Rfg Advisory, LLC Purchases in Q1 2025

Rfg Advisory, LLC

  • $3.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VKTX
Viking Therapeutics, Inc.

Healthcare
39.7K
New
$24.15 - $42.89 $958K - $1.7M
39.7K $1.02M
HYMU
Blackrock ETF Tr Ii High Yield
44.2K
New
$22.43 - $23.19 $991K - $1.02M
44.2K $1.01M
VZ
Verizon Communications Inc

Communication Services
10.9K
+ 11.27%
$37.81 - $46.49 $411K - $506K
107K $4.87M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
36.1K
+ 22.76%
$31.51 - $33.34 $1.14M - $1.2M
195K $6.15M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10.8K
New
$91.68 - $109.93 $988K - $1.18M
10.8K $1.01M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
53.8K
+ 56.4%
$18.54 - $18.88 $998K - $1.02M
149K $2.78M
SLB
Schlumberger Limited

Energy
23.9K
New
$38.4 - $43.74 $917K - $1.04M
23.9K $998K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.9K
New
$50.82 - $52.7 $960K - $996K
18.9K $990K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
12.1K
New
$79.96 - $87.71 $967K - $1.06M
12.1K $983K
CC
Chemours CO

Basic Materials
71.6K
New
$13.41 - $19.99 $960K - $1.43M
71.6K $968K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
41K
New
$21.73 - $23.02 $892K - $945K
41K $922K
RYLD
Global X Fds Russell 2000 Cove

ETFs
64.1K
+ 155.9%
$14.93 - $16.85 $957K - $1.08M
105K $1.59M
BKR
Baker Hughes CO

Energy
20.9K
New
$41.16 - $48.85 $860K - $1.02M
20.9K $918K
XLRE
Select Sector Spdr Tr Real Est

ETFs
18.5K
+ 10.46%
$39.18 - $43.52 $726K - $807K
196K $8.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
33.9K
New
$25.77 - $27.6 $873K - $935K
33.9K $891K
WM
Waste Management Inc

Industrials
3.42K
+ 113.59%
$200.54 - $233.78 $686K - $799K
6.43K $1.49M
FANG
Diamondback Energy, Inc.

Energy
5.38K
New
$139.9 - $180.18 $753K - $970K
5.38K $860K
TXN
Texas Instruments Inc

Technology
4.41K
+ 25.74%
N/A
21.5K $4.19M
NET
Cloudflare, Inc.

Technology
7.16K
+ 72.9%
$110.71 - $176.5 $792K - $1.26M
17K $1.91M
O
Realty Income Corp

Real Estate
11.7K
+ 31.96%
$51.67 - $58.49 $606K - $686K
48.4K $2.81M
MMM
3 M CO

Industrials
5.33K
+ 177.65%
$129.7 - $155.12 $691K - $826K
8.32K $1.22M
RIO
Rio Tinto PLC

Basic Materials
13.8K
New
$58.19 - $64.29 $804K - $889K
13.8K $830K
STAG
Stag Industrial, Inc.

Real Estate
22.4K
+ 259.6%
$32.39 - $37.07 $727K - $832K
31.1K $1.12M
QCOM
Qualcomm Inc

Technology
5.17K
+ 22.93%
$151.94 - $175.86 $786K - $909K
27.7K $4.26M
AFL
Aflac Inc

Financial Services
6.21K
+ 52.4%
$100.99 - $111.19 $628K - $691K
18.1K $2.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.4K
New
$50.39 - $50.66 $777K - $781K
15.4K $780K
AMGN
Amgen Inc

Healthcare
788
+ 7.62%
$258.59 - $327.36 $204K - $258K
11.1K $3.47M
IAK
Ishares Tr

ETFs
4.49K
+ 27.2%
$121.85 - $137.9 $547K - $619K
21K $2.86M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.1K
+ 13.12%
$57.44 - $59.4 $638K - $660K
95.8K $5.68M
OEF
Ishares S&P 100 ETF

ETFs
2.87K
+ 84.99%
N/A
6.25K $1.66M
BMY
Bristol Myers Squibb CO

Healthcare
11.2K
+ 67.09%
$53.9 - $63.11 $604K - $707K
27.9K $1.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14.2K
+ 161.33%
$65.15 - $91.81 $926K - $1.31M
23K $1.5M
PLTR
Palantir Technologies Inc.

Technology
7.74K
+ 74.69%
$64.98 - $124.62 $503K - $965K
18.1K $1.53M
VB
Vanguard Small Cap ETF

ETFs
4.74K
+ 28.88%
$217.89 - $252.64 $1.03M - $1.2M
21.1K $4.68M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
45K
New
$16.12 - $16.78 $725K - $754K
45K $740K
INTC
Intel Corp

Technology
26.5K
+ 53.63%
$19.1 - $27.39 $507K - $727K
76K $1.73M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.2K
New
$45.56 - $47.23 $693K - $719K
15.2K $714K
IEFA
Ishares Tr

ETFs
8.19K
+ 62.61%
$69.57 - $78.65 $570K - $644K
21.3K $1.62M
TSCO
Tractor Supply CO

Consumer Cyclical
11.9K
New
$51.66 - $57.94 $615K - $690K
11.9K $655K
WBD
Warner Bros. Discovery, Inc.

Communication Services
63K
New
$9.47 - $11.46 $597K - $722K
63K $653K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.87K
New
$80.53 - $147.57 $392K - $718K
4.87K $643K
JNJ
Johnson & Johnson

Healthcare
1.52K
+ 9.04%
$142.06 - $167.7 $215K - $254K
18.3K $3.03M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.87K
+ 22.44%
$59.78 - $60.03 $590K - $592K
53.9K $3.23M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
62K
+ 12.7%
$11.22 - $11.8 $696K - $732K
550K $6.23M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
409
New
$1187.71 - $1432.58 $486K - $586K
409 $585K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.37K
New
$58.01 - $64.46 $544K - $604K
9.37K $585K
COP
Conocophillips

Energy
5.15K
+ 71.01%
$88.6 - $105.85 $456K - $545K
12.4K $1.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 10.48%
$279.74 - $321.29 $309K - $355K
11.7K $3.64M
PDI
Pimco Dynamic Income Fund

Financial Services
19.7K
+ 14.98%
$18.51 - $20.05 $365K - $395K
151K $2.99M
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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