,770 Holding
Pinnacle West Capital: $441,063 Holding
Cameco: $342,020 Holding

Largest Purchases this Quarter

iShares 10-20 Year Treasury Bond ETF: 44,845 shares (about $4.46M)
Vanguard Intermediate-Term Treasury Index ETF: 26,381 shares (about $1.53M)
Exxon Mobil: 10,433 shares (about $1.12M)
Entergy: 12,570 shares (about $953.06K)
Gilead Sciences: 7,153 shares (about $660.73K)

Largest Sales this Quarter

Vanguard Long-Term Treasury Index ETF: 32,295 shares (about $1.79M)
International Business Machines: 3,757 shares (about $825.92K)
AbbVie: 3,056 shares (about $543.04K)
iShares 20+ Year Treasury Bond ETF: 4,143 shares (about $361.80K)
Home Depot: 665 shares (about $258.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$9,767,960	$86,646 ▲	0.9%	39,006	4.6%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$8,167,072	$128,459 ▲	1.6%	89,326	3.9%	ETF
NVDA NVIDIA	$7,662,954	$177,665 ▼	-2.3%	57,063	3.6%	Computer and Technology
MSFT Microsoft	$7,478,765	$5,058 ▲	0.1%	17,743	3.5%	Computer and Technology
PG Procter & Gamble	$6,886,139	$51,804 ▲	0.8%	41,074	3.3%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$6,645,508	$248,162 ▲	3.9%	52,085	3.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,317,979	$57,182 ▲	0.9%	32,263	3.0%	ETF
AVGO Broadcom	$5,927,803	$90,880 ▲	1.6%	25,569	2.8%	Computer and Technology
BX Blackstone	$5,702,585	$104,313 ▼	-1.8%	33,074	2.7%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$5,447,554	$1,530,104 ▲	39.1%	93,923	2.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$4,463,871	$4,463,871 ▲	New Holding	44,845	2.1%	ETF
SPY SPDR S&P 500 ETF Trust	$4,060,026	$144,497 ▼	-3.4%	6,912	1.9%	Finance
TSLA Tesla	$3,725,828	$32,307 ▼	-0.9%	9,226	1.8%	Auto/Tires/Trucks
AFL Aflac	$3,716,464	$15,930 ▲	0.4%	35,929	1.8%	Finance
IRM Iron Mountain	$3,493,387	$44,377 ▼	-1.3%	33,063	1.7%	Business Services
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$3,428,207	$166,292 ▲	5.1%	84,689	1.6%	ETF
JPM JPMorgan Chase & Co.	$3,417,354	$21,574 ▲	0.6%	14,256	1.6%	Finance
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,083,027	$166,179 ▲	5.7%	39,294	1.5%	Manufacturing
T AT&T	$3,020,206	$90,761 ▲	3.1%	132,640	1.4%	Computer and Technology
IBM International Business Machines	$2,931,276	$825,919 ▼	-22.0%	13,334	1.4%	Computer and Technology
PAYX Paychex	$2,874,430	$67,307 ▲	2.4%	20,499	1.4%	Business Services
CAH Cardinal Health	$2,802,512	$42,340 ▲	1.5%	23,696	1.3%	Medical
AMZN Amazon.com	$2,686,232	$13,602 ▲	0.5%	12,244	1.3%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$2,608,577	$36,970 ▼	-1.4%	11,219	1.2%	ETF
VZ Verizon Communications	$2,369,573	$245,739 ▼	-9.4%	59,254	1.1%	Computer and Technology
GOOGL Alphabet	$2,313,881	$9,655 ▼	-0.4%	12,223	1.1%	Computer and Technology
