Rfg Bristol Wealth Advisors, LLC Sells in Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
-133K
- 88.07%
$90.67 - $108.46 $12.1M - $14.4M
18K $1.63B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-197K
- 95.32%
N/A
9.68K $392M
VONG
Vanguard Russell 1000 Growth E

ETFs
-55.3K
- 34.06%
$92.71 - $107.38 $5.13M - $5.94M
107K $9.93B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-78.3K
- 29.14%
$29.82 - $30.1 $2.33M - $2.36M
190K $5.73B
AVGO
Broadcom Inc.

Technology
-5.05K
- 23.63%
$167.43 - $244.7 $846K - $1.24M
16.3K $2.73B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-41.4K
- 27.6%
$51.52 - $52.37 $2.13M - $2.17M
109K $5.68B
ETN
Eaton Corp PLC

Industrials
-4.13K
- 29.39%
$271.83 - $371.23 $1.12M - $1.53M
9.92K $2.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-23.8K
- 24.38%
$77.7 - $78.94 $1.85M - $1.88M
73.8K $5.82B
GOOG
Alphabet Inc.

Communication Services
-6K
- 31.27%
$156.06 - $207.71 $936K - $1.25M
13.2K $2.06B
MSFT
Microsoft Corp

Technology
-1.17K
- 5.09%
$375.39 - $447.2 $438K - $522K
21.8K $8.16B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.6K
- 2.77%
$126.86 - $146.45 $330K - $381K
91.3K $11.6B
PANW
Palo Alto Networks Inc

Technology
-6.19K
- 57.3%
$167.82 - $208.28 $1.04M - $1.29M
4.61K $787M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.23K
- 4.69%
$190.26 - $242.06 $233K - $297K
24.9K $4.74B
AAPL
Apple Inc.

Technology
-23
- 0.08%
$209.68 - $247.1 $4.82K - $5.68K
28.7K $6.37B
TXN
Texas Instruments Inc

Technology
-3.45K
- 34.23%
N/A
6.63K $1.19B
NFLX
Netflix Inc

Communication Services
-808
- 26.12%
$828.4 - $1058.6 $669K - $855K
2.29K $2.13B
DHR
Danaher Corp

Healthcare
-1.63K
- 32.82%
$201.62 - $250.59 $329K - $409K
3.35K $686M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-3.31K
- 27.95%
$91.44 - $106.54 $303K - $353K
8.54K $781M
UPS
United Parcel Service Inc

Industrials
-2.49K
- 34.38%
$109.66 - $136.26 $273K - $340K
4.76K $523M
SHW
Sherwin Williams CO

Basic Materials
-1.23K
- 28.06%
$330.16 - $365.55 $407K - $451K
3.16K $1.1B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.13K
- 50.45%
$308.86 - $455.36 $349K - $515K
1.11K $391M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.4K
- 37.02%
$60.46 - $64.42 $327K - $348K
9.19K $568M
AMD
Advanced Micro Devices Inc

Technology
-1.83K
- 26.02%
$96.63 - $129.55 $176K - $236K
5.19K $533M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.57K
- 18.95%
$112.81 - $126.16 $290K - $325K
11K $1.34B
CHDN
Churchill Downs Inc

Consumer Cyclical
-172
- 1.4%
$106.5 - $132.91 $18.3K - $22.9K
12.1K $1.35B
RSG
Republic Services, Inc.

Industrials
-2.29K
- 36.2%
$200.09 - $242.16 $458K - $554K
4.03K $976M
AME
Ametek Inc

Industrials
-1.28K
- 14.9%
$170.39 - $190.43 $218K - $244K
7.32K $1.26B
TSLA
Tesla, Inc.

Consumer Cyclical
-156
- 9.11%
$222.15 - $428.22 $34.7K - $66.8K
1.56K $403M
IGV
Ishares Expanded Tech Software

ETFs
-1.09K
- 7.13%
$88.3 - $107.83 $96.2K - $117K
14.2K $1.26B
Linde PLC
-1.15K
- 20.02%
N/A
4.61K $2.14B
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 11.26%
$83.01 - $101.02 $98.3K - $120K
9.33K $838M
NEE
Nextera Energy Inc

Utilities
-2.73K
- 22.98%
$66.96 - $76.16 $183K - $208K
9.14K $648M
RJF
Raymond James Financial Inc

Financial Services
-279
- 2.85%
$137.62 - $172.64 $38.4K - $48.2K
9.52K $1.32B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-449
- 31.18%
$302.31 - $337.54 $136K - $152K
991 $304M
HON
Honeywell International Inc

Industrials
-393
- 7.23%
$202.75 - $226.52 $79.7K - $89K
5.04K $1.07B
CRM
Salesforce, Inc.

Technology
-51
- 2.38%
$268.36 - $359.95 $13.7K - $18.4K
2.09K $561M
PG
Procter & Gamble CO

Consumer Defensive
-1.04K
- 11.83%
$158.56 - $176.26 $165K - $184K
7.77K $1.32B
ITW
Illinois Tool Works Inc

Industrials
-380
- 6.1%
$244.9 - $274.48 $93.1K - $104K
5.85K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 1.69%
$347.25 - $424.87 $25.3K - $31K
4.25K $1.56B
Blackrock Inc
-37
- 4.77%
N/A
738 $698M
MAR
Marriott International Inc

Consumer Cyclical
-97
- 5.79%
$237.01 - $304.45 $23K - $29.5K
1.58K $376M
PLD
Prologis, Inc.

Real Estate
-1.03K
- 23.93%
$103.59 - $124.04 $107K - $128K
3.28K $367M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.51K
- 21.28%
$275.89 - $345.24 $416K - $521K
5.58K $1.93B
CRH.L
Crh PLC

Basic Materials
-350
- 3.28%
N/A
10.3K $907M
BAC
Bank Of America Corp

Financial Services
-589
- 2.66%
$39.61 - $47.74 $23.3K - $28.1K
21.6K $901M
GAB
Gabelli Equity Trust Inc

Financial Services
-12.2K
- 44.03%
$5.36 - $5.67 $65.1K - $68.9K
15.5K $85.1M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-500
- 3.09%
$9.68 - $16.7 $4.84K - $8.35K
15.7K $168M
NSC
Norfolk Southern Corp

Industrials
-225
- 10.86%
$227.69 - $259.76 $51.2K - $58.4K
1.85K $437M
HES
Hess Corp

Energy
-991
- 23.45%
$135.42 - $160.52 $134K - $159K
3.24K $517M
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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