Institutions / Rhodes Investment Advisors Inc /Adv / Activity
Activity — Rhodes Investment Advisors Inc /Adv
50 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $540.8K | +4K +42.65% | 12,365 1.56% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $430.3K | +2K +87.75% | 3,787 0.79% of portfolio | low |
| Q1 2026 as of | Add | KRP Kimbell Royalty Partners, LP Unit | $372.6K | +26K +20.80% | 149,555 1.86% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $322.8K | +3K +53.46% | 9,637 0.80% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $312.8K | +2K +49.56% | 5,888 0.81% of portfolio | low |
| Q1 2026 as of | Add | 37950E291 Common stock | $250.4K | +13K +85.48% | 28,749 0.47% of portfolio | low |
| Q1 2026 as of | Add | Affirm Holdings Inc Class a Common stock | $234.5K | +5K +82.04% | 11,354 0.45% of portfolio | low |
| Q1 2026 as of | Add | FirstCash Holdings, Inc. Common stock | $189.9K | +1K +65.16% | 2,560 0.41% of portfolio | low |
| Q1 2026 as of | Add | 33737M300 Common stock | $182.3K | +2K +52.01% | 5,495 0.46% of portfolio | low |
| Q1 2026 as of | Add | 33738R704 Common stock | $172.8K | +2K +6.87% | 24,277 2.32% of portfolio | low |
| Q1 2026 as of | Add | NUV Nuveen Municipal Value Fund Inc Closed-End Fund | $166.3K | +19K +42.82% | 61,700 0.48% of portfolio | low |
| Q1 2026 as of | Add | 26923G806 Common stock | $154.2K | +2K +18.79% | 12,200 0.84% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $136.6K | +369 +6.28% | 6,242 1.99% of portfolio | low |
| Q1 2026 as of | Add | 74347G234 Common stock | $120.9K | +3K +57.71% | 7,925 0.28% of portfolio | low |
| Q1 2026 as of | Add | 26923G822 Common stock | $105.9K | +5K +24.70% | 26,250 0.46% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $92.4K | +185 +12.76% | 1,635 0.70% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $92.2K | +470 +34.31% | 1,840 0.31% of portfolio | low |
| Q1 2026 as of | Add | 92204A504 Common stock | $79.2K | +291 +29.48% | 1,278 0.30% of portfolio | low |
| Q1 2026 as of | Add | ET Energy Transfer LP MLP | $77.2K | +4K +6.88% | 62,147 1.03% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $64.2K | +1K +28.18% | 5,345 0.25% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $60.6K | +105 +4.88% | 2,255 1.12% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $60.5K | +2K +12.69% | 14,210 0.46% of portfolio | low |
| Q1 2026 as of | Add | 46137V100 Common stock | $58.0K | +350 +23.57% | 1,835 0.26% of portfolio | low |
| Q1 2026 as of | Add | 23908L306 Common stock | $55.6K | +1K +3.16% | 41,431 1.56% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $50.0K | +128 +6.77% | 2,018 0.68% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $48.0K | +146 +6.71% | 2,323 0.66% of portfolio | low |
| Q1 2026 as of | Add | 81369Y506 Common stock | $42.9K | +700 +15.52% | 5,210 0.27% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $42.8K | +49 +2.03% | 2,461 1.85% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $40.0K | +67 +6.63% | 1,078 0.55% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $39.6K | +190 +1.52% | 12,697 2.28% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $37.8K | +125 +5.98% | 2,215 0.58% of portfolio | low |
| Q1 2026 as of | Add | 00162Q452 Common stock | $35.5K | +675 +1.82% | 37,685 1.71% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $30.3K | +244 +11.78% | 2,316 0.25% of portfolio | low |
| Q1 2026 as of | Add | 46654Q203 Common stock | $26.4K | +475 +8.44% | 6,105 0.29% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded Fund IV Common stock | $24.3K | +950 +11.91% | 8,925 0.20% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $23.0K | +80 +1.67% | 4,873 1.21% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $22.0K | +306 +3.18% | 9,935 0.62% of portfolio | low |
| Q1 2026 as of | Add | 464289438 Common stock | $21.2K | +85 +0.75% | 11,400 2.44% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $17.7K | +75 +7.14% | 1,126 0.23% of portfolio | low |
| Q1 2026 as of | Add | 301505731 Common stock | $16.2K | +275 +1.49% | 18,670 0.95% of portfolio | low |
| Q1 2026 as of | Add | Rithm Capital Corp. Common stock | $12.3K | +1K +7.81% | 17,950 0.15% of portfolio | low |
| Q1 2026 as of | Add | 27828Y108 Common stock | $10.3K | +750 +7.50% | 10,750 0.13% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $8.6K | +35 +1.12% | 3,173 0.67% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $8.3K | +43 +1.12% | 3,886 0.64% of portfolio | low |
| Q1 2026 as of | Add | Reddit, Inc. Common stock | $6.7K | +50 +1.03% | 4,923 0.57% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $6.7K | +7 +0.94% | 755 0.63% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $5.0K | +5 +1.29% | 392 0.34% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $2.5K | +10 +0.08% | 11,982 2.62% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $2.5K | +8 +1.04% | 779 0.21% of portfolio | low |
| Q1 2026 as of | Add | 464288687 Common stock | $2.3K | +75 +1.12% | 6,750 0.18% of portfolio | low |