Rfg Bristol Wealth Advisors, LLC Sells in Q3 2025

Rfg Bristol Wealth Advisors, LLC

  • $346 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
-554
- 12.39%
$90.83 - $96.0 $50.3K - $53.2K
3.92K $371M
TRV
Travelers Companies, Inc.

Financial Services
-339
- 6.72%
$250.62 - $279.43 $85K - $94.7K
4.71K $1.31B
DUK
Duke Energy Corp

Utilities
-422
- 14.0%
$116.31 - $125.93 $49.1K - $53.1K
2.59K $321M
ABT
Abbott Laboratories

Healthcare
-199
- 5.48%
$120.51 - $136.62 $24K - $27.2K
3.43K $460M
IWR
Ishares Russell Mid Cap ETF

ETFs
-464
- 12.86%
$92.26 - $97.51 $42.8K - $45.2K
3.15K $304M
DHR
Danaher Corp

Healthcare
-136
- 6.1%
$181.46 - $212.2 $24.7K - $28.9K
2.09K $415M
PEP
Pepsico Inc

Consumer Defensive
-262
- 11.81%
$133.81 - $152.16 $35.1K - $39.9K
1.96K $275M
AMZN
Amazon Com Inc

Consumer Cyclical
-91
- 0.38%
$211.65 - $238.24 $19.3K - $21.7K
23.6K $5.19B
FITB
Fifth Third Bancorp

Financial Services
-1.13K
- 9.92%
$40.91 - $46.28 $46.2K - $52.3K
10.3K $457M
CSCO
Cisco Systems, Inc.

Technology
-75
- 1.6%
$66.2 - $71.79 $4.97K - $5.38K
4.6K $315M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-147
- 2.39%
$49.55 - $52.25 $7.28K - $7.68K
6K $313M
ETN
Eaton Corp PLC

Industrials
-469
- 4.49%
$342.99 - $392.76 $161K - $184K
9.98K $3.73B
IGV
Ishares Expanded Tech Software

ETFs
-584
- 4.41%
$105.96 - $117.79 $61.9K - $68.8K
12.7K $1.46B
F
Ford Motor CO

Consumer Cyclical
-147
- 1.04%
$10.82 - $12.09 $1.59K - $1.78K
14K $168M
WMT
Walmart Inc.

Consumer Defensive
-114
- 2.23%
$94.4 - $104.27 $10.8K - $11.9K
4.99K $514M
D
Dominion Energy, Inc

Utilities
-186
- 3.2%
$56.32 - $62.1 $10.5K - $11.6K
5.63K $344M
PLD
Prologis, Inc.

Real Estate
-71
- 2.25%
$104.08 - $115.35 $7.39K - $8.19K
3.09K $353M
C
Citigroup Inc

Financial Services
-290
- 9.28%
$85.57 - $103.49 $24.8K - $30K
2.84K $288M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.4K
- 9.59%
$110.96 - $127.67 $155K - $179K
13.2K $1.66B
BAC
Bank Of America Corp

Financial Services
-1.32K
- 6.13%
$44.92 - $52.42 $59.1K - $69K
20.2K $1.04B
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-3K
- 19.11%
$14.51 - $22.53 $43.5K - $67.6K
12.7K $260M
LMT
Lockheed Martin Corp

Industrials
-46
- 3.23%
$410.74 - $499.21 $18.9K - $23K
1.38K $688M
MRK
Merck & Co., Inc.

Healthcare
-65
- 0.9%
$77.6 - $87.37 $5.04K - $5.68K
7.13K $598M
NEE
Nextera Energy Inc

Utilities
-140
- 1.94%
$69.77 - $77.54 $9.77K - $10.9K
7.08K $534M
GE
General Electric CO

Industrials
-79
- 5.94%
$244.75 - $305.63 $19.3K - $24.1K
1.25K $376M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.26K
- 5.63%
$62.38 - $67.29 $203K - $219K
54.7K $3.68B
AXP
American Express CO

Financial Services
-309
- 2.75%
$294.27 - $342.31 $90.9K - $106K
10.9K $3.62B
AME
Ametek Inc

Industrials
-6
- 0.09%
$176.44 - $192.03 $1.06K - $1.15K
6.75K $1.27B
WELL
Welltower Inc.

Real Estate
-906
- 9.79%
$150.71 - $178.14 $137K - $161K
8.35K $1.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 1.51%
$459.11 - $506.91 $68.9K - $76K
9.75K $4.9B
XOM
Exxon Mobil Corp

Energy
-195
- 0.79%
$105.83 - $117.22 $20.6K - $22.9K
24.4K $2.75B
RJF
Raymond James Financial Inc

Financial Services
-212
- 2.34%
$154.64 - $176.43 $32.8K - $37.4K
8.86K $1.53B
TSLA
Tesla, Inc.

Consumer Cyclical
-130
- 8.26%
$293.94 - $444.72 $38.2K - $57.8K
1.44K $642M
CMI
Cummins Inc

Industrials
-185
- 6.06%
$327.85 - $426.39 $60.7K - $78.9K
2.87K $1.21B
TJX
Tjx Companies Inc

Consumer Cyclical
-26
- 0.24%
$121.35 - $144.54 $3.16K - $3.76K
10.7K $1.55B
GOOGL
Alphabet Inc.

Communication Services
-149
- 3.3%
$174.36 - $254.72 $26K - $38K
4.36K $1.06B
MSFT
Microsoft Corp

Technology
-299
- 1.44%
$491.09 - $535.64 $147K - $160K
20.5K $10.6B
NVDA
Nvidia Corp

Technology
-88
- 0.65%
$153.3 - $186.58 $13.5K - $16.4K
13.5K $2.51B
GOOG
Alphabet Inc.

Communication Services
-222
- 1.82%
$175.16 - $255.24 $38.9K - $56.7K
12K $2.92B
AVGO
Broadcom Inc.

Technology
-52
- 0.35%
$264.74 - $369.57 $13.8K - $19.2K
14.9K $4.9B
CAT
Caterpillar Inc

Industrials
-157
- 1.55%
$390.92 - $477.15 $61.4K - $74.9K
9.97K $4.76B
AAPL
Apple Inc.

Technology
-1.38K
- 5.11%
$202.38 - $256.87 $280K - $355K
25.7K $6.54B
Activity Summary
Buys All Purchases 67 New Holdings 15 Increased Positions 52 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email