Rfg Advisory, LLC Portfolio Holdings
Rfg Advisory, LLC
- $3.18 Billion
- Q3 2024
Rfg Advisory, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 732 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 $243M, Spdr Portfolio with a value of $226M, Vanguard Bd Index Fd Inc Total with a value of $204M, Fidelity Merrimack Str Tr Tota with a value of $189M, and Spdr Portfolio S&P 1500 Compos with a value of $134M.
Examining the 13F form we can see an increase of $197M in the current position value, from $2.98B to 3.18B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 732
- Current Value $3.18 Billion
- Prior Value $2.98 Billion
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 82 stocks
- Additional Purchases 319 stocks
- Sold out of 0 stocks
- Reduced holdings in 312 stocks