Rfp Financial Group LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $224 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $44.2M, Ishares Core S&P 500 ETF with a value of $21.2M, Invesco S&P 500 Equal Weight E with a value of $17.6M, Apple Inc. with a value of $16.7M, and Ishares Tr with a value of $11.8M.
Examining the 13F form we can see an decrease of $4.81M in the current position value, from $229M to 224M.
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
$224 Million
ETFs: $165 Million
Technology: $22.4 Million
Consumer Defensive: $12.6 Million
Financial Services: $6.35 Million
Consumer Cyclical: $5.61 Million
Healthcare: $4.19 Million
Communication Services: $3.27 Million
Energy: $1.78 Million
Other: $3.28 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Raymond James Bank
-
$0
0.0% of portfolio
-
Q1 2025Reduced 6.18%
Vanguard Total Intl Stoc
-
$0
0.0% of portfolio
-
Q2 2024New
Alps/Corecommodity Mgmt Cmplt Cmdtys Strgy Cl I N/L
-
$0
0.0% of portfolio
-
Q4 2024Added 2.73%
Fimm Treasury Portfolio Money Market Instl Cl M/M
-
$0
0.0% of portfolio
-
Q1 2025Reduced 17.42%
Fimm Treasury Only Portfolio Money Market Instl Cl M/M
