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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 18 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UBER UBER TECHNOLOGIES INC Technology 11,174.0 $806K 0.01% +1K +13.1% $72.16 +3.5%
342 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,127.0 $800K 0.01% +52.0 +1.7% $255.84 +25.6%
343 GD GENERAL DYNAMICS CORP Industrials 2,253.0 $798K 0.01% +169.0 +8.1% $354.24 +11.1%
344 EPD ENTERPRISE PRODS PARTNERS L Energy 21,636.0 $795K 0.01% +268.0 +1.2% $36.76 +5.1%
345 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,046.0 $791K 0.01% +81.0 +4.1% $386.68 +3.0%
346 EELV INVESCO EXCH TRADED FD TR II 28,109.0 $781K 0.01% +428.0 +1.6% $27.80 +2.4%
347 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 40,673.0 $780K 0.01% +9K +28.9% $19.18 -2.4%
348 VAW VANGUARD WORLD FD 3,395.0 $777K 0.01% +152.0 +4.7% $228.78 +1.3%
349 KR KROGER CO Consumer Defensive 13,807.0 $767K 0.01% +6K +74.4% $55.53 +1.5%
350 IGSB ISHARES TR 14,598.0 $765K 0.01% +1K +9.4% $52.41 -0.5%
351 NVS NOVARTIS AG Healthcare 4,861.0 $762K 0.01% +1K +35.3% $156.73 -1.4%
352 AMT AMERICAN TOWER CORP Real Estate 4,640.0 $759K 0.01% +399.0 +9.4% $163.57 +5.4%
353 SHLD GLOBAL X FDS 12,405.0 $741K 0.01% +901.0 +7.8% $59.71 +16.9%
354 TJX TJX COS INC NEW Consumer Cyclical 4,860.0 $736K 0.01% +506.0 +11.6% $151.51 -0.4%
355 FXU FIRST TR EXCHANGE-TRADED FD 14,880.0 $734K 0.01% +202.0 +1.4% $49.34 -1.4%
356 IWP ISHARES TR 4,995.0 $731K 0.01% +781.0 +18.5% $146.42 -1.4%
357 OEF ISHARES TR 1,985.0 $726K 0.01% +89.0 +4.7% $365.82 +3.5%
358 GSY INVESCO ACTIVELY MANAGED EXC 14,013.0 $703K 0.01% +2K +17.4% $50.15 +0.2%
359 DJUN FIRST TR EXCHNG TRADED FD VI 14,238.0 $702K 0.01% +1K +7.7% $49.28 +1.6%
360 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 52,833.0 $698K 0.01% +760.0 +1.5% $13.22 -3.0%
Page 18 of 26  ·  504 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 32.3%
Financial Services 19.3%
Consumer Cyclical 10.0%
Communication Services 8.3%
Healthcare 7.7%
Industrials 7.2%
Consumer Defensive 4.5%
Basic Materials 3.3%
Energy 2.9%
Utilities 2.4%