Rfg Bristol Wealth Advisors, LLC Purchases in Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUS
Invesco Ex Traded Self Indx Fd

ETFs
275K
+ 144.93%
$48.25 - $52.09 $13.3M - $14.3M
465K $23B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
296K
New
$33.84 - $37.77 $10M - $11.2M
296K $10.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
104K
+ 819.48%
$100.34 - $100.68 $10.4M - $10.4M
116K $11.7B
IAU
Ishares Gold Trust

ETFs
103K
+ 455.45%
$49.74 - $58.96 $5.14M - $6.1M
126K $7.44B
RWL
Invesco Exchange Traded Fd Tr

ETFs
19.3K
+ 19.38%
$96.9 - $104.39 $1.87M - $2.02M
119K $11.8B
RDVY
First Trust Rising Dividend Ac

ETFs
21.8K
+ 72.23%
$57.22 - $63.39 $1.25M - $1.38M
52K $3.04B
KO
Coca Cola CO

Consumer Defensive
800
+ 0.79%
$60.81 - $72.32 $48.6K - $57.9K
103K $7.35B
FTGS
First Tr Exchange Traded Fd Gr
31.3K
New
N/A
31.3K $932M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.26%
$442.66 - $534.52 $11.5K - $13.9K
9.9K $5.27B
TDIV
First Trust Nasdaq Technology

ETFs
9.96K
New
$73.39 - $83.95 $731K - $836K
9.96K $733M
C
Citigroup Inc

Financial Services
9.71K
New
$67.23 - $84.63 $653K - $822K
9.71K $689M
AFLG
First Tr Exchange Traded Fd Vi
20.3K
New
N/A
20.3K $683M
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.48K
New
$173.56 - $210.67 $603K - $732K
3.48K $603M
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
+ 232.02%
$42.61 - $45.51 $475K - $508K
16K $712M
FTCS
First Trust Capital Strength E

ETFs
5.39K
New
$86.39 - $91.35 $465K - $492K
5.39K $483M
LLY
Eli Lilly & CO

Healthcare
374
+ 13.94%
$725.72 - $929.72 $271K - $348K
3.06K $2.52B
FTA
First Tr Large Cap Value

ETFs
5.77K
+ 219.76%
$74.42 - $80.34 $429K - $464K
8.4K $644M
KKR
Kkr & Co. Inc.

Financial Services
3.49K
New
$108.17 - $167.07 $378K - $584K
3.49K $404M
V
Visa Inc.

Financial Services
32
+ 0.28%
$306.92 - $362.71 $9.82K - $11.6K
11.3K $3.96B
WM
Waste Management Inc

Industrials
1.16K
+ 29.78%
$200.54 - $233.78 $232K - $271K
5.05K $1.17B
FDN
First Tr Fd Dow Jones

ETFs
1.61K
New
$221.38 - $266.86 $355K - $428K
1.61K $357M
FNDX
Schwab Fundamental U S Large C

ETFs
14.9K
+ 14.85%
$23.03 - $25.01 $343K - $373K
115K $2.72B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.2K
+ 9.44%
$49.78 - $53.19 $309K - $330K
71.9K $3.67B
HII
Huntington Ingalls Industries, Inc.

Industrials
1.44K
New
$159.75 - $208.61 $230K - $300K
1.44K $294M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 22.98%
$24.91 - $29.02 $564K - $657K
121K $3.03B
VDC
Vanguard Consumer Staples ETF

ETFs
1.31K
New
$206.54 - $226.16 $271K - $296K
1.31K $287M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
9.35K
New
$29.02 - $34.76 $271K - $325K
9.35K $284M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14K
New
$19.43 - $19.62 $272K - $274K
14K $274M
BP
Bp PLC

Energy
325
+ 0.52%
$29.93 - $35.31 $9.73K - $11.5K
62.4K $2.11B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14K
New
$19.42 - $19.54 $273K - $274K
14K $274M
IWV
Ishares Russell 3000 ETF

ETFs
984
+ 37.03%
$313.1 - $349.83 $308K - $344K
3.64K $1.16B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
13K
New
$20.64 - $20.73 $268K - $269K
13K $268M
LMT
Lockheed Martin Corp

Industrials
706
+ 38.64%
$423.19 - $506.29 $299K - $357K
2.53K $1.13B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.2K
New
$178.65 - $194.73 $214K - $234K
1.2K $221M
NOC
Northrop Grumman Corp

Industrials
376
+ 62.25%
$433.45 - $513.82 $163K - $193K
980 $502M
QCOM
Qualcomm Inc

Technology
1.35K
New
$151.94 - $175.86 $205K - $237K
1.35K $207M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.2K
New
$164.86 - $182.19 $198K - $219K
1.2K $204M
AWK
American Water Works Company, Inc.

Utilities
1.39K
New
$121.01 - $149.31 $168K - $207K
1.39K $204M
WAT
Waters Corp

Healthcare
545
+ 17.08%
$362.16 - $417.28 $197K - $227K
3.74K $1.38B
ABBV
Abb Vie Inc.

Healthcare
174
+ 3.88%
$169.2 - $216.66 $29.4K - $37.7K
4.66K $975M
SCHW
Schwab Charles Corp

Financial Services
904
+ 7.85%
$71.24 - $83.64 $64.4K - $75.6K
12.4K $972M
QUBT
Quantum Computing Inc.

Technology
14.7K
New
$4.46 - $18.76 $65.5K - $276K
14.7K $117M
FDL
First Tr Morningstar Dividend

ETFs
226
+ 0.68%
$39.69 - $43.83 $8.97K - $9.91K
33.2K $1.44B
T
At&T Inc.

Communication Services
1K
+ 8.82%
$21.56 - $28.28 $21.6K - $28.3K
12.4K $349M
ABT
Abbott Laboratories

Healthcare
152
+ 4.37%
$111.1 - $140.22 $16.9K - $21.3K
3.63K $482M
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 2.88%
$225.19 - $279.95 $36K - $44.8K
5.72K $1.4B
DRI
Darden Restaurants Inc

Consumer Cyclical
156
+ 10.01%
$180.02 - $208.56 $28.1K - $32.5K
1.72K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
151
+ 18.3%
$551.42 - $612.93 $83.3K - $92.6K
976 $546M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.12%
$90.32 - $109.27 $361 - $437
3.46K $378M
Activity Summary
Buys All Purchases 92 New Holdings 21 Increased Positions 71 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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