Rfg Bristol Wealth Advisors, LLC Incresed Positions in Q2 2025

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108K
+ 36.33%
$32.66 - $40.75 $3.52M - $4.39M
404K $16.4B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
25.1K
+ 2093.58%
$162.34 - $192.15 $4.08M - $4.83M
26.3K $5.06B
VONG
Vanguard Russell 1000 Growth E

ETFs
7.83K
+ 7.31%
$82.51 - $109.2 $646K - $855K
115K $12.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.02K
+ 3.3%
$113.67 - $150.4 $343K - $453K
94.3K $14.2B
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.15K
+ 5.17%
$89.02 - $104.29 $548K - $642K
125K $13.1B
PH
Parker Hannifin Corp

Industrials
1.63K
+ 488.59%
$517.23 - $700.54 $842K - $1.14M
1.96K $1.37B
FIW
First Trust Water ETF

ETFs
9.36K
+ 100.73%
$90.26 - $108.05 $845K - $1.01M
18.7K $2.01B
ETN
Eaton Corp PLC

Industrials
524
+ 5.28%
$246.52 - $356.99 $129K - $187K
10.4K $3.73B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.7K
+ 15.84%
$77.94 - $79.5 $911K - $929K
85.5K $6.79B
TT
Trane Technologies PLC

Industrials
871
+ 15.21%
$315.21 - $437.41 $275K - $381K
6.6K $2.89B
DGRO
Ishares Core Dividend Growth E

ETFs
13.9K
+ 151.33%
$55.22 - $63.94 $768K - $889K
23.1K $1.48B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.4K
+ 15.12%
$51.68 - $52.76 $848K - $866K
125K $6.59B
SPSB
Spdr Portfolio Short Term Corp

ETFs
28.3K
+ 14.85%
$29.82 - $30.19 $842K - $853K
219K $6.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
+ 130.64%
$496.48 - $617.85 $633K - $788K
2.25K $1.39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.2K
+ 18.41%
$45.11 - $52.34 $597K - $693K
85.1K $4.46B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.04K
+ 4.16%
$22.27 - $29.21 $112K - $147K
126K $3.69B
CAT
Caterpillar Inc

Industrials
157
+ 1.58%
$273.94 - $388.21 $43K - $60.9K
10.1K $3.93B
RDVY
First Trust Rising Dividend Ac

ETFs
5.96K
+ 11.47%
$51.6 - $62.74 $308K - $374K
57.9K $3.64B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
9.4K
+ 97.09%
N/A
19.1K $938M
SCHW
Schwab Charles Corp

Financial Services
3.78K
+ 30.47%
$69.06 - $91.24 $261K - $345K
16.2K $1.48B
TDIV
First Trust Nasdaq Technology

ETFs
2.95K
+ 29.59%
$64.41 - $90.17 $190K - $266K
12.9K $1.16B
FTGS
First Tr Exchange Traded Fd Gr
7.74K
+ 24.7%
N/A
39.1K $1.34B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.1K
+ 136.19%
$19.44 - $19.56 $372K - $374K
33.2K $647M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.9K
+ 135.0%
$19.49 - $19.66 $368K - $371K
32.8K $645M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17.6K
+ 135.99%
$20.66 - $20.74 $364K - $366K
30.6K $633M
WM
Waste Management Inc

Industrials
1.31K
+ 25.88%
$216.47 - $242.1 $283K - $316K
6.35K $1.45B
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.82%
$210.28 - $289.91 $9.88K - $13.6K
5.77K $1.67B
FNDX
Schwab Fundamental U S Large C

ETFs
6.53K
+ 5.67%
$20.84 - $24.54 $136K - $160K
122K $2.99B
HII
Huntington Ingalls Industries, Inc.

Industrials
713
+ 49.58%
$183.31 - $241.46 $131K - $172K
2.15K $519M
FDN
First Tr Fd Dow Jones

ETFs
541
+ 33.71%
$200.29 - $269.33 $108K - $146K
2.15K $578M
IWV
Ishares Russell 3000 ETF

ETFs
257
+ 7.06%
$281.67 - $351.0 $72.4K - $90.2K
3.9K $1.37B
CMI
Cummins Inc

Industrials
285
+ 10.3%
$267.12 - $336.65 $76.1K - $95.9K
3.05K $999M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.09%
$221.86 - $362.89 $3.77K - $6.17K
1.57K $500M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.42%
$179.95 - $278.88 $720 - $1.12K
962 $268M
ADI
Analog Devices Inc

Technology
1
+ 0.1%
$164.6 - $238.02 $165 - $238
1K $238M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.04%
$53.19 - $69.38 $106 - $139
4.68K $324M
FAST
Fastenal CO

Industrials
4.1K
+ 100.0%
$40.65 - $83.16 $167K - $341K
8.2K $344M
VFH
Vanguard Financial ETF

ETFs
29
+ 1.3%
$104.87 - $127.3 $3.04K - $3.69K
2.26K $287M
F
Ford Motor CO

Consumer Cyclical
272
+ 1.96%
$8.69 - $10.85 $2.36K - $2.95K
14.2K $154M
ABT
Abbott Laboratories

Healthcare
3
+ 0.08%
$123.95 - $138.08 $372 - $414
3.63K $494M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1
+ 0.09%
$218.94 - $269.48 $219 - $269
1.13K $281M
HE
Hawaiian Electric Industries Inc

Utilities
1.5K
+ 5.1%
$9.36 - $10.96 $14K - $16.4K
30.9K $329M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.33%
$121.58 - $136.74 $851 - $957
2.13K $289M
WPC
W. P. Carey Inc.

Real Estate
8
+ 0.16%
$56.12 - $64.53 $449 - $516
5.08K $317M
UNP
Union Pacific Corp

Industrials
2
+ 0.22%
$208.27 - $238.46 $417 - $477
915 $210M
BOTJ
Bank Of The James Financial Group Inc

Financial Services
74
+ 0.67%
$13.52 - $14.78 $1K - $1.09K
11.1K $157M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.09%
$87.57 - $96.0 $263 - $288
3.19K $290M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.02%
$41.67 - $45.62 $41.7 - $45.6
5.25K $227M
DUK
Duke Energy Corp

Utilities
3
+ 0.1%
$112.46 - $124.05 $337 - $372
3.02K $356M
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email