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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $185.1M Q1 2024 Q2 2024: $191.2M Q2 2024 Q3 2024: $212.0M Q3 2024 Q4 2024: $211.7M $211.7M Q4 2024 Q1 2025: $210.9M Q1 2025 Q2 2025: $230.6M Q2 2025 Q3 2025: $258.3M Q3 2025 Q4 2025: $271.7M Q4 2025 Q1 2026: $273.5M Q1 2026 Q2 2026: $315.7M Q2 2026

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%
PNW Pinnacle West Capital 0.21% 5,203 $441K New
MCD McDonald's Corp. 0.20% 1,493 $433K Add +0.1%
PFF iShares Preferred & Income S 0.19% 12,923 $406K Reduce -9.3%
HACK Amplify Cybersecurity ETF 0.19% 5,448 $406K Reduce -3.8%
META Meta Platforms Inc. Class A 0.19% 675 $395K Reduce -2.7%
IYW iShares Ustechnology ETF 0.18% 2,400 $383K No change
DFS Discover Financial Services 0.17% 2,136 $370K No change
MO Altria Group Inc. 0.17% 6,966 $367K Add +2.3%
IVV iShares Core S&P 500 ETF 0.17% 615 $362K Add +25.5%
CINF Cincinnati Financial Corp. 0.17% 2,505 $362K No change
WM Waste Management Inc. 0.17% 1,752 $354K Add +0.1%
AEP American Electric Power 0.17% 3,832 $353K Add +2.5%
DLR Digital Realty Trust Inc. 0.16% 1,953 $348K Add +11.4%
FXI iShares China Large-Cap ETF 0.16% 11,319 $345K Reduce -0.2%
PFE Pfizer Inc. 0.16% 12,979 $344K Reduce -3.3%
CCJ Cameco Corp. 0.16% 6,655 $342K New
TD Toronto-Dominion Bank 0.16% 6,405 $341K Reduce -10.5%
UPS United Parcel Service Class B 0.16% 2,650 $334K Add +0.2%
EQIX Equinix Inc. 0.16% 350 $330K Add +6.7%
NZF Nuveen Municipal Credit Inc. 0.16% 27,108 $330K Add +8.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.15% 768 $327K Reduce -3.4%
TLT iShares 20+ Year Treasury BD 0.15% 3,524 $308K Reduce -54.0%
GLD SPDR Gold Shares 0.14% 1,263 $306K Reduce -21.7%
ADSK Autodesk Inc. 0.13% 910 $269K No change
INTU Intuit Inc. 0.12% 418 $263K No change
DHS Wisdomtree US High Dividend 0.12% 2,789 $260K Add +0.5%
ETN Eaton Corp. PLC 0.12% 759 $252K Add +0.1%
NFLX Netflix Inc. 0.12% 282 $251K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.12% 6,000 $248K Reduce -2.2%
EMR Emerson Electric Co. 0.11% 1,934 $240K Add +0.1%
MARA Mara Holdings Inc. 0.11% 13,827 $232K Add +1.8%
TMO Thermo Fisher Scientific Inc. 0.10% 398 $207K Reduce -8.1%
XMYDX BlackRock Muniyield Fund 0.09% 18,814 $195K Add +0.3%
XMUIX BlackRock Municipal Income 0.09% 15,260 $185K Add +0.2%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.09% 31,679 $184K Add +0.2%
NMZ Nuveen Muni Hi Inc. Opport 0.09% 16,951 $183K Reduce -9.5%
BLE BlackRock Muni Inc. TR II 0.08% 15,132 $159K Reduce -14.1%
RQI Cohen & Steers Qual Inc. RLTY 0.07% 11,900 $146K Add +0.3%
MQY BlackRock Muniyield Quality 0.06% 10,888 $125K Reduce -0.9%
NAD Nuveen Quality Municipal Inc. 0.06% 10,476 $122K Reduce -21.4%
ZOMDF Zomedica Corp. 0.00% 10,000 $1K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$315.7MBIL, AAPL, NVDA, AVGO, VIG
Q1 2026 153$273.5MBIL, AAPL, NVDA, VYM, VIG
Q4 2025 153$271.7MBIL, AAPL, NVDA, AVGO, MSFT
Q3 2025 151$258.3MBIL, AAPL, NVDA, MSFT, VIG
Q2 2025 142$230.6MBIL, MSFT, NVDA, AAPL, VYM
Q1 2025 139$210.9MBIL, AAPL, MSFT, VYM, VIG
Q4 2024 141$211.7MAAPL, BIL, NVDA, MSFT, PG
Q3 2024 147$212.0MAAPL, BIL, MSFT, NVDA, PG
Q2 2024 153$191.2MAAPL, MSFT, NVDA, BIL, PG
Q1 2024 154$185.1MPG, MSFT, AAPL, NVDA, VIG