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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
472
+ 2.74%
$51.45 - $58.51 $24.3K - $27.6K
17.7K $915K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 14.26%
$165.25 - $224.62 $199K - $270K
9.64K $1.6M
GOOG
Alphabet Inc.

Communication Services
5.06K
+ 20.15%
$156.06 - $207.71 $789K - $1.05M
30.2K $4.71M
ACN
Accenture PLC

Technology
143
+ 4.7%
$300.91 - $398.25 $43K - $56.9K
3.19K $994K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.28K
+ 9.6%
$102.49 - $119.96 $644K - $753K
71.7K $7.46M
NTAP
Net App, Inc.

Technology
443
+ 9.68%
$87.84 - $126.3 $38.9K - $56K
5.02K $440K
LOW
Lowes Companies Inc

Consumer Cyclical
140
+ 1.43%
$222.66 - $268.42 $31.2K - $37.6K
9.93K $2.32M
ILMN
Illumina, Inc.

Healthcare
824
+ 26.87%
$79.34 - $144.22 $65.4K - $119K
3.89K $308K
VUG
Vanguard Growth ETF

ETFs
4.39K
+ 10.15%
$369.1 - $427.61 $1.62M - $1.88M
47.6K $17.6M
RY
Royal Bank Of Canada

Financial Services
1
+ 0.01%
$108.81 - $123.4 $109 - $123
16K $1.8M
TGT
Target Corp

Consumer Defensive
31
+ 0.72%
$103.65 - $142.5 $3.21K - $4.42K
4.33K $451K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.94K
+ 0.77%
$8.41 - $9.05 $24.7K - $26.6K
384K $3.24M
EMR
Emerson Electric CO

Industrials
546
+ 3.52%
$108.64 - $131.17 $59.3K - $71.6K
16.1K $1.76M
DECK
Deckers Outdoor Corp

Consumer Cyclical
229
+ 10.83%
$111.56 - $223.11 $25.5K - $51.1K
2.34K $261K
AXP
American Express CO

Financial Services
484
+ 4.32%
$255.39 - $325.87 $124K - $158K
11.7K $3.14M
CAT
Caterpillar Inc

Industrials
124
+ 1.84%
$326.75 - $407.63 $40.5K - $50.5K
6.86K $2.26M
VGT
Vanguard Information Technolog

ETFs
112
+ 3.35%
$543.24 - $646.34 $60.8K - $72.4K
3.45K $1.88M
EME
Emcor Group, Inc.

Industrials
691
+ 12.11%
$361.16 - $535.99 $250K - $370K
6.4K $2.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.95K
+ 6.93%
$247.97 - $296.33 $484K - $578K
30.1K $7.61M
FIX
Comfort Systems Usa Inc

Industrials
982
+ 14.6%
$313.26 - $550.27 $308K - $540K
7.71K $2.5M
CRM
Salesforce, Inc.

Technology
1.05K
+ 8.65%
$268.36 - $359.95 $282K - $378K
13.2K $3.54M
TTD
Trade Desk, Inc.

Technology
4.11K
+ 26.0%
$53.59 - $126.58 $220K - $521K
19.9K $1.09M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
30K
+ 7.87%
$192.82 - $222.1 $5.79M - $6.67M
412K $79.5M
AMZN
Amazon Com Inc

Consumer Cyclical
12K
+ 11.0%
$190.26 - $242.06 $2.28M - $2.9M
121K $23M
XLY
Select Sector Spdr Consumer Di

ETFs
1.24K
+ 2.75%
$192.6 - $233.2 $239K - $290K
46.5K $9.15M
GOOGL
Alphabet Inc.

Communication Services
7.73K
+ 11.43%
$154.33 - $206.19 $1.19M - $1.59M
75.4K $11.6M
XLK
Technology Sector Spdr

ETFs
10.4K
+ 7.55%
$206.38 - $242.18 $2.14M - $2.51M
148K $30.4M
MSFT
Microsoft Corp

Technology
1.85K
+ 3.23%
$375.39 - $447.2 $693K - $826K
58.9K $22.1M
MRVL
Marvell Technology, Inc.

Technology
1.8K
+ 4.21%
$61.57 - $126.06 $111K - $226K
44.4K $2.73M
SPYG
Spdr Portfolio

ETFs
117K
+ 4.14%
$80.05 - $92.39 $9.37M - $10.8M
2.95M $236M
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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