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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 23 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PRU PRUDENTIAL FINL INC Financial Services 3,656.0 $395K 0.01% +190.0 +5.5% $107.92 +16.4%
442 ILF ISHARES TR 11,690.0 $395K 0.01% +421.0 +3.7% $33.75 -0.3%
443 FUMB FIRST TR EXCH TRADED FD III 18,736.0 $376K 0.01% +7K +54.8% $20.06 +0.0%
444 BLACKROCK ETF TRUST II 7,514.0 $374K 0.01% +881.0 +13.3% $49.80
445 EQT EQT CORP Energy 7,033.0 $374K 0.01% +216.0 +3.2% $53.17 +0.8%
446 TRV TRAVELERS COMPANIES INC Financial Services 1,131.0 $374K 0.01% +151.0 +15.4% $330.25 +11.9%
447 WELL WELLTOWER INC Real Estate 1,640.0 $372K 0.01% +187.0 +12.9% $226.90 +4.5%
448 AOM ISHARES TR 7,439.0 $371K 0.01% +48.0 +0.7% $49.89 -0.3%
449 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,570.0 $371K 0.01% +2K +53.5% $81.16 -6.0%
450 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,948.0 $364K 0.01% +41.0 +1.4% $123.42 -4.3%
451 MDLZ MONDELEZ INTL INC Consumer Defensive 6,200.0 $359K 0.01% +620.0 +11.1% $57.84 +8.8%
452 SHEL SHELL PLC Energy 4,622.0 $358K 0.01% +211.0 +4.8% $77.53 +18.8%
453 HOOD ROBINHOOD MKTS INC Financial Services 3,505.0 $351K 0.01% +135.0 +4.0% $100.28 -7.0%
454 GNRC GENERAC HLDGS INC Industrials 1,193.0 $349K 0.01% +15.0 +1.3% $292.81 -26.7%
455 TEL TE CONNECTIVITY PLC Technology 1,726.0 $348K 0.01% +178.0 +11.5% $201.65 +4.2%
456 ED CONSOLIDATED EDISON INC Utilities 3,145.0 $348K 0.01% +136.0 +4.5% $110.63 -0.8%
457 CVNA CARVANA CO Consumer Cyclical 5,267.0 $347K 0.01% +4K +447.5% $65.82 +4.5%
458 RLY SSGA ACTIVE ETF TR 10,007.0 $345K 0.01% +3K +41.1% $34.51 +7.4%
459 VOT VANGUARD INDEX FDS 1,123.0 $344K 0.01% +37.0 +3.4% $306.24 +1.0%
460 ASTS AST SPACEMOBILE INC Technology 3,867.0 $344K 0.01% +783.0 +25.4% $88.86 -24.7%
Page 23 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%