Rfg Advisory, LLC Purchases in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
3.82K
+ 27.65%
$52.32 - $62.75 $200K - $240K
17.6K $1.03M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
62
+ 0.23%
$53.69 - $67.27 $3.33K - $4.17K
27.6K $1.85M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.27K
+ 17.68%
$45.07 - $52.57 $282K - $329K
41.7K $2.04M
PGR
Progressive Corp

Financial Services
1.01K
+ 20.99%
$255.27 - $288.74 $257K - $291K
5.81K $1.55M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.47K
+ 12.13%
$72.32 - $86.4 $106K - $127K
13.6K $1.17M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.99K
+ 7.57%
$42.72 - $44.24 $170K - $176K
56.6K $2.49M
ABNB
Airbnb, Inc.

Consumer Cyclical
479
+ 5.3%
$105.69 - $140.64 $50.6K - $67.4K
9.52K $1.26M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.87K
+ 6.75%
$102.02 - $103.5 $190K - $193K
29.5K $3.04M
KR
Kroger CO

Consumer Defensive
2.03K
+ 26.18%
$64.62 - $74.0 $131K - $150K
9.79K $701K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.84K
+ 48.14%
$23.45 - $26.56 $137K - $155K
18K $477K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
3.83K
+ 25.97%
$32.77 - $38.72 $126K - $148K
18.6K $719K
CATH
Global X Fds Global X S&P 500

ETFs
1.65K
+ 27.85%
$59.85 - $75.45 $98.7K - $124K
7.57K $571K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
394
+ 6.01%
$40.51 - $71.03 $16K - $28K
6.95K $488K
VV
Vanguard Large Cap ETF

ETFs
424
+ 27.3%
$228.25 - $285.3 $96.8K - $121K
1.98K $564K
OEF
Ishares S&P 100 ETF

ETFs
630
+ 10.08%
N/A
6.88K $1.83M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.68K
+ 13.98%
$22.43 - $23.23 $150K - $155K
54.4K $1.26M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
6.01K
+ 5.71%
$18.96 - $20.43 $114K - $123K
111K $2.27M
O
Realty Income Corp

Real Estate
3.06K
+ 6.33%
$52.27 - $58.52 $160K - $179K
51.5K $2.97M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
9.89K
+ 25.25%
$10.25 - $12.25 $101K - $121K
49K $600K
MMM
3 M CO

Industrials
729
+ 8.76%
$126.09 - $154.15 $91.9K - $112K
9.05K $1.38M
CAH
Cardinal Health Inc

Healthcare
368
+ 12.05%
$125.0 - $168.0 $46K - $61.8K
3.42K $575K
ALL
Allstate Corp

Financial Services
804
+ 54.81%
$180.53 - $212.64 $145K - $171K
2.27K $457K
AIQ
Global X Funds Global X Artifi

ETFs
1.41K
+ 11.11%
$31.5 - $43.69 $44.4K - $61.6K
14.1K $615K
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.94K
+ 4.91%
$29.07 - $29.38 $144K - $145K
105K $3.09M
KO
Coca Cola CO

Consumer Defensive
2.97K
+ 4.15%
$68.37 - $73.9 $203K - $219K
74.4K $5.26M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.96K
+ 13.31%
$43.65 - $45.44 $129K - $134K
25.2K $1.14M
MNDY
Monday.Com Ltd.

Technology
55
+ 2.89%
$217.77 - $314.48 $12K - $17.3K
1.96K $615K
APO
Apollo Global Management, Inc.

Financial Services
467
+ 3.06%
$108.68 - $145.07 $50.8K - $67.7K
15.7K $2.23M
CDNS
Cadence Design Systems Inc

Technology
100
+ 4.94%
$231.64 - $323.08 $23.2K - $32.3K
2.13K $655K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
180
+ 13.54%
$179.95 - $278.88 $32.4K - $50.2K
1.51K $420K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 18.78%
$45.9 - $47.2 $131K - $135K
18.1K $850K
VT
Vanguard Total World Stk Index

ETFs
771
+ 26.56%
$103.16 - $128.52 $79.5K - $99.1K
3.67K $472K
FPX
First Trust Us Equity Opportun

ETFs
97
+ 2.62%
$99.2 - $144.91 $9.62K - $14.1K
3.81K $551K
MO
Altria Group, Inc.

Consumer Defensive
3.05K
+ 9.23%
$55.56 - $60.91 $170K - $186K
36.1K $2.12M
MU
Micron Technology Inc

Technology
391
+ 16.62%
$64.72 - $127.91 $25.3K - $50K
2.74K $338K
U
Unity Software Inc.

Technology
2.41K
+ 15.49%
$16.75 - $26.24 $40.4K - $63.3K
18K $435K
BA
Boeing CO

Industrials
140
+ 5.39%
$136.59 - $217.51 $19.1K - $30.5K
2.74K $573K
ECL
Ecolab Inc.

Basic Materials
61
+ 0.86%
$225.65 - $270.95 $13.8K - $16.5K
7.18K $1.93M
TT
Trane Technologies PLC

Industrials
122
+ 16.18%
$315.21 - $437.41 $38.5K - $53.4K
876 $383K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
6.62K
+ 14.72%
$15.13 - $16.84 $100K - $111K
51.6K $868K
EXPE
Expedia Group, Inc.

Consumer Cyclical
748
+ 57.67%
$136.63 - $176.62 $102K - $132K
2.05K $344K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.87K
+ 41.64%
$42.54 - $43.56 $122K - $125K
9.76K $424K
AMP
Ameriprise Financial Inc

Financial Services
45
+ 2.2%
$422.19 - $533.73 $19K - $24K
2.09K $1.12M
IXUS
Ishares Tr

ETFs
640
+ 5.97%
$62.37 - $77.63 $39.9K - $49.7K
11.4K $878K
JBL
Jabil Inc

Technology
8
+ 0.53%
$116.88 - $218.1 $935 - $1.74K
1.51K $328K
STWD
Starwood Property Trust, Inc.

Real Estate
3.68K
+ 2.24%
$17.28 - $20.41 $63.7K - $75.2K
168K $3.37M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
934
+ 22.29%
$95.74 - $115.54 $89.4K - $108K
5.13K $585K
IYK
Ishares U.S. Consumer Staples

ETFs
1.67K
+ 46.76%
$67.29 - $72.42 $112K - $121K
5.23K $368K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.87K
+ 6.13%
$7.69 - $11.46 $29.7K - $44.3K
66.9K $766K
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
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