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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 17 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 QQQH NEOS ETF TRUST 45,092.0 $2.5M 0.04% +7K +17.8% $55.84 -1.9%
322 WSO WATSCO INC Industrials 6,006.0 $2.5M 0.04% +228.0 +4.0% $416.72 -23.3%
323 XMMO INVESCO EXCHANGE TRADED FD T 14,465.0 $2.5M 0.04% -28K -66.1% $170.14 -6.2%
324 QTEC FIRST TR EXCHANGE-TRADED FD 7,333.0 $2.5M 0.04% -711.0 -8.8% $334.68 -6.3%
325 AG FIRST MAJESTIC SILVER CORP Basic Materials 144,590.0 $2.5M 0.04% -3K -1.7% $16.96 +22.9%
326 ISHARES TR 49,073.0 $2.4M 0.04% +994.0 +2.1% $49.55
327 PANW PALO ALTO NETWORKS INC Technology 7,119.0 $2.4M 0.04% -4K -37.2% $341.00 +5.5%
328 C CITIGROUP INC Financial Services 17,299.0 $2.4M 0.04% $139.96 -5.0%
329 OKE ONEOK INC NEW Energy 27,798.0 $2.4M 0.04% -7K -19.3% $86.94 +10.4%
330 GS GOLDMAN SACHS GROUP INC Financial Services 2,375.0 $2.4M 0.04% -2K -41.5% $1011.41 +1.0%
331 T AT&T INC Communication Services 114,698.0 $2.4M 0.04% -1K -1.2% $20.70 +21.4%
332 CGNG CAPITAL GROUP NEW GEOGRAPHY 63,039.0 $2.4M 0.04% +44K +232.3% $37.46 -2.8%
333 GLW CORNING INC Technology 9,226.0 $2.4M 0.04% +1K +18.0% $255.42 -40.3%
334 WULF TERAWULF INC Financial Services 95,263.0 $2.4M 0.04% -5K -4.9% $24.70 -37.2%
335 TT TRANE TECHNOLOGIES PLC Industrials 4,731.0 $2.3M 0.04% +548.0 +13.1% $491.20 -7.3%
336 RYLD GLOBAL X FDS 144,012.0 $2.3M 0.04% +2K +1.2% $15.99 +2.7%
337 FIRST TR EXCHANGE-TRADED FD 99,073.0 $2.3M 0.04% +30K +43.3% $23.09
338 TGT TARGET CORP Consumer Defensive 17,510.0 $2.3M 0.04% -998.0 -5.4% $130.61 +21.8%
339 AEM AGNICO EAGLE MINES LTD Basic Materials 14,578.0 $2.3M 0.04% +8K +112.2% $155.13 +33.9%
340 ILDR FIRST TR EXCHNG TRADED FD VI 57,415.0 $2.3M 0.04% +33K +133.0% $39.24 -0.2%
Page 17 of 57  ·  1,126 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%