Rfg Advisory, LLC Purchases in Q4 2024

Rfg Advisory, LLC

  • $3.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
3.26K
+ 45.86%
$36.46 - $82.38 $119K - $268K
10.4K $783K
T
At&T Inc.

Communication Services
20.3K
+ 28.94%
$21.22 - $23.88 $430K - $484K
90.3K $2.06M
IWM
Ishares Russell 2000 ETF

ETFs
2.32K
+ 24.2%
$216.13 - $242.4 $501K - $562K
11.9K $2.63M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
22.9K
+ 104.15%
$22.65 - $23.8 $519K - $545K
44.9K $1.02M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
5.52K
New
$89.01 - $96.24 $491K - $531K
5.52K $495K
SNPS
Synopsys Inc

Technology
1.14K
+ 33.3%
$485.36 - $588.0 $554K - $671K
4.57K $2.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
193
+ 2.87%
$275.15 - $388.2 $53.1K - $74.9K
6.92K $2.37M
HYG
Ishares Tr

ETFs
9.22K
+ 6.17%
$78.09 - $80.04 $720K - $738K
159K $12.5M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.89K
New
$55.58 - $62.6 $439K - $494K
7.89K $474K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.69K
New
$116.4 - $138.52 $430K - $512K
3.69K $468K
ET
Energy Transfer LP

Energy
19.6K
+ 87.11%
$16.05 - $19.86 $315K - $389K
42.1K $825K
FDN
First Tr Fd Dow Jones

ETFs
216
+ 1.65%
$210.5 - $257.24 $45.5K - $55.6K
13.3K $3.24M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.36K
+ 24.94%
$80.87 - $87.69 $514K - $558K
31.9K $2.59M
EPD
Enterprise Products Partners L.P.

Energy
13.8K
+ 199.36%
$28.66 - $34.43 $395K - $475K
20.7K $649K
CNP
Centerpoint Energy Inc

Utilities
13.8K
New
$28.58 - $32.66 $394K - $450K
13.8K $436K
BNOV
Innovator U.S. Equity Buffer E

ETFs
10.7K
+ 95.77%
$38.08 - $39.98 $409K - $429K
22K $862K
FNDX
Schwab Fundamental U S Large C

ETFs
18.1K
New
$23.49 - $71.77 $425K - $1.3M
18.1K $428K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.8K
+ 62.89%
$107.41 - $115.71 $408K - $440K
9.84K $1.09M
GL
Globe Life Inc.

Financial Services
3.74K
New
$103.49 - $116.02 $387K - $434K
3.74K $416K
NKE
Nike, Inc.

Consumer Cyclical
5.89K
+ 207.14%
$73.36 - $89.13 $432K - $525K
8.74K $660K
DFAU
Dimensional ETF Tr

ETFs
8.15K
+ 8.9%
$39.27 - $42.38 $320K - $345K
99.7K $4.04M
MNDY
Monday.Com Ltd.

Technology
1.69K
New
$224.69 - $324.31 $380K - $549K
1.69K $398K
VB
Vanguard Small Cap ETF

ETFs
1.46K
+ 9.78%
$233.76 - $261.58 $342K - $382K
16.4K $3.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 14.97%
$172.07 - $207.36 $189K - $228K
8.43K $1.67M
BALT
Innovator Etfs Tr
10.8K
+ 14.83%
$30.76 - $31.55 $332K - $341K
83.7K $2.63M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.24K
New
$50.53 - $55.55 $366K - $402K
7.24K $369K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.89K
New
$72.97 - $96.75 $357K - $473K
4.89K $362K
MUB
Ishares National Muni Bond ETF

ETFs
4.85K
+ 6.45%
$105.78 - $108.7 $513K - $527K
80.1K $8.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
+ 5.58%
$442.29 - $483.08 $485K - $529K
20.8K $9.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.9K
+ 323.51%
$22.4 - $68.28 $849K - $2.59M
49.6K $1.15M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.98K
+ 32.67%
$110.69 - $154.48 $219K - $306K
8.05K $1.02M
NET
Cloudflare, Inc.

Technology
982
+ 11.12%
$78.11 - $117.56 $76.7K - $115K
9.82K $1.06M
CB
Chubb LTD

Financial Services
1.29K
+ 111.43%
$271.57 - $301.89 $350K - $389K
2.44K $674K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.67K
New
$55.73 - $66.16 $316K - $375K
5.67K $342K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.21K
+ 2.06%
$100.16 - $100.7 $422K - $424K
208K $20.9M
DASH
Door Dash, Inc.

Communication Services
1.52K
+ 47.14%
$141.93 - $180.48 $216K - $275K
4.75K $797K
SSBK
Southern States Bancshares, Inc.

Financial Services
10K
New
$28.7 - $38.0 $288K - $381K
10K $333K
FIX
Comfort Systems Usa Inc

Industrials
275
+ 4.26%
$370.68 - $504.12 $102K - $139K
6.73K $2.85M
FVD
First Tr Value Line Divid Inde

ETFs
8.95K
+ 27.2%
$43.4 - $46.7 $389K - $418K
41.9K $1.83M
CSCO
Cisco Systems, Inc.

Technology
1.89K
+ 5.17%
$52.45 - $60.02 $99.1K - $113K
38.4K $2.27M
EUSB
Ishares Tr Esg Advanced Total

Technology
7.71K
New
$42.39 - $44.29 $327K - $342K
7.71K $327K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
15K
New
$21.07 - $24.76 $316K - $372K
15K $326K
MBCC
Northern Lts Fd Tr Iv Monarch
9.4K
New
$34.07 - $36.46 $320K - $343K
9.4K $323K
VIS
Vanguard Industrial ETF

ETFs
1.26K
New
$254.39 - $279.7 $321K - $352K
1.26K $320K
WMB
Williams Companies, Inc.

Energy
5.89K
New
$46.37 - $59.74 $273K - $352K
5.89K $318K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.91K
New
$161.65 - $178.69 $309K - $341K
1.91K $317K
SMBK
Smartfinancial Inc.

Financial Services
10K
New
$28.3 - $36.86 $283K - $369K
10K $309K
MSI
Motorola Solutions, Inc.

Technology
665
New
$449.08 - $504.6 $299K - $336K
665 $307K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.27K
New
$238.25 - $261.28 $302K - $331K
1.27K $306K
Activity Summary
Buys All Purchases 458 New Holdings 85 Increased Positions 373 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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