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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ROCKY MOUNTAIN ADVISERS, LLC INSTITUTION : ROCKY MOUNTAIN ADVISERS, LLC
ROCKY MOUNTAIN ADVISERS, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-07-26) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,646,000 12,411 9.02%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 2,294,000 32,526 7.82%
BOULDER GROWTH & INCOME FD I    (COM) BIF 1,791,000 159,350 6.10%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 1,575,000 29,684 5.37%
VANGUARD GROUP    (DIV APP ETF) VIG 1,374,000 11,929 4.68%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 1,001,000 17,785 3.41%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 935,000 9,270 3.18%
WILLIS TOWERS WATSON PUB LTD    (SHS) WLTW 859,000 4,486 2.92%
WALMART INC    (COM) WMT 857,000 7,760 2.92%
MICROSOFT CORP    (COM) MSFT 792,000 5,913 2.70%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 637,000 2 2.17%
SOUTHERN CO    (COM) SO 615,000 11,125 2.09%
3M CO    (COM) MMM 591,000 3,409 2.01%
PROCTER AND GAMBLE CO    (COM) PG 458,000 4,178 1.56%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 412,000 7,766 1.40%
JPMORGAN CHASE & CO    (COM) JPM 375,000 3,358 1.27%
PIMCO CORPORATE & INCOME OPP    (COM) PTY 363,000 20,000 1.23%
XCEL ENERGY INC    (COM) XEL 345,000 5,800 1.17%
JOHNSON & JOHNSON    (COM) JNJ 326,000 2,337 1.11%
KIMBERLY CLARK CORP    (COM) KMB 324,000 2,432 1.10%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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