Rfg Advisory, LLC Purchases in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
27
+ 0.17%
$108.36 - $131.55 $2.93K - $3.55K
16K $2.1M
PBE
Invesco Exchange Traded Fd Tr

ETFs
4.68K
New
$56.01 - $65.43 $262K - $306K
4.68K $300K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.42K
+ 45.95%
$45.2 - $46.6 $290K - $299K
20.4K $945K
W
Wayfair Inc.

Consumer Cyclical
5.71K
New
$24.14 - $51.22 $138K - $292K
5.71K $292K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.78K
New
$89.02 - $104.29 $247K - $290K
2.78K $289K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.62K
New
$50.34 - $51.86 $283K - $291K
5.62K $288K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.67K
+ 61.72%
$55.32 - $65.02 $258K - $304K
12.2K $766K
CC
Chemours CO

Basic Materials
37.7K
+ 52.66%
$9.4 - $13.06 $354K - $492K
109K $1.25M
D
Dominion Energy, Inc

Utilities
4.82K
+ 72.26%
$49.66 - $58.0 $239K - $279K
11.5K $648K
EPR
Epr Properties

Real Estate
3.88K
+ 54.02%
$43.53 - $59.11 $169K - $229K
11.1K $644K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.53K
+ 66.76%
$43.86 - $51.74 $199K - $234K
11.3K $585K
SCHO
Schwab Short Term Us Treasury

ETFs
10.8K
New
$24.19 - $24.45 $261K - $264K
10.8K $263K
ADTN
Adtran Inc

Technology
29K
New
$7.18 - $8.97 $208K - $260K
29K $260K
MSTR
Microstrategy Inc

Technology
638
New
$237.95 - $421.61 $152K - $269K
638 $257K
AVAV
Aero Vironment Inc

Industrials
891
New
$111.65 - $284.95 $99.5K - $254K
891 $253K
KKR
Kkr & Co. Inc.

Financial Services
427
+ 3.84%
$92.79 - $134.29 $39.6K - $57.3K
11.5K $1.53M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.97K
New
$51.36 - $62.5 $204K - $248K
3.97K $248K
PHM
Pultegroup Inc

Consumer Cyclical
1.73K
+ 7.18%
$92.02 - $106.54 $159K - $184K
25.8K $2.72M
VRT
Vertiv Holdings CO

Industrials
2.84K
New
N/A
2.84K $245K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.58K
+ 9.39%
$94.78 - $95.97 $244K - $247K
30K $2.88M
LEU
Centrus Energy Corp

Energy
1.29K
New
$54.43 - $208.81 $70.2K - $269K
1.29K $236K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.64K
New
$73.02 - $90.22 $193K - $238K
2.64K $235K
STNG
Scorpio Tankers Inc.

Energy
5.96K
New
$31.86 - $44.3 $190K - $264K
5.96K $233K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
9.63K
+ 6.45%
$17.99 - $18.99 $173K - $183K
159K $3.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10K
New
$22.68 - $23.28 $227K - $233K
10K $232K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.85K
New
$41.3 - $47.52 $200K - $231K
4.85K $230K
ISRG
Intuitive Surgical Inc

Healthcare
136
+ 4.2%
$451.58 - $565.94 $61.4K - $77K
3.37K $1.83M
ENB
Enbridge Inc

Energy
4.74K
+ 33.23%
$41.09 - $47.16 $195K - $224K
19K $861K
NVO
Novo Nordisk A S

Healthcare
3.59K
+ 7.36%
$58.08 - $81.05 $209K - $291K
52.4K $3.62M
BEN
Franklin Resources Inc

Financial Services
9.43K
New
$16.66 - $23.85 $157K - $225K
9.43K $224K
FAST
Fastenal CO

Industrials
5.32K
New
$40.65 - $83.16 $216K - $443K
5.32K $223K
FXR
First Trust Industrials/Produc

ETFs
3.01K
New
$60.85 - $74.22 $183K - $223K
3.01K $223K
ZS
Zscaler, Inc.

Technology
709
New
$174.67 - $315.32 $124K - $224K
709 $222K
OHI
Omega Healthcare Investors Inc

Real Estate
7.24K
+ 23.76%
$35.55 - $39.05 $257K - $283K
37.7K $1.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
772
New
$224.16 - $285.86 $173K - $221K
772 $220K
FSIG
First Tr ETF Iv LTD Duration I
11.1K
+ 30.24%
$18.77 - $19.14 $209K - $213K
47.9K $915K
DHS
Wisdomtree Tr U.S

ETFs
2.29K
New
$87.71 - $98.37 $201K - $225K
2.29K $219K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
8.89K
New
$22.87 - $24.35 $203K - $216K
8.89K $216K
CW
Curtiss Wright Corp

Industrials
438
New
$283.18 - $488.55 $124K - $214K
438 $213K
ILMN
Illumina, Inc.

Healthcare
1.52K
+ 39.06%
$70.3 - $95.41 $107K - $145K
5.41K $516K
MAR
Marriott International Inc

Consumer Cyclical
630
+ 60.87%
$211.12 - $274.14 $133K - $173K
1.67K $454K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.51K
New
$69.8 - $85.28 $175K - $214K
2.51K $207K
CARR
Carrier Global Corp

Industrials
1.44K
+ 14.07%
$55.55 - $75.83 $80.2K - $109K
11.7K $856K
AG
First Majestic Silver Corp

Basic Materials
10.4K
+ 13.2%
$5.24 - $8.55 $54.5K - $88.9K
89.2K $737K
RYAAY
Ryanair Holdings PLC

Industrials
3.54K
New
$39.21 - $57.84 $139K - $205K
3.54K $204K
UCBI
United Community Banks Inc

Financial Services
6.93K
New
N/A
6.93K $202K
CEFA
Global X Fds
5.89K
New
$28.37 - $34.48 $167K - $203K
5.89K $202K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.47K
+ 72.65%
$61.08 - $74.04 $151K - $183K
5.87K $434K
TMUS
T Mobile Us, Inc.

Communication Services
1.54K
+ 26.48%
$220.99 - $268.54 $340K - $413K
7.34K $1.75M
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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