Ranch Capital Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Ranch Capital Advisors Inc. reported 141 stock positions worth $211.7 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 3.9%) and Nvidia (NVDA, 3.6%). Compared with Q3 2024, it opened 5 new positions, sold out of 11, added to 80 and reduced 45. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale Vanguard Long-Term Treasury (VGLT, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001793269
- Portfolio Value
- $211.7M (Q4 2024)
- SEC Filing
- 0001793269-25-000001 ↗ filed Feb 7, 2025
Holdings Value
Holdings 141 stocks · $211.7M
| AAPL Apple Inc. | 4.61% | 39,006 | $9.8M | Add +0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.86% | 89,326 | $8.2M | Add +1.6% |
| NVDA Nvidia Corp. | 3.62% | 57,063 | $7.7M | Reduce -2.3% |
| MSFT Microsoft Corp. | 3.53% | 17,743 | $7.5M | Add +0.1% |
| PG The Procter & Gamble Co. | 3.25% | 41,074 | $6.9M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 3.14% | 52,085 | $6.6M | Add +3.9% |
| VIG Vanguard Dividend Apprec ETF | 2.98% | 32,263 | $6.3M | Add +0.9% |
| AVGO Broadcom Inc. | 2.80% | 25,569 | $5.9M | Add +1.6% |
| BX Blackstone Inc. | 2.69% | 33,074 | $5.7M | Reduce -1.8% |
| VGIT Vanguard Intermediate-Term T | 2.57% | 93,923 | $5.4M | Add +39.1% |
| TLH iShares 10-20 Year Treasury | 2.11% | 44,845 | $4.5M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.92% | 6,912 | $4.1M | Reduce -3.4% |
| TSLA Tesla Inc. | 1.76% | 9,226 | $3.7M | Reduce -0.9% |
| AFL Aflac Inc. | 1.76% | 35,929 | $3.7M | Add +0.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.65% | 33,063 | $3.5M | Reduce -1.3% |
| DIVO Amplify CWP Enhan Divid ETF | 1.62% | 84,689 | $3.4M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 1.61% | 14,256 | $3.4M | Add +0.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.46% | 39,294 | $3.1M | Add +5.7% |
| T AT&T Inc. | 1.43% | 132,640 | $3.0M | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.38% | 13,334 | $2.9M | Reduce -22.0% |
| PAYX Paychex Inc. | 1.36% | 20,499 | $2.9M | Add +2.4% |
| CAH Cardinal Health Inc. | 1.32% | 23,696 | $2.8M | Add +1.5% |
| AMZN Amazon.com Inc. | 1.27% | 12,244 | $2.7M | Add +0.5% |
| XLK SS Technology Select Sector | 1.23% | 11,219 | $2.6M | Reduce -1.4% |
| VZ Verizon Communications Inc. | 1.12% | 59,254 | $2.4M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 1.09% | 12,223 | $2.3M | Reduce -0.4% |
| AMGN Amgen Inc. | 1.06% | 8,600 | $2.2M | Add +2.2% |
| IP International Paper Co. | 0.99% | 39,082 | $2.1M | Add +1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.96% | 26,786 | $2.0M | Add +6.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.90% | 24,208 | $1.9M | Add +10.8% |
| VRP Invesco Variable Rate Prefer | 0.89% | 78,095 | $1.9M | Add +3.0% |
| ETR Entergy Corp. | 0.89% | 24,779 | $1.9M | Add +1.5% |
| CMI Cummins Inc. | 0.88% | 5,342 | $1.9M | Add +1.1% |
| TXN Texas Instruments Inc. | 0.88% | 9,906 | $1.9M | Add +1.3% |
| C Citigroup Inc. | 0.87% | 26,105 | $1.8M | Add +3.2% |
| BMY Bristol-Myers Squibb Co. | 0.86% | 32,358 | $1.8M | Add +3.7% |
| GILD Gilead Sciences Inc. | 0.85% | 19,555 | $1.8M | Add +57.7% |
| CVX Chevron Corp. | 0.84% | 12,348 | $1.8M | Add +1.9% |
| OKE Oneok Inc. | 0.84% | 17,717 | $1.8M | Add +4.3% |
| DUK Duke Energy Corp. | 0.83% | 16,347 | $1.8M | Add +3.6% |
| SO The Southern Co. | 0.83% | 21,359 | $1.8M | Add +5.2% |
| XLP SS Consumer Staples Sel Sect | 0.82% | 21,986 | $1.7M | Add +7.0% |
| ABBV Abbvie Inc. | 0.81% | 9,593 | $1.7M | Reduce -24.2% |
