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.
Portfolio value
$3.42 Billion
ETFs: $2.69 Billion
Technology: $172 Million
Financial Services: $107 Million
Consumer Cyclical: $73.6 Million
Industrials: $54 Million
Communication Services: $45.9 Million
Healthcare: $44.9 Million
Consumer Defensive: $43.2 Million
Other: $79.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
