Rfp Financial Group LLC Portfolio Holdings

Rfp Financial Group LLC

  • $282 Million
  • Q3 2024

Rfp Financial Group LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $42.9M, Vanguard Mega Cap Growth ETF with a value of $38.4M, Ishares Core S&P 500 ETF with a value of $20.8M, Apple Inc. with a value of $17.9M, and Ishares Tr with a value of $11.9M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $249M to 282M.

Rfp Financial Group LLC is based out at Atlanta, GA

Below you can find more details about Rfp Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $282 Million
ETFs: $193 Million
Technology: $29.5 Million
Consumer Defensive: $22.3 Million
Consumer Cyclical: $10.7 Million
Healthcare: $7.56 Million
Financial Services: $5.69 Million
Communication Services: $4.1 Million
Industrials: $3.75 Million
Other: $5.68 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.6M
$6,000 0.0% of portfolio
41,450
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $282 Million
  • Prior Value $249 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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