RiverFront Investment Group, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, RiverFront Investment Group, LLC maintained a portfolio of 359 distinct positions. They heavily accumulated shares in ISHARES TR CORE MSCI, increasing their position by 17.8%. Conversely, RiverFront Investment Group, LLC completely exited their position in ISHARES INC MSCI GER.
PCA Score Concentration Risk
Risk ENB
Total Positions
359
Quarter
2025 Q4
Top Holding
IEFA (4.7%)
Top 10 Concentration
34.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 359
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
ISHARES TR CORE...
ETF 4.65% 4.11% #1 1
Prev: #2
5.9 476,553 17.8%
P
S
3,155,022 $282,248,334 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GSLC
GOLDMAN SACHS E...
ETF 4.09% 4.22% #2 1
Prev: #1
3.6 25,635 1.4%
P
S
1,873,038 $247,934,083 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 3.75% 3.58% #3
Prev: #3
4.5 40,633 5.1%
P
S
837,401 $227,655,949 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPI
J P MORGAN EXCH...
ETF 3.59% 3.07% #4 6
Prev: #10
4.4 737,043 24.0%
P
S
3,804,642 $217,777,684 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPAB
SPDR SERIES TRU...
ETF 3.29% 3.53% #5 1
Prev: #4
2.3 -27,501 -0.4%
P
S
7,746,423 $199,470,408 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHI
SCHWAB STRATEGI...
ETF 3.19% 3.41% #6
Prev: #6
1.8 5,094 0.1%
P
S
8,429,126 $193,617,034 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYW
ISHARES TR U.S....
ETF 3.02% 3.11% #7 1
Prev: #8
1.7 20,409 2.3%
P
S
918,400 $183,386,190 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR EAFE...
ETF 3.02% 2.95% #8 3
Prev: #11
1.7 90,996 3.7%
P
S
2,561,235 $182,897,846 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 2.97% 3.09% #9
Prev: #9
4.2 625,729 100.1%
P
S
1,250,548 $180,041,530 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 2.90% 3.11% #10 3
Prev: #7
1.7 -7,846 -0.3%
P
S
2,376,713 $176,043,105 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.89% 3.42% #11 6
Prev: #5
1.7 -102,543 -9.8%
P
S
939,933 $175,297,651 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR S&P ...
ETF 2.38% 2.46% #12 2
Prev: #14
1.5 1,032 0.5%
P
S
210,451 $144,146,900 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 2.37% 0.66% #13 31
Prev: #44
3.9 285,117 249.6%
P
S
399,345 $143,816,236 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 2.35% 2.56% #14 1
Prev: #13
1.4 12,503 4.4%
P
S
294,973 $142,654,872 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 2.35% 2.20% #15 3
Prev: #18
1.4 -48,627 -9.7%
P
S
453,170 $142,204,767 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYG
ISHARES TR U.S....
ETF 2.20% 2.26% #16 1
Prev: #17
1.4 10,089 0.7%
P
S
1,449,021 $133,672,200 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR LEHM...
ETF 2.19% 2.35% #17 2
Prev: #15
1.4 7,432 0.6%
P
S
1,304,901 $132,669,325 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 2.17% 2.32% #18 2
Prev: #16
1.4 2,028 0.1%
P
S
2,605,154 $131,768,715 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
JP MORGAN EXCHA...
ETF 2.11% 1.20% #19 11
Prev: #30
3.8 1,177,835 87.1%
P
S
2,530,212 $128,003,449 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR ...
ETF 2.10% 2.10% #20 1
Prev: #19
1.3 8,408 4.2%
P
S
207,243 $127,311,982 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGC
VANGUARD WORLD ...
ETF 2.01% 2.07% #21 1
Prev: #20
1.3 3,019 0.6%
P
S
485,141 $121,852,923 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPQ
J P MORGAN EXCH...
Unknown 1.88% 2.66% #22 10
Prev: #12
0.8 -669,052 -25.4%
P
S
1,961,662 $114,011,825 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JIVE
J P MORGAN EXCH...
Unknown 1.87% 1.80% #23 1
Prev: #22
1.2 57,349 4.2%
P
S
1,409,592 $113,159,948 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.70% 1.88% #24 3
Prev: #21
1.2 -32,976 -6.9%
P
S
445,322 $102,789,387 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 1.63% 1.70% #25 2
Prev: #23
1.2 287 0.0%
P
S
1,235,781 $99,134,412 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWG
ISHARES INC MSC...
ETF 0.00% 0.94%
Sold All 😨
(Was: #38)
0.0 -1,290,945 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DXJ
WISDOMTREE TRUS...
Unknown 0.00% 0.33%
Sold All 😨
(Was: #57)
0.0 -144,900 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.00% 0.02%
Sold All 😨
(Was: #156)
0.0 -19,198 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR LEHM...
ETF 0.00% 0.01%
Sold All 😨
(Was: #270)
0.0 -2,888 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DKS
DICKS SPORTING ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #295)
0.0 -1,001 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #298)
0.0 -2,213 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
SPDR SER TR POR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #301)
0.0 -4,618 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ERIE
ERIE INDTY CO C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #302)
0.0 -668 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWP
ISHARES TR RUSS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #306)
0.0 -1,468 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SW
SMURFIT WESTROC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #308)
0.0 -4,864 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC COM
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #310)
0.0 -752 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC SHS
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #311)
0.0 -430 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #312)
0.0 -1,804 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 359 holdings

Unlock Full RiverFront Investment Group, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics