Rfp Financial Group LLC Purchases in Q3 2024

Rfp Financial Group LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
102K
+ 592.09%
$285.48 - $330.24 $29.1M - $33.7M
119K $38.4M
VUG
Vanguard Growth ETF

ETFs
16.4K
+ 547366.69%
$341.08 - $391.94 $5.6M - $6.44M
16.4K $6.31M
KO
Coca Cola CO

Consumer Defensive
68.5K
+ 89.14%
$62.69 - $73.01 $4.29M - $5M
145K $10.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34.6K
+ 104.38%
$105.53 - $118.34 $3.65M - $4.09M
67.7K $7.91M
VTI
Vanguard Total Stock Market Et

ETFs
10.8K
+ 99.67%
$255.18 - $283.2 $2.75M - $3.06M
21.6K $6.12M
HD
Home Depot, Inc.

Consumer Cyclical
5.81K
+ 41.9%
$333.64 - $405.2 $1.94M - $2.36M
19.7K $7.98M
MSFT
Microsoft Corp

Technology
8.06K
+ 50.73%
$395.15 - $467.56 $3.18M - $3.77M
23.9K $10.3M
WMT
Walmart Inc.

Consumer Defensive
23.6K
+ 69.93%
$66.91 - $81.4 $1.58M - $1.92M
57.4K $4.64M
SO
Southern CO

Utilities
15.9K
+ 76.9%
$77.0 - $90.52 $1.23M - $1.44M
36.7K $3.31M
IVV
Ishares Core S&P 500 ETF

ETFs
846
+ 2.4%
$520.18 - $576.82 $440K - $488K
36.1K $20.8M
JNJ
Johnson & Johnson

Healthcare
6.7K
+ 56.87%
$145.48 - $167.38 $974K - $1.12M
18.5K $2.99M
PEP
Pepsico Inc

Consumer Defensive
6.1K
+ 91.68%
$161.9 - $179.3 $988K - $1.09M
12.8K $2.17M
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 89.43%
$772.14 - $960.02 $940K - $1.17M
2.58K $2.29M
IXUS
Ishares Tr

ETFs
2.95K
+ 1.83%
$64.9 - $73.35 $191K - $216K
164K $11.9M
PM
Philip Morris International Inc.

Consumer Defensive
7.12K
+ 144.29%
$101.25 - $127.45 $721K - $908K
12.1K $1.46M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.32K
+ 2.73%
$57.32 - $62.65 $190K - $208K
125K $7.78M
REET
Ishares Global Reit ETF

ETFs
878
+ 0.55%
$23.07 - $27.17 $20.3K - $23.9K
160K $4.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
946
+ 0.85%
$96.25 - $101.98 $91.1K - $96.5K
112K $11.3M
ACWI
Ishares Msci Acwi ETF

ETFs
2.02K
+ 8.1%
$107.24 - $119.84 $216K - $242K
26.9K $3.22M
VNQ
Vanguard Specialized Funds Van

ETFs
3.45K
+ 101.95%
$82.97 - $98.97 $286K - $341K
6.83K $665K
CVX
Chevron Corp

Energy
2.57K
+ 39.73%
$137.88 - $161.97 $354K - $416K
9.04K $1.33M
LMT
Lockheed Martin Corp

Industrials
342
+ 57.0%
$460.3 - $584.56 $157K - $200K
942 $550K
ITOT
Ishares Core S&P Total U.S. St

ETFs
362
+ 1.56%
$113.41 - $125.62 $41.1K - $45.5K
23.6K $2.97M
DIS
Walt Disney CO

Communication Services
1.96K
+ 41.13%
$85.6 - $98.61 $167K - $193K
6.71K $645K
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 9.56%
$517.38 - $573.86 $78.6K - $87.2K
1.74K $999K
BTI
British American Tobacco P.L.C.

Consumer Defensive
136
+ 0.64%
$31.07 - $39.36 $4.23K - $5.35K
21.5K $786K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.38%
$488.01 - $604.18 $2.93K - $3.63K
1.57K $919K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.61K
+ 2.06%
$50.32 - $50.75 $80.8K - $81.5K
79.4K $4.03M
TFC
Truist Financial Corp

Financial Services
71
+ 0.29%
$38.22 - $44.94 $2.71K - $3.19K
24.3K $1.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
195
+ 0.74%
$71.45 - $75.64 $13.9K - $14.7K
26.7K $2M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.17%
$453.41 - $572.44 $907 - $1.14K
1.19K $680K
AOA
Ishares Tr Core Aggressive All

ETFs
506
+ 9.71%
$72.11 - $79.05 $36.5K - $40K
5.72K $451K
PFE
Pfizer Inc

Healthcare
1.47K
+ 10.15%
$27.7 - $31.39 $40.7K - $46.1K
15.9K $461K
GPN
Global Payments Inc

Industrials
12
+ 0.13%
$92.66 - $112.97 $1.11K - $1.36K
9.46K $968K
MO
Altria Group, Inc.

Consumer Defensive
320
+ 5.24%
$45.95 - $54.71 $14.7K - $17.5K
6.43K $327K
SNV
Synovus Financial Corp

Financial Services
1
+ 0.01%
$39.32 - $47.62 $39.3 - $47.6
9.21K $409K
BNDX
Vanguard Total International B

ETFs
65
+ 0.59%
$48.42 - $50.35 $3.15K - $3.27K
11K $552K
SCHO
Schwab Short Term Us Treasury

ETFs
139
+ 1.07%
$47.93 - $49.06 $6.66K - $6.82K
13.1K $641K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40
+ 0.34%
$49.93 - $51.15 $2K - $2.05K
11.8K $605K
CYDY
Cyto Dyn Inc.

Healthcare
41.5K
New
$0.12 - $0.17 $4.97K - $7.05K
41.5K $6K
Schwab Us Treasury Money Ultra
280K
+ 25.17%
N/A
1.39M $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
40.9K
+ 141.79%
N/A
69.8K $0
CGMS
Capital Grp Core Plus Income E
72.8K
+ 38.05%
N/A
264K $0
Tri State Capital Bank
3.09K
+ 5.57%
N/A
58.7K $0
Ave Maria Bond Fund N/L
100
+ 0.73%
N/A
13.7K $0
Citibank
21.2K
+ 9.9%
N/A
235K $0
CGMU
Capital Group Core Plus Income
18.9K
+ 106.4%
N/A
36.6K $0
Goldman Sachs Bank Usa
5.69K
+ 28.64%
N/A
25.5K $0
Invesco Premier Portfolio Instl Cl M/M
125K
New
N/A
125K $0
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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