Rfg Bristol Wealth Advisors, LLC Purchases in Q2 2025

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108K
+ 36.33%
$32.66 - $40.75 $3.52M - $4.39M
404K $16.4B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
25.1K
+ 2093.58%
$162.34 - $192.15 $4.08M - $4.83M
26.3K $5.06B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
114K
New
$32.61 - $38.62 $3.71M - $4.39M
114K $4.33B
VBR
Vanguard Small Cap Value ETF

ETFs
21.7K
New
$162.76 - $195.77 $3.54M - $4.25M
21.7K $4.24B
VONG
Vanguard Russell 1000 Growth E

ETFs
7.83K
+ 7.31%
$82.51 - $109.2 $646K - $855K
115K $12.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.02K
+ 3.3%
$113.67 - $150.4 $343K - $453K
94.3K $14.2B
FMIL
Fidelity Covington Tr New Mill
43.1K
New
N/A
43.1K $2.11B
FDVV
Fidelity High Dividend ETF

ETFs
31.8K
New
$43.6 - $52.02 $1.38M - $1.65M
31.8K $1.65B
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.15K
+ 5.17%
$89.02 - $104.29 $548K - $642K
125K $13.1B
PH
Parker Hannifin Corp

Industrials
1.63K
+ 488.59%
$517.23 - $700.54 $842K - $1.14M
1.96K $1.37B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.4K
New
$43.53 - $54.46 $845K - $1.06M
19.4K $1.06B
ETN
Eaton Corp PLC

Industrials
524
+ 5.28%
$246.52 - $356.99 $129K - $187K
10.4K $3.73B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
4.24K
New
$164.46 - $237.28 $698K - $1.01M
4.24K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.7K
+ 15.84%
$77.94 - $79.5 $911K - $929K
85.5K $6.79B
TT
Trane Technologies PLC

Industrials
871
+ 15.21%
$315.21 - $437.41 $275K - $381K
6.6K $2.89B
FDL
First Tr Morningstar Dividend

ETFs
24.1K
+ 72.42%
$38.19 - $43.19 $919K - $1.04M
57.3K $2.4B
DGRO
Ishares Core Dividend Growth E

ETFs
13.9K
+ 151.33%
$55.22 - $63.94 $768K - $889K
23.1K $1.48B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.4K
+ 15.12%
$51.68 - $52.76 $848K - $866K
125K $6.59B
SPSB
Spdr Portfolio Short Term Corp

ETFs
28.3K
+ 14.85%
$29.82 - $30.19 $842K - $853K
219K $6.6B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4.96K
New
$157.93 - $175.89 $783K - $872K
4.96K $866M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
+ 130.64%
$496.48 - $617.85 $633K - $788K
2.25K $1.39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.2K
+ 18.41%
$45.11 - $52.34 $597K - $693K
85.1K $4.46B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.04K
+ 4.16%
$22.27 - $29.21 $112K - $147K
126K $3.69B
CAT
Caterpillar Inc

Industrials
157
+ 1.58%
$273.94 - $388.21 $43K - $60.9K
10.1K $3.93B
RDVY
First Trust Rising Dividend Ac

ETFs
5.96K
+ 11.47%
$51.6 - $62.74 $308K - $374K
57.9K $3.64B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
9.4K
+ 97.09%
N/A
19.1K $938M
SCHW
Schwab Charles Corp

Financial Services
3.78K
+ 30.47%
$69.06 - $91.24 $261K - $345K
16.2K $1.48B
XLF
Financial Sector Spdr

ETFs
8.72K
New
$43.92 - $52.37 $383K - $457K
8.72K $457M
TDIV
First Trust Nasdaq Technology

ETFs
2.95K
+ 29.59%
$64.41 - $90.17 $190K - $266K
12.9K $1.16B
FTGS
First Tr Exchange Traded Fd Gr
7.74K
+ 24.7%
N/A
39.1K $1.34B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.1K
+ 136.19%
$19.44 - $19.56 $372K - $374K
33.2K $647M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.9K
+ 135.0%
$19.49 - $19.66 $368K - $371K
32.8K $645M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17.6K
+ 135.99%
$20.66 - $20.74 $364K - $366K
30.6K $633M
ORCL
Oracle Corp

Technology
1.59K
New
$122.82 - $218.63 $195K - $347K
1.59K $347M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.15K
New
$42.56 - $50.32 $262K - $309K
6.15K $309M
PEP
Pepsico Inc

Consumer Defensive
2.22K
New
$128.02 - $151.37 $284K - $336K
2.22K $293M
WM
Waste Management Inc

Industrials
1.31K
+ 25.88%
$216.47 - $242.1 $283K - $316K
6.35K $1.45B
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.65K
New
$29.07 - $29.38 $280K - $283K
9.65K $283M
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.82%
$210.28 - $289.91 $9.88K - $13.6K
5.77K $1.67B
FNDX
Schwab Fundamental U S Large C

ETFs
6.53K
+ 5.67%
$20.84 - $24.54 $136K - $160K
122K $2.99B
IEFA
Ishares Tr

ETFs
3.01K
New
$67.83 - $84.09 $204K - $253K
3.01K $251M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.89K
New
$51.16 - $62.02 $199K - $241K
3.89K $241M
HII
Huntington Ingalls Industries, Inc.

Industrials
713
+ 49.58%
$183.31 - $241.46 $131K - $172K
2.15K $519M
FDN
First Tr Fd Dow Jones

ETFs
541
+ 33.71%
$200.29 - $269.33 $108K - $146K
2.15K $578M
IBM
International Business Machines Corp

Technology
737
New
$221.03 - $294.78 $163K - $217K
737 $217M
CNI
Canadian National Railway CO

Industrials
2.03K
New
$92.66 - $108.13 $188K - $220K
2.03K $212M
IWV
Ishares Russell 3000 ETF

ETFs
257
+ 7.06%
$281.67 - $351.0 $72.4K - $90.2K
3.9K $1.37B
FNDF
Schwab Fundamental Intl Large

ETFs
5.16K
New
$32.25 - $40.02 $167K - $207K
5.16K $207M
EBC
Eastern Bankshares, Inc.

Financial Services
10K
New
$14.18 - $16.5 $142K - $165K
10K $153M
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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