Rfp Financial Group LLC Reduced Holdings in Q3 2025

Rfp Financial Group LLC

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-124K
- 26.37%
$108.47 - $114.7 $13.5M - $14.3M
347K $39.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.93K
- 30.15%
$617.65 - $666.84 $1.19M - $1.28M
4.46K $2.97M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-7.91K
- 28.44%
$23.29 - $23.38 $184K - $185K
19.9K $465K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.2K
- 21.65%
$22.84 - $22.95 $142K - $142K
22.4K $514K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.57K
- 2.28%
$97.75 - $100.75 $251K - $259K
110K $11M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-5.68K
- 19.35%
$22.36 - $22.52 $127K - $128K
23.7K $533K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-5.65K
- 19.03%
$22.19 - $22.44 $125K - $127K
24K $537K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-5.73K
- 19.03%
$21.68 - $22.04 $124K - $126K
24.4K $535K
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.02%
$157.77 - $183.27 $158 - $183
6.1K $989K
PG
Procter & Gamble CO

Consumer Defensive
-215
- 7.84%
$150.47 - $161.22 $32.4K - $34.7K
2.53K $388K
IBM
International Business Machines Corp

Technology
-62
- 4.96%
$234.77 - $292.47 $14.6K - $18.1K
1.19K $335K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.19K
- 4.1%
$48.5 - $50.19 $57.7K - $59.7K
27.8K $1.39M
SNV
Synovus Financial Corp

Financial Services
-2
- 0.02%
$46.55 - $59.6 $93.1 - $119
9.21K $451K
GPN
Global Payments Inc

Industrials
-471
- 8.67%
$77.61 - $90.01 $36.6K - $42.4K
4.96K $412K
BNDX
Vanguard Total International B

ETFs
-119
- 1.04%
$49.0 - $49.51 $5.83K - $5.89K
11.3K $558K
Ishares Tr Ibonds 1 5 Yr Tr
-183K
- 89.14%
N/A
22.3K $0
Vanguard 0 3 Month Treasury Bill ETF
-36.8K
- 50.21%
N/A
36.5K $0
Ishares Ibonds Term Treasury ETF Iv
-14.5K
- 29.47%
N/A
34.7K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 1.72%
$88.47 - $93.24 $4.87K - $5.13K
3.15K $287K
CAT
Caterpillar Inc

Industrials
-526
- 18.4%
$390.92 - $477.15 $206K - $251K
2.33K $1.11M
GLD
Spdr Gold Trust

ETFs
-120
- 12.58%
$300.96 - $355.47 $36.1K - $42.7K
834 $296K
BAC
Bank Of America Corp

Financial Services
-2
- 0.04%
$44.92 - $52.42 $89.8 - $105
5.3K $273K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.33%
$459.11 - $506.91 $2.75K - $3.04K
1.82K $915K
XOM
Exxon Mobil Corp

Energy
-4
- 0.05%
$105.83 - $117.22 $423 - $469
7.61K $857K
AVGO
Broadcom Inc.

Technology
-23
- 2.34%
$264.74 - $369.57 $6.09K - $8.5K
961 $317K
MUB
Ishares National Muni Bond ETF

ETFs
-688
- 1.03%
$103.24 - $106.68 $71K - $73.4K
66K $7.03M
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.04%
$214.92 - $244.84 $215 - $245
2.32K $561K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-233
- 0.88%
$68.24 - $73.73 $15.9K - $17.2K
26.3K $1.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-116
- 8.2%
$293.94 - $444.72 $34.1K - $51.6K
1.3K $577K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.86K
- 4.76%
$108.46 - $120.63 $202K - $225K
37.3K $4.43M
ACWI
Ishares Msci Acwi ETF

ETFs
-903
- 3.13%
$128.32 - $138.41 $116K - $125K
27.9K $3.86M
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 0.5%
$282.78 - $316.06 $9.9K - $11.1K
6.9K $2.18M
MSFT
Microsoft Corp

Technology
-62
- 0.64%
$491.09 - $535.64 $30.4K - $33.2K
9.69K $5.02M
VTI
Vanguard Total Stock Market Et

ETFs
-132
- 1.22%
$303.93 - $329.86 $40.1K - $43.5K
10.7K $3.51M
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 0.34%
$357.4 - $423.42 $8.94K - $10.6K
7.38K $2.99M
IXUS
Ishares Tr

ETFs
-1.84K
- 1.11%
$76.35 - $82.58 $140K - $152K
163K $13.5M
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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