Institutions / Rhodes Investment Advisors Inc /Adv / Activity
Activity — Rhodes Investment Advisors Inc /Adv
121 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464288794 Common stock | $-1.6K | -10 -0.17% | 5,780 0.82% of portfolio | low |
| Q1 2026 as of | Add | 464288687 Common stock | $2.3K | +75 +1.12% | 6,750 0.18% 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 | Apple Inc. Common stock | $2.5K | +10 +0.08% | 11,982 2.62% 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 | Trim | 33738R506 Common stock | $-5.1K | -75 -0.28% | 26,362 1.55% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-5.4K | -31 -0.22% | 14,288 2.15% 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 | Reddit, Inc. Common stock | $6.7K | +50 +1.03% | 4,923 0.57% of portfolio | low |
| Q1 2026 as of | Trim | MIN Mfs Intermediate Income Trust Closed-End Fund | $-7.5K | -3K -16.04% | 15,700 0.03% 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 | Johnson & Johnson Common stock | $8.6K | +35 +1.12% | 3,173 0.67% of portfolio | low |
| Q1 2026 as of | Trim | 33735J101 Common stock | $-10.2K | -110 -4.39% | 2,395 0.19% 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 | Trim | Coca Cola Co Common stock | $-12.3K | -162 -0.83% | 19,259 1.26% 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 | Trim | 92189F791 Common stock | $-13.8K | -115 -1.87% | 6,020 0.62% 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 | Lowes Companies Inc Common stock | $17.7K | +75 +7.14% | 1,126 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-18.4K | -64 -0.51% | 12,539 3.10% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-19.3K | -375 -6.16% | 5,715 0.25% of portfolio | low |
| Q1 2026 as of | Trim | The Boeing Company Common stock | $-19.9K | -100 -8.02% | 1,147 0.20% 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 | Uber Technologies, Inc Common stock | $22.0K | +306 +3.18% | 9,935 0.62% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y852 Common stock | $-22.2K | -200 -4.49% | 4,255 0.41% 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 | Trim | Exxon Mobil Corp Common stock | $-23.4K | -138 -0.84% | 16,226 2.37% of portfolio | low |
| Q1 2026 as of | Trim | 316092840 Common stock | $-23.5K | -425 -9.18% | 4,205 0.20% 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 | Trim | Ladder Capital Corp Common stock | $-24.4K | -3K -18.18% | 11,250 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 33738D309 Common stock | $-24.6K | -550 -8.94% | 5,600 0.22% 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 | 464287804 Common stock | $30.3K | +244 +11.78% | 2,316 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 92189F429 Common stock | $-31.6K | -2K -2.19% | 80,269 1.21% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-32.6K | -57 -0.74% | 7,674 3.78% 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 | Trim | 00039J608 Common stock | $-35.7K | -959 -4.87% | 18,725 0.60% of portfolio | low |
| Q1 2026 as of | Exit | PRME Prime Medicine, Inc. Common Stock | $-37.3K | -11K -100.00% | 0 | 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 | Amazon.com Inc Common stock | $39.6K | +190 +1.52% | 12,697 2.28% 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 | Trim | Dell Technologies Inc. Common stock | $-41.5K | -253 -2.39% | 10,354 1.46% 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 | 81369Y506 Common stock | $42.9K | +700 +15.52% | 5,210 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-43.5K | -486 -2.33% | 20,390 1.57% of portfolio | low |
| Q1 2026 as of | Trim | Neuberger Real Estate Securities Income Fund Inc Common stock | $-46.9K | -17K -53.23% | 14,500 0.04% 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 | CrowdStrike Holdings, Inc. Common stock | $50.0K | +128 +6.77% | 2,018 0.68% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y886 Common stock | $-54.2K | -1K -4.74% | 23,695 0.94% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-55.2K | -60 -10.62% | 505 0.40% of portfolio | low |