Rfg Advisory, LLC Incresed Positions in Q3 2025

Rfg Advisory, LLC

  • $2.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
3.1K
+ 12.17%
$87.67 - $95.74 $271K - $296K
28.5K $2.72M
DFUS
Dimensional ETF Tr U S Equity

ETFs
221
+ 0.25%
$67.01 - $72.84 $14.8K - $16.1K
89.3K $6.47M
BOTZ
Global X Fds

ETFs
12.6K
+ 66.57%
$32.14 - $35.96 $404K - $452K
31.5K $1.11M
VPN
Global X Fds Data Ctr Reits &

ETFs
30.7K
+ 124.49%
N/A
55.3K $881K
SOXX
Ishares Semiconductor ETF

ETFs
910
+ 12.36%
$236.93 - $271.12 $216K - $247K
8.28K $2.24M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.03K
+ 13.11%
$109.11 - $111.88 $440K - $451K
34.8K $3.87M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.06K
+ 4.14%
$37.2 - $39.61 $225K - $240K
152K $6.04M
AFL
Aflac Inc

Financial Services
3.43K
+ 21.81%
$98.09 - $111.7 $336K - $383K
19.1K $2.14M
FCFS
First Cash Holdings, Inc.

Financial Services
52
+ 0.26%
$120.08 - $158.42 $6.24K - $8.24K
20.1K $3.19M
AG
First Majestic Silver Corp

Basic Materials
9K
+ 10.09%
$7.83 - $12.41 $70.5K - $112K
98.2K $1.21M
HII
Huntington Ingalls Industries, Inc.

Industrials
835
+ 19.8%
$246.31 - $287.91 $206K - $240K
5.05K $1.45M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.57K
+ 117.94%
$117.65 - $120.08 $420K - $429K
6.6K $788K
HERO
Global X Fds Video Games & Esp

ETFs
11.5K
+ 71.12%
$31.09 - $34.46 $359K - $398K
27.8K $941K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.37K
+ 8.11%
$98.52 - $103.93 $332K - $350K
44.9K $4.63M
PHYL
Pgim ETF Tr

ETFs
10.7K
+ 13.33%
$35.14 - $35.8 $376K - $383K
91K $3.25M
RDVY
First Trust Rising Dividend Ac

ETFs
1.59K
+ 2.55%
$62.38 - $67.29 $99.2K - $107K
64K $4.31M
SNA
Snap On Inc

Industrials
275
+ 3.35%
$313.01 - $346.53 $86.1K - $95.3K
8.49K $2.94M
LLY
Eli Lilly & CO

Healthcare
756
+ 6.5%
$625.65 - $812.69 $473K - $614K
12.4K $9.44M
GS
Goldman Sachs Group Inc

Financial Services
71
+ 1.94%
$696.56 - $806.32 $49.5K - $57.2K
3.74K $2.98M
LMT
Lockheed Martin Corp

Industrials
467
+ 11.51%
$410.74 - $499.21 $192K - $233K
4.52K $2.26M
XLI
Industrial Sector Spdr

ETFs
1.08K
+ 3.57%
$147.94 - $154.99 $159K - $167K
31.3K $4.83M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.61K
+ 90.64%
$91.28 - $97.59 $330K - $353K
7.6K $728K
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.7K
+ 9.43%
$17.81 - $18.39 $279K - $288K
182K $3.31M
WEC
Wec Energy Group, Inc.

Utilities
1.1K
+ 4.94%
$103.66 - $114.59 $114K - $126K
23.4K $2.68M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
12.2K
+ 67.68%
$26.52 - $27.64 $323K - $336K
30.1K $832K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
607
+ 2.43%
$134.94 - $145.86 $81.9K - $88.5K
25.6K $3.72M
STX
Seagate Technology Holdings PLC

Technology
12
+ 0.33%
$142.01 - $236.06 $1.7K - $2.83K
3.66K $864K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.03K
+ 24.6%
$87.29 - $93.61 $264K - $283K
15.3K $1.43M
CME
Cme Group Inc.

Financial Services
1.27K
+ 48.9%
$258.83 - $287.1 $329K - $365K
3.87K $1.05M
SKYY
First Trust Cloud Computing Et

ETFs
1.97K
+ 38.69%
$118.24 - $138.53 $233K - $273K
7.06K $948K
FSIG
First Tr ETF Iv LTD Duration I
16.8K
+ 35.12%
$19.03 - $19.33 $320K - $325K
64.7K $1.24M
FTGC
First Trust Global Tactical CO

ETFs
11.6K
+ 64.18%
$24.67 - $26.32 $287K - $306K
29.7K $769K
SE
Sea LTD

Consumer Cyclical
709
+ 7.27%
$146.23 - $196.5 $104K - $139K
10.5K $1.87M
JPIE
J P Morgan Exchange Traded Fd
6.53K
+ 10.32%
$46.01 - $46.55 $300K - $304K
69.8K $3.24M
FINX
Global X Fds Fintech ETF (De)

ETFs
9.44K
+ 69.9%
$32.53 - $35.28 $307K - $333K
22.9K $769K
EMR
Emerson Electric CO

Industrials
2.53K
+ 20.97%
$128.6 - $149.63 $326K - $379K
14.6K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
907
+ 10.92%
$915.95 - $994.57 $831K - $902K
9.21K $8.53M
MPC
Marathon Petroleum Corp

Energy
678
+ 10.43%
$158.59 - $198.69 $108K - $135K
7.18K $1.38M
MILN
Global X Funds Global X Millen

ETFs
5.87K
+ 72.9%
$47.48 - $50.72 $279K - $298K
13.9K $688K
SSRM
Ssr Mining Inc.

Basic Materials
920
+ 3.98%
$11.8 - $24.58 $10.9K - $22.6K
24K $587K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
807
+ 104.53%
$284.45 - $324.95 $230K - $262K
1.58K $505K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.97K
+ 48.37%
$122.57 - $132.57 $241K - $261K
6.04K $783K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.76K
+ 1.95%
$30.02 - $30.29 $233K - $235K
405K $12.3M
IEF
Ishares Barclays

ETFs
2.69K
+ 21.79%
$93.91 - $97.26 $252K - $261K
15K $1.45M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
12.7K
+ 28.02%
$19.85 - $20.2 $252K - $257K
58.1K $1.17M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
552
+ 22.13%
$103.83 - $179.9 $57.3K - $99.3K
3.05K $544K
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.25K
+ 69.39%
$64.0 - $71.44 $208K - $232K
7.93K $554K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.79K
+ 2.84%
$43.1 - $44.6 $163K - $169K
137K $6.06M
V
Visa Inc.

Financial Services
1.29K
+ 9.28%
$332.09 - $358.86 $429K - $464K
15.2K $5.2M
Activity Summary
Buys All Purchases 520 New Holdings 114 Increased Positions 406 Sells All Sells 401 Reductions 401 Sold out 0 Options Calls 0 Puts 0
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