Rice Partnership, LLC
CIK 1736736 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- AAPL9.21%
- GLD6.62%
- MSFT6.35%
- INDA5.13%
- NVDA4.55%
- JPM4.29%
- AXP3.45%
- AMZN3.30%
- BRK.B3.07%
- ETN2.99%
Share classes counted separately48.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight decreased · -1.27 pp4.25% → 2.98%Shares -3.58K (-15.04%)
- MUWeight decreased · -0.71 pp1.76% → 1.05%Shares -18.89K (-22.40%)
- INDAWeight decreased · -0.70 pp5.83% → 5.13%Shares +16.56K (+3.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $48.37M | 9.21% | 193.16K shares | 9.06% → 9.21%+0.15 pp +37 (+0.02%) | Added | ↗▾ |
| 02 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $34.76M | 6.62% | 143.56K shares | 6.44% → 6.62%+0.18 pp +11.85K (+9.00%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $33.35M | 6.35% | 79.12K shares | 6.71% → 6.35%-0.36 pp +1.61K (+2.07%) | Added | ↗▾ |
| 04 | INDAISHARES MSCI INDIA ETFMSCI INDIA ETF View history and evidence | $26.93M | 5.13% | 511.66K shares | 5.83% → 5.13%-0.70 pp +16.56K (+3.34%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $23.88M | 4.55% | 177.79K shares | 4.49% → 4.55%+0.06 pp -6.09K (-3.31%) | Reduced | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $22.54M | 4.29% | 94.05K shares | 3.88% → 4.29%+0.41 pp +2.57K (+2.81%) | Added | ↗▾ |
| 07 | AXPAMERICAN EXPRESS CO View history and evidence | $18.11M | 3.45% | 61.03K shares | 3.26% → 3.45%+0.19 pp +1.26K (+2.10%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $17.32M | 3.30% | 78.95K shares | 2.99% → 3.30%+0.31 pp -675 (-0.85%) | Reduced | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $16.14M | 3.07% | 35.60K shares | Prior unavailable +35.60K | New | ↗▾ |
| 10 | ETNEATON CORP PLCSHS View history and evidence | $15.69M | 2.99% | 47.27K shares | 2.96% → 2.99%+0.03 pp +2.90K (+6.54%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UNP UNION PACIFIC CORP | Non-derivative | -1,033 | -$254.61K | SEC filing ↗ | SEC filing ↗ |
| WM WASTE MANAGEMENT INC | Non-derivative | -1,073 | -$222.79K | SEC filing ↗ | SEC filing ↗ |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | -4,749 | -$213.28K | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1736736 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 525093263
}Research all 168 reported holdings.
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