RANGE FINANCIAL GROUP LLC

PrivateCIK: 1928635
Location

TIGARD, OR

206
Positions
$365.76M
Total AUM (reported)
6.21M
Total Shares

Allocation by class

TOTAL AUM$365.76M206 positions
COM$190.39M52.1%
COM NEW$20.76M5.7%
FT VEST US EQT$16.00M4.4%
ORD SHS$11.64M3.2%
COM CL A$8.36M2.3%
ST STR P500ETF$8.30M2.3%
SPONSORED ADR$7.50M2.1%

Portfolio Concentration

Top 39.5%4–1014.7%11–2519.0%Rest56.8%TOP 1024.2%0%100%
Top 3$34.89M9.5%
4–10$53.74M14.7%
11–25$69.42M19.0%
Rest$207.71M56.8%

Top 3 weight

9.5%

Top 10 weight

24.2%

Voting Authority Distribution

Total shares with voting rights: 6.21M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.21M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole206
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings206
Rows:

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST US EQT
Shares297.53K
TypeSH
Market value$13.40M
3.66%
Sole
0.00
Shared
0.00
None
297.53K

MICRON TECHNOLOGY INC

SOLE
COM
Shares9.85K
TypeSH
Market value$11.37M
3.11%
Sole
0.00
Shared
0.00
None
9.85K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares10.49K
TypeSH
Market value$10.12M
2.77%
Sole
0.00
Shared
0.00
None
10.49K

LAM RESEARCH CORP

SOLE
COM NEW
Shares21.84K
TypeSH
Market value$9.46M
2.59%
Sole
0.00
Shared
0.00
None
21.84K

NVIDIA CORPORATION

SOLE
COM
Shares46.60K
TypeSH
Market value$9.32M
2.55%
Sole
0.00
Shared
0.00
None
46.60K

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares94.41K
TypeSH
Market value$8.30M
2.27%
Sole
0.00
Shared
0.00
None
94.41K

SANDISK CORP

SOLE
COM
Shares3.34K
TypeSH
Market value$7.59M
2.08%
Sole
0.00
Shared
0.00
None
3.34K

INNOVATOR ETFS TRUST

SOLE
US EQTY PWR BUF
Shares140.70K
TypeSH
Market value$6.96M
1.90%
Sole
0.00
Shared
0.00
None
140.70K

ELI LILLY & CO

SOLE
COM
Shares5.43K
TypeSH
Market value$6.51M
1.78%
Sole
0.00
Shared
0.00
None
5.43K

HOME DEPOT INC

SOLE
COM
Shares15.83K
TypeSH
Market value$5.58M
1.53%
Sole
0.00
Shared
0.00
None
15.83K

TAPESTRY INC

SOLE
COM
Shares36.38K
TypeSH
Market value$5.33M
1.46%
Sole
0.00
Shared
0.00
None
36.38K

JOHNSON & JOHNSON

SOLE
COM
Shares20.42K
TypeSH
Market value$5.19M
1.42%
Sole
0.00
Shared
0.00
None
20.42K

PHILIP MORRIS INTL INC

SOLE
COM
Shares28.22K
TypeSH
Market value$5.11M
1.40%
Sole
0.00
Shared
0.00
None
28.22K

AMGEN INC

SOLE
COM
Shares13.55K
TypeSH
Market value$4.91M
1.34%
Sole
0.00
Shared
0.00
None
13.55K

QUALCOMM INC

SOLE
COM
Shares25.84K
TypeSH
Market value$4.78M
1.31%
Sole
0.00
Shared
0.00
None
25.84K

SPDR INDEX SHS FDS

SOLE
ST STR PO EX ETF
Shares94.70K
TypeSH
Market value$4.77M
1.30%
Sole
0.00
Shared
0.00
None
94.70K

MCDONALDS CORP

SOLE
COM
Shares17.61K
TypeSH
Market value$4.76M
1.30%
Sole
0.00
Shared
0.00
None
17.61K

KIMBERLY-CLARK CORP

SOLE
COM
Shares43.34K
TypeSH
Market value$4.76M
1.30%
Sole
0.00
Shared
0.00
None
43.34K

ISHARES TR

SOLE
US TREAS BD ETF
Shares205.90K
TypeSH
Market value$4.69M
1.28%
Sole
0.00
Shared
0.00
None
205.90K

ALTRIA GROUP INC

SOLE
COM
Shares62.94K
TypeSH
Market value$4.53M
1.24%
Sole
0.00
Shared
0.00
None
62.94K

LOWES COS INC

SOLE
COM
Shares20.53K
TypeSH
Market value$4.53M
1.24%
Sole
0.00
Shared
0.00
None
20.53K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares101.39K
TypeSH
Market value$4.29M
1.17%
Sole
0.00
Shared
0.00
None
101.39K

EXPEDIA GROUP INC

SOLE
COM NEW
Shares15.99K
TypeSH
Market value$4.09M
1.12%
Sole
0.00
Shared
0.00
None
15.99K

APPLOVIN CORP

SOLE
COM CL A
Shares7.58K
TypeSH
Market value$3.90M
1.07%
Sole
0.00
Shared
0.00
None
7.58K

IRIDIUM COMMUNICATIONS INC

SOLE
COM
Shares69.12K
TypeSH
Market value$3.79M
1.04%
Sole
0.00
Shared
0.00
None
69.12K
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