Rossby Financial, Lcc Top Holdings and 13F Report (2025) About Rossby Financial, LccInvestment ActivityRossby Financial, Lcc has $161.59 million in total holdings as of December 31, 2024.Rossby Financial, Lcc owns shares of 199 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Largest Holdings iShares ESG Aware MSCI USA ETF $12,483,044Calvert US Large-Cap Core Responsible Index ETF $7,226,739Alpha Architect Freedom 100 Emerging Market ETF $5,738,608Apple $5,143,976Vanguard Intermediate-Term Bond ETF $4,644,544 Sector AllocationMap of 500 Largest Holdings ofRossby Financial, Lcc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorESGUiShares ESG Aware MSCI USA ETF$12,483,04496,9037.7%ManufacturingCVLCCalvert US Large-Cap Core Responsible Index ETF$7,226,73998,5364.5%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$5,738,608175,6003.6%ETFAAPLApple$5,143,97620,5413.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,644,54462,1512.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,379,20970,2812.7%ETFSLViShares Silver Trust$4,291,790163,0002.7%ETFGRNBVanEck Green Bond ETF$4,246,234179,1662.6%ETFVDCVanguard Consumer Staples ETF$4,213,01519,9312.6%ETFMSFTMicrosoft$3,459,3438,2072.1%Computer and TechnologySMMDiShares Russell 2500 ETF$3,338,39249,0942.1%ETFNUSCNuveen ESG Small-Cap ETF$3,061,23973,0921.9%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$2,785,540122,6031.7%ManufacturingVOOVanguard S&P 500 ETF$2,537,1054,7091.6%ETFIVViShares Core S&P 500 ETF$1,872,5913,1811.2%ETFSPROTT PHYSICAL SILVER TR TR UNIT$1,794,051185,9121.1%CEFNVDANVIDIA$1,685,61812,5521.0%Computer and TechnologyKMIKinder Morgan$1,509,00055,0730.9%Oils/EnergyGOOGAlphabet$1,507,7137,9170.9%Computer and TechnologyAMZNAmazon.com$1,481,3886,7520.9%Retail/WholesaleNACPImpact Shares NAACP Minority Empowerment ETF$1,459,72035,7090.9%ETFGOOGLAlphabet$1,458,0567,7020.9%Computer and TechnologyWMTWalmart$1,404,49115,5450.9%Retail/WholesaleVHTVanguard Health Care ETF$1,376,0155,4240.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,306,77016,6150.8%ETFMAMastercard$1,282,1982,4350.8%Business ServicesIYWiShares U.S. Technology ETF$1,195,7627,4960.7%ManufacturingEQTEQT$1,194,32225,9020.7%Oils/EnergySPROTT PHYSICAL GOLD TR UNIT$1,154,70757,3340.7%CEFVXUSVanguard Total International Stock ETF$1,085,43218,4190.7%ETFDISWalt Disney$1,083,6589,7320.7%Consumer DiscretionaryDDominion Energy$1,039,33619,2970.6%UtilitiesVVisa$1,022,7053,2360.6%Business ServicesTMOThermo Fisher Scientific$920,2871,7690.6%MedicalSPYSPDR S&P 500 ETF Trust$914,8711,5610.6%FinanceOHIOmega Healthcare Investors$906,86223,9590.6%FinanceCCJCameco$890,33217,3250.6%Basic MaterialsLMTLockheed Martin$885,3831,8220.5%AerospaceNOCNorthrop Grumman$862,0131,8370.5%AerospaceGLDSPDR Gold Shares$861,0143,5560.5%FinanceMETAMeta Platforms$859,5291,4680.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$857,8782,9600.5%ETFAVGOBroadcom$855,9533,6920.5%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$849,72310,3650.5%ManufacturingJNJJohnson & Johnson$845,1595,8440.5%MedicalNEENextEra Energy$822,14111,4680.5%UtilitiesBNDXVanguard Total International Bond ETF$806,92216,4510.5%ETFTJXTJX Companies$764,7276,3300.5%Retail/WholesalePGProcter & Gamble$751,9104,4850.5%Consumer StaplesMMCMarsh & McLennan Companies$724,1063,4090.4%FinanceBSVVanguard Short-Term Bond ETF$715,2119,2560.4%ETFNVONovo Nordisk A/S$714,9128,3110.4%MedicalSPGIS&P Global$711,1871,4280.4%Business ServicesAEMAgnico Eagle Mines$708,7399,0620.4%Basic MaterialsJPMJPMorgan Chase & Co.$702,5902,9310.4%FinanceEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$693,57730,0120.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$690,8416,8850.4%ETFBNDVanguard Total Bond Market ETF$670,7059,3270.4%ETFDHRDanaher$654,2182,8500.4%MedicalNULGNuveen ESG Large-Cap Growth ETF$644,2297,5050.4%ETFTAT&T$644,20928,2920.4%Computer and TechnologyXOMExxon Mobil$643,1615,9790.4%Oils/EnergyIVWiShares S&P 500 Growth ETF$639,3346,2970.4%ETFVOTVanguard Mid-Cap Growth ETF$623,4642,4570.4%ETFNULVNuveen ESG Large-Cap Value ETF$606,88915,4150.4%ETFWPMWheaton Precious Metals$602,83710,7190.4%Basic MaterialsZTSZoetis$592,5763,6370.4%MedicalVZVerizon Communications$576,37614,4130.4%Computer and TechnologyBRK.BBerkshire Hathaway$567,9601,2530.4%FinanceJNKSPDR Bloomberg High Yield Bond ETF$563,3685,9010.3%FinanceCOSTCostco Wholesale$558,9256100.3%Retail/WholesaleMCDMcDonald's$552,5301,9060.3%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$544,18923,6810.3%ETFHDHome Depot$536,0281,3780.3%Retail/WholesaleAPHAmphenol$523,5847,5390.3%Computer and TechnologyVRSKVerisk Analytics$518,9101,8840.3%Business ServicesUNHUnitedHealth Group$509,9071,0080.3%MedicalINTUIntuit$507,2008070.3%Computer and TechnologyFROFrontline$505,79635,6450.3%TransportationLINDE PLC SHS$491,1001,1730.3%StockDFUVDimensional US Marketwide Value ETF$488,47111,9370.3%ETFAMTAmerican Tower$485,8532,6490.3%FinanceITGartner$479,1419890.3%Business ServicesFCXFreeport-McMoRan$477,44712,5380.3%Basic MaterialsCVXChevron$476,9583,2930.3%Oils/EnergyECLEcolab$476,1382,0320.3%Basic MaterialsMAAMid-America Apartment Communities$474,9943,0730.3%FinanceUSCIUnited States Commodity Index Fund$473,4077,1750.3%ETFFNVFranco-Nevada$464,4813,9500.3%Basic MaterialsXLEEnergy Select Sector SPDR Fund$459,6235,3660.3%ETFETEnergy Transfer$450,57023,0000.3%Oils/EnergySHYGiShares 0-5 Year High Yield Corporate Bond ETF$445,23210,4490.3%ETFSGDMSprott Gold Miners ETF$433,01315,5980.3%ETFGDXJVanEck Junior Gold Miners ETF$430,70610,0750.3%ETFCATCaterpillar$429,1451,1830.3%Industrial ProductsNEOVNeoVolta$424,61581,5000.3%Oils/EnergyMSTRMicroStrategy$419,9491,4500.3%Computer and TechnologyTSLATesla$418,7821,0370.3%Auto/Tires/TrucksKOCoca-Cola$417,5786,7070.3%Consumer StaplesBSGMBioSig Technologies$415,904279,1300.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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