ROCKY MOUNTAIN ADVISERS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Salina, KS
CIK
0001512779
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 298 286,410 ELEVATION SERIES TRUST, SCHD, JPM, UTF 13F-HR 1/24/2024 000151277924000002
Q3 2023 292 205,112 ELEVATION SERIES TRUST, SCHD, JPM, UTF 13F-HR 10/31/2023 000151277923000009
Q2 2023 294 187,791 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 7/27/2023 000151277923000007
Q1 2023 294 187,794 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 4/19/2023 000151277923000005
Q4 2022 303 180,275 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 2/1/2023 000151277923000002
Q3 2022 320 76,839 UTF, JPM, SCHB, SCHD 13F-HR 10/17/2022 000151277922000009
Q2 2022 304 81,108 UTF, JPM, SCHB, BRK-A 13F-HR 7/26/2022 000151277922000007
Q1 2022 310 90,144 UTF, SCHB, JPM, BRK-A 13F-HR 4/27/2022 000151277922000005
Q4 2021 312 88,038 UTF, SCHB, JPM, SCHD 13F-HR 2/9/2022 000151277922000003
Q3 2021 306 82,141 UTF, JPM, SCHB, SCHD 13F-HR 10/26/2021 000151277921000008
Q2 2021 302 80,272 UTF, JPM, SCHB, SCHD 13F-HR 7/22/2021 000151277921000006
Q1 2021 298 70,294 UTF, JPM, SCHB, BRK-B 13F-HR 4/27/2021 000151277921000004
Q4 2020 299 60,470 UTF, JPM, SCHB, BRK-B 13F-HR 1/22/2021 000151277921000002
Q3 2020 310 51,990 UTF, JPM, SCHB, BRK-B 13F-HR 10/21/2020 000151277920000008
Q2 2020 288 40,217 UTF, JPM, SCHB, WMT 13F-HR 7/27/2020 000151277920000006
Q1 2020 275 35,967 UTF, JPM, BRK-B, WMT 13F-HR 4/29/2020 000151277920000004
Q4 2019 264 31,155 BRK-B, SCHB, SCHD, BIF 13F-HR 1/31/2020 000151277920000002
Q3 2019 267 29,672 BRK-B, SCHB, BIF, SCHD 13F-HR 10/25/2019 000151277919000008
Q2 2019 273 29,321 BRK-B, SCHB, BIF, SCHD 13F-HR 7/26/2019 000151277919000006
Q1 2019 266 28,171 BERKSHIRE HATHAWAY INC DEL, SCHB, BIF, SCHD 13F-HR 4/25/2019 000151277919000004
Q4 2018 270 26,123 BRK-B, BIF, SCHB, SCHD 13F-HR 1/22/2019 000151277919000002
Q3 2018 292 29,205 BRK-B, BIF, SCHB, SCHD 13F-HR 10/23/2018 000151277918000014
Q2 2018 279 26,682 BRK-B, BIF, SCHB, VIG 13F-HR 8/14/2018 000151277918000012
Q1 2018 248 25,212 BRK-B, BIF, SCHB, VIG 13F-HR 5/16/2018 000151277918000003
Q4 2017 238 25,306 BRK-B, BIF, SCHB, VIG 13F-HR 2/14/2018 000151277918000002
Q3 2017 246 23,591 BRK-B, BIF, VIG, WTW 13F-HR 11/14/2017 000151277917000023
Q2 2017 222 20,990 BRK-B, BIF, VIG, SCHP 13F-HR 8/14/2017 000151277917000014
Q1 2017 224 21,421 BRK-B, WTW, BIF, VIG 13F-HR 5/15/2017 000151277917000005
Q4 2016 232 20,133 BRK-B, WTW, BIF, VIG 13F-HR 2/14/2017 000151277917000003
Q3 2016 233 19,166 BRK-B, WTW, BIF, SO 13F-HR 11/14/2016 000151277916000045
Q2 2016 230 18,794 BRK-B, WTW, BIF, SO 13F-HR 8/15/2016 000151277916000039
Q1 2016 247 18,144 WTW, BRK-B, BIF, SO 13F-HR 5/16/2016 000151277916000035
Q4 2015 250 17,011 TW, BRK-B, BIF, SO 13F-HR 2/16/2016 000151277916000031
Q3 2015 270 17,048 TW, BRK-B, BIF, SO 13F-HR 11/16/2015 000151277915000026
Q2 2015 259 15,855 TW, BRK-B, BIF, VIG 13F-HR 8/14/2015 000151277915000014
Q1 2015 260 15,135 TW, BRK-B, BIF, VIG 13F-HR 5/15/2015 000151277915000005
Q4 2014 263 14,685 TW, BRK-B, VIG, WMT 13F-HR 2/11/2015 000151277915000001
Q3 2014 255 12,976 TW, BRK-B, IBM, WMT 13F-HR 11/14/2014 000151277914000007
Q2 2014 151 12,701 TW, BRK-B, BRK-A, IBM 13F-HR 8/14/2014 000151277914000006
Q1 2014 147 12,500 TW, BRK-B, BRK-A, IBM 13F-HR 5/15/2014 000151277914000004
Q4 2013 152 10,157 BRK-B, TW, BRK-A, IBM 13F-HR 2/14/2014 000151277914000002