| VCLT Vanguard Long-Term Corp. Bond | 0.78% | 22,188 | $1.7M | Add +6.9% |
| XLV SS Health Care Select Sector | 0.78% | 11,926 | $1.6M | Add +5.5% |
| PNC PNC Financial Services Group | 0.75% | 8,194 | $1.6M | Add +3.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.68% | 6,861 | $1.4M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.66% | 9,201 | $1.4M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.66% | 20,178 | $1.4M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 4,555 | $1.3M | Add +5.5% |
| GD General Dynamics Corp. | 0.61% | 4,913 | $1.3M | Add +2.6% |
| HD Home Depot Inc. | 0.58% | 3,171 | $1.2M | Reduce -17.3% |
| NEE Nextera Energy Inc. | 0.56% | 16,673 | $1.2M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 4,952 | $1.2M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.54% | 18,632 | $1.1M | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.53% | 10,433 | $1.1M | New |
| XLRE SS Real Estate Select Sector | 0.52% | 27,219 | $1.1M | Add +5.8% |
| XLF SS Financial Select Sector | 0.52% | 22,648 | $1.1M | Add +1.5% |
| PM Philip Morris International | 0.46% | 8,034 | $974K | Add +0.1% |
| AMD Advanced Micro Devices | 0.43% | 7,624 | $921K | Reduce -3.9% |
| BIZD Vaneck BDC Income ETF | 0.43% | 54,588 | $908K | Add +8.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 1,742 | $891K | Reduce -5.5% |
| VGLT Vanguard Long-Term Treasury | 0.42% | 16,068 | $889K | Reduce -66.8% |
| EPD Enterprise Products Partners | 0.40% | 27,112 | $850K | Add +0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.39% | 15,602 | $828K | Reduce -8.2% |
| URI United Rentals Inc. | 0.39% | 1,173 | $826K | No change |
| MS Morgan Stanley | 0.37% | 6,182 | $777K | Add +2.7% |
| COST Costco Wholesale Corp. | 0.36% | 842 | $771K | Reduce -1.4% |
| VHT Vanguard Health Care ETF | 0.36% | 2,981 | $756K | Add +0.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.35% | 30,797 | $741K | Add +2.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 15,917 | $715K | Add +0.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.33% | 12,915 | $706K | Reduce -0.5% |
| VDC Vanguard Consumer Staple ETF | 0.33% | 3,329 | $704K | No change |
| UNP Union Pacific Corp. | 0.33% | 3,017 | $688K | No change |
| QCOM Qualcomm Inc. | 0.32% | 4,391 | $675K | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 2,514 | $664K | Reduce -2.2% |
| CB Chubb Ltd. | 0.31% | 2,387 | $659K | Add +1.3% |
| DHR Danaher Corp. | 0.29% | 2,689 | $617K | Reduce -1.4% |
| AXP American Express Co. | 0.29% | 2,055 | $610K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.29% | 49,573 | $608K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,341 | $608K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.28% | 1,656 | $601K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.28% | 1,128 | $594K | Add +1.1% |
| LEN Lennar Corp. Class A | 0.28% | 4,283 | $584K | Add +1.0% |
| SCHF Schwab Intl Equity ETF | 0.27% | 31,460 | $582K | Add +3.1% |
| ABT Abbott Laboratories | 0.27% | 5,131 | $580K | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.27% | 989 | $567K | Add +3.5% |
| PANW Palo Alto Networks Inc. | 0.27% | 3,102 | $564K | Add +3.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.25% | 9,402 | $533K | Add +3.0% |
| XLY SS Consumer Disc Select Sect | 0.24% | 2,308 | $518K | Add +1.0% |
| VGSH Vanguard Short-Term Treasury | 0.24% | 8,556 | $498K | New |
| JNJ Johnson & Johnson | 0.24% | 3,442 | $498K | Reduce -1.1% |
| BABA Alibaba Group Holding-SP ADR | 0.23% | 5,838 | $495K | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,581 | $492K | Add +3.2% |
