Rfg Advisory, LLC Incresed Positions in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
132K
+ 863.98%
$110.06 - $110.46 $14.5M - $14.6M
147K $16.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
103K
+ 801.31%
$97.68 - $121.38 $10.1M - $12.5M
116K $14.1M
MSFT
Microsoft Corp

Technology
1.18K
+ 2.0%
$354.56 - $497.45 $419K - $587K
60.1K $29.9M
IAUM
I Shares Gold Trust Micro

ETFs
200K
+ 72.41%
$29.65 - $34.24 $5.93M - $6.85M
476K $15.7M
HD
Home Depot, Inc.

Consumer Cyclical
19.6K
+ 68.05%
$335.24 - $380.78 $6.57M - $7.46M
48.4K $17.7M
FDL
First Tr Morningstar Dividend

ETFs
154K
+ 1875.43%
$38.19 - $43.19 $5.88M - $6.65M
162K $6.79M
UNH
Unitedhealth Group Inc

Healthcare
23.3K
+ 442.58%
$274.35 - $599.47 $6.39M - $14M
28.6K $8.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58.9K
+ 271.72%
$96.84 - $99.46 $5.71M - $5.86M
80.6K $8M
SLV
I Shares Silver Trust

ETFs
165K
+ 138.77%
$27.08 - $33.74 $4.46M - $5.56M
283K $9.29M
DFAU
Dimensional ETF Tr

ETFs
120K
+ 1030.6%
$34.04 - $42.36 $4.08M - $5.08M
131K $5.57M
DFAS
Dimensional ETF Tr U S Small C

ETFs
62.4K
+ 131.08%
$52.31 - $63.72 $3.26M - $3.98M
110K $7.01M
NFLX
Netflix Inc

Communication Services
939
+ 13.95%
$855.86 - $1339.13 $804K - $1.26M
7.67K $10.3M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
34.4K
+ 319.48%
$83.67 - $109.12 $2.88M - $3.76M
45.2K $4.93M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
109K
+ 55.69%
$29.36 - $33.11 $3.19M - $3.59M
303K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 0.97%
$167.32 - $223.3 $196K - $261K
122K $26.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
46.4K
+ 35.23%
$77.74 - $78.78 $3.61M - $3.66M
178K $14M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
186K
+ 52.81%
$17.83 - $18.22 $3.32M - $3.4M
539K $9.83M
SIXJ
Aim ETF Prods Tr Allianzim U S
93.4K
+ 41.82%
$27.79 - $32.01 $2.59M - $2.99M
317K $10.1M
IEFA
Ishares Tr

ETFs
36.5K
+ 171.81%
$67.83 - $84.09 $2.48M - $3.07M
57.8K $4.83M
SPSB
Spdr Portfolio Short Term Corp

ETFs
104K
+ 35.39%
$29.82 - $30.19 $3.1M - $3.14M
397K $12M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.7K
+ 1.26%
$27.3 - $31.8 $347K - $404K
1.02M $32.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
88.4K
+ 857.67%
$23.4 - $29.68 $2.07M - $2.62M
98.7K $2.93M
FLRN
Spdr Bloomberg Investment Grad

ETFs
75.2K
+ 23.96%
$30.29 - $30.83 $2.28M - $2.32M
389K $12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
556
+ 1.76%
$320.42 - $424.58 $178K - $236K
32.2K $13.7M
VTV
Vanguard Value ETF

ETFs
9.29K
+ 9.04%
$153.67 - $176.74 $1.43M - $1.64M
112K $19.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39.1K
+ 60.29%
$51.14 - $57.0 $2M - $2.23M
104K $5.91M
UPS
United Parcel Service Inc

Industrials
22.4K
+ 247.45%
$91.92 - $110.2 $2.06M - $2.47M
31.4K $3.17M
CGGR
Capital Group Growth ETF Shs C

ETFs
43.9K
+ 79.69%
$30.53 - $40.65 $1.34M - $1.79M
99.1K $4.03M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
65.9K
+ 58.91%
$21.13 - $26.64 $1.39M - $1.75M
178K $4.73M
COST
Costco Wholesale Corp

Consumer Defensive
1.72K
+ 26.02%
$908.13 - $1056.85 $1.56M - $1.81M
8.31K $8.22M
WMT
Walmart Inc.

Consumer Defensive
9.61K
+ 9.41%
$81.79 - $99.98 $786K - $960K
112K $10.9M
IBM
International Business Machines Corp

Technology
4K
+ 23.77%
$221.03 - $294.78 $884K - $1.18M
20.8K $6.14M
NET
Cloudflare, Inc.

Technology
2.64K
+ 15.54%
$97.08 - $195.83 $256K - $516K
19.6K $3.84M
FIX
Comfort Systems Usa Inc

Industrials
343
+ 4.45%
$296.51 - $536.21 $102K - $184K
8.05K $4.32M
CSCO
Cisco Systems, Inc.

Technology
15.5K
+ 18.08%
$53.19 - $69.38 $827K - $1.08M
102K $7.05M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.7K
+ 407.72%
$82.32 - $112.47 $1.13M - $1.54M
17K $1.91M
TXN
Texas Instruments Inc

Technology
8.15K
+ 37.85%
N/A
29.7K $5.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
808
+ 11.12%
$321.63 - $509.31 $260K - $412K
8.07K $4.11M
ADBE
Adobe Inc.

Technology
3.95K
+ 146.04%
$340.0 - $420.68 $1.34M - $1.66M
6.65K $2.57M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
32.8K
+ 34.05%
$45.3 - $50.64 $1.49M - $1.66M
129K $6.35M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.5K
+ 12.42%
$43.53 - $54.46 $632K - $790K
131K $7.15M
FTLS
First Tr Long/Short Equity ETF

ETFs
22.3K
+ 610.13%
$60.06 - $66.28 $1.34M - $1.48M
25.9K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
2.1K
+ 15.32%
$221.86 - $362.89 $465K - $761K
15.8K $5.01M
SOFI
So Fi Technologies, Inc.

Financial Services
20.6K
+ 12.02%
$9.5 - $18.21 $196K - $375K
192K $3.5M
FMF
First Trust Managed Futures St

ETFs
32.2K
+ 330.15%
$44.79 - $46.43 $1.44M - $1.49M
41.9K $1.89M
FAAR
First Trust Vii Alternative Ab

ETFs
52K
+ 631.65%
$25.68 - $29.03 $1.34M - $1.51M
60.2K $1.67M
CVX
Chevron Corp

Energy
15.1K
+ 46.03%
$133.73 - $168.51 $2.02M - $2.55M
48K $6.88M
NOW
Service Now, Inc.

Technology
247
+ 5.32%
$721.65 - $1040.18 $178K - $257K
4.89K $5.03M
KLAC
Kla Corp

Technology
318
+ 6.71%
$576.53 - $902.94 $183K - $287K
5.06K $4.53M
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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