Rfg Advisory, LLC Incresed Positions in Q4 2024

Rfg Advisory, LLC

  • $3.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CADE
Cadence Bank

Financial Services
30K
+ 336.63%
$30.54 - $39.29 $917K - $1.18M
38.9K $1.34M
V
Visa Inc.

Financial Services
1.15K
+ 7.64%
$273.87 - $320.91 $315K - $369K
16.2K $5.12M
EMR
Emerson Electric CO

Industrials
6.83K
+ 78.78%
$108.13 - $134.33 $739K - $918K
15.5K $1.92M
CVX
Chevron Corp

Energy
7.34K
+ 18.18%
$141.15 - $162.53 $1.04M - $1.19M
47.7K $6.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
551
+ 0.99%
$521.84 - $558.82 $288K - $308K
56.3K $30.3M
MA
Mastercard Inc

Financial Services
902
+ 7.58%
$491.3 - $536.15 $443K - $484K
12.8K $6.74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.6K
+ 5.9%
$46.75 - $47.8 $1.25M - $1.27M
478K $22.4M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
47K
+ 96.98%
$18.62 - $19.05 $875K - $895K
95.4K $1.78M
CGDV
Capital Group Divid Value ETF

ETFs
23K
+ 334.62%
$35.16 - $37.12 $810K - $855K
29.9K $1.05M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
16.4K
+ 20.97%
$41.02 - $44.55 $673K - $731K
94.7K $4.06M
VGT
Vanguard Information Technolog

ETFs
1.11K
+ 49.89%
$571.78 - $647.97 $636K - $721K
3.34K $2.08M
IYW
Ishares Dj Us Tech ETF

ETFs
2.69K
+ 6.4%
$148.14 - $166.23 $398K - $447K
44.7K $7.14M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
40K
+ 32.0%
$23.55 - $25.79 $942K - $1.03M
165K $3.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.53K
+ 13.01%
$124.26 - $134.12 $563K - $608K
39.4K $5.06M
DAL
Delta Air Lines, Inc.

Industrials
3.71K
+ 8.08%
$47.46 - $65.77 $176K - $244K
49.6K $3M
AXP
American Express CO

Financial Services
1.39K
+ 14.2%
$267.35 - $305.57 $372K - $425K
11.2K $3.32M
IAUM
I Shares Gold Trust Micro

ETFs
25.7K
+ 13.14%
$25.56 - $27.81 $658K - $715K
222K $5.8M
PANW
Palo Alto Networks Inc

Technology
9.94K
+ 137.5%
$181.96 - $405.9 $1.81M - $4.04M
17.2K $3.12M
YUM
Yum Brands Inc

Consumer Cyclical
4.93K
+ 222.76%
$130.36 - $139.54 $643K - $688K
7.15K $958K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.13K
+ 37.3%
$563.99 - $620.12 $637K - $700K
4.16K $2.37M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.05K
+ 3.87%
$264.18 - $304.19 $277K - $319K
28.1K $7.88M
TTD
Trade Desk, Inc.

Technology
4.29K
+ 37.2%
$108.7 - $139.51 $466K - $598K
15.8K $1.86M
GS
Goldman Sachs Group Inc

Financial Services
549
+ 15.47%
$486.1 - $608.57 $267K - $334K
4.1K $2.35M
PFFA
Etfis Ser Tr I

ETFs
28.6K
+ 69.03%
$21.82 - $23.21 $625K - $664K
70.1K $1.54M
SOXX
Ishares Semiconductor ETF

ETFs
4.94K
+ 15.6%
$211.27 - $239.8 $1.04M - $1.19M
36.6K $7.89M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.4K
+ 8.31%
$54.54 - $61.04 $568K - $636K
136K $7.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.31K
+ 32.94%
$417.69 - $450.94 $546K - $590K
5.28K $2.25M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
8.41K
+ 58.29%
$62.07 - $66.61 $522K - $560K
22.8K $1.46M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17.2K
+ 199.23%
$32.65 - $33.68 $563K - $581K
25.9K $848K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.08K
+ 5.79%
$58.39 - $67.04 $238K - $274K
74.6K $4.73M
USXF
Ishares Esg Advanced Msci Usa

Technology
11K
+ 81.02%
$48.45 - $52.57 $531K - $576K
24.5K $1.22M
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
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
RYLD
Global X Fds Russell 2000 Cove

ETFs
28.3K
+ 221.66%
$15.97 - $16.79 $452K - $475K
41.1K $671K
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
ET
Energy Transfer LP

Energy
19.6K
+ 87.11%
$16.05 - $19.86 $315K - $389K
42.1K $825K
EPD
Enterprise Products Partners L.P.

Energy
13.8K
+ 199.36%
$28.66 - $34.43 $395K - $475K
20.7K $649K
BNOV
Innovator U.S. Equity Buffer E

ETFs
10.7K
+ 95.77%
$38.08 - $39.98 $409K - $429K
22K $862K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.8K
+ 62.89%
$107.41 - $115.71 $408K - $440K
9.84K $1.09M
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
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
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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