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Rhodes Investment Advisors Inc /Adv

Portfolio Manager
Rhodes Investment Advisors Inc /Adv
Performance
0% (N/A)
AUM (13F)
$116.08M
# of Holdings
116
Performance Rank
N/A
Allocation (Top 20)
49.64%

Rhodes Investment Advisors Inc /Adv Holdings Map

Top 50 Rhodes Investment Advisors Inc /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.15%12.5K$6.0M
-5.38%(-710)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.2K shares2026-Q1: 12.5K shares
$493.90(+2.81%)
2026-03-31
META
META PLATFORMS INC
3.78%7.7K$4.4M
-0.74%(-57)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.7K shares2026-Q1: 7.7K shares
$697.24(-16.40%)
2026-03-31
GDX
VANECK ETF TRUST
3.65%46.1K$4.2M
-22.80%(-13.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 59.7K shares2026-Q1: 46.1K shares
$81.08(-3.27%)
2026-03-31
GOOG
ALPHABET INC
3.1%12.5K$3.6M
-0.51%(-64)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.6K shares2026-Q1: 12.5K shares
$278.67(+27.81%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.95%11.6K$3.4M
-10.84%(-1.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.1K shares2026-Q1: 11.6K shares
$318.82(+4.91%)
2026-03-31
AAPL
APPLE INC
2.62%12.0K$3.0M
+0.08%(+10)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.0K shares2026-Q1: 12.0K shares
$263.24(+17.24%)
2026-03-31
GE
GE AEROSPACE
2.48%10.2K$2.9M
-2.01%(-209)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.4K shares2026-Q1: 10.2K shares
$304.43(+24.01%)
2026-03-31
IWY
ISHARES TR
2.44%11.4K$2.8M
+0.75%(+85)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.3K shares2026-Q1: 11.4K shares
$275.20(+2.98%)
2026-03-31
XOM
EXXON MOBIL CORP
2.37%16.2K$2.8M
-0.84%(-138)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.4K shares2026-Q1: 16.2K shares
$116.54(+17.63%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
2.32%24.3K$2.7M
+6.87%(+1.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.7K shares2026-Q1: 24.3K shares
$97.95(+28.54%)
2026-03-31

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