Rfg Advisory, LLC Sells in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-925
- 3.57%
$108.06 - $135.3 $100K - $125K
25K $3.38M
VEA
Vanguard Ftse Developed Market

ETFs
-26K
- 8.67%
$45.65 - $57.01 $1.19M - $1.48M
274K $15.6M
WFC
Wells Fargo & Company

Financial Services
-1.15K
- 2.75%
$60.98 - $80.12 $70.1K - $92.1K
40.7K $3.26M
SE
Sea LTD

Consumer Cyclical
-79
- 0.8%
$105.57 - $170.4 $8.34K - $13.5K
9.75K $1.56M
FDN
First Tr Fd Dow Jones

ETFs
-1.14K
- 8.8%
$200.29 - $269.33 $228K - $307K
11.8K $3.18M
DFAI
Dimensional ETF Tr

ETFs
-2.47K
- 1.47%
$28.02 - $34.71 $69.2K - $85.7K
165K $5.71M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-51.5K
- 5.25%
$12.25 - $15.47 $630K - $796K
929K $14.4M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-4.34K
- 1.48%
$22.25 - $28.0 $96.5K - $121K
288K $8.06M
EFG
Msci Eafe Growth ETF

ETFs
-1.22K
- 1.64%
$89.8 - $112.0 $110K - $137K
73K $8.18M
C
Citigroup Inc

Financial Services
-436
- 0.84%
$58.13 - $85.12 $25.3K - $37.1K
51.3K $4.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-30.5K
- 7.44%
$22.27 - $29.21 $680K - $892K
380K $11.1M
VUG
Vanguard Growth ETF

ETFs
-5.37K
- 11.3%
$329.49 - $438.4 $1.77M - $2.36M
42.2K $18.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-10.1K
- 1.88%
$24.32 - $29.74 $246K - $301K
527K $15.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.62K
- 4.91%
$498.8 - $620.9 $810K - $1.01M
31.5K $19.5M
GOOGL
Alphabet Inc.

Communication Services
-1.82K
- 2.41%
$144.7 - $178.6 $263K - $325K
73.6K $13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.58K
- 3.85%
$456.74 - $568.03 $720K - $896K
39.4K $22.4M
JPM
Jpmorgan Chase & CO

Financial Services
-206
- 0.6%
$210.28 - $289.91 $43.3K - $59.7K
34.3K $9.95M
XLK
Technology Sector Spdr

ETFs
-21.3K
- 14.43%
$179.73 - $253.23 $3.83M - $5.39M
126K $32M
ORCL
Oracle Corp

Technology
-416
- 1.7%
$122.82 - $218.63 $51.1K - $91K
24.1K $5.26M
META
Meta Platforms, Inc.

Communication Services
-492
- 1.95%
$484.66 - $738.09 $238K - $363K
24.7K $18.2M
AVGO
Broadcom Inc.

Technology
-2.67K
- 5.71%
$146.29 - $275.65 $391K - $737K
44.1K $12.2M
NVDA
Nvidia Corp

Technology
-3.62K
- 1.33%
$94.31 - $157.99 $341K - $572K
268K $42.4M
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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