Rfg Bristol Wealth Advisors, LLC Portfolio Holdings

Rfg Bristol Wealth Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $305 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.3B, Vanguard Russell 1000 Growth E with a value of $16.8B, Ishares Expanded Tech Sector E with a value of $15.4B, Ishares Core S&P U.S Growth Et with a value of $13.1B, and Invesco Exchange Traded Fd Tr with a value of $9.76B.

Examining the 13F form we can see an increase of $305B in the current position value.

Rfg Bristol Wealth Advisors, LLC is based out at Taunton, MA

Below you can find more details about Rfg Bristol Wealth Advisors, LLC portfolio as well as his latest detailed transactions.