The Analysis of Ranch Capital Advisors Inc.'s Holdings


Currently, Ranch Capital Advisors Inc. holds 151 types of securities in its portfolio with a total value $258.3M. In the most recent quarter, they have increased their positions in MDT (+18.8K shares, valued at $1.8M), PFE (+57.2K shares, valued at $1.5M), VIG (+5.9K shares, valued at $1.3M); decreased their positions in BMY (-29.7K shares, valued at $1.3M), PAYX (-5.9K shares, valued at $747.0K), SOFI (-9.1K shares, valued at $240.7K); initiated new positions in MDT (+18.8K shares, valued at $1.8M), VOO (+1.3K shares, valued at $771.1K), BAC (+10.3K shares, valued at $533.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST167.9K shares7.03%2025-09-302025-11-14history
AAPL APPLE INC42.0K shares8.38%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION52.7K shares-0.59%2025-09-302025-11-14history
MSFT MICROSOFT CORP17.5K shares-0.05%2025-09-302025-11-14history
VIG VANGUARD SPECIALIZED FUNDS38.1K shares18.48%2025-09-302025-11-14history
AVGO BROADCOM INC24.2K shares4.38%2025-09-302025-11-14history
VYM VANGUARD WHITEHALL FDS55.2K shares4.69%2025-09-302025-11-14history
VGIT VANGUARD SCOTTSDALE FDS104.7K shares4.36%2025-09-302025-11-14history
Sponsored
JPM JPMORGAN CHASE & CO.16.3K shares3.92%2025-09-302025-11-14history
TLH ISHARES TR48.7K shares1.76%2025-09-302025-11-14history
BX BLACKSTONE INC28.8K shares3.04%2025-09-302025-11-14history
T AT&T INC155.9K shares5.38%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR6.5K shares-2.15%2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS15.2K shares5.94%2025-09-302025-11-14history
TDIV FIRST TR EXCHANGE TRADED FD42.4K shares1.85%2025-09-302025-11-14history
DIVO AMPLIFY ETF TR89.4K shares1.89%2025-09-302025-11-14history
Sponsored
TSLA TESLA INC8.8K shares-0.60%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO25.4K shares2.53%2025-09-302025-11-14history
IRM IRON MTN INC DEL36.7K shares4.25%2025-09-302025-11-14history
GOOGL ALPHABET INC14.0K shares16.80%2025-09-302025-11-14history
CSCO CISCO SYS INC49.5K shares22.25%2025-09-302025-11-14history
XLU SELECT SECTOR SPDR TR38.8K shares2.31%2025-09-302025-11-14history
VZ VERIZON COMMUNICATIONS INC72.6K shares6.32%2025-09-302025-11-14history
C CITIGROUP INC31.1K shares5.58%2025-09-302025-11-14history
Sponsored
CAH CARDINAL HEALTH INC19.9K shares3.87%2025-09-302025-11-14history
XLK SELECT SECTOR SPDR TR11.0K shares0.05%2025-09-302025-11-14history
AMGN AMGEN INC9.9K shares5.74%2025-09-302025-11-14history
ETR ENTERGY CORP NEW29.6K shares5.35%2025-09-302025-11-14history
JNJ JOHNSON & JOHNSON14.8K shares8.33%2025-09-302025-11-14history
AMZN AMAZON COM INC12.4K shares0.02%2025-09-302025-11-14history
GILD GILEAD SCIENCES INC23.7K shares6.04%2025-09-302025-11-14history
AFL AFLAC INC23.0K shares0.53%2025-09-302025-11-14history
Sponsored
SO SOUTHERN CO26.6K shares5.81%2025-09-302025-11-14history
CMI CUMMINS INC5.8K shares3.02%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW19.8K shares6.07%2025-09-302025-11-14history
ABBV ABBVIE INC10.5K shares4.03%2025-09-302025-11-14history
CVX CHEVRON CORP NEW14.5K shares10.65%2025-09-302025-11-14history
EVRG EVERGY INC29.5K shares6.69%2025-09-302025-11-14history
VRP INVESCO EXCH TRADED FD TR II85.2K shares4.30%2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP6.2K shares8.39%2025-09-302025-11-14history
Sponsored
HYG ISHARES TR25.8K shares3.35%2025-09-302025-11-14history
PAYX PAYCHEX INC16.1K shares-26.83%2025-09-302025-11-14history
IP INTERNATIONAL PAPER CO43.7K shares5.17%2025-09-302025-11-14history
XLP SELECT SECTOR SPDR TR24.6K shares2.51%2025-09-302025-11-14history