| DEO Diageo PLC-Sponsored ADR | 0.23% | 3,862 | $491K | Add +4.5% |
| ACM Aecom | 0.23% | 4,482 | $479K | Add +2.3% |
| KO The Coca-Cola Co. | 0.22% | 7,648 | $476K | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 0.22% | 1,959 | $474K | Reduce -1.0% |
| WMT Walmart Inc. | 0.22% | 5,158 | $466K | Add +8.8% |
| PRU Prudential Financial Inc. | 0.21% | 3,761 | $446K | Reduce -8.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VGLT Vanguard Long-Term Treasury | Reduce -66.8% | 0.42% | −0.98 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.95 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.72 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.62 |
| MET Metlife Inc. | Sold out | 0.00% | −0.61 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.57 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.50 |
| IBM Intl Business Machines Corp. | Reduce -22.0% | 1.38% | −0.40 |
| ABBV Abbvie Inc. | Reduce -24.2% | 0.81% | −0.37 |
| VZ Verizon Communications Inc. | Reduce -9.4% | 1.12% | −0.27 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.24 |
| IRM Iron Mountain Inc. | Reduce -1.3% | 1.65% | −0.23 |
| TLT iShares 20+ Year Treasury BD | Reduce -54.0% | 0.15% | −0.21 |
| AMD Advanced Micro Devices | Reduce -3.9% | 0.43% | −0.18 |
| HD Home Depot Inc. | Reduce -17.3% | 0.58% | −0.15 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.12 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.10 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.66% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -3.6% | 0.23% | −0.07 |
| DHR Danaher Corp. | Reduce -1.4% | 0.29% | −0.07 |
| TD Toronto-Dominion Bank | Reduce -10.5% | 0.16% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -3.0% | 0.32% | −0.04 |
| GLD SPDR Gold Shares | Reduce -21.7% | 0.14% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.22% | −0.04 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -2.6% | 0.29% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -9.3% | 0.19% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.24% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.1% | 0.10% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -8.0% | 0.21% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 1.92% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.3% | 0.16% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -21.4% | 0.06% | −0.02 |
| BLE BlackRock Muni Inc. TR II | Reduce -14.1% | 0.08% | −0.02 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -9.5% | 0.09% | −0.02 |
| MQY BlackRock Muniyield Quality | Reduce -0.9% | 0.06% | −0.01 |
| FXI iShares China Large-Cap ETF | Reduce -0.2% | 0.16% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.2% | 0.31% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.29% | −0.01 |
| TELL Tellurian Inc. | Sold out | 0.00% | −0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -1.0% | 0.22% | −0.00 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -2.2% | 0.12% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -3.4% | 0.15% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 0.42% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.5% | 0.33% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.19% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.0% | 0.66% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.36% | +0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -3.8% | 0.19% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -2.1% | 0.68% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TLH iShares 10-20 Year Treasury | New | 2.11% | +2.11 |
