Ruggaard & Associates LLC - Portfolio overview

Ruggaard & Associates LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-05-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 5.79%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 5.56%
3. CGCP - CAPITAL GRP FIXED INCM ETF T, 5.52%

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

Explore securities or join Upside Invest to compare portfolios.