Rfg Bristol Wealth Advisors, LLC Purchases in Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
14
+ 1.93%
$502.71 - $593.81 $7.04K - $8.31K
740 $436M
DE
Deere & CO

Industrials
1
+ 0.08%
$408.57 - $509.27 $409 - $509
1.27K $598M
DUK
Duke Energy Corp

Utilities
103
+ 3.54%
$105.87 - $121.97 $10.9K - $12.6K
3.01K $367M
VFH
Vanguard Financial ETF

ETFs
409
+ 22.48%
$114.07 - $127.34 $46.7K - $52.1K
2.23K $266M
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 7.31%
$279.74 - $321.29 $20.4K - $23.5K
1.07K $335M
WPC
W. P. Carey Inc.

Real Estate
8
+ 0.16%
$53.5 - $65.05 $428 - $520
5.08K $320M
FIW
First Trust Water ETF

ETFs
544
+ 6.22%
$99.48 - $106.74 $54.1K - $58.1K
9.29K $936M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
255
+ 13.68%
$128.74 - $138.67 $32.8K - $35.4K
2.12K $288M
NKE
Nike, Inc.

Consumer Cyclical
2.13K
+ 27.54%
$63.29 - $81.72 $134K - $174K
9.84K $625M
VZ
Verizon Communications Inc

Communication Services
230
+ 4.58%
$37.81 - $46.49 $8.7K - $10.7K
5.25K $238M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.84%
$890.62 - $1076.86 $5.34K - $6.46K
720 $681M
CHD
Church & Dwight CO Inc

Consumer Defensive
34
+ 0.81%
$101.42 - $113.2 $3.45K - $3.85K
4.22K $464M
WMT
Walmart Inc.

Consumer Defensive
410
+ 8.74%
$84.5 - $105.05 $34.6K - $43.1K
5.1K $448M
D
Dominion Energy, Inc

Utilities
3
+ 0.03%
$52.85 - $57.43 $159 - $172
10.7K $598M
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 1.03%
$124.46 - $147.4 $2.24K - $2.65K
1.77K $252M
UNH
Unitedhealth Group Inc

Healthcare
23
+ 4.17%
$461.52 - $548.18 $10.6K - $12.6K
575 $301M
MA
Mastercard Inc

Financial Services
16
+ 2.63%
$504.67 - $576.31 $8.07K - $9.22K
625 $343M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.09%
$85.68 - $97.5 $257 - $293
3.18K $298M
UNP
Union Pacific Corp

Industrials
2
+ 0.22%
$225.21 - $254.42 $450 - $509
913 $216M
HSY
Hershey CO

Consumer Defensive
9
+ 0.73%
$144.74 - $186.36 $1.3K - $1.68K
1.24K $211M
F
Ford Motor CO

Consumer Cyclical
80
+ 0.58%
$9.12 - $10.43 $730 - $834
13.9K $140M
TMO
Thermo Fisher Scientific Inc.

Healthcare
131
+ 3.94%
$497.6 - $606.74 $65.2K - $79.5K
3.45K $1.72B
ADI
Analog Devices Inc

Technology
2
+ 0.2%
$201.56 - $243.82 $403 - $488
999 $201M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1
+ 0.09%
$232.04 - $277.41 $232 - $277
1.13K $269M
PFE
Pfizer Inc

Healthcare
169
+ 0.81%
$25.01 - $27.13 $4.23K - $4.58K
21K $531M
CAT
Caterpillar Inc

Industrials
842
+ 9.23%
$326.75 - $407.63 $275K - $343K
9.97K $3.29B
PCAR
Paccar Inc

Industrials
13
+ 0.3%
$96.91 - $112.51 $1.26K - $1.46K
4.29K $417M
EMR
Emerson Electric CO

Industrials
6
+ 0.3%
$108.64 - $131.17 $652 - $787
2K $219M
FITB
Fifth Third Bancorp

Financial Services
110
+ 0.76%
$37.48 - $44.96 $4.12K - $4.95K
14.6K $571M
CARR
Carrier Global Corp

Industrials
12
+ 0.14%
$62.07 - $70.55 $745 - $847
8.9K $564M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.3K
+ 2.25%
$18.61 - $21.28 $24.3K - $27.7K
59.3K $1.13B
DIS
Walt Disney CO

Communication Services
103
+ 2.05%
$96.87 - $114.0 $9.98K - $11.7K
5.13K $507M
CMI
Cummins Inc

Industrials
65
+ 2.41%
$312.92 - $386.07 $20.3K - $25.1K
2.77K $867M
TT
Trane Technologies PLC

Industrials
250
+ 4.56%
$332.0 - $400.86 $83K - $100K
5.73K $1.93B
PWR
Quanta Services, Inc.

Industrials
1
+ 0.05%
$236.71 - $358.03 $237 - $358
1.97K $501M
GOOGL
Alphabet Inc.

Communication Services
352
+ 6.89%
$154.33 - $206.19 $54.3K - $72.6K
5.46K $844M
CZWI
Citizens Community Bancorp Inc.

Financial Services
1.52K
+ 1.7%
$13.78 - $16.29 $20.9K - $24.7K
90.5K $1.3B
AXP
American Express CO

Financial Services
443
+ 4.06%
$255.39 - $325.87 $113K - $144K
11.4K $3.06B
VRT
Vertiv Holdings CO

Industrials
1.45K
+ 15.05%
N/A
11.1K $800M
NVDA
Nvidia Corp

Technology
569
+ 4.03%
$106.98 - $149.43 $60.9K - $85K
14.7K $1.59B
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
+ 3.46%
$554.06 - $615.85 $824K - $916K
44.5K $25B
Activity Summary
Buys All Purchases 92 New Holdings 21 Increased Positions 71 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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