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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 12 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VDE VANGUARD WORLD FD 9,938.0 $1.7M 0.03% +5K +91.8% $173.04 -0.9%
222 CGGO CAPITAL GROUP GBL GROWTH EQT 51,414.0 $1.7M 0.03% +2K +3.4% $33.37 +15.5%
223 EMR EMERSON ELEC CO Industrials 12,949.0 $1.7M 0.03% +822.0 +6.8% $131.02 +1.6%
224 TDIV FIRST TR EXCHANGE TRADED FD 17,760.0 $1.7M 0.03% +10K +136.0% $93.66 +18.9%
225 CTA SIMPLIFY EXCHANGE TRADED FUN 54,951.0 $1.7M 0.03% +4K +7.0% $30.22 +6.3%
226 THRO BLACKROCK ETF TRUST 45,752.0 $1.7M 0.03% +3K +7.5% $36.22 +16.5%
227 DTCR GLOBAL X FDS 69,006.0 $1.7M 0.03% +1K +2.0% $23.96 +23.4%
228 MUNI PIMCO ETF TR 31,627.0 $1.7M 0.03% +6K +22.5% $52.19 -0.3%
229 VTC VANGUARD SCOTTSDALE FDS 21,431.0 $1.6M 0.03% +543.0 +2.6% $76.83 -1.0%
230 NVO NOVO-NORDISK A S Healthcare 44,173.0 $1.6M 0.03% +6K +16.3% $36.75 +21.7%
231 RSP INVESCO EXCHANGE TRADED FD T 8,423.0 $1.6M 0.03% +6K +192.5% $191.93 +5.7%
232 FDN FIRST TR EXCHANGE-TRADED FD 6,905.0 $1.6M 0.03% +2K +38.6% $234.03 +15.5%
233 FMB FIRST TR EXCH TRADED FD III 31,797.0 $1.6M 0.03% +6K +24.1% $50.66 +0.3%
234 BA BOEING CO Industrials 8,082.0 $1.6M 0.03% +3K +64.0% $199.03 +10.8%
235 STAG STAG INDUSTRIAL INC Real Estate 44,564.0 $1.6M 0.03% +3K +6.3% $36.06 +4.7%
236 BAC BANK AMERICA CORP Financial Services 32,889.0 $1.6M 0.03% +600.0 +1.9% $48.75 +2.1%
237 EFA ISHARES TR 16,476.0 $1.6M 0.03% +1K +9.9% $97.13 +5.7%
238 HL HECLA MINING COMPANY Basic Materials 84,767.0 $1.6M 0.03% +8K +10.6% $18.63 -5.3%
239 LDUR PIMCO ETF TR 16,478.0 $1.6M 0.03% +8K +89.4% $95.82 -0.5%
240 CMCSA COMCAST CORP NEW Communication Services 54,775.0 $1.6M 0.03% +1K +2.5% $28.71 -13.2%
Page 12 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%