13F Filings History of Ruggie Capital Group

Latest 13F report
Q3 2020 - 29 Oct 2020
Value $
$1,934,000
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
Tavares, FL
Summary
This page shows a list of all the recent 13F filings made by Ruggie Capital Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ruggie Capital Group reported 50 stock holdings with total value $1,934,000 as of Q3 2020. Top holdings included CCI, GSY, BRO, BRKB, and FIBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 50 $1,934,000 +$684,236 -$13,000 +$671,236 CCI, GSY, BRO, BRKB, FIBR 13F-HR 29 Oct 2020, 11:53
Q2 2020 38 $1,213,000 +$105,929 -$9,000 +$96,929 CCI, BX, BRO, ABT, BAC 13F-HR 11 Aug 2020, 11:41
Q1 2020 38 $956,000 +$156,184 -$578,614 -$422,430 CCI, BRO, BX, VZ, ABT 13F-HR 06 Apr 2020, 12:27
Q4 2019 38 $1,701,000 +$709,000 -$71,465,459 -$70,756,459 CCI, VIG, BRKB, SDY, BX 13F-HR 13 Feb 2020, 18:23
Q3 2019 95 $75,439,000 +$50,260,554 -$33,824,782 +$16,435,772 SPTS, AMZN, SPSB, QQQ, BRKA 13F-HR 05 Nov 2019, 18:20
Q2 2019 284 $59,289,000 +$31,452,602 -$58,541,612 -$27,089,010 PDP, VYM, BRKA, FXL, SPTS 13F-HR 05 Aug 2019, 13:55
Q1 2019 154 $84,867,000 +$3,001,869 -$162,216,435 -$159,214,566 SPSB, SPTS, AMZN, SDY, VIG 13F-HR 24 Apr 2019, 12:48
Q4 2018 482 $223,346,000 +$113,108,706 -$21,469,375 +$91,639,331 SPSB, IVV, SDY, BRKB, VT 13F-HR 31 Jan 2019, 14:20
Q3 2018 231 $149,690,000 +$5,078,070 -$63,360,515 -$58,282,445 VT, VYM, BRKB, SPSB, VO 13F-HR 07 Nov 2018, 14:44
Q2 2018 329 $197,934,000 +$32,771,884 -$22,167,174 +$10,604,710 VT, VYM, SDY, BRKB, VO 13F-HR 14 Aug 2018, 17:48
Q1 2018 290 $176,031,000 +$22,804,487 -$5,785,758 +$17,018,729 VT, VYM, BRKB, SDY, SPSB 13F-HR 11 Apr 2018, 14:41
Q4 2017 311 $154,545,000 +$16,154,845 -$8,298,567 +$7,856,278 VT, VYM, SDY, VO, VIG 13F-HR 24 Jan 2018, 17:37
Q3 2017 248 $155,837,000 +$6,332,466 -$4,939,347 +$1,393,119 VT, VYM, SDY, VO, VIG 13F-HR 08 Nov 2017, 13:28
Q2 2017 272 $147,865,000 +$15,085,114 -$4,730,169 +$10,354,945 VT, VYM, SDY, VIG, VO 13F-HR 01 Aug 2017, 15:16
Q1 2017 254 $134,135,000 +$44,367,306 -$1,973,182 +$42,394,124 VT, VYM, SDY, VIG, VO 13F-HR 10 May 2017, 11:45
Q4 2016 146 $88,989,000 +$1,722,649 -$27,118,684 -$25,396,035 SDY, VYM, VT, VIG, BRKB 13F-HR 30 Jan 2017, 17:26
Q3 2016 179 $101,457,000 +$11,928,029 -$12,056,005 -$127,976 VT, VYM, VIG, VO, BRKB 13F-HR 09 Nov 2016, 18:18
Q2 2016 208 $108,415,000 +$12,420,346 -$5,008,749 +$7,411,597 SDY, VT, VYM, VIG, VO 13F-HR 10 Aug 2016, 13:29
Q1 2016 176 $98,697,000 +$98,697,000 -$108,838 +$98,588,162 SDY, VT, VYM, VIG, PKW 13F-HR 16 May 2016, 14:01
Q4 2015 5 $108,838 +$108,838 -$105,302,000 -$105,193,162 WISDOMTREE TOTAL DIVIDEND ETF, YUM BRANDS INC, PLAINS ALL AMERICAN LP, TOTAL S A SPONSORED ADR, ALIBABA GROUP HLDG LTD ADR 13F-HR 16 Feb 2016, 16:07
Q3 2015 220 $105,302,000 +$2,227,056 -$16,749,401 -$14,522,345 SDY, VIG, VYM, VT, PKW 13F-HR 12 Nov 2015, 12:54
Q2 2015 350 $122,268,000 +$47,954,125 -$8,654,187 +$39,299,938 SDY, VIG, DBEF, VYM, VT 13F-HR 14 Aug 2015, 17:09
Q1 2015 290 $83,605,000 +$4,955,446 -$30,227,099 -$25,271,653 VYM, VT, PKW, VIG, DBEF 13F-HR 12 May 2015, 17:16
Q4 2014 225 $106,333,225 $0 $0 $0 VYM, SDY, VIG, VT, PKW 13F-HR 10 Feb 2015, 12:57