VCLT VANGUARD SCOTTSDALE FDS24.8K shares4.03%2025-09-302025-11-14history
MDT MEDTRONIC PLC18.8K sharesnew addition2025-09-302025-11-14history
PFE PFIZER INC70.0K shares446.96%2025-09-302025-11-14history
PEP PEPSICO INC12.2K shares12.32%2025-09-302025-11-14history
Sponsored
SPYM SPDR SERIES TRUST21.0K shares-0.29%2025-09-302025-11-14history
QQQM INVESCO EXCH TRADED FD TR II6.3K shares-1.23%2025-09-302025-11-14history
VTI VANGUARD INDEX FDS4.3K shares0.02%2025-09-302025-11-14history
DGRO ISHARES TR20.4K shares0.79%2025-09-302025-11-14history
GOOG ALPHABET INC5.6K shares69.93%2025-09-302025-11-14history
PM PHILIP MORRIS INTL INC8.0K shares0.04%2025-09-302025-11-14history
XLF SELECT SECTOR SPDR TR23.7K shares0.61%2025-09-302025-11-14history
XLRE SELECT SECTOR SPDR TR30.1K shares1.89%2025-09-302025-11-14history
Sponsored
NEE NEXTERA ENERGY INC16.8K shares-0.18%2025-09-302025-11-14history
HD HOME DEPOT INC2.9K shares0.80%2025-09-302025-11-14history
URI UNITED RENTALS INC1.2K shares-0.08%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC7.1K shares-0.28%2025-09-302025-11-14history
MS MORGAN STANLEY7.0K shares0.33%2025-09-302025-11-14history
VB VANGUARD INDEX FDS4.3K shares-4.20%2025-09-302025-11-14history
BABA ALIBABA GROUP HLDG LTD6.0K shares0.99%2025-09-302025-11-14history
META META PLATFORMS INC1.4K shares1.83%2025-09-302025-11-14history
Sponsored
NFLX NETFLIX INC863 shares-0.35%2025-09-302025-11-14history
EPD ENTERPRISE PRODS PARTNERS L32.2K shares19.18%2025-09-302025-11-14history
VGSH VANGUARD SCOTTSDALE FDS15.7K shares24.08%2025-09-302025-11-14history
GS GOLDMAN SACHS GROUP INC1.1K shares-1.21%2025-09-302025-11-14history
BIZD VANECK ETF TRUST60.6K shares3.39%2025-09-302025-11-14history
KTOS KRATOS DEFENSE & SEC SOLUTIO9.2K shares6.87%2025-09-302025-11-14history
SPSM SPDR SERIES TRUST17.9K shares-2.41%2025-09-302025-11-14history
SPMD SPDR SERIES TRUST14.5K shares-0.12%2025-09-302025-11-14history
Sponsored
COST COSTCO WHSL CORP NEW865 shares-2.92%2025-09-302025-11-14history
QQQ INVESCO QQQ TR1.3K shares-12.17%2025-09-302025-11-14history
CAT CATERPILLAR INC1.7K shares0.06%2025-09-302025-11-14history
VHT VANGUARD WORLD FD3.0K shares0.00%2025-09-302025-11-14history
VOO VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-14history
XLV SELECT SECTOR SPDR TR5.4K shares0.43%2025-09-302025-11-14history
IBDR ISHARES TR30.3K shares5.73%2025-09-302025-11-14history
QCOM QUALCOMM INC4.4K shares0.07%2025-09-302025-11-14history
Sponsored
VDC VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-11-14history
UNP UNION PAC CORP3.0K shares0.10%2025-09-302025-11-14history
CB CHUBB LIMITED2.5K shares-0.24%2025-09-302025-11-14history
ABT ABBOTT LABS5.1K shares0.00%2025-09-302025-11-14history
AXP AMERICAN EXPRESS CO2.1K shares0.05%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2025-09-302025-11-14history
IBIT ISHARES BITCOIN TRUST ETF10.5K shares-0.16%2025-09-302025-11-14history
SCHF SCHWAB STRATEGIC TR29.1K shares-6.76%2025-09-302025-11-14history
Sponsored
VGLT VANGUARD SCOTTSDALE FDS11.2K shares3.56%2025-09-302025-11-14history
SMH VANECK ETF TRUST1.9K shares0.21%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED1.1K shares-0.73%2025-09-302025-11-14history
XLY SELECT SECTOR SPDR TR2.3K shares0.13%2025-09-302025-11-14history
VO VANGUARD INDEX FDS1.9K shares-5.95%2025-09-302025-11-14history
CCJ CAMECO CORP6.4K shares-2.30%2025-09-302025-11-14history
BAC BANK AMERICA CORP10.3K sharesnew addition2025-09-302025-11-14history
COWZ PACER FDS TR9.1K shares0.41%2025-09-302025-11-14history
Sponsored
NVG NUVEEN AMT FREE MUN CR INC F42.7K shares1.26%2025-09-302025-11-14history
KO COCA COLA CO7.8K shares-0.69%2025-09-302025-11-14history
