Rfg Advisory, LLC Incresed Positions in Q1 2025

Rfg Advisory, LLC

  • $3.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17.8K
+ 17.31%
$76.77 - $82.22 $1.37M - $1.47M
121K $9.49M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
27.6K
+ 354.18%
$48.65 - $53.06 $1.34M - $1.47M
35.4K $1.84M
EEM
Ishares Msci Emerging Markets

ETFs
31.6K
+ 85.5%
$40.81 - $45.34 $1.29M - $1.43M
68.6K $3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.53K
+ 66.89%
$408.78 - $448.82 $1.44M - $1.58M
8.81K $3.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
63.7K
+ 22.98%
$32.49 - $37.99 $2.07M - $2.42M
341K $11.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
32.1K
+ 23.58%
$34.83 - $37.52 $1.12M - $1.2M
168K $6.15M
VEU
Vanguard Ftse All World Ex Us

ETFs
21.4K
+ 86.81%
$56.51 - $62.98 $1.21M - $1.35M
46.1K $2.81M
NVDA
Nvidia Corp

Technology
62.8K
+ 30.05%
$106.98 - $149.43 $6.72M - $9.39M
272K $29.5M
SOFI
So Fi Technologies, Inc.

Financial Services
129K
+ 308.76%
$11.18 - $18.03 $1.45M - $2.33M
171K $2.03M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
58.5K
+ 58.19%
$23.32 - $23.84 $1.36M - $1.4M
159K $3.72M
IEMG
Ishares Inc

ETFs
24.9K
+ 142.1%
N/A
42.5K $2.28M
IAU
Ishares Gold Trust

ETFs
21K
+ 229.71%
$49.74 - $58.96 $1.04M - $1.24M
30.1K $1.77M
ABT
Abbott Laboratories

Healthcare
7.98K
+ 63.77%
$111.1 - $140.22 $887K - $1.12M
20.5K $2.72M
CMCSA
Comcast Corp

Communication Services
35.2K
+ 120.39%
$33.19 - $38.23 $1.17M - $1.35M
64.5K $2.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.8K
+ 6.78%
$77.7 - $78.94 $1.07M - $1.09M
217K $17.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
13.7K
+ 8.94%
$94.86 - $97.12 $1.3M - $1.33M
167K $15.9M
GE
General Electric CO

Industrials
4.75K
+ 52.1%
$168.59 - $212.13 $800K - $1.01M
13.9K $2.77M
ISRG
Intuitive Surgical Inc

Healthcare
2.45K
+ 309.36%
$476.63 - $610.45 $1.17M - $1.49M
3.24K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.12K
+ 13.54%
$225.19 - $279.95 $927K - $1.15M
34.5K $8.47M
SO
Southern CO

Utilities
1.25K
+ 1.16%
$80.96 - $92.96 $101K - $116K
109K $10M
SHOP
Shopify Inc.

Technology
12.6K
+ 145.0%
$90.59 - $129.31 $1.14M - $1.63M
21.3K $2.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.2K
+ 148.33%
$100.32 - $100.76 $1.13M - $1.13M
18.8K $1.89M
PAVE
Global X Fds Us Infrastructure

ETFs
30.9K
+ 261.54%
$37.31 - $43.82 $1.15M - $1.36M
42.7K $1.61M
MO
Altria Group, Inc.

Consumer Defensive
16.6K
+ 101.05%
$50.81 - $60.02 $845K - $998K
33.1K $1.99M
UNP
Union Pacific Corp

Industrials
4.52K
+ 68.14%
$225.21 - $254.42 $1.02M - $1.15M
11.1K $2.63M
MLPA
Global X Mlp ETF

ETFs
8.91K
+ 5.63%
$49.83 - $54.53 $444K - $486K
167K $8.94M
DHR
Danaher Corp

Healthcare
5.91K
+ 92.18%
$201.62 - $250.59 $1.19M - $1.48M
12.3K $2.53M
PFFA
Etfis Ser Tr I

ETFs
50.4K
+ 71.86%
$21.36 - $22.3 $1.08M - $1.12M
120K $2.57M
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
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
53.8K
+ 56.4%
$18.54 - $18.88 $998K - $1.02M
149K $2.78M
KO
Coca Cola CO

Consumer Defensive
4.51K
+ 6.74%
$60.81 - $72.32 $274K - $326K
71.4K $5.12M
RYLD
Global X Fds Russell 2000 Cove

ETFs
64.1K
+ 155.9%
$14.93 - $16.85 $957K - $1.08M
105K $1.59M
XLRE
Select Sector Spdr Tr Real Est

ETFs
18.5K
+ 10.46%
$39.18 - $43.52 $726K - $807K
196K $8.11M
WM
Waste Management Inc

Industrials
3.42K
+ 113.59%
$200.54 - $233.78 $686K - $799K
6.43K $1.49M
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
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
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 - $59.3 $638K - $659K
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
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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