Rfp Financial Group LLC Sells in Q2 2025

Rfp Financial Group LLC

  • $228 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-141K
- 98.17%
$273.67 - $366.17 $38.5M - $51.5M
2.62K $959K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-46.1K
- 45.34%
$152.93 - $181.74 $7.06M - $8.39M
55.6K $10.1M
AAPL
Apple Inc.

Technology
-3.94K
- 5.23%
$172.42 - $223.89 $679K - $881K
71.3K $14.6M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-25.9K
- 46.25%
$21.57 - $21.99 $559K - $570K
30.1K $660K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-16.1K
- 52.33%
$24.94 - $25.42 $402K - $410K
14.7K $373K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-16.8K
- 52.33%
$23.96 - $24.27 $402K - $407K
15.3K $370K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-16.5K
- 51.86%
N/A
15.3K $363K
KO
Coca Cola CO

Consumer Defensive
-4.05K
- 5.86%
$68.37 - $73.9 $277K - $299K
65.1K $4.61M
HD
Home Depot, Inc.

Consumer Cyclical
-879
- 10.61%
$335.24 - $380.78 $295K - $335K
7.41K $2.72M
JNJ
Johnson & Johnson

Healthcare
-799
- 8.69%
$146.36 - $159.82 $117K - $128K
8.4K $1.28M
XOM
Exxon Mobil Corp

Energy
-1.23K
- 13.94%
$99.93 - $119.04 $123K - $147K
7.61K $820K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.13K
- 18.86%
$162.76 - $195.77 $185K - $222K
4.88K $951K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.81K
- 1.58%
$96.84 - $99.46 $175K - $180K
113K $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-106
- 5.48%
$483.48 - $539.8 $51.2K - $57.2K
1.83K $887K
MRK
Merck & Co., Inc.

Healthcare
-203
- 2.56%
$73.47 - $87.12 $14.9K - $17.7K
7.72K $610K
SO
Southern CO

Utilities
-757
- 4.23%
$84.91 - $92.56 $64.3K - $70.1K
17.1K $1.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.18K
- 11.66%
$45.12 - $46.23 $53.2K - $54.5K
8.94K $413K
V
Visa Inc.

Financial Services
-182
- 7.15%
$308.27 - $373.31 $56.1K - $67.9K
2.36K $839K
VNQ
Vanguard Specialized Funds Van

ETFs
-210
- 6.15%
$79.79 - $91.42 $16.8K - $19.2K
3.2K $285K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-643
- 10.39%
$41.55 - $46.04 $26.7K - $29.6K
5.54K $255K
REET
Ishares Global Reit ETF

ETFs
-3.1K
- 2.16%
$21.59 - $25.16 $66.9K - $77.9K
140K $3.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-626
- 15.14%
$320.42 - $424.58 $201K - $266K
3.51K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-77
- 4.6%
$908.13 - $1056.85 $69.9K - $81.4K
1.6K $1.58M
Schwab Municipal Money Inv
-442
- 2.11%
N/A
20.6K $0
CGSD
Capital Grp Core Plus Income E
-3.41K
- 11.76%
N/A
25.5K $0
Ishares Tr Ibonds 1 5 Yr CO
-44.6K
- 71.55%
N/A
17.7K $0
Schwab Us Treasury Money Investor
-71.4K
- 59.17%
N/A
49.2K $0
Ishares Tr Ibonds 1 5 Yr Tr
-36.1K
- 14.94%
N/A
206K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15
- 0.06%
$72.02 - $73.82 $1.08K - $1.11K
24.1K $1.77M
T
At&T Inc.

Communication Services
-42
- 0.47%
$26.33 - $28.94 $1.11K - $1.22K
8.95K $259K
WMT
Walmart Inc.

Consumer Defensive
-2.76K
- 9.81%
$81.79 - $99.98 $226K - $276K
25.4K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
-27
- 1.15%
$174.82 - $215.79 $4.72K - $5.83K
2.32K $500K
GOOGL
Alphabet Inc.

Communication Services
-171
- 5.67%
$144.7 - $178.6 $24.7K - $30.5K
2.84K $501K
AOA
Ishares Tr Core Aggressive All

ETFs
-83
- 1.37%
$69.46 - $83.4 $5.77K - $6.92K
5.97K $498K
TSLA
Tesla, Inc.

Consumer Cyclical
-134
- 8.66%
$221.86 - $362.89 $29.7K - $48.6K
1.41K $449K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.28K
- 6.2%
$39.43 - $49.34 $50.5K - $63.2K
19.4K $917K
AMZN
Amazon Com Inc

Consumer Cyclical
-607
- 6.89%
$167.32 - $223.3 $102K - $136K
8.2K $1.8M
AXP
American Express CO

Financial Services
-3
- 0.11%
$231.39 - $318.98 $694 - $957
2.64K $843K
META
Meta Platforms, Inc.

Communication Services
-9
- 0.96%
$484.66 - $738.09 $4.36K - $6.64K
933 $688K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-871
- 3.64%
$108.12 - $135.04 $94.2K - $118K
23.1K $3.12M
VTI
Vanguard Total Stock Market Et

ETFs
-99
- 0.91%
$243.75 - $303.93 $24.1K - $30.1K
10.8K $3.29M
MSFT
Microsoft Corp

Technology
-2K
- 17.04%
$354.56 - $497.45 $710K - $996K
9.75K $4.85M
IXUS
Ishares Tr

ETFs
-3.44K
- 2.04%
$62.37 - $77.63 $214K - $267K
165K $12.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.19K
- 3.14%
$498.8 - $620.9 $593K - $738K
36.6K $22.7M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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