Rfp Financial Group LLC Incresed Positions in Q3 2025

Rfp Financial Group LLC

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
315
+ 0.44%
$202.38 - $256.87 $63.7K - $80.9K
71.6K $18.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.35K
+ 242.2%
$362.31 - $405.74 $2.3M - $2.58M
8.97K $3.61M
IVV
Ishares Core S&P 500 ETF

ETFs
307
+ 0.84%
$620.67 - $670.08 $191K - $206K
36.9K $24.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.24K
+ 11.22%
$181.56 - $190.33 $1.13M - $1.19M
61.9K $11.7M
GOOG
Alphabet Inc.

Communication Services
40
+ 0.36%
$175.16 - $255.24 $7.01K - $10.2K
11.2K $2.72M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.23K
+ 9.67%
$135.0 - $146.02 $301K - $326K
25.3K $3.69M
REET
Ishares Global Reit ETF

ETFs
16.6K
+ 11.82%
$24.45 - $25.91 $406K - $430K
157K $4.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
626
+ 17.84%
$420.11 - $472.68 $263K - $296K
4.14K $1.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
172
+ 0.13%
$62.09 - $66.51 $10.7K - $11.4K
132K $8.62M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.88K
+ 8.12%
$50.52 - $50.75 $348K - $349K
91.7K $4.65M
NVDA
Nvidia Corp

Technology
4
+ 0.05%
$153.3 - $186.58 $613 - $746
7.42K $1.38M
GOOGL
Alphabet Inc.

Communication Services
51
+ 1.79%
$174.36 - $254.72 $8.89K - $13K
2.89K $703K
SO
Southern CO

Utilities
1.16K
+ 6.78%
$90.83 - $96.0 $106K - $112K
18.3K $1.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.49K
+ 16.63%
$45.6 - $46.92 $67.8K - $69.7K
10.4K $486K
UNH
Unitedhealth Group Inc

Healthcare
56
+ 3.66%
$237.77 - $353.61 $13.3K - $19.8K
1.59K $547K
LLY
Eli Lilly & CO

Healthcare
101
+ 10.85%
$625.65 - $812.69 $63.2K - $82.1K
1.03K $787K
PEP
Pepsico Inc

Consumer Defensive
48
+ 0.75%
$133.81 - $152.16 $6.42K - $7.3K
6.43K $902K
MO
Altria Group, Inc.

Consumer Defensive
190
+ 2.96%
$57.75 - $67.68 $11K - $12.9K
6.61K $436K
CVX
Chevron Corp

Energy
32
+ 0.73%
$145.57 - $161.83 $4.66K - $5.18K
4.41K $684K
MRK
Merck & Co., Inc.

Healthcare
148
+ 1.92%
$77.6 - $87.37 $11.5K - $12.9K
7.86K $659K
TFC
Truist Financial Corp

Financial Services
152
+ 1.19%
$42.83 - $47.07 $6.51K - $7.15K
13K $592K
LMT
Lockheed Martin Corp

Industrials
46
+ 10.18%
$410.74 - $499.21 $18.9K - $23K
498 $248K
AXP
American Express CO

Financial Services
14
+ 0.53%
$294.27 - $342.31 $4.12K - $4.79K
2.66K $882K
V
Visa Inc.

Financial Services
173
+ 7.32%
$332.09 - $358.86 $57.5K - $62.1K
2.54K $866K
BND
Vanguard Bd Index Fd Inc Total

ETFs
103
+ 0.43%
$72.57 - $74.72 $7.47K - $7.7K
24.2K $1.8M
VZ
Verizon Communications Inc

Communication Services
441
+ 7.27%
$40.84 - $45.06 $18K - $19.9K
6.51K $286K
AOM
Ishares Tr Core Moderate Alloc

ETFs
168
+ 3.03%
$45.4 - $47.61 $7.63K - $8K
5.71K $271K
META
Meta Platforms, Inc.

Communication Services
20
+ 2.14%
$695.21 - $791.73 $13.9K - $15.8K
953 $699K
MMM
3 M CO

Industrials
13
+ 0.97%
$144.41 - $160.2 $1.88K - $2.08K
1.35K $209K
AMZN
Amazon Com Inc

Consumer Cyclical
22
+ 0.27%
$211.65 - $238.24 $4.66K - $5.24K
8.22K $1.8M
CSCO
Cisco Systems, Inc.

Technology
132
+ 2.58%
$66.2 - $71.79 $8.74K - $9.48K
5.26K $359K
CGSD
Capital Grp Core Plus Income E
463K
+ 1814.34%
N/A
489K $0
CYDY
Cyto Dyn Inc.

Healthcare
64
+ 0.14%
$0.24 - $0.37 $15.4 - $23.7
44.4K $11K
Ntnl Grid PLC Adr Fsponsored Adr 1 Adr Reps 5 Ord Shs
23.2K
+ 20.63%
N/A
136K $0
T
At&T Inc.

Communication Services
36
+ 0.4%
$26.94 - $29.62 $970 - $1.07K
8.99K $253K
BRO
Brown & Brown, Inc.

Financial Services
45
+ 2.34%
$90.88 - $108.93 $4.09K - $4.9K
1.97K $184K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 1.13%
$915.95 - $994.57 $16.5K - $17.9K
1.62K $1.5M
KO
Coca Cola CO

Consumer Defensive
338
+ 0.52%
$65.67 - $71.67 $22.2K - $24.2K
65.4K $4.34M
Activity Summary
Buys All Purchases 59 New Holdings 20 Increased Positions 39 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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