Rfg Advisory, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.42 Billion distributed in 758 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $254M, Spdr Portfolio with a value of $249M, Vanguard Bd Index Fd Inc Total with a value of $206M, Fidelity Merrimack Str Tr Tota with a value of $193M, and Spdr Portfolio S&P 1500 Compos with a value of $144M.
Examining the 13F form we can see an increase of $245M in the current position value, from $3.18B to 3.42B.
Rfg Advisory, LLC is based out at Birmingham, AL
Below you can find more details about Rfg Advisory, LLC portfolio as well as his latest detailed transactions.