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RIGGS ASSET MANAGMENT COMPANY . INC.

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DALLAS PA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Riggs Asset Managment Company . is based out of Dallas. Riggs Asset Managment Company . is a large advisory firm with 403 clients and discretionary assets under management (AUM) of $366,839,526 (Form ADV from 2023-09-15). Their last reported 13F filing for Q4 2023 included $314,725,459 in managed 13F securities and a top 10 holdings concentration of 34.4%. Riggs Asset Managment Company .'s largest holding is SSgA SPDR Gold Shares with shares held of 83,471. Whalewisdom has at least 41 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
GLD SSgA SPDR Gold Share 5.07%
PAVE Global X U.S. Infras 4.87%
IGV iShares Expanded Tec 3.88%
ITB iShares U.S. Home Co 3.81%
AAPL Apple Inc 3.15%

2023-12-31

13F Activity

Market Value $315m, Prior: $281m
New Purchases 58 stocks
Added To 64 stocks
Sold out of 50 stocks
Reduced holdings in 80 stocks
Top 10 Holdings % 34.41%
Turnover %[1] 25.65%
Turnover Alt %[2] 15.1%
Time Held Top 20 4 quarters
Time Held Top 10 4.4 quarters
Time Held All 13.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance