Rfg Bristol Wealth Advisors, LLC Purchases in Q4 2024

Rfg Bristol Wealth Advisors, LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
5.76K
New
$81.5 - $94.15 $469K - $542K
5.76K $474M
MAR
Marriott International Inc

Consumer Cyclical
1.67K
New
$246.06 - $292.59 $412K - $490K
1.67K $467M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.44K
New
$311.11 - $335.64 $448K - $483K
1.44K $464M
EIX
Edison International

Utilities
5.73K
New
$77.93 - $88.36 $447K - $506K
5.73K $457M
PLD
Prologis, Inc.

Real Estate
4.32K
New
$101.4 - $126.96 $438K - $548K
4.32K $456M
PCAR
Paccar Inc

Industrials
4.27K
New
$97.92 - $118.41 $418K - $506K
4.27K $444M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.18K
New
$99.11 - $112.25 $414K - $469K
4.18K $438M
WMT
Walmart Inc.

Consumer Defensive
4.69K
New
$79.1 - $95.7 $371K - $449K
4.69K $424M
MORN
Morningstar, Inc.

Financial Services
1.2K
New
$312.56 - $358.78 $375K - $431K
1.2K $405M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.7K
New
$55.73 - $66.16 $373K - $443K
6.7K $404M
ABT
Abbott Laboratories

Healthcare
3.48K
New
$111.93 - $119.39 $389K - $415K
3.48K $393M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.67K
New
$173.13 - $258.09 $289K - $431K
1.67K $385M
ROP
Roper Technologies Inc

Industrials
726
New
$519.85 - $575.95 $377K - $418K
726 $378M
BDX
Becton Dickinson & CO

Healthcare
1.61K
New
$220.02 - $243.75 $355K - $393K
1.61K $366M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.78K
New
$87.25 - $95.52 $329K - $361K
3.78K $334M
CB
Chubb LTD

Financial Services
1.2K
New
$271.57 - $301.89 $325K - $361K
1.2K $330M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.23K
New
$75.95 - $88.05 $321K - $373K
4.23K $323M
MA
Mastercard Inc

Financial Services
609
New
$491.3 - $536.15 $299K - $327K
609 $321M
AEP
American Electric Power CO Inc

Utilities
3.45K
New
$90.91 - $102.21 $314K - $353K
3.45K $318M
DUK
Duke Energy Corp

Utilities
2.91K
New
$105.76 - $120.76 $308K - $351K
2.91K $313M
FAST
Fastenal CO

Industrials
4.1K
New
$69.99 - $84.35 $287K - $346K
4.1K $295M
CSCO
Cisco Systems, Inc.

Technology
4.97K
New
$52.45 - $60.02 $260K - $298K
4.97K $294M
IWF
Ishares Russell 1000 Gr ETF

ETFs
729
New
$370.24 - $418.94 $270K - $305K
729 $293M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.56K
New
$155.96 - $188.66 $243K - $294K
1.56K $291M
MCD
Mcdonalds Corp

Consumer Cyclical
999
New
$288.47 - $316.54 $288K - $316K
999 $290M
CL
Colgate Palmolive CO

Consumer Defensive
3.18K
New
$90.22 - $102.31 $287K - $325K
3.18K $289M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1.13K
New
$228.53 - $298.77 $258K - $337K
1.13K $287M
HE
Hawaiian Electric Industries Inc

Utilities
29.4K
New
$9.12 - $10.98 $268K - $323K
29.4K $286M
NOC
Northrop Grumman Corp

Industrials
604
New
$466.52 - $543.88 $282K - $329K
604 $284M
UNH
Unitedhealth Group Inc

Healthcare
552
New
$485.52 - $625.25 $268K - $345K
552 $279M
Canadian Pacific Kansas City
3.83K
New
N/A
3.83K $277M
WPC
W. P. Carey Inc.

Real Estate
5.07K
New
$53.44 - $61.33 $271K - $311K
5.07K $276M
T
At&T Inc.

Communication Services
11.4K
New
$21.22 - $23.88 $241K - $271K
11.4K $259M
VCR
Vanguard Consumer Discretionar

ETFs
675
New
$328.51 - $401.37 $222K - $271K
675 $253M
EMR
Emerson Electric CO

Industrials
1.99K
New
$108.13 - $134.33 $216K - $268K
1.99K $247M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.86K
New
$131.66 - $144.0 $245K - $268K
1.86K $246M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
958
New
$238.25 - $261.28 $228K - $250K
958 $232M
KMB
Kimberly Clark Corp

Consumer Defensive
1.76K
New
$130.37 - $146.09 $229K - $257K
1.76K $230M
GE
General Electric CO

Industrials
1.34K
New
$159.95 - $194.23 $215K - $261K
1.34K $224M
COP
Conocophillips

Energy
2.25K
New
$95.12 - $114.72 $214K - $258K
2.25K $223M
JCI
Johnson Controls International PLC

Industrials
2.82K
New
$74.23 - $86.6 $209K - $244K
2.82K $222M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
16.2K
New
$10.17 - $14.73 $165K - $239K
16.2K $222M
GD
General Dynamics Corp

Industrials
836
New
$260.28 - $314.03 $218K - $263K
836 $220M
VFH
Vanguard Financial ETF

ETFs
1.82K
New
$108.87 - $126.2 $198K - $230K
1.82K $215M
ADI
Analog Devices Inc

Technology
997
New
$206.35 - $236.48 $206K - $236K
997 $212M
PH
Parker Hannifin Corp

Industrials
333
New
$621.74 - $709.46 $207K - $236K
333 $212M
IWM
Ishares Russell 2000 ETF

ETFs
954
New
$216.13 - $242.4 $206K - $231K
954 $211M
FVD
First Tr Value Line Divid Inde

ETFs
4.81K
New
$43.4 - $46.7 $209K - $225K
4.81K $210M
UNP
Union Pacific Corp

Industrials
911
New
$223.15 - $249.32 $203K - $227K
911 $208M
Activity Summary
Buys All Purchases 159 New Holdings 159 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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