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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 17 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RIO RIO TINTO PLC Basic Materials 23,559.0 $2.2M 0.04% +3K +12.9% $93.29 +8.8%
322 BAI BLACKROCK ETF TRUST 65,892.0 $2.2M 0.04% +8K +14.2% $32.95 +37.7%
323 EEM ISHARES TR 38,226.0 $2.2M 0.04% -19K -33.6% $56.79 +14.0%
324 AFLG FIRST TR EXCHNG TRADED FD VI 55,735.0 $2.1M 0.04% +14K +33.8% $38.57 +11.2%
325 XLP SELECT SECTOR SPDR TR 26,132.0 $2.1M 0.04% +13K +97.9% $81.98 +5.1%
326 FTSL FIRST TR EXCHANGE-TRADED FD 47,705.0 $2.1M 0.04% -9K -15.2% $44.80 +0.7%
327 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,208.0 $2.1M 0.04% +1K +4.2% $60.65 -4.4%
328 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 96,304.0 $2.1M 0.04% +8K +8.5% $22.15 +22.4%
329 RYLD GLOBAL X FDS 142,359.0 $2.1M 0.04% +867.0 +0.6% $14.95 +2.6%
330 WSO WATSCO INC Industrials 5,778.0 $2.1M 0.04% +964.0 +20.0% $363.79 +6.5%
331 FDT FIRST TR EXCH TRD ALPHDX FD 23,771.0 $2.1M 0.04% +16K +224.2% $86.93 +9.8%
332 FMHI FIRST TR EXCH TRADED FD III 42,740.0 $2.0M 0.04% +8K +23.5% $47.54 +0.0%
333 EME EMCOR GROUP INC Industrials 2,750.0 $2.0M 0.04% -17.0 -0.6% $738.19 +16.7%
334 QGRW WISDOMTREE TR 37,566.0 $2.0M 0.04% $53.43 +20.6%
335 MTGP WISDOMTREE TR 45,397.0 $2.0M 0.04% +1K +2.9% $44.20 -0.9%
336 TEM TEMPUS AI INC Healthcare 44,267.0 $2.0M 0.04% +3K +6.1% $45.22 -2.0%
337 MCK MCKESSON CORP Healthcare 2,303.0 $2.0M 0.04% +482.0 +26.5% $865.22 -10.6%
338 FTA FIRST TR EXCHANGE-TRADED ALP 21,572.0 $2.0M 0.04% +17K +393.5% $92.35 +0.9%
339 AMLP ALPS ETF TR 37,607.0 $2.0M 0.04% -5K -11.2% $52.64 +3.8%
340 C CITIGROUP INC Financial Services 17,339.0 $2.0M 0.04% -2K -11.6% $113.41 +6.6%
Page 17 of 52  ·  1,037 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%