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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
186
+ 0.59%
$61.68 - $67.87 $11.5K - $12.6K
31.8K $1.98M
ERIC
Ericsson Lm Telephone CO

Technology
267
+ 1.44%
$7.36 - $8.59 $1.97K - $2.29K
18.9K $152K
AVUS
American Centy ETF Tr Avantis

ETFs
16
+ 0.33%
$94.36 - $102.06 $1.51K - $1.63K
4.87K $472K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.07K
+ 5.07%
$18.41 - $18.97 $19.7K - $20.3K
22.1K $409K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
508K
+ 209.53%
$26.93 - $84.95 $13.7M - $43.1M
750K $20.5M
OACP
Unified Ser Tr Oneascent Core

ETFs
3.59K
+ 4.53%
$22.48 - $23.46 $80.6K - $84.1K
82.7K $1.86M
EMHC
Spdr Bloomberg Emerging Market
1.52K
+ 7.03%
$23.7 - $25.01 $36.1K - $38.1K
23.2K $551K
ACN
Accenture PLC

Technology
35
+ 1.16%
$343.9 - $376.86 $12K - $13.2K
3.04K $1.07M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
106
+ 5.47%
$115.08 - $119.55 $12.2K - $12.7K
2.04K $236K
FLRN
Spdr Bloomberg Investment Grad

ETFs
953
+ 0.43%
$30.67 - $30.84 $29.2K - $29.4K
224K $6.88M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
152
+ 1.92%
$49.39 - $52.31 $7.51K - $7.95K
8.07K $400K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
236
+ 2.39%
$51.54 - $52.55 $12.2K - $12.4K
10.1K $522K
PECO
Phillips Edison & Company, Inc.

Real Estate
100
+ 1.42%
$35.96 - $39.8 $3.6K - $3.98K
7.14K $267K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
106
+ 1.13%
$53.38 - $60.64 $5.66K - $6.43K
9.49K $516K
CARY
Angel Oak Fds Tr Income Etf(De
14.7K
+ 36.46%
N/A
55.1K $0
Innovator Etfs Trust
176
+ 1.39%
N/A
12.8K $0
Angel Oak Funds Trust
36.9K
+ 323.48%
N/A
48.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.07K
+ 1.47%
N/A
74.3K $0
Capital Group Core Balanced
248
+ 0.54%
N/A
46.1K $0
Capital Group Dividend Growe
493
+ 4.14%
N/A
12.4K $0
Dimensional ETF Trust
9.71K
+ 5.84%
N/A
176K $0
Tidal Tr Ii
6.36K
+ 5.0%
N/A
134K $0
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
28
+ 0.21%
$20.05 - $20.15 $561 - $564
13.6K $273K
OALC
Unified Ser Tr Oneascent Large
1.02K
+ 1.98%
N/A
52.6K $0
FTGS
First Tr Exchange Traded Fd Gr
12.6K
+ 174.69%
N/A
19.9K $0
Ea Series Trust
2.56K
+ 37.13%
N/A
9.46K $0
First Tr Exchange Traded Fd
711
+ 3.97%
N/A
18.6K $0
OAIM
Unified Ser Tr Oneascent Intl
1.16K
+ 3.48%
N/A
34.5K $0
Dimensional ETF Trust
16.6K
+ 5.04%
N/A
346K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.34K
+ 4.63%
N/A
52.7K $0
DFSB
Dimensional ETF Tr Dimensional
5.52K
+ 2.4%
N/A
236K $0
FSCO
Fs Cr Opportunities Corp Com
176
+ 0.14%
N/A
128K $0
DIVS
Guinness Atkinson Fds Smartetf
927
+ 5.95%
N/A
16.5K $0
TAFI
Ab Active Etfs Inc Tax Aware S
144
+ 0.81%
N/A
18K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
4.15K
+ 2.4%
N/A
177K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
14.2K
+ 134.83%
N/A
24.8K $0
ILCG
Ishares Morningstar Growth ETF
5.08K
+ 12.79%
N/A
44.8K $0
Sp Funds Trust
12.7K
+ 20.2%
N/A
75.7K $0
Sp Funds Trust
13.6K
+ 18.15%
N/A
88.3K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
18.6K
+ 224.28%
N/A
26.9K $0
Pimco ETF Tr
3.6K
+ 15.56%
N/A
26.7K $0
Ishares Bitcoin Trust ETF
36.8K
+ 216.17%
N/A
53.8K $0
VNLA
Janus Henderson Short Duration

ETFs
3
+ 0.04%
$48.82 - $49.11 $146 - $147
7.03K $343K
SUB
Ishares Short Term National Mu

ETFs
141
+ 0.58%
$104.94 - $106.2 $14.8K - $15K
24.3K $2.56M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.86K
+ 8.15%
$19.53 - $21.1 $55.9K - $60.4K
38K $741K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.09%
$117.09 - $123.07 $234 - $246
2.31K $271K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5
+ 0.05%
$24.42 - $25.06 $122 - $125
10.1K $247K
QCOM
Qualcomm Inc

Technology
2.15K
+ 10.52%
$150.4 - $178.04 $323K - $382K
22.6K $3.46M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
37
+ 0.42%
$40.38 - $44.35 $1.49K - $1.64K
8.87K $362K
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
Track This Portfolio

Track Rfg Advisory, LLC Portfolio

Follow Rfg Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email