Rfg Bristol Wealth Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25B, Invesco Ex Traded Self Indx Fd with a value of $23B, Invesco Exchange Traded Fd Tr with a value of $11.8B, Ishares Trishares 0 3 Mnth Tre with a value of $11.7B, and Ishares Core S&P U.S Growth Et with a value of $11.6B.
Examining the 13F form we can see an decrease of $6.27B in the current position value, from $305B to 298B.
Rfg Bristol Wealth Advisors, LLC is based out at Taunton, MA
Below you can find more details about Rfg Bristol Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
