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RHODES INVESTMENT ADVISORS INC /ADV Historic Quarter Change: USA Stocks, Reduced

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RHODES INVESTMENT ADVISORS INC /ADV historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, RHODES INVESTMENT ADVISORS INC /ADV opened 26 positions, added to 50, reduced 52 and sold out of 17.

  • Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 5,888.
  • Q2 2026: Stock DELL; Country of operation United States; Class CL C; Shares before 10,354.
  • Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 12,539.
  • Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 16,226.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1005186), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM5,8885,738-150$943,964$1,956,773+$1,012,8092026-07-28
Q2 2026DELL
DELL TECHNOLOGIES INC		United StatesCL C10,3546,200-4,154$1,699,402$2,675,052+$975,6502026-07-28
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C12,53912,485-54$3,596,938$4,411,325+$814,3872026-07-28
Q2 2026XOMXXXX
EXXON MOBIL CORP		COM16,22615,921-305$2,752,936$2,176,746-$576,1902026-07-28
Q2 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM4,3114,041-270$1,166,513$1,679,561+$513,0482026-07-28
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM1,3751,362-13$279,716$791,199+$511,4832026-07-28
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A12,36512,000-365$1,808,752$1,400,040-$408,7122026-07-28
Q2 2026AAPL
APPLE INC		United StatesCOM11,98211,902-80$3,040,866$3,443,911+$403,0452026-07-28
Q2 2026AFRM
AFFIRM HLDGS INC		United StatesCOM CL A11,35411,229-125$520,240$915,725+$395,4852026-07-28
Q2 2026JPM
JPMORGAN CHASE & CO		United StatesCOM11,63911,404-235$3,423,728$3,732,871+$309,1432026-07-28
Q2 2026FDX
FEDEX CORP		United StatesCOM5,3415,283-58$1,902,357$1,654,266-$248,0912026-07-28
Q2 2026SBUX
STARBUCKS CORP		United StatesCOM20,39020,055-335$1,826,700$2,049,375+$222,6752026-07-28
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW12,48612,364-122$5,983,291$6,186,822+$203,5312026-07-28
Q2 2026ABR
ARBOR REALTY TRUST INC		United StatesCOM51,76936,269-15,500$399,139$196,578-$202,5612026-07-28
Q2 2026RDDT
REDDIT INC		United StatesCL A4,9234,800-123$662,882$833,184+$170,3022026-07-28
Q2 2026AB
ALLIANCEBERNSTEIN HLDG L P		United StatesUNIT LTD PARTN15,27512,900-2,375$571,896$454,338-$117,5582026-07-28
Q2 2026META
META PLATFORMS INC		United StatesCL A7,6747,665-9$4,390,526$4,317,626-$72,9002026-07-28
Q2 2026KO
COCA COLA CO		United StatesCOM19,25918,839-420$1,464,609$1,531,005+$66,3962026-07-28
Q2 2026SLB
SLB LIMITED		COM STK5,7155,065-650$293,694$235,472-$58,2222026-07-28
Q2 2026BN
BROOKFIELD CORP		CL A LTD VT SH55,93154,106-1,825$2,263,528$2,304,375+$40,8472026-07-28
Q2 2026AVGO
BROADCOM INC		United StatesCOM779743-36$241,108$280,668+$39,5602026-07-28
Q2 2026EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM14,21013,565-645$537,706$498,649-$39,0572026-07-28
Q2 2026RITM
RITHM CAPITAL CORP		United StatesCOM NEW17,95014,700-3,250$170,166$138,033-$32,1332026-07-28
Q2 2026BAM
BROOKFIELD ASSET MANAGMT LTD		United StatesCL A LMT VTG SHS7,6487,261-387$339,954$325,656-$14,2982026-07-28
Q2 2026UBER
UBER TECHNOLOGIES INC		United StatesCOM9,9359,771-164$714,625$705,075-$9,5502026-07-28
Q2 2026BLK
BLACKROCK INC		United StatesCOM755746-9$726,091$717,324-$8,7672026-07-28
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM3,1733,077-96$775,670$781,530+$5,8602026-07-28
Q2 2026ARCC
ARES CAPITAL CORP		United StatesCOM20,37519,500-875$367,158$361,335-$5,8232026-07-28
Q2 2026KRP
KIMBELL RTY PARTNERS LP		United StatesUNIT149,555148,841-714$2,164,058$2,162,655-$1,4032026-07-28
Q1 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM5,4321,375-4,057$1,163,317$279,716-$883,6012026-05-14
Q1 2026XOMXXXX
EXXON MOBIL CORP		COM16,36416,226-138$1,969,267$2,752,936+$783,6692026-05-14
Q1 2026JPM
JPMORGAN CHASE & CO		United StatesCOM13,05411,639-1,415$4,206,260$3,423,728-$782,5322026-05-14
Q1 2026META
META PLATFORMS INC		United StatesCL A7,7317,674-57$5,103,156$4,390,526-$712,6302026-05-14
Q1 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW13,19612,486-710$6,632,969$5,983,291-$649,6782026-05-14
Q1 2026WMT
WALMART INC		United StatesCOM15,44010,567-4,873$1,720,170$1,313,267-$406,9032026-05-14
Q1 2026BN
BROOKFIELD CORP		CL A LTD VT SH57,50955,931-1,578$2,639,088$2,263,528-$375,5602026-05-14
Q1 2026DELL
DELL TECHNOLOGIES INC		United StatesCL C10,60710,354-253$1,335,209$1,699,402+$364,1932026-05-14
Q1 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM4,6364,311-325$1,530,390$1,166,513-$363,8772026-05-14
Q1 2026GOOG
ALPHABET INC		United StatesCAP STK CL C12,60312,539-64$3,954,821$3,596,938-$357,8832026-05-14
Q1 2026GE
GE AEROSPACE		United StatesCOM NEW10,37310,164-209$3,195,104$2,884,167-$310,9372026-05-14
Q1 2026FDX
FEDEX CORP		United StatesCOM5,5295,341-188$1,597,107$1,902,357+$305,2502026-05-14
Q1 2026TSLA
TESLA INC		United StatesCOM1,386961-425$623,312$357,252-$266,0602026-05-14
Q1 2026AU
ANGLOGOLD ASHANTI PLC		COM SHS8,1504,675-3,475$695,032$455,158-$239,8742026-05-14
Q1 2026ABR
ARBOR REALTY TRUST INC		United StatesCOM82,00151,769-30,232$636,328$399,139-$237,1892026-05-14
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM14,31914,288-31$2,670,494$2,491,827-$178,6672026-05-14
Q1 2026LLY
ELI LILLY & CO		United StatesCOM565505-60$607,194$464,484-$142,7102026-05-14
Q1 2026AB
ALLIANCEBERNSTEIN HLDG L P		United StatesUNIT LTD PARTN18,52515,275-3,250$712,842$571,896-$140,9462026-05-14
Q1 2026KO
COCA COLA CO		United StatesCOM19,42119,259-162$1,357,687$1,464,609+$106,9222026-05-14
Q1 2026SBUX
STARBUCKS CORP		United StatesCOM20,87620,390-486$1,757,930$1,826,700+$68,7702026-05-14
Q1 2026SLB
SLB LIMITED		COM STK6,0905,715-375$233,734$293,694+$59,9602026-05-14
Q1 2026BA
BOEING CO		United StatesCOM1,2471,147-100$270,749$228,287-$42,4622026-05-14
Q1 2026LADR
LADDER CAP CORP		United StatesCL A13,75011,250-2,500$151,113$109,913-$41,2002026-05-14

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