Rfp Financial Group LLC Purchases in Q1 2025

Rfp Financial Group LLC

  • $224 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
33.1K
+ 30.04%
$307.43 - $357.48 $10.2M - $11.8M
143K $44.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
56K
New
$21.16 - $21.77 $1.19M - $1.22M
56K $1.22M
IXUS
Ishares Tr

ETFs
2.96K
+ 1.79%
$65.06 - $72.31 $193K - $214K
168K $11.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30.8K
New
$24.79 - $25.26 $764K - $779K
30.8K $778K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32K
New
$23.9 - $24.18 $765K - $774K
32K $774K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.8K
New
N/A
31.8K $754K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25K
New
$25.05 - $25.16 $627K - $630K
25K $629K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.8K
New
$23.29 - $23.38 $600K - $603K
25.8K $602K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
26.7K
New
$21.77 - $22.25 $581K - $594K
26.7K $594K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.3K
New
$22.11 - $22.43 $583K - $591K
26.3K $590K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.45K
+ 1.28%
$95.85 - $99.25 $139K - $144K
115K $11.3M
AMRN
Amarin Corp Plcuk

Healthcare
40K
New
$0.4 - $8.96 $16K - $358K
40K $358K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.28%
$117.15 - $158.79 $1.99K - $2.7K
6.1K $968K
GLD
Spdr Gold Trust

ETFs
781
New
$243.19 - $288.14 $190K - $225K
781 $225K
IBM
International Business Machines Corp

Technology
838
New
$217.4 - $264.74 $182K - $222K
838 $208K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.1%
$442.66 - $534.52 $885 - $1.07K
1.93K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 3.65%
$890.62 - $1076.86 $52.5K - $63.5K
1.68K $1.58M
XOM
Exxon Mobil Corp

Energy
16
+ 0.18%
$105.44 - $118.93 $1.69K - $1.9K
8.84K $1.05M
CVX
Chevron Corp

Energy
15
+ 0.35%
$146.71 - $167.97 $2.2K - $2.52K
4.33K $724K
V
Visa Inc.

Financial Services
9
+ 0.35%
$306.92 - $362.71 $2.76K - $3.26K
2.55K $892K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
68
+ 0.26%
$58.01 - $64.46 $3.94K - $4.38K
26.3K $1.64M
VUG
Vanguard Growth ETF

ETFs
1.04K
+ 13.0%
$369.1 - $427.61 $385K - $446K
9.07K $3.36M
VZ
Verizon Communications Inc

Communication Services
641
+ 11.81%
$37.81 - $46.49 $24.2K - $29.8K
6.07K $275K
AOA
Ishares Tr Core Aggressive All

ETFs
706
+ 13.2%
$75.7 - $80.01 $53.4K - $56.5K
6.06K $463K
T
At&T Inc.

Communication Services
9
+ 0.1%
$21.56 - $28.28 $194 - $255
8.99K $254K
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.68%
$225.19 - $279.95 $10.6K - $13.2K
6.93K $1.7M
HRTX
Heron Therapeutics, Inc.

Healthcare
11.8K
New
$1.47 - $2.55 $17.3K - $30K
11.8K $25K
AOM
Ishares Tr Core Moderate Alloc

ETFs
475
+ 8.32%
$42.93 - $44.71 $20.4K - $21.2K
6.19K $271K
ACWI
Ishares Msci Acwi ETF

ETFs
344
+ 1.23%
$115.16 - $124.13 $39.6K - $42.7K
28.3K $3.29M
Wells Fargo & Company
10K
New
N/A
10K $0
Fimm Treasury Only Portfolio Money Market Instl Cl M/M
46.5K
+ 8.79%
N/A
576K $0
U.S. Treasury Bond Stripped Principal Payment
80K
New
N/A
80K $0
Ishares Tr Ibonds 1 5 Yr Hi
10.3K
New
N/A
10.3K $0
Cvs Health Corp
10K
New
N/A
10K $0
The Bank Of New York Mellon
159K
New
N/A
159K $0
Ishares Tr Ibonds 1 5 Yr CO
50.7K
+ 434.22%
N/A
62.4K $0
Schwab Government Money
349
+ 1.49%
N/A
23.8K $0
Hsbc Bank Usa
10.3K
New
N/A
10.3K $0
Ishares Ibonds 1 5 Yr
242K
New
N/A
242K $0
Oracle Corporation
10K
New
N/A
10K $0
BNDX
Vanguard Total International B

ETFs
46
+ 0.41%
$48.33 - $49.5 $2.22K - $2.28K
11.3K $553K
Schwab Us Treasury Money
280K
+ 19.85%
N/A
1.69M $0
Vanguard 0 3 Month
18.1K
New
N/A
18.1K $0
BAC
Bank Of America Corp

Financial Services
215
+ 4.23%
$39.61 - $47.74 $8.52K - $10.3K
5.3K $221K
SNV
Synovus Financial Corp

Financial Services
1
+ 0.01%
$43.7 - $56.87 $43.7 - $56.9
9.21K $430K
WMT
Walmart Inc.

Consumer Defensive
30
+ 0.11%
$84.5 - $105.05 $2.54K - $3.15K
28.1K $2.47M
MUB
Ishares National Muni Bond ETF

ETFs
19
+ 0.03%
$104.71 - $107.69 $1.99K - $2.05K
66K $6.96M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.13%
$83.01 - $101.02 $830 - $1.01K
7.92K $710K
CAT
Caterpillar Inc

Industrials
2
+ 0.07%
$326.75 - $407.63 $654 - $815
2.86K $942K
Activity Summary
Buys All Purchases 57 New Holdings 22 Increased Positions 35 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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