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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: 2020-04-29) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
COHEN & STEERS INFRASTRUCTUR    (COM) UTF 3,377,000 179,137 9.38%
JPMORGAN CHASE & CO    (COM) JPM 2,778,000 30,858 7.72%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,208,000 12,076 6.13%
WALMART INC    (COM) WMT 2,132,000 18,765 5.92%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 2,101,000 34,763 5.84%
BOULDER GROWTH & INCOME FD I    (COM) BIF 1,634,000 177,634 4.54%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 1,503,000 33,415 4.17%
VANGUARD GROUP    (DIV APP ETF) VIG 1,233,000 11,930 3.42%
WELLS FARGO CO NEW    (COM) WFC 1,185,000 41,288 3.29%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 1,023,000 17,785 2.84%
MICROSOFT CORP    (COM) MSFT 934,000 5,923 2.59%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 816,000 3 2.26%
WILLIS TOWERS WATSON PUB LTD    (SHS) WLTW 762,000 4,486 2.11%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 740,000 9,270 2.05%
SOUTHERN CO    (COM) SO 711,000 13,125 1.97%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 581,000 2,455 1.61%
3M CO    (COM) MMM 535,000 3,920 1.48%
PROCTER AND GAMBLE CO    (COM) PG 461,000 4,187 1.28%
XCEL ENERGY INC    (COM) XEL 350,000 5,800 0.97%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 336,000 6,186 0.93%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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