Rfg Bristol Wealth Advisors, LLC New Holdings in Q4 2024

Rfg Bristol Wealth Advisors, LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
43K
New
$570.51 - $610.59 $24.6M - $26.3M
43K $25.3B
VONG
Vanguard Russell 1000 Growth E

ETFs
162K
New
$95.27 - $107.82 $15.5M - $17.5M
162K $16.8B
IGM
Ishares Expanded Tech Sector E

ETFs
151K
New
$94.19 - $106.95 $14.2M - $16.2M
151K $15.4B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
93.9K
New
$129.96 - $144.97 $12.2M - $13.6M
93.9K $13.1B
RWL
Invesco Exchange Traded Fd Tr

ETFs
99.7K
New
$97.11 - $104.1 $9.68M - $10.4M
99.7K $9.76B
MSFT
Microsoft Corp

Technology
22.9K
New
$406.35 - $454.46 $9.31M - $10.4M
22.9K $9.66B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
190K
New
$49.39 - $52.31 $9.38M - $9.94M
190K $9.43B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
207K
New
N/A
207K $9.36B
SPSB
Spdr Portfolio Short Term Corp

ETFs
269K
New
$29.77 - $30.19 $7.99M - $8.11M
269K $8.02B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
150K
New
$51.54 - $52.55 $7.73M - $7.88M
150K $7.75B
AAPL
Apple Inc.

Technology
28.7K
New
$221.69 - $259.02 $6.37M - $7.44M
28.7K $7.19B
KO
Coca Cola CO

Consumer Defensive
102K
New
$61.74 - $71.71 $6.28M - $7.3M
102K $6.34B
AVUV
American Centy ETF Tr Avantis

ETFs
63.9K
New
$94.37 - $106.41 $6.03M - $6.8M
63.9K $6.17B
AMZN
Amazon Com Inc

Consumer Cyclical
26.1K
New
$180.88 - $232.93 $4.73M - $6.08M
26.1K $5.73B
AVGO
Broadcom Inc.

Technology
21.4K
New
$159.67 - $250.0 $3.41M - $5.34M
21.4K $4.96B
ETN
Eaton Corp PLC

Industrials
14.1K
New
$326.96 - $377.52 $4.59M - $5.31M
14.1K $4.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.88K
New
$442.29 - $483.08 $4.37M - $4.77M
9.88K $4.48B
NOW
Service Now, Inc.

Technology
3.87K
New
$867.18 - $1148.42 $3.36M - $4.44M
3.87K $4.1B
XOM
Exxon Mobil Corp

Energy
36.1K
New
$105.51 - $125.37 $3.81M - $4.53M
36.1K $3.88B
GOOG
Alphabet Inc.

Communication Services
19.2K
New
$163.08 - $198.16 $3.13M - $3.8M
19.2K $3.65B
V
Visa Inc.

Financial Services
11.3K
New
$273.87 - $320.91 $3.09M - $3.62M
11.3K $3.56B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.7K
New
$51.09 - $55.27 $3.36M - $3.63M
65.7K $3.36B
CAT
Caterpillar Inc

Industrials
9.13K
New
$360.37 - $416.88 $3.29M - $3.8M
9.13K $3.31B
AXP
American Express CO

Financial Services
10.9K
New
$267.35 - $305.57 $2.92M - $3.33M
10.9K $3.24B
NFLX
Netflix Inc

Communication Services
3.09K
New
$687.65 - $936.56 $2.13M - $2.9M
3.09K $2.76B
SCHG
Schwab Strategic Tr Us Large C

ETFs
98.6K
New
$25.93 - $105.3 $2.56M - $10.4M
98.6K $2.75B
Linde PLC
5.76K
New
N/A
5.76K $2.41B
FNDX
Schwab Fundamental U S Large C

ETFs
100K
New
$23.49 - $71.77 $2.36M - $7.2M
100K $2.38B
LLY
Eli Lilly & CO

Healthcare
2.68K
New
$727.2 - $932.06 $1.95M - $2.5M
2.68K $2.07B
TT
Trane Technologies PLC

Industrials
5.48K
New
$369.35 - $419.14 $2.02M - $2.3M
5.48K $2.02B
AJG
Arthur J. Gallagher & Co.

Financial Services
7.09K
New
$278.49 - $315.16 $1.97M - $2.23M
7.09K $2.01B
SHEL
Shell PLC

Energy
32.1K
New
$60.63 - $70.23 $1.94M - $2.25M
32.1K $2.01B
PANW
Palo Alto Networks Inc

Technology
10.8K
New
$181.96 - $405.9 $1.97M - $4.39M
10.8K $1.97B
NVDA
Nvidia Corp

Technology
14.1K
New
$117.0 - $148.88 $1.65M - $2.1M
14.1K $1.9B
TXN
Texas Instruments Inc

Technology
10.1K
New
N/A
10.1K $1.89B
BP
Bp PLC

Energy
62.1K
New
$28.16 - $33.14 $1.75M - $2.06M
62.1K $1.84B
RDVY
First Trust Rising Dividend Ac

ETFs
30.2K
New
$58.65 - $64.37 $1.77M - $1.94M
30.2K $1.79B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.32K
New
$501.29 - $612.85 $1.67M - $2.04M
3.32K $1.73B
HD
Home Depot, Inc.

Consumer Cyclical
4.32K
New
$385.02 - $431.37 $1.66M - $1.86M
4.32K $1.68B
CHDN
Churchill Downs Inc

Consumer Cyclical
12.3K
New
$129.55 - $147.45 $1.59M - $1.81M
12.3K $1.64B
TJX
Tjx Companies Inc

Consumer Cyclical
13.6K
New
$112.15 - $127.2 $1.52M - $1.73M
13.6K $1.64B
ITW
Illinois Tool Works Inc

Industrials
6.23K
New
$253.56 - $278.5 $1.58M - $1.74M
6.23K $1.58B
AME
Ametek Inc

Industrials
8.6K
New
$165.89 - $197.38 $1.43M - $1.7M
8.6K $1.55B
IGV
Ishares Expanded Tech Software

ETFs
15.3K
New
$87.5 - $110.17 $1.34M - $1.68M
15.3K $1.53B
RJF
Raymond James Financial Inc

Financial Services
9.8K
New
$123.0 - $170.1 $1.2M - $1.67M
9.8K $1.52B
TRV
Travelers Companies, Inc.

Financial Services
6.23K
New
$225.97 - $266.66 $1.41M - $1.66M
6.23K $1.5B
SHW
Sherwin Williams CO

Basic Materials
4.39K
New
$338.75 - $399.71 $1.49M - $1.76M
4.39K $1.49B
PG
Procter & Gamble CO

Consumer Defensive
8.82K
New
$161.05 - $179.7 $1.42M - $1.58M
8.82K $1.48B
CZWI
Citizens Community Bancorp Inc.

Financial Services
89K
New
$13.8 - $16.96 $1.23M - $1.51M
89K $1.45B
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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