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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 33 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WMB WILLIAMS COS INC Energy 9,758.0 $710K 0.01% $72.78 +6.7%
642 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,075.0 $710K 0.01% +2K +223.3% $230.92 -6.9%
643 LNG CHENIERE ENERGY INC Energy 2,491.0 $707K 0.01% -202.0 -7.5% $283.73 -12.7%
644 IGSB ISHARES TR 13,338.0 $701K 0.01% +183.0 +1.4% $52.56 -0.7%
645 ZAP GLOBAL X FDS 21,763.0 $700K 0.01% NEW $32.16 +2.7%
646 TPHD TIMOTHY PLAN 16,828.0 $696K 0.01% +2K +13.6% $41.36 -0.0%
647 TJX TJX COS INC NEW Consumer Cyclical 4,354.0 $695K 0.01% +889.0 +25.7% $159.71 -5.9%
648 FIRST TR EXCHNG TRADED FD VI 23,370.0 $688K 0.01% NEW $29.43
649 CATH GLOBAL X FDS 8,780.0 $686K 0.01% $78.15 +12.5%
650 ADME ETF SER SOLUTIONS 13,875.0 $686K 0.01% NEW $49.43 +11.1%
651 XCEM COLUMBIA ETF TR II 16,804.0 $686K 0.01% -1K -6.8% $40.81 +16.8%
652 VOE VANGUARD INDEX FDS 3,696.0 $681K 0.01% -721.0 -16.3% $184.28 +3.7%
653 RWK INVESCO EXCH TRADED FD TR II 5,289.0 $678K 0.01% NEW $128.26 +5.6%
654 SDY SPDR SERIES TRUST 4,626.0 $675K 0.01% $145.95 +1.2%
655 PBE INVESCO EXCHANGE TRADED FD T 8,510.0 $674K 0.01% +55.0 +0.7% $79.18 +1.8%
656 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 52,073.0 $673K 0.01% -1K -2.2% $12.93 -1.7%
657 CCJ CAMECO CORP Energy 6,174.0 $671K 0.01% NEW $108.61 -4.7%
658 GEV GE VERNOVA INC Utilities 759.0 $662K 0.01% +125.0 +19.7% $872.36 +16.0%
659 DHR DANAHER CORP DEL Healthcare 3,477.0 $659K 0.01% -2K -33.7% $189.62 -13.6%
660 CME CME GROUP INC Financial Services 2,218.0 $655K 0.01% -2K -48.2% $295.42 +2.4%
Page 33 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%