TD TORONTO DOMINION BK ONT6.4K shares0.03%2025-09-302025-11-14history
WMT WALMART INC4.9K shares-1.88%2025-09-302025-11-14history
HACK AMPLIFY ETF TR5.9K shares0.00%2025-09-302025-11-14history
TXN TEXAS INSTRS INC2.7K shares-0.59%2025-09-302025-11-14history
IYW ISHARES TR2.4K shares-0.17%2025-09-302025-11-14history
MO ALTRIA GROUP INC7.0K shares0.95%2025-09-302025-11-14history
Sponsored
COF CAPITAL ONE FINL CORP2.2K shares0.00%2025-09-302025-11-14history
VTV VANGUARD INDEX FDS2.5K sharesnew addition2025-09-302025-11-14history
VMC VULCAN MATLS CO1.5K sharesnew addition2025-09-302025-11-14history
JD JD.COM INC12.7K sharesnew addition2025-09-302025-11-14history
SYK STRYKER CORPORATION1.2K shares0.25%2025-09-302025-11-14history
OKLO OKLO INC3.9K sharesnew addition2025-09-302025-11-14history
AEP AMERICAN ELEC PWR CO INC3.8K shares0.00%2025-09-302025-11-14history
SOFI SOFI TECHNOLOGIES INC16.1K shares-36.19%2025-09-302025-11-14history
Sponsored
MCD MCDONALDS CORP1.4K shares-4.22%2025-09-302025-11-14history
GDX VANECK ETF TRUST5.4K shares0.00%2025-09-302025-11-14history
CINF CINCINNATI FINL CORP2.5K shares0.00%2025-09-302025-11-14history
PFF ISHARES TR12.4K shares-1.84%2025-09-302025-11-14history
PRU PRUDENTIAL FINL INC3.8K shares0.21%2025-09-302025-11-14history
WM WASTE MGMT INC DEL1.7K shares0.06%2025-09-302025-11-14history
FXI ISHARES TR9.2K shares-1.08%2025-09-302025-11-14history
DIA SPDR DOW JONES INDL AVERAGE760 shares0.00%2025-09-302025-11-14history
Sponsored
DLR DIGITAL RLTY TR INC2.0K shares0.00%2025-09-302025-11-14history
TLT ISHARES TR3.8K shares0.83%2025-09-302025-11-14history
IVV ISHARES TR493 shares4.01%2025-09-302025-11-14history
SOUN SOUNDHOUND AI INC19.9K sharesnew addition2025-09-302025-11-14history
GLD SPDR GOLD TR873 shares1.04%2025-09-302025-11-14history
EQIX EQUINIX INC394 shares-1.25%2025-09-302025-11-14history
NZF NUVEEN MUNICIPAL CREDIT INC23.1K shares-2.35%2025-09-302025-11-14history
RBRK RUBRIK INC.3.5K sharesnew addition2025-09-302025-11-14history
Sponsored
ADSK AUTODESK INC910 shares0.00%2025-09-302025-11-14history
DHS WISDOMTREE TR2.8K shares0.53%2025-09-302025-11-14history
DBEF DBX ETF TR6.0K shares0.00%2025-09-302025-11-14history
MARA MARA HOLDINGS INC15.0K shares-0.15%2025-09-302025-11-14history
EWY ISHARES INC3.4K shares2.38%2025-09-302025-11-14history
BMY BRISTOL-MYERS SQUIBB CO5.9K shares-83.37%2025-09-302025-11-14history
EWJ ISHARES INC3.2K shares12.61%2025-09-302025-11-14history
INTU INTUIT371 shares0.00%2025-09-302025-11-14history
Sponsored
EMR EMERSON ELEC CO1.9K shares0.00%2025-09-302025-11-14history
ETN EATON CORP PLC659 shares0.15%2025-09-302025-11-14history
ORCL ORACLE CORP808 sharesnew addition2025-09-302025-11-14history
VGT VANGUARD WORLD FD302 sharesnew addition2025-09-302025-11-14history
XOM EXXON MOBIL CORP2.0K sharesnew addition2025-09-302025-11-14history
DHR DANAHER CORPORATION1.1K shares-15.55%2025-09-302025-11-14history
UPS UNITED PARCEL SERVICE INC2.6K shares-1.71%2025-09-302025-11-14history
RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-14history
Sponsored
WPM WHEATON PRECIOUS METALS CORP1.9K sharesnew addition2025-09-302025-11-14history
UL UNILEVER PLC3.6K sharesnew addition2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC419 sharesnew addition2025-09-302025-11-14history
MYD BLACKROCK MUNIYIELD FD INC16.5K shares0.35%2025-09-302025-11-14history
DSM BNY MELLON STRATEGIC MUN BD29.1K shares0.15%2025-09-302025-11-14history
BLE BLACKROCK MUNI INCOME TR II15.3K shares0.34%2025-09-302025-11-14history
NMZ NUVEEN MUN HIGH INCOME OPPOR13.8K shares-3.69%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available