| AVGO Broadcom Inc. | Add +1.6% | 2.80% | +0.75 |
| VGIT Vanguard Intermediate-Term T | Add +39.1% | 2.57% | +0.65 |
| XOM Exxon Mobil Corp. | New | 0.53% | +0.53 |
| AAPL Apple Inc. | Add +0.9% | 4.61% | +0.37 |
| GILD Gilead Sciences Inc. | Add +57.7% | 0.85% | +0.36 |
| VGSH Vanguard Short-Term Treasury | New | 0.24% | +0.24 |
| PNW Pinnacle West Capital | New | 0.21% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.61% | +0.21 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.27% | +0.20 |
| CCJ Cameco Corp. | New | 0.16% | +0.16 |
| ETR Entergy Corp. | Add +1.5% | 0.89% | +0.13 |
| C Citigroup Inc. | Add +3.2% | 0.87% | +0.12 |
| OKE Oneok Inc. | Add +4.3% | 0.84% | +0.11 |
| IP International Paper Co. | Add +1.8% | 0.99% | +0.11 |
| VYM Vanguard High DVD Yield ETF | Add +3.9% | 3.14% | +0.11 |
| CAH Cardinal Health Inc. | Add +1.5% | 1.32% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +3.7% | 0.86% | +0.10 |
| T AT&T Inc. | Add +3.1% | 1.43% | +0.09 |
| PAYX Paychex Inc. | Add +2.4% | 1.36% | +0.09 |
| CMI Cummins Inc. | Add +1.1% | 0.88% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +10.8% | 0.90% | +0.07 |
| MS Morgan Stanley | Add +2.7% | 0.37% | +0.07 |
| PNC PNC Financial Services Group | Add +3.4% | 0.75% | +0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.1% | 1.62% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.6% | 3.86% | +0.05 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +5.7% | 1.46% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.5% | 0.62% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +3.5% | 0.27% | +0.04 |
| XLF SS Financial Select Sector | Add +1.5% | 0.52% | +0.04 |
| WMT Walmart Inc. | Add +8.8% | 0.22% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +25.5% | 0.17% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 0.23% | +0.03 |
| BIZD Vaneck BDC Income ETF | Add +8.0% | 0.43% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +11.4% | 0.16% | +0.03 |
| EPD Enterprise Products Partners | Add +0.2% | 0.40% | +0.03 |
| XLY SS Consumer Disc Select Sect | Add +1.0% | 0.24% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +3.3% | 0.27% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.1% | 0.28% | +0.02 |
| EQIX Equinix Inc. | Add +6.7% | 0.16% | +0.02 |
| VRP Invesco Variable Rate Prefer | Add +3.0% | 0.89% | +0.02 |
| EMR Emerson Electric Co. | Add +0.1% | 0.11% | +0.01 |
| ACM Aecom | Add +2.3% | 0.23% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +7.0% | 0.82% | +0.01 |
| MO Altria Group Inc. | Add +2.3% | 0.17% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.0% | 0.56% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Add +2.8% | 0.35% | +0.01 |
| MARA Mara Holdings Inc. | Add +1.8% | 0.11% | +0.01 |
| CVX Chevron Corp. | Add +1.9% | 0.84% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.0% | 0.25% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $315.7M | BIL, AAPL, NVDA, AVGO, VIG |
| Q1 2026 | 153 | $273.5M | BIL, AAPL, NVDA, VYM, VIG |
| Q4 2025 | 153 | $271.7M | BIL, AAPL, NVDA, AVGO, MSFT |
| Q3 2025 | 151 | $258.3M | BIL, AAPL, NVDA, MSFT, VIG |
| Q2 2025 | 142 | $230.6M | BIL, MSFT, NVDA, AAPL, VYM |
| Q1 2025 | 139 | $210.9M | BIL, AAPL, MSFT, VYM, VIG |
| Q4 2024 | 141 | $211.7M | AAPL, BIL, NVDA, MSFT, PG |
| Q3 2024 | 147 | $212.0M | AAPL, BIL, MSFT, NVDA, PG |
| Q2 2024 | 153 | $191.2M | AAPL, MSFT, NVDA, BIL, PG |
| Q1 2024 | 154 | $185.1M | PG, MSFT, AAPL, NVDA, VIG |