Rfg Bristol Wealth Advisors, LLC Incresed Positions in Q4 2025

Rfg Bristol Wealth Advisors, LLC

  • $359 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.6K
+ 4.31%
$656.2 - $690.71 $1.7M - $1.79M
62.8K $43B
FMIL
Fidelity Covington Tr New Mill
41.7K
+ 54.61%
N/A
118K $6.29B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
9.7K
+ 29.24%
$198.65 - $208.01 $1.93M - $2.02M
42.9K $9.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
12.8K
+ 408.3%
$94.02 - $97.61 $1.21M - $1.25M
16K $1.54B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.44K
+ 0.4%
$42.26 - $44.28 $103K - $108K
610K $27.1B
Ab Active Etfs Inc
25.1K
+ 195.02%
N/A
38K $1.62B
JPM
Jpmorgan Chase & CO

Financial Services
2.63K
+ 44.94%
$294.11 - $320.41 $773K - $842K
8.48K $2.73B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.66K
+ 5.25%
$63.25 - $66.24 $548K - $574K
174K $11.5B
PSC
Principal ETF U.S. Small Cap M

ETFs
9.89K
+ 8.36%
$54.91 - $57.99 $543K - $573K
128K $7.4B
FDVV
Fidelity High Dividend ETF

ETFs
9.01K
+ 20.96%
$54.66 - $56.68 $492K - $511K
52K $2.95B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.94K
+ 6.98%
$54.27 - $56.85 $322K - $338K
91.1K $5.17B
KO
Coca Cola CO

Consumer Defensive
1.1K
+ 1.07%
$66.1 - $71.61 $72.8K - $78.9K
104K $7.27B
RLY
Ssga Active ETF Tr

ETFs
9.82K
+ 4.22%
$30.63 - $31.64 $301K - $311K
243K $7.63B
SCHW
Schwab Charles Corp

Financial Services
3.65K
+ 21.93%
$91.91 - $97.71 $335K - $356K
20.3K $2.03B
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1.43K
+ 126.53%
$253.44 - $312.09 $363K - $447K
2.56K $728M
Blackrock ETF Trust Ii
9.08K
+ 5.59%
N/A
171K $9.04B
AMZN
Amazon Com Inc

Consumer Cyclical
511
+ 2.16%
$213.04 - $254.0 $109K - $130K
24.1K $5.57B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
9.69K
+ 4.23%
$42.07 - $42.69 $408K - $414K
239K $10B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.9K
+ 5.38%
$32.35 - $34.37 $548K - $582K
331K $10.9B
Blackrock ETF Trust Ii
7.39K
+ 3.91%
N/A
197K $9.98B
AVGO
Broadcom Inc.

Technology
128
+ 0.86%
$324.63 - $385.98 $41.6K - $49.4K
15K $5.19B
FNDX
Schwab Fundamental U S Large C

ETFs
4.24K
+ 3.46%
$25.68 - $26.95 $109K - $114K
127K $3.45B
CZWI
Citizens Community Bancorp Inc.

Financial Services
4K
+ 4.5%
$15.12 - $16.9 $60.5K - $67.6K
93K $1.66B
CGMU
Capital Group Core Plus Income
8.05K
+ 53.34%
N/A
23.1K $634M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.05K
+ 52.18%
$24.18 - $24.45 $219K - $221K
26.4K $642M
RDVY
First Trust Rising Dividend Ac

ETFs
1.44K
+ 2.63%
$65.02 - $68.31 $93.4K - $98.1K
56.1K $3.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.49K
+ 2.7%
$31.41 - $33.69 $109K - $117K
133K $4.33B
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.18%
$157.0 - $179.44 $2.51K - $2.87K
9.13K $1.67B
HII
Huntington Ingalls Industries, Inc.

Industrials
77
+ 3.56%
$280.02 - $324.19 $21.6K - $25K
2.24K $761M
BAC
Bank Of America Corp

Financial Services
1.18K
+ 5.87%
$48.65 - $54.11 $57.6K - $64.1K
21.4K $1.17B
AME
Ametek Inc

Industrials
82
+ 1.21%
$179.28 - $202.11 $14.7K - $16.6K
6.83K $1.4B
Cohen & Steers ETF Trust
7.27K
+ 5.91%
N/A
130K $3.33B
VRT
Vertiv Holdings CO

Industrials
352
+ 8.16%
N/A
4.67K $756M
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 0.13%
$138.56 - $147.63 $1.94K - $2.07K
10.7K $1.65B
PHYL
Pgim ETF Tr

ETFs
2.71K
+ 5.61%
$35.18 - $35.74 $95.3K - $96.9K
51K $1.81B
PLD
Prologis, Inc.

Real Estate
170
+ 5.51%
$111.23 - $127.18 $18.9K - $21.6K
3.26K $416M
HE
Hawaiian Electric Industries Inc

Utilities
1.2K
+ 3.25%
$10.89 - $12.04 $13.1K - $14.4K
38.1K $469M
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.3%
$261.57 - $287.42 $3.66K - $4.02K
4.72K $1.37B
CRWD
Crowd Strike Holdings, Inc.

Technology
138
+ 15.77%
$482.23 - $557.53 $66.5K - $76.9K
1.01K $475M
C
Citigroup Inc

Financial Services
15
+ 0.53%
$93.93 - $102.87 $1.41K - $1.54K
2.85K $333M
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.46%
$101.18 - $109.03 $2.33K - $2.51K
5.01K $558M
IWF
Ishares Russell 1000 Gr ETF

ETFs
82
+ 14.41%
$459.47 - $491.71 $37.7K - $40.3K
651 $308M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.31K
+ 10.26%
$30.13 - $30.32 $39.3K - $39.6K
14K $424M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.09%
$653.02 - $687.39 $1.31K - $1.37K
2.26K $1.54B
BOTJ
Bank Of The James Financial Group Inc

Financial Services
60
+ 0.54%
$15.4 - $17.0 $924 - $1.02K
11.3K $209M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.18%
$371.33 - $389.89 $2.6K - $2.73K
3.91K $1.51B
DE
Deere & CO

Industrials
37
+ 3.51%
$439.11 - $480.78 $16.2K - $17.8K
1.09K $508M
ADI
Analog Devices Inc

Technology
1
+ 0.1%
$225.32 - $246.37 $225 - $246
1K $272M
NVDA
Nvidia Corp

Technology
114
+ 0.85%
$179.83 - $207.04 $20.5K - $23.6K
13.6K $2.53B
Activity Summary
Buys All Purchases 88 New Holdings 10 Increased Positions 78 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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