Rfg Bristol Wealth Advisors, LLC Incresed Positions in Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUS
Invesco Ex Traded Self Indx Fd

ETFs
275K
+ 144.93%
$48.25 - $52.09 $13.3M - $14.3M
465K $23B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
104K
+ 819.48%
$100.34 - $100.68 $10.4M - $10.4M
116K $11.7B
IAU
Ishares Gold Trust

ETFs
103K
+ 455.45%
$49.74 - $58.96 $5.14M - $6.1M
126K $7.44B
RWL
Invesco Exchange Traded Fd Tr

ETFs
19.3K
+ 19.38%
$96.9 - $104.39 $1.87M - $2.02M
119K $11.8B
RDVY
First Trust Rising Dividend Ac

ETFs
21.8K
+ 72.23%
$57.22 - $63.39 $1.25M - $1.38M
52K $3.04B
KO
Coca Cola CO

Consumer Defensive
800
+ 0.79%
$60.81 - $72.32 $48.6K - $57.9K
103K $7.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.26%
$442.66 - $534.52 $11.5K - $13.9K
9.9K $5.27B
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
+ 232.02%
$42.61 - $45.51 $475K - $508K
16K $712M
LLY
Eli Lilly & CO

Healthcare
374
+ 13.94%
$725.72 - $929.72 $271K - $348K
3.06K $2.52B
FTA
First Tr Large Cap Value

ETFs
5.77K
+ 219.76%
$74.42 - $80.34 $429K - $464K
8.4K $644M
WM
Waste Management Inc

Industrials
1.16K
+ 29.78%
$200.54 - $233.78 $232K - $271K
5.05K $1.17B
FNDX
Schwab Fundamental U S Large C

ETFs
14.9K
+ 14.85%
$23.03 - $25.01 $343K - $373K
115K $2.72B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.2K
+ 9.44%
$49.78 - $53.19 $309K - $330K
71.9K $3.67B
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 22.98%
$24.91 - $29.02 $564K - $657K
121K $3.03B
BP
Bp PLC

Energy
325
+ 0.52%
$29.93 - $35.31 $9.73K - $11.5K
62.4K $2.11B
IWV
Ishares Russell 3000 ETF

ETFs
984
+ 37.03%
$313.1 - $349.83 $308K - $344K
3.64K $1.16B
LMT
Lockheed Martin Corp

Industrials
706
+ 38.64%
$423.19 - $506.29 $299K - $357K
2.53K $1.13B
NOC
Northrop Grumman Corp

Industrials
376
+ 62.25%
$433.45 - $513.82 $163K - $193K
980 $502M
WAT
Waters Corp

Healthcare
545
+ 17.08%
$362.16 - $417.28 $197K - $227K
3.74K $1.38B
ABBV
Abb Vie Inc.

Healthcare
174
+ 3.88%
$169.2 - $216.66 $29.4K - $37.7K
4.66K $975M
SCHW
Schwab Charles Corp

Financial Services
904
+ 7.85%
$71.24 - $83.64 $64.4K - $75.6K
12.4K $972M
FDL
First Tr Morningstar Dividend

ETFs
226
+ 0.68%
$39.69 - $43.83 $8.97K - $9.91K
33.2K $1.44B
T
At&T Inc.

Communication Services
1K
+ 8.82%
$21.56 - $28.28 $21.6K - $28.3K
12.4K $349M
ABT
Abbott Laboratories

Healthcare
152
+ 4.37%
$111.1 - $140.22 $16.9K - $21.3K
3.63K $482M
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 2.88%
$225.19 - $279.95 $36K - $44.8K
5.72K $1.4B
DRI
Darden Restaurants Inc

Consumer Cyclical
156
+ 10.01%
$180.02 - $208.56 $28.1K - $32.5K
1.72K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
151
+ 18.3%
$551.42 - $612.93 $83.3K - $92.6K
976 $546M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.12%
$90.32 - $109.27 $361 - $437
3.46K $378M
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
CB
Chubb LTD

Financial Services
1
+ 0.08%
$257.71 - $301.99 $258 - $302
1.2K $361M
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
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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