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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 7 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RING ISHARES INC 21,337.0 $1.7M 0.03% -1K -6.2% $78.98 -3.9%
122 BLACKROCK ETF TRUST 23,997.0 $1.7M 0.03% -3K -9.9% $70.14
123 DVN DEVON ENERGY CORP NEW Energy 33,196.0 $1.7M 0.03% -1K -3.0% $50.32 -1.6%
124 BKNG BOOKING HOLDINGS INC Consumer Cyclical 388.0 $1.6M 0.03% -139.0 -26.4% $4210.76 -96.3%
125 XLRE SELECT SECTOR SPDR TR 39,990.0 $1.6M 0.03% -3K -8.0% $40.83 +7.2%
126 VXF VANGUARD INDEX FDS 7,927.0 $1.6M 0.03% -141.0 -1.8% $205.79 +8.8%
127 LOW LOWES COS INC Consumer Cyclical 6,827.0 $1.6M 0.03% -438.0 -6.0% $236.29 -7.6%
128 URI UNITED RENTALS INC Industrials 2,205.0 $1.6M 0.03% -492.0 -18.2% $728.58 +31.9%
129 UPS UNITED PARCEL SVCS INC Industrials 16,025.0 $1.6M 0.03% -19K -54.5% $98.38 +0.6%
130 MPWR MONOLITHIC PWR SYS INC Technology 1,436.0 $1.6M 0.03% -938.0 -39.5% $1093.13 +41.8%
131 UNH UNITEDHEALTH GROUP INC Healthcare 5,741.0 $1.6M 0.03% -458.0 -7.4% $270.59 +45.6%
132 AES AES CORP Utilities 109,510.0 $1.5M 0.03% -1K -1.2% $14.09 +3.1%
133 IEF ISHARES TR 16,083.0 $1.5M 0.03% -203K -92.6% $95.44 -2.1%
134 OHI OMEGA HEALTHCARE INVS INC Real Estate 34,780.0 $1.5M 0.03% -454.0 -1.3% $43.82 +8.0%
135 SIVR ABRDN SILVER ETF TRUST Financial Services 21,259.0 $1.5M 0.03% -11K -33.1% $71.61 +2.7%
136 DUK DUKE ENERGY CORP NEW Utilities 11,588.0 $1.5M 0.03% -3K -20.2% $130.94 -7.6%
137 SOXX ISHARES TR 4,586.0 $1.5M 0.03% -3K -42.7% $328.64 +50.9%
138 SUSC ISHARES TR 63,940.0 $1.5M 0.03% -804.0 -1.2% $23.14 -1.0%
139 JXN JACKSON FINANCIAL INC Financial Services 13,907.0 $1.5M 0.03% -5K -24.7% $105.72 +3.9%
140 IAGG ISHARES TR 29,192.0 $1.5M 0.03% -7K -19.2% $50.04 -0.5%
Page 7 of 18  ·  342 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%