AMGN Amgen	$2,241,600	$47,699 ▲	2.2%	8,600	1.1%	Medical
IP International Paper	$2,103,372	$36,813 ▲	1.8%	39,082	1.0%	Basic Materials
XLU Utilities Select Sector SPDR Fund	$2,027,449	$124,133 ▲	6.5%	26,786	1.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,903,973	$185,537 ▲	10.8%	24,208	0.9%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,889,109	$54,379 ▲	3.0%	78,095	0.9%	ETF
ETR Entergy	$1,878,750	$953,061 ▲	103.0%	24,779	0.9%	Utilities
CMI Cummins	$1,862,212	$20,567 ▲	1.1%	5,342	0.9%	Auto/Tires/Trucks
TXN Texas Instruments	$1,857,439	$22,876 ▲	1.2%	9,906	0.9%	Computer and Technology
C Citigroup	$1,837,521	$57,438 ▲	3.2%	26,105	0.9%	Finance
BMY Bristol-Myers Squibb	$1,830,168	$65,723 ▲	3.7%	32,358	0.9%	Medical
GILD Gilead Sciences	$1,806,303	$660,725 ▲	57.7%	19,555	0.9%	Medical
CVX Chevron	$1,788,544	$33,749 ▲	1.9%	12,348	0.8%	Oils/Energy
OKE ONEOK	$1,778,834	$73,394 ▲	4.3%	17,717	0.8%	Oils/Energy
DUK Duke Energy	$1,761,223	$61,412 ▲	3.6%	16,347	0.8%	Utilities
SO Southern	$1,758,308	$87,014 ▲	5.2%	21,359	0.8%	Utilities
XLP Consumer Staples Select Sector SPDR Fund	$1,728,301	$112,254 ▲	6.9%	21,986	0.8%	ETF
ABBV AbbVie	$1,704,642	$543,040 ▼	-24.2%	9,593	0.8%	Medical
VCLT Vanguard Long-Term Corporate Bond ETF	$1,659,219	$107,085 ▲	6.9%	22,188	0.8%	Manufacturing
XLV Health Care Select Sector SPDR Fund	$1,640,703	$85,708 ▲	5.5%	11,926	0.8%	ETF
PNC The PNC Financial Services Group	$1,580,210	$52,069 ▲	3.4%	8,194	0.7%	Finance
QQQM Invesco NASDAQ 100 ETF	$1,443,813	$30,303 ▼	-2.1%	6,861	0.7%	ETF
PEP PepsiCo	$1,399,060	$8,211 ▼	-0.6%	9,201	0.7%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$1,391,075	$28,197 ▼	-2.0%	20,178	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$1,320,095	$69,265 ▲	5.5%	4,555	0.6%	ETF
GD General Dynamics	$1,294,457	$33,198 ▲	2.6%	4,913	0.6%	Aerospace
HD Home Depot	$1,233,580	$258,698 ▼	-17.3%	3,171	0.6%	Retail/Wholesale
NEE NextEra Energy	$1,195,308	$42,154 ▲	3.7%	16,673	0.6%	Utilities
VB Vanguard Small-Cap ETF	$1,189,802	$240 ▲	0.0%	4,952	0.6%	ETF
DGRO iShares Core Dividend Growth ETF	$1,142,869	$19,444 ▲	1.7%	18,632	0.5%	ETF
XOM Exxon Mobil	$1,122,268	$1,122,268 ▲	New Holding	10,433	0.5%	Oils/Energy
XLRE Real Estate Select Sector SPDR Fund	$1,106,999	$60,395 ▲	5.8%	27,219	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$1,094,598	$15,949 ▲	1.5%	22,648	0.5%	ETF
PM Philip Morris International	$973,543	$606 ▲	0.1%	8,034	0.5%	Consumer Staples
AMD Advanced Micro Devices	$920,946	$36,843 ▼	-3.8%	7,624	0.4%	Computer and Technology
BIZD VanEck BDC Income ETF	$907,794	$67,019 ▲	8.0%	54,588	0.4%	ETF
QQQ Invesco QQQ	$890,648	$51,639 ▼	-5.5%	1,742	0.4%	Finance
VGLT Vanguard Long-Term Treasury Index ETF	$889,349	$1,787,499 ▼	-66.8%	16,068	0.4%	ETF
