RHODES INVESTMENT ADVISORS INC /ADV - Portfolio overview

RHODES INVESTMENT ADVISORS INC /ADV has 116 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.15%
2. META - META PLATFORMS INC, 3.78%
3. GDX - VANECK ETF TRUST, 3.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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