Rfg Bristol Wealth Advisors, LLC Reduced Holdings in Q2 2025

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
-280
- 2.94%
$136.49 - $155.22 $38.2K - $43.5K
9.26K $1.42B
AME
Ametek Inc

Industrials
-563
- 7.69%
$151.41 - $182.75 $85.2K - $103K
6.76K $1.22B
PLD
Prologis, Inc.

Real Estate
-126
- 3.84%
$89.76 - $112.34 $11.3K - $14.2K
3.16K $332M
RSG
Republic Services, Inc.

Industrials
-198
- 4.91%
$227.2 - $258.07 $45K - $51.1K
3.83K $945M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 1.59%
$285.55 - $321.23 $4.85K - $5.46K
1.06K $308M
TJX
Tjx Companies Inc

Consumer Cyclical
-253
- 2.3%
$119.13 - $135.03 $30.1K - $34.2K
10.8K $1.33B
EMR
Emerson Electric CO

Industrials
-448
- 22.4%
$94.15 - $133.33 $42.2K - $59.7K
1.55K $207M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 5.56%
$908.13 - $1056.85 $36.3K - $42.3K
680 $673M
MA
Mastercard Inc

Financial Services
-27
- 4.32%
$479.92 - $590.74 $13K - $15.9K
598 $336M
GAB
Gabelli Equity Trust Inc

Financial Services
-1.4K
- 9.04%
$4.97 - $5.87 $6.94K - $8.2K
14.1K $81.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-88
- 8.88%
$272.36 - $339.57 $24K - $29.9K
903 $307M
CRWD
Crowd Strike Holdings, Inc.

Technology
-335
- 30.18%
$321.63 - $509.31 $108K - $171K
775 $395M
T
At&T Inc.

Communication Services
-79
- 0.64%
$26.33 - $28.94 $2.08K - $2.29K
12.3K $355M
IGM
Ishares Expanded Tech Sector E

ETFs
-3.42K
- 18.97%
$79.8 - $112.34 $273K - $384K
14.6K $1.64B
PANW
Palo Alto Networks Inc

Technology
-727
- 15.76%
$152.44 - $204.64 $111K - $149K
3.89K $796M
IWR
Ishares Russell Mid Cap ETF

ETFs
-108
- 2.91%
$74.88 - $91.97 $8.09K - $9.93K
3.61K $332M
Blackrock Inc
-41
- 5.56%
N/A
697 $731M
DE
Deere & CO

Industrials
-31
- 2.44%
$412.99 - $531.48 $12.8K - $16.5K
1.24K $632M
NKE
Nike, Inc.

Consumer Cyclical
-511
- 5.19%
$53.27 - $72.04 $27.2K - $36.8K
9.33K $663M
MAR
Marriott International Inc

Consumer Cyclical
-48
- 3.04%
$211.12 - $274.14 $10.1K - $13.2K
1.53K $418M
TXN
Texas Instruments Inc

Technology
-611
- 9.22%
N/A
6.02K $1.25B
CARR
Carrier Global Corp

Industrials
-357
- 4.01%
$55.55 - $75.83 $19.8K - $27.1K
8.54K $625M
RJF
Raymond James Financial Inc

Financial Services
-443
- 4.65%
$123.65 - $153.88 $54.8K - $68.2K
9.07K $1.39B
GE
General Electric CO

Industrials
-13
- 0.97%
$166.81 - $257.39 $2.17K - $3.35K
1.33K $342M
RTX
Raytheon Technologies Corp

Industrials
-359
- 3.79%
$113.75 - $148.48 $40.8K - $53.3K
9.11K $1.33B
HON
Honeywell International Inc

Industrials
-98
- 1.94%
$182.86 - $232.88 $17.9K - $22.8K
4.94K $1.15B
GOOG
Alphabet Inc.

Communication Services
-953
- 7.23%
$146.58 - $180.01 $140K - $172K
12.2K $2.17B
BAC
Bank Of America Corp

Financial Services
-107
- 0.5%
$34.39 - $47.46 $3.68K - $5.08K
21.5K $1.02B
DIS
Walt Disney CO

Communication Services
-13
- 0.25%
$81.72 - $124.01 $1.06K - $1.61K
5.12K $635M
PWR
Quanta Services, Inc.

Industrials
-292
- 14.81%
$239.47 - $381.26 $69.9K - $111K
1.68K $635M
IGV
Ishares Expanded Tech Software

ETFs
-921
- 6.5%
$80.15 - $109.5 $73.8K - $101K
13.3K $1.45B
NOW
Service Now, Inc.

Technology
-393
- 11.99%
$721.65 - $1040.18 $284K - $409K
2.89K $2.97B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.17K
- 4.71%
$167.32 - $223.3 $196K - $262K
23.7K $5.21B
AXP
American Express CO

Financial Services
-136
- 1.2%
$231.39 - $318.98 $31.5K - $43.4K
11.2K $3.58B
NVDA
Nvidia Corp

Technology
-1.14K
- 7.78%
$94.31 - $157.99 $108K - $181K
13.5K $2.14B
NFLX
Netflix Inc

Communication Services
-64
- 2.8%
$855.86 - $1339.13 $54.8K - $85.7K
2.22K $2.98B
AVGO
Broadcom Inc.

Technology
-1.41K
- 8.62%
$146.29 - $275.65 $206K - $388K
14.9K $4.11B
MSFT
Microsoft Corp

Technology
-928
- 4.27%
$354.56 - $497.45 $329K - $462K
20.8K $10.4B
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
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