Rfg Advisory, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 851 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $275M, Spdr Portfolio with a value of $236M, Vanguard Bd Index Fd Inc Total with a value of $227M, Fidelity Merrimack Str Tr Tota with a value of $216M, and Dimensional ETF Tr with a value of $152M.
Examining the 13F form we can see an increase of $87.1M in the current position value, from $3.42B to 3.51B.
Rfg Advisory, LLC is based out at Birmingham, AL
Below you can find more details about Rfg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.51 Billion
ETFs: $2.65 Billion
Technology: $179 Million
Financial Services: $117 Million
Consumer Cyclical: $73.6 Million
Healthcare: $73 Million
Communication Services: $53.8 Million
Industrials: $50.3 Million
Consumer Defensive: $45.8 Million
Other: $96.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
