Rfp Financial Group LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $249 Million distributed in 1140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $55.5M, Ishares Core S&P 500 ETF with a value of $19.3M, Apple Inc. with a value of $17.6M, Ishares Tr with a value of $10.9M, and Ishares Core U.S. Aggregate Bo with a value of $10.8M.
Examining the 13F form we can see an decrease of $514K in the current position value, from $250M to 249M.
Rfp Financial Group LLC is based out at Atlanta, GA
Below you can find more details about Rfp Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$249 Million
ETFs: $163 Million
Technology: $29.6 Million
Consumer Defensive: $13 Million
Consumer Cyclical: $9.9 Million
Financial Services: $8.75 Million
Healthcare: $7.32 Million
Communication Services: $5.94 Million
Industrials: $5.45 Million
Other: $6.79 Million
Stock Holdings Table Market Cap. of $200 Billions or more