EPD Enterprise Products Partners	$850,239	$1,882 ▲	0.2%	27,112	0.4%	Oils/Energy
ISHARES BITCOIN TRUST ETF	$827,690	$73,899 ▼	-8.2%	15,602	0.4%	SHS BEN INT
URI United Rentals	$826,312		0.0%	1,173	0.4%	Construction
MS Morgan Stanley	$777,205	$20,618 ▲	2.7%	6,182	0.4%	Finance
COST Costco Wholesale	$771,385	$10,994 ▼	-1.4%	842	0.4%	Retail/Wholesale
VHT Vanguard Health Care ETF	$756,183	$254 ▲	0.0%	2,981	0.4%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$741,295	$20,027 ▲	2.8%	30,797	0.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$715,003	$3,369 ▲	0.5%	15,917	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$706,305	$3,336 ▼	-0.5%	12,915	0.3%	ETF
VDC Vanguard Consumer Staples ETF	$703,684		0.0%	3,329	0.3%	ETF
UNP Union Pacific	$688,039		0.0%	3,017	0.3%	Transportation
QCOM QUALCOMM	$674,536	$21,046 ▼	-3.0%	4,391	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$663,955	$14,790 ▼	-2.2%	2,514	0.3%	ETF
CB Chubb	$659,421	$8,564 ▲	1.3%	2,387	0.3%	Finance
DHR Danaher	$617,488	$8,956 ▼	-1.4%	2,689	0.3%	Medical
AXP American Express	$610,005		0.0%	2,055	0.3%	Finance
NVG Nuveen AMT-Free Municipal Credit Income Fund	$607,770	$16,134 ▼	-2.6%	49,573	0.3%	Financial Services
BRK.B Berkshire Hathaway	$607,719	$3,172 ▼	-0.5%	1,341	0.3%	Finance
CAT Caterpillar	$600,757	$726 ▲	0.1%	1,656	0.3%	Industrial Products
MA Mastercard	$594,062	$6,320 ▲	1.1%	1,128	0.3%	Business Services
LEN Lennar	$584,091	$5,864 ▲	1.0%	4,283	0.3%	Construction
SCHF Schwab International Equity ETF	$582,013	$299,813 ▲	106.2%	31,460	0.3%	ETF
ABT Abbott Laboratories	$580,383	$113 ▲	0.0%	5,131	0.3%	Medical
GS The Goldman Sachs Group	$566,598	$18,906 ▲	3.5%	989	0.3%	Finance
PANW Palo Alto Networks	$564,440	$291,136 ▲	106.5%	3,102	0.3%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$532,711	$15,581 ▲	3.0%	9,402	0.3%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$517,799	$4,936 ▲	1.0%	2,308	0.2%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$497,770	$497,770 ▲	New Holding	8,556	0.2%	ETF
JNJ Johnson & Johnson	$497,738	$5,495 ▼	-1.1%	3,442	0.2%	Medical
BABA Alibaba Group	$494,979	$18,399 ▼	-3.6%	5,838	0.2%	Retail/Wholesale
GOOG Alphabet	$491,503	$15,044 ▲	3.2%	2,581	0.2%	Computer and Technology
DEO Diageo	$490,915	$21,101 ▲	4.5%	3,862	0.2%	Consumer Staples
ACM AECOM	$478,787	$10,576 ▲	2.3%	4,482	0.2%	Construction
KO Coca-Cola	$476,185	$498 ▼	-0.1%	7,648	0.2%	Consumer Staples
SMH VanEck Semiconductor ETF	$474,434	$4,844 ▼	-1.0%	1,959	0.2%	Manufacturing
WMT Walmart	$466,327	$37,610 ▲	8.8%	5,158	0.2%	Retail/Wholesale
PRU Prudential Financial	$445,782	$38,996 ▼	-8.0%	3,761	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRanch Capital Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools