Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
URA Global X Uranium ETF | 1.76% |
IGV iShares Expanded Tec | 1.62% |
NVO Novo-Nordisk A/S ADS | 1.52% |
PAVE Global X U.S. Infras | 1.39% |
VUG VANGUARD GROWTH INDE | 1.04% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
FEZ SPDR(R) EURO STOXX 5 | 2.87% |
EWJ iShares MSCI Japan E | 1.93% |
ILF iShares Latin Americ | 1.74% |
EMB iShares J.P. Morgan | 1.21% |
XLE The Energy Select Se | 0.98% |
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