Rfg Bristol Wealth Advisors, LLC New Holdings in Q4 2024

Rfg Bristol Wealth Advisors, LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
5.56K
New
$205.18 - $250.29 $1.14M - $1.39M
5.56K $1.33B
FDL
First Tr Morningstar Dividend

ETFs
33K
New
$39.59 - $43.95 $1.31M - $1.45M
33K $1.33B
RSG
Republic Services, Inc.

Industrials
6.32K
New
$198.0 - $218.75 $1.25M - $1.38M
6.32K $1.27B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.6K
New
$100.16 - $100.7 $1.27M - $1.27M
12.6K $1.27B
RHP
Ryman Hospitality Properties, Inc.

Real Estate
11.9K
New
$104.34 - $118.84 $1.24M - $1.41M
11.9K $1.24B
HON
Honeywell International Inc

Industrials
5.44K
New
$202.84 - $236.0 $1.1M - $1.28M
5.44K $1.23B
WELL
Welltower Inc.

Real Estate
9.66K
New
$123.11 - $139.3 $1.19M - $1.35M
9.66K $1.22B
WAT
Waters Corp

Healthcare
3.19K
New
$323.11 - $392.01 $1.03M - $1.25M
3.19K $1.18B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
58K
New
$20.04 - $22.53 $1.16M - $1.31M
58K $1.17B
ACGL
Arch Capital Group Ltd.

Financial Services
12.6K
New
$88.71 - $114.86 $1.12M - $1.45M
12.6K $1.17B
IAU
Ishares Gold Trust

ETFs
22.7K
New
$48.37 - $52.65 $1.1M - $1.2M
22.7K $1.12B
RTX
Raytheon Technologies Corp

Industrials
9.52K
New
$114.45 - $127.21 $1.09M - $1.21M
9.52K $1.1B
VRT
Vertiv Holdings CO

Industrials
9.63K
New
N/A
9.63K $1.09B
CVX
Chevron Corp

Energy
7.53K
New
$141.15 - $162.53 $1.06M - $1.22M
7.53K $1.09B
MRK
Merck & Co., Inc.

Healthcare
10.5K
New
$96.31 - $114.76 $1.01M - $1.21M
10.5K $1.05B
CRH.L
Crh PLC

Basic Materials
10.7K
New
N/A
10.7K $986M
BAC
Bank Of America Corp

Financial Services
22.2K
New
$39.22 - $47.77 $870K - $1.06M
22.2K $975M
GOOGL
Alphabet Inc.

Communication Services
5.11K
New
$161.86 - $196.66 $827K - $1M
5.11K $967M
CMI
Cummins Inc

Industrials
2.7K
New
$324.93 - $383.42 $878K - $1.04M
2.7K $942M
JNJ
Johnson & Johnson

Healthcare
6.41K
New
$143.34 - $165.86 $919K - $1.06M
6.41K $928M
UPS
United Parcel Service Inc

Industrials
7.25K
New
$122.65 - $138.35 $889K - $1M
7.25K $914M
DGRO
Ishares Core Dividend Growth E

ETFs
14.6K
New
$60.73 - $64.94 $886K - $948K
14.6K $895M
FIW
First Trust Water ETF

ETFs
8.75K
New
$102.02 - $110.91 $893K - $970K
8.75K $893M
IWV
Ishares Russell 3000 ETF

ETFs
2.66K
New
$323.08 - $349.08 $858K - $928K
2.66K $888M
LMT
Lockheed Martin Corp

Industrials
1.83K
New
$479.66 - $614.62 $876K - $1.12M
1.83K $888M
SCHW
Schwab Charles Corp

Financial Services
11.5K
New
$63.31 - $82.85 $729K - $954K
11.5K $852M
NEE
Nextera Energy Inc

Utilities
11.9K
New
$69.77 - $85.43 $828K - $1.01M
11.9K $851M
AMD
Advanced Micro Devices Inc

Technology
7.01K
New
$118.88 - $172.8 $834K - $1.21M
7.01K $847M
ABBV
Abb Vie Inc.

Healthcare
4.48K
New
$164.99 - $203.87 $739K - $914K
4.48K $796M
Blackrock Inc
775
New
N/A
775 $794M
WM
Waste Management Inc

Industrials
3.89K
New
$201.79 - $228.46 $785K - $888K
3.89K $785M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.24K
New
$275.15 - $388.2 $616K - $870K
2.24K $766M
CRM
Salesforce, Inc.

Technology
2.14K
New
$270.87 - $367.87 $580K - $788K
2.14K $716M
AEE
Ameren Corp

Utilities
7.81K
New
$85.81 - $94.98 $670K - $741K
7.81K $696M
TSLA
Tesla, Inc.

Consumer Cyclical
1.71K
New
$213.65 - $479.86 $366K - $822K
1.71K $691M
COST
Costco Wholesale Corp

Consumer Defensive
714
New
$873.59 - $994.69 $624K - $710K
714 $654M
VIG
Vanguard Dividend Appreciation

ETFs
3.22K
New
N/A
3.22K $630M
PWR
Quanta Services, Inc.

Industrials
1.97K
New
$296.05 - $346.6 $583K - $683K
1.97K $623M
FITB
Fifth Third Bancorp

Financial Services
14.4K
New
$41.76 - $48.44 $603K - $700K
14.4K $611M
CARR
Carrier Global Corp

Industrials
8.89K
New
$66.69 - $82.65 $593K - $735K
8.89K $607M
NKE
Nike, Inc.

Consumer Cyclical
7.72K
New
$73.36 - $89.13 $566K - $688K
7.72K $584M
D
Dominion Energy, Inc

Utilities
10.7K
New
$52.63 - $60.92 $561K - $649K
10.7K $574M
HES
Hess Corp

Energy
4.23K
New
$127.66 - $148.65 $539K - $628K
4.23K $562M
DIS
Walt Disney CO

Communication Services
5.03K
New
$92.39 - $117.6 $465K - $592K
5.03K $560M
PFE
Pfizer Inc

Healthcare
20.8K
New
$24.8 - $30.19 $516K - $628K
20.8K $552M
DE
Deere & CO

Industrials
1.27K
New
$389.45 - $466.0 $495K - $593K
1.27K $539M
NSC
Norfolk Southern Corp

Industrials
2.07K
New
$230.6 - $277.0 $478K - $574K
2.07K $486M
SPY
Spdr S&P 500 ETF Trust

ETFs
825
New
$567.81 - $607.81 $468K - $501K
825 $483M
MKC
Mccormick & CO Inc

Consumer Defensive
6.24K
New
$73.97 - $84.09 $462K - $525K
6.24K $476M
Activity Summary
Buys All Purchases 159 New Holdings 159 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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