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
PLTR
Palantir Technologies Inc.

Technology
2.69K
+ 14.88%
$74.01 - $144.25 $199K - $389K
20.8K $2.84M
GOOG
Alphabet Inc.

Communication Services
3.73K
+ 12.36%
$146.58 - $180.01 $546K - $671K
33.9K $6.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.5K
+ 5.14%
$29.52 - $35.31 $517K - $618K
358K $12.6M
QCOM
Qualcomm Inc

Technology
6.76K
+ 24.39%
$124.66 - $159.48 $843K - $1.08M
34.5K $5.49M
EFV
Msci Eafe Value ETF

ETFs
15.8K
+ 28.39%
$52.4 - $64.65 $830K - $1.02M
71.6K $4.55M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.1K
+ 360.96%
$75.29 - $91.16 $989K - $1.2M
16.8K $1.51M
IQDY
Flexshares International Quali

ETFs
34.6K
+ 273.46%
$25.6 - $32.45 $886K - $1.12M
47.3K $1.53M
DGRO
Ishares Core Dividend Growth E

ETFs
15.9K
+ 34.44%
$55.22 - $63.94 $877K - $1.02M
62K $3.96M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.53K
+ 11.54%
$82.51 - $109.2 $374K - $495K
43.8K $4.78M
SO
Southern CO

Utilities
12.5K
+ 11.46%
$84.91 - $92.56 $1.06M - $1.16M
121K $11.2M
EME
Emcor Group, Inc.

Industrials
107
+ 1.67%
$342.02 - $534.89 $36.6K - $57.2K
6.5K $3.48M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.11K
+ 2.89%
$113.67 - $150.4 $127K - $168K
39.7K $5.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.3K
+ 422.55%
$79.56 - $82.92 $982K - $1.02M
15.3K $1.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.6K
+ 8.84%
$24.32 - $27.87 $1.72M - $1.97M
869K $23M
BAC
Bank Of America Corp

Financial Services
19.3K
+ 119.69%
$34.39 - $47.46 $663K - $916K
35.4K $1.68M
MRVL
Marvell Technology, Inc.

Technology
3.71K
+ 8.36%
$49.38 - $79.97 $183K - $297K
48.1K $3.73M
AAPL
Apple Inc.

Technology
20.8K
+ 10.73%
$172.42 - $223.89 $3.59M - $4.66M
215K $44.1M
AMAT
Applied Materials Inc

Technology
290
+ 1.22%
$126.95 - $183.52 $36.8K - $53.2K
24K $4.39M
IDXX
Idexx Laboratories Inc

Healthcare
366
+ 5.71%
$361.04 - $536.34 $132K - $196K
6.78K $3.63M
GE
General Electric CO

Industrials
531
+ 3.83%
$166.81 - $257.39 $88.6K - $137K
14.4K $3.7M
MPWR
Monolithic Power Systems Inc

Technology
180
+ 3.57%
$455.19 - $737.73 $81.9K - $133K
5.22K $3.81M
CAT
Caterpillar Inc

Industrials
1.14K
+ 16.63%
$273.94 - $388.21 $313K - $443K
8K $3.11M
UBER
Uber Technologies, Inc

Technology
5.66K
+ 37.62%
$64.62 - $93.3 $366K - $528K
20.7K $1.93M
AXP
American Express CO

Financial Services
746
+ 6.39%
$231.39 - $318.98 $173K - $238K
12.4K $3.96M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14K
+ 79.23%
$45.88 - $54.4 $642K - $762K
31.7K $1.72M
ASML
Asml Holding Nv

Technology
311
+ 7.76%
$595.37 - $815.24 $185K - $254K
4.32K $3.46M
CGUS
Capital Group Core Equity ETF
19.8K
+ 125.34%
$29.93 - $36.93 $592K - $731K
35.6K $1.31M
IEMG
Ishares Inc

ETFs
14.6K
+ 34.34%
N/A
57.1K $3.06M
CGGO
Capital Group Global Growth Eq

ETFs
23.4K
+ 264.71%
$25.31 - $32.17 $593K - $754K
32.3K $1.03M
COF
Capital One Financial Corp

Financial Services
2.65K
+ 47.89%
$150.57 - $212.76 $400K - $565K
8.2K $1.74M
CRM
Salesforce, Inc.

Technology
2.4K
+ 18.18%
$236.26 - $291.15 $567K - $699K
15.6K $4.25M
VKTX
Viking Therapeutics, Inc.

Healthcare
25.4K
+ 64.02%
$19.98 - $29.49 $507K - $749K
65K $1.72M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.46K
+ 21.86%
$97.29 - $105.63 $725K - $787K
41.6K $4.22M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.2K
+ 17.98%
$29.0 - $30.68 $674K - $713K
152K $4.68M
SPOT
Spotify Technology S.A.

Communication Services
332
+ 16.69%
$503.3 - $775.9 $167K - $258K
2.32K $1.78M
IAK
Ishares Tr

ETFs
5.37K
+ 25.59%
$122.44 - $138.47 $658K - $744K
26.4K $3.54M
PANW
Palo Alto Networks Inc

Technology
263
+ 1.46%
$152.44 - $204.64 $40.1K - $53.8K
18.3K $3.74M
DKNG
Draft Kings Inc.

Consumer Cyclical
13.5K
+ 151.45%
$31.67 - $42.89 $429K - $581K
22.5K $964K
MA
Mastercard Inc

Financial Services
808
+ 6.81%
$479.92 - $590.74 $388K - $477K
12.7K $7.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.5K
+ 23.86%
$57.41 - $74.81 $315K - $411K
28.5K $2.12M
PM
Philip Morris International Inc.

Consumer Defensive
352
+ 1.49%
$149.23 - $184.95 $52.5K - $65.1K
23.9K $4.36M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
757
+ 3.74%
$101.69 - $139.02 $77K - $105K
21K $2.92M
VGSH
Vanguard

ETFs
10.2K
+ 27.15%
$58.32 - $58.95 $596K - $603K
47.9K $2.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.41K
+ 14.61%
$114.78 - $133.31 $392K - $455K
26.8K $3.57M
PATH
Ui Path, Inc.

Technology
16.6K
+ 11.3%
$9.79 - $13.31 $163K - $221K
164K $2.1M
SHOP
Shopify Inc.

Technology
1.55K
+ 7.26%
$76.89 - $115.35 $119K - $179K
22.9K $2.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.75K
+ 9.13%
$58.63 - $59.9 $513K - $524K
105K $6.25M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.7K
+ 211.88%
$39.93 - $46.67 $467K - $546K
17.2K $804K
VGT
Vanguard Information Technolog

ETFs
216
+ 6.26%
$470.37 - $663.28 $102K - $143K
3.67K $2.43M
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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