Rfg Advisory, LLC Purchases in Q3 2024

Rfg Advisory, LLC

  • $3.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
40.5K
+ 1075.54%
$136.27 - $1745.86 $5.52M - $70.7M
44.3K $7.64M
IYW
Ishares Dj Us Tech ETF

ETFs
9.74K
+ 30.14%
$133.16 - $158.73 $1.3M - $1.55M
42K $6.37M
PJUL
Innovator U.S. Equity Power Bu

ETFs
35.9K
+ 128.18%
$37.89 - $40.48 $1.36M - $1.45M
64K $2.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.3K
+ 42.16%
$113.41 - $125.62 $1.17M - $1.3M
34.8K $4.37M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.9K
+ 12.03%
$53.41 - $57.9 $903K - $979K
157K $9.1M
NVS
Novartis Ag

Healthcare
12K
New
$106.13 - $120.89 $1.27M - $1.45M
12K $1.38M
VO
Vanguard Mid Cap ETF

ETFs
3.72K
+ 21.67%
$237.84 - $263.83 $886K - $983K
20.9K $5.52M
IAUM
I Shares Gold Trust Micro

ETFs
31.8K
+ 19.4%
$23.25 - $26.67 $740K - $848K
196K $5.14M
NOW
Service Now, Inc.

Technology
1.01K
+ 25.37%
$730.87 - $937.36 $737K - $945K
4.98K $4.45M
ASML
Asml Holding Nv

Technology
1.98K
+ 116.75%
$749.82 - $1098.95 $1.48M - $2.18M
3.68K $3.06M
ORCL
Oracle Corp

Technology
5.5K
+ 42.09%
$125.9 - $170.35 $693K - $937K
18.6K $3.16M
GD
General Dynamics Corp

Industrials
3.49K
+ 46.89%
$279.51 - $308.09 $975K - $1.07M
10.9K $3.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.55K
+ 3.21%
$162.64 - $179.3 $415K - $458K
82K $14.7M
DAL
Delta Air Lines, Inc.

Industrials
20.5K
+ 80.39%
$37.32 - $51.8 $763K - $1.06M
45.9K $2.33M
BJUL
Innovator U.S. Equity Buffer E

ETFs
24.7K
+ 236.73%
$40.26 - $43.68 $994K - $1.08M
35.1K $1.53M
MRVL
Marvell Technology, Inc.

Technology
14.4K
+ 56.08%
$56.15 - $76.24 $809K - $1.1M
40.1K $2.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 0.5%
$405.19 - $478.57 $39.7K - $46.9K
19.7K $9.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.98K
+ 2.04%
$31.05 - $34.29 $248K - $274K
400K $13.7M
BNDX
Vanguard Total International B

ETFs
17.4K
+ 14.45%
$48.42 - $50.35 $843K - $876K
138K $6.93M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
40.8K
+ 401.49%
$23.57 - $24.19 $962K - $988K
51K $1.23M
CCI
Crown Castle International Corp

Real Estate
6.9K
+ 94.34%
$95.29 - $120.24 $658K - $830K
14.2K $1.69M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.65K
+ 3.2%
$93.65 - $97.81 $435K - $455K
150K $14.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.56K
+ 26.5%
$117.9 - $128.2 $655K - $713K
26.5K $3.4M
IHDG
Wisdomtree Tr

ETFs
20K
New
$42.42 - $46.78 $847K - $934K
20K $912K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
14.4K
New
$56.29 - $62.74 $812K - $905K
14.4K $904K
AVUV
American Centy ETF Tr Avantis

ETFs
3.06K
+ 3.17%
$88.24 - $99.7 $270K - $305K
99.6K $9.56M
PDI
Pimco Dynamic Income Fund

Financial Services
38.1K
+ 48.48%
$18.7 - $20.25 $713K - $772K
117K $2.36M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.6K
+ 2.64%
$47.0 - $47.84 $544K - $554K
451K $21.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.9K
+ 3.84%
$24.86 - $26.33 $394K - $418K
429K $11.2M
ANET
Arista Networks, Inc.

Technology
1.66K
+ 26.5%
$311.42 - $388.21 $518K - $646K
7.94K $3.05M
PLD
Prologis, Inc.

Real Estate
4.72K
+ 26.57%
$111.95 - $132.43 $528K - $624K
22.5K $2.84M
NVO
Novo Nordisk A S

Healthcare
9.21K
+ 82.76%
$119.07 - $145.42 $1.1M - $1.34M
20.3K $2.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.25K
+ 15.86%
$106.11 - $113.72 $557K - $597K
38.3K $4.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.79K
+ 1.89%
$32.65 - $36.69 $124K - $139K
205K $7.44M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.68K
+ 1.71%
$30.74 - $34.07 $144K - $159K
279K $9.49M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.89K
+ 7.76%
$50.02 - $54.5 $345K - $376K
95.7K $5.21M
KKR
Kkr & Co. Inc.

Financial Services
3.53K
+ 35.7%
$104.51 - $133.23 $369K - $471K
13.4K $1.75M
INTC
Intel Corp

Technology
39.7K
+ 125.93%
$18.9 - $34.87 $750K - $1.38M
71.2K $1.67M
KO
Coca Cola CO

Consumer Defensive
1.32K
+ 1.86%
$62.69 - $73.01 $82.5K - $96.1K
72K $5.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.89K
+ 10.76%
$116.79 - $133.54 $454K - $519K
40K $5.28M
ARES
Ares Management Corp

Financial Services
3.16K
+ 40.41%
$133.73 - $158.05 $422K - $499K
11K $1.71M
USXF
Ishares Esg Advanced Msci Usa

Technology
13.5K
New
$43.59 - $49.35 $590K - $668K
13.5K $663K
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.04K
New
$97.81 - $108.79 $591K - $657K
6.04K $657K
SHOP
Shopify Inc.

Technology
8.1K
New
$52.26 - $80.75 $423K - $654K
8.1K $648K
UBER
Uber Technologies, Inc

Technology
8.24K
+ 75.44%
$58.48 - $77.47 $482K - $638K
19.2K $1.44M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
38.4K
+ 19.66%
$12.63 - $13.72 $485K - $526K
234K $3.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.3K
+ 6.59%
$50.63 - $51.11 $623K - $629K
199K $10.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.34K
+ 2.66%
$25.07 - $29.94 $83.7K - $100K
129K $3.8M
AXP
American Express CO

Financial Services
979
+ 11.1%
$225.92 - $271.17 $221K - $265K
9.8K $2.66M
Activity Summary
Buys All Purchases 401 New Holdings 82 Increased Positions 319 Sells All Sells 312 Reductions 312 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rfg Advisory, LLC Portfolio

Follow Rfg Advisory, 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 Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email