Rfg Advisory, LLC Purchases in Q1 2025

Rfg Advisory, LLC

  • $3.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
3.68K
+ 17.09%
$576.36 - $736.67 $2.12M - $2.71M
25.2K $14.5M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
41.1K
New
$36.74 - $50.04 $1.51M - $2.05M
41.1K $1.83M
ALT
Altimmune, Inc.

Healthcare
324K
New
$5.0 - $7.45 $1.62M - $2.42M
324K $1.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6.7K
+ 384.89%
$283.06 - $421.16 $1.9M - $2.82M
8.44K $2.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.1K
+ 139.57%
$100.59 - $103.47 $1.62M - $1.67M
27.6K $2.86M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
59.7K
+ 25.69%
$24.27 - $26.2 $1.45M - $1.57M
292K $7.4M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
88K
+ 33.21%
$17.57 - $18.05 $1.55M - $1.59M
353K $6.35M
DUHP
Dimensional ETF Tr Dimensional

ETFs
55.4K
+ 19.78%
$32.57 - $35.82 $1.8M - $1.98M
335K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.2K
+ 6.42%
$27.01 - $28.54 $1.3M - $1.37M
798K $22M
PATH
Ui Path, Inc.

Technology
147K
New
$9.97 - $15.19 $1.47M - $2.24M
147K $1.52M
XLE
Energy Sector Spdr

ETFs
14K
+ 45.0%
$85.7 - $93.96 $1.2M - $1.31M
44.9K $4.15M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17.8K
+ 17.31%
$76.77 - $82.22 $1.37M - $1.47M
121K $9.49M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
27.6K
+ 354.18%
$48.65 - $53.06 $1.34M - $1.47M
35.4K $1.84M
VRNA
Verona Pharma PLC

Healthcare
23.2K
New
$44.81 - $69.63 $1.04M - $1.62M
23.2K $1.46M
EEM
Ishares Msci Emerging Markets

ETFs
31.6K
+ 85.5%
$40.81 - $45.34 $1.29M - $1.43M
68.6K $3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.53K
+ 66.89%
$408.78 - $448.82 $1.44M - $1.58M
8.81K $3.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
63.7K
+ 22.98%
$32.49 - $37.99 $2.07M - $2.42M
341K $11.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
32.1K
+ 23.58%
$34.83 - $37.52 $1.12M - $1.2M
168K $6.15M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
77.9K
New
$17.74 - $22.07 $1.38M - $1.72M
77.9K $1.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
21.4K
+ 86.81%
$56.51 - $62.98 $1.21M - $1.35M
46.1K $2.81M
NVDA
Nvidia Corp

Technology
62.8K
+ 30.05%
$106.98 - $149.43 $6.72M - $9.39M
272K $29.5M
SOFI
So Fi Technologies, Inc.

Financial Services
129K
+ 308.76%
$11.18 - $18.03 $1.45M - $2.33M
171K $2.03M
CYTK
Cytokinetics Inc

Healthcare
32K
New
$40.19 - $51.12 $1.29M - $1.64M
32K $1.38M
SIXJ
Aim ETF Prods Tr Allianzim U S
48.4K
+ 27.72%
$29.68 - $31.19 $1.44M - $1.51M
223K $6.68M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
58.5K
+ 58.19%
$23.32 - $23.84 $1.36M - $1.4M
159K $3.72M
IEMG
Ishares Inc

ETFs
24.9K
+ 142.1%
N/A
42.5K $2.28M
IAU
Ishares Gold Trust

ETFs
21K
+ 229.71%
$49.74 - $58.96 $1.04M - $1.24M
30.1K $1.77M
ABT
Abbott Laboratories

Healthcare
7.98K
+ 63.77%
$111.1 - $140.22 $887K - $1.12M
20.5K $2.72M
SE
Sea LTD

Consumer Cyclical
9.83K
New
$104.87 - $146.31 $1.03M - $1.44M
9.83K $1.28M
CMCSA
Comcast Corp

Communication Services
35.2K
+ 120.39%
$33.19 - $38.23 $1.17M - $1.35M
64.5K $2.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.8K
+ 6.78%
$77.7 - $78.94 $1.07M - $1.09M
217K $17.2M
SPG
Simon Property Group Inc

Real Estate
7.68K
New
$159.48 - $187.78 $1.22M - $1.44M
7.68K $1.27M
JNK
Spdr Bloomberg High Yield Bond

ETFs
13.7K
+ 8.94%
$94.86 - $97.12 $1.3M - $1.33M
167K $15.9M
GE
General Electric CO

Industrials
4.75K
+ 52.1%
$168.59 - $212.13 $800K - $1.01M
13.9K $2.77M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
55.5K
New
$21.23 - $22.14 $1.18M - $1.23M
55.5K $1.22M
ISRG
Intuitive Surgical Inc

Healthcare
2.45K
+ 309.36%
$476.63 - $610.45 $1.17M - $1.49M
3.24K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.12K
+ 13.54%
$225.19 - $279.95 $927K - $1.15M
34.5K $8.47M
OHI
Omega Healthcare Investors Inc

Real Estate
30.5K
New
$35.7 - $38.33 $1.09M - $1.17M
30.5K $1.16M
SO
Southern CO

Utilities
1.25K
+ 1.16%
$80.96 - $92.96 $101K - $116K
109K $10M
SHOP
Shopify Inc.

Technology
12.6K
+ 145.0%
$90.59 - $129.31 $1.14M - $1.63M
21.3K $2.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.2K
+ 148.33%
$100.32 - $100.76 $1.13M - $1.13M
18.8K $1.89M
PAVE
Global X Fds Us Infrastructure

ETFs
30.9K
+ 261.54%
$37.31 - $43.82 $1.15M - $1.36M
42.7K $1.61M
MO
Altria Group, Inc.

Consumer Defensive
16.6K
+ 101.05%
$50.81 - $60.02 $845K - $998K
33.1K $1.99M
UNP
Union Pacific Corp

Industrials
4.52K
+ 68.14%
$225.21 - $254.42 $1.02M - $1.15M
11.1K $2.63M
MLPA
Global X Mlp ETF

ETFs
8.91K
+ 5.63%
$49.83 - $54.53 $444K - $486K
167K $8.94M
DHR
Danaher Corp

Healthcare
5.91K
+ 92.18%
$201.62 - $250.59 $1.19M - $1.48M
12.3K $2.53M
MP
Mp Materials Corp.

Basic Materials
42.7K
New
$16.39 - $26.93 $699K - $1.15M
42.7K $1.04M
PFFA
Etfis Ser Tr I

ETFs
50.4K
+ 71.86%
$21.21 - $22.3 $1.07M - $1.12M
120K $2.57M
NEM
Newmont Corp

Basic Materials
21.1K
New
$37.79 - $48.39 $798K - $1.02M
21.1K $1.02M
Activity Summary
Buys All Purchases 536 New Holdings 155 Increased Positions 381 Sells All Sells 295 Reductions 295 Sold out 0 Options Calls 0 Puts 0
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