Rfg Advisory, LLC Purchases in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
2.4K
+ 18.18%
$236.26 - $291.15 $567K - $699K
15.6K $4.25M
VKTX
Viking Therapeutics, Inc.

Healthcare
25.4K
+ 64.02%
$19.98 - $29.49 $507K - $749K
65K $1.72M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.46K
+ 21.86%
$97.29 - $105.63 $725K - $787K
41.6K $4.22M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
13.6K
New
$39.69 - $51.24 $538K - $695K
13.6K $694K
PFF
Ishares Trust Ishares Pfd And

ETFs
23.2K
+ 17.98%
$29.0 - $30.68 $674K - $713K
152K $4.68M
SPOT
Spotify Technology S.A.

Communication Services
332
+ 16.69%
$503.3 - $775.9 $167K - $258K
2.32K $1.78M
IAK
Ishares Tr

ETFs
5.37K
+ 25.59%
$122.44 - $138.47 $658K - $744K
26.4K $3.54M
PANW
Palo Alto Networks Inc

Technology
263
+ 1.46%
$152.44 - $204.64 $40.1K - $53.8K
18.3K $3.74M
DKNG
Draft Kings Inc.

Consumer Cyclical
13.5K
+ 151.45%
$31.67 - $42.89 $429K - $581K
22.5K $964K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
13.9K
New
$39.23 - $45.02 $544K - $624K
13.9K $624K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.5K
+ 23.86%
$57.41 - $74.81 $315K - $411K
28.5K $2.12M
BOTZ
Global X Fds

ETFs
18.9K
New
$24.51 - $32.65 $463K - $616K
18.9K $616K
PM
Philip Morris International Inc.

Consumer Defensive
352
+ 1.49%
$149.23 - $184.95 $52.5K - $65.1K
23.9K $4.36M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
757
+ 3.74%
$101.69 - $139.02 $77K - $105K
21K $2.92M
VGSH
Vanguard

ETFs
10.2K
+ 27.15%
$58.32 - $58.95 $596K - $603K
47.9K $2.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.41K
+ 14.61%
$114.78 - $133.31 $392K - $455K
26.8K $3.57M
PATH
Ui Path, Inc.

Technology
16.6K
+ 11.3%
$9.79 - $13.31 $163K - $221K
164K $2.1M
SHOP
Shopify Inc.

Technology
1.55K
+ 7.26%
$76.89 - $115.35 $119K - $179K
22.9K $2.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.75K
+ 9.13%
$58.63 - $59.9 $513K - $524K
105K $6.25M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.7K
+ 211.88%
$39.93 - $46.67 $467K - $546K
17.2K $804K
VGT
Vanguard Information Technolog

ETFs
216
+ 6.26%
$470.37 - $663.28 $102K - $143K
3.67K $2.43M
AVUV
American Centy ETF Tr Avantis

ETFs
6.1K
New
$75.17 - $91.21 $458K - $556K
6.1K $555K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
12.3K
New
$39.59 - $44.69 $488K - $550K
12.3K $550K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
11.3K
New
$41.9 - $50.31 $474K - $569K
11.3K $544K
DMAR
First Tr Ex Tr Viii Cboe Vest
13.7K
New
$35.55 - $39.57 $486K - $541K
13.7K $540K
XCEM
Columbia ETF Tr Ii

ETFs
15.7K
New
$26.68 - $34.18 $418K - $536K
15.7K $536K
AFRM
Affirm Holdings, Inc.

Technology
5.81K
+ 102.47%
$35.75 - $69.14 $208K - $401K
11.5K $793K
EXR
Extra Space Storage Inc.

Real Estate
3.61K
New
$126.61 - $152.99 $457K - $552K
3.61K $531K
HERO
Global X Fds Video Games & Esp

ETFs
16.2K
New
$23.12 - $32.73 $375K - $531K
16.2K $531K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
10.5K
New
$49.79 - $50.59 $523K - $532K
10.5K $531K
MS
Morgan Stanley

Financial Services
2.65K
+ 41.08%
$99.83 - $140.86 $264K - $373K
9.1K $1.28M
STX
Seagate Technology Holdings PLC

Technology
3.65K
New
$66.54 - $144.33 $243K - $527K
3.65K $527K
IAU
Ishares Gold Trust

ETFs
6.62K
+ 21.99%
$56.1 - $64.74 $371K - $428K
36.7K $2.29M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
11.8K
New
$36.71 - $42.81 $435K - $507K
11.8K $507K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11.4K
New
$38.3 - $44.42 $435K - $505K
11.4K $504K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
14.2K
+ 18.21%
$16.12 - $20.75 $229K - $294K
92K $1.91M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
11.2K
New
$39.94 - $44.64 $449K - $502K
11.2K $501K
JOBY
Joby Aviation, Inc.

Industrials
47.5K
New
$5.33 - $10.55 $253K - $501K
47.5K $500K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
12.1K
New
$36.35 - $41.07 $441K - $498K
12.1K $498K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
11.7K
New
$37.41 - $42.4 $440K - $498K
11.7K $498K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.9K
New
$37.24 - $41.76 $443K - $497K
11.9K $497K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
12.3K
New
$36.05 - $40.34 $442K - $495K
12.3K $494K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 27.7%
$36.07 - $44.58 $410K - $507K
52.4K $2.32M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.2K
New
$41.22 - $48.01 $420K - $489K
10.2K $488K
DLR
Digital Realty Trust, Inc.

Real Estate
2.77K
New
$136.11 - $177.69 $377K - $492K
2.77K $482K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
12.8K
New
$33.92 - $37.71 $433K - $482K
12.8K $481K
IRM
Iron Mountain Inc

Real Estate
1.67K
+ 9.16%
$76.93 - $105.25 $128K - $175K
19.8K $2.04M
FSK
Fs Kkr Capital Corp

Financial Services
23.1K
+ 37.48%
$17.95 - $21.5 $414K - $496K
84.7K $1.76M
NEM
Newmont Corp

Basic Materials
4.38K
+ 20.74%
$44.18 - $59.46 $193K - $260K
25.5K $1.49M
Activity Summary
Buys All Purchases 537 New Holdings 136 Increased Positions 401 Sells All Sells 373 Reductions 373 Sold out 0 Options Calls 0 Puts 0
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