Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
USCA RIA LLC (CIK 1525212) reported $1.65B across 569 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: AAPL ($35.2M, 2.13%), MSFT ($31.5M, 1.91%), EPD ($26.3M, 1.60%), GOOG ($24.6M, 1.49%), QQQ ($24.6M, 1.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $35.2M | 2.13% | 256,682 | Added |
| 2 | MSFT | MICROSOFT CORP | $31.5M | 1.91% | 116,269 | Trimmed |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | $26.3M | 1.60% | 1.1M | Added |
| 4 | GOOG | ALPHABET INC | $24.6M | 1.49% | 9,801 | Added |
| 5 | QQQ | INVESCO QQQ TR | $24.6M | 1.49% | 69,445 | Added |
| 6 | AMZN | AMAZON COM INC | $24.2M | 1.47% | 7,044 | Added |
| 7 | SPY | SPDR S&P 500 ETF TR | $23.8M | 1.44% | 55,503 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $22.4M | 1.36% | 100,734 | Added |
| 9 | CSCO | CISCO SYS INC | $21.2M | 1.29% | 400,940 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $20.3M | 1.23% | 130,738 | Added |
| 11 | PFE | PFIZER INC | $19.8M | 1.20% | 504,526 | Added |
| 12 | ARKK | ARK ETF TR | $18.3M | 1.11% | 139,853 | Added |
| 13 | ABBV | ABBVIE INC | $18.4M | 1.11% | 162,927 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $18.1M | 1.10% | 109,956 | Added |
| 15 | CVX | CHEVRON CORP NEW | $17.6M | 1.07% | 167,952 | Added |
| 16 | INTC | INTEL CORP | $15.1M | 0.91% | 268,288 | Added |
| 17 | AGG | ISHARES TR | $14.7M | 0.89% | 127,731 | Trimmed |
| 18 | BAC | BK OF AMERICA CORP | $14.3M | 0.87% | 347,272 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.3M | 0.87% | 51,348 | Added |
| 20 | EMR | EMERSON ELEC CO | $13.9M | 0.84% | 144,624 | Added |
| 21 | GOOGL | ALPHABET INC | $13.5M | 0.82% | 5,525 | Trimmed |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $13.4M | 0.81% | 239,723 | Added |
| 23 | T | AT&T INC | $13.1M | 0.80% | 456,683 | Added |
| 24 | V | VISA INC | $12.9M | 0.78% | 55,225 | Added |
| 25 | RTX | RAYTHEON TECHNOLOGIES CORP | $12.9M | 0.78% | 150,657 | Trimmed |
Source: SEC Form 13F filings · as of 2021-06-30