Rfp Financial Group LLC Portfolio Holdings
Rfp Financial Group LLC
- $250 Million
- Q1 2024
Rfp Financial Group LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $250 Million distributed in 1089 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 $60.2M, Ishares Core S&P 500 ETF with a value of $17.2M, Apple Inc. with a value of $14.9M, Spdr Portfolio Short Term Trea with a value of $12.1M, and Ishares Core U.S. Aggregate Bo with a value of $10.7M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $237M to 250M. Also it can be appreciated an additional of 106 stocks purchases and 2 closed positions.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,089
- Current Value $250 Million
- Prior Value $237 Million
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 106 stocks
- Additional Purchases 196 stocks
- Sold out of 2 stocks
- Reduced holdings in 209 stocks