Rfp Financial Group LLC Purchases in Q4 2024

Rfp Financial Group LLC

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.5K
New
$50.37 - $50.6 $1.18M - $1.19M
23.5K $1.18M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.7K
+ 166.56%
$49.79 - $51.14 $982K - $1.01M
31.6K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
871
+ 2.41%
$570.51 - $610.59 $497K - $532K
37K $21.8M
VBR
Vanguard Small Cap Value ETF

ETFs
3.27K
+ 119.33%
$197.36 - $217.3 $646K - $711K
6.01K $1.19M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.3K
+ 15.51%
$50.35 - $50.69 $620K - $624K
91.7K $4.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.32K
+ 3.46%
$61.68 - $67.87 $267K - $293K
129K $8.05M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.71K
New
$43.44 - $45.05 $248K - $257K
5.71K $248K
AVGO
Broadcom Inc.

Technology
1.04K
New
$159.67 - $250.0 $166K - $260K
1.04K $241K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
385
New
$563.99 - $620.12 $217K - $239K
385 $219K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
New
$172.07 - $207.36 $178K - $215K
1.04K $204K
BRO
Brown & Brown, Inc.

Financial Services
1.97K
New
$100.93 - $113.42 $199K - $223K
1.97K $200K
ITOT
Ishares Core S&P Total U.S. St

ETFs
402
+ 1.7%
$124.26 - $134.12 $50K - $53.9K
24K $3.09M
GPN
Global Payments Inc

Industrials
10
+ 0.11%
$97.57 - $119.38 $976 - $1.19K
9.47K $1.06M
QBTS
D Wave Quantum Inc.

Technology
300
+ 3.0%
$0.89 - $9.91 $267 - $2.97K
10.3K $86K
ACWI
Ishares Msci Acwi ETF

ETFs
1.01K
+ 3.73%
$117.05 - $123.03 $118K - $124K
27.9K $3.28M
SNV
Synovus Financial Corp

Financial Services
2
+ 0.02%
$42.5 - $58.73 $85 - $117
9.21K $471K
CSCO
Cisco Systems, Inc.

Technology
32
+ 0.52%
$52.45 - $60.02 $1.68K - $1.92K
6.23K $368K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
585
+ 5.95%
$45.07 - $47.1 $26.4K - $27.6K
10.4K $471K
BNDX
Vanguard Total International B

ETFs
293
+ 2.67%
$48.91 - $50.61 $14.3K - $14.8K
11.3K $553K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
4.34K
+ 6.22%
N/A
74.2K $0
Fimm Treasury Portfolio Money Market Instl Cl M/M
26K
+ 32.19%
N/A
107K $0
CGSD
Capital Grp Core Plus Income E
252K
New
N/A
252K $0
United States Treasury Bills
108K
New
N/A
108K $0
United States Treasury Notes
725K
New
N/A
725K $0
Us Treasury Security Stripped Interest Payment
60K
New
N/A
60K $0
Franklin High Income Fund Cl A1 M/F
10.1K
New
N/A
10.1K $0
Schwab Us Treasury Money
18.9K
+ 1.36%
N/A
1.41M $0
Tri State Capital Bank
28.8K
+ 49.05%
N/A
87.4K $0
Capital Group Ultra Short Income ETF
123K
New
N/A
123K $0
Invesco Premier Portfolio Instl Cl M/M
215K
+ 171.88%
N/A
341K $0
American Express National Bank
24K
+ 96.97%
N/A
48.8K $0
Schwab Government Money
23.5K
New
N/A
23.5K $0
Schwab Us Treasury Money
155K
New
N/A
155K $0
Ave Maria Bond Fund N/L
136
+ 0.99%
N/A
13.9K $0
Us Bank
90.4K
New
N/A
90.4K $0
Alps/Corecommodity Mgmt Cmplt Cmdtys Strgy Cl I N/L
314
+ 2.73%
N/A
11.8K $0
Ishares Tr Ibonds 1 5 Yr CO
11.7K
New
N/A
11.7K $0
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
7
+ 0.24%
$89.01 - $96.24 $623 - $674
2.98K $267K
VZ
Verizon Communications Inc

Communication Services
321
+ 6.29%
$39.6 - $45.21 $12.7K - $14.5K
5.43K $216K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
379
+ 1.46%
$58.88 - $64.8 $22.3K - $24.6K
26.3K $1.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.29K
+ 1.15%
$96.64 - $101.23 $124K - $130K
113K $11M
REET
Ishares Global Reit ETF

ETFs
214
+ 0.13%
$23.43 - $26.54 $5.01K - $5.68K
160K $3.83M
IXUS
Ishares Tr

ETFs
1.64K
+ 1.0%
$65.95 - $72.56 $108K - $119K
165K $10.9M
Activity Summary
Buys All Purchases 44 New Holdings 17 Increased Positions 27 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rfp Financial Group LLC Portfolio

Follow Rfp Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfp Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfp Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email