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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 45 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TRV TRAVELERS COMPANIES INC Financial Services 1,131.0 $374K 0.01% +151.0 +15.4% $330.25 +11.4%
882 WELL WELLTOWER INC Real Estate 1,640.0 $372K 0.01% +187.0 +12.9% $226.90 +3.8%
883 DBMF LITMAN GREGORY FDS TR 12,149.0 $372K 0.01% -12K -48.9% $30.61 +2.2%
884 AOM ISHARES TR 7,439.0 $371K 0.01% +48.0 +0.7% $49.89 -0.5%
885 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,570.0 $371K 0.01% +2K +53.5% $81.16 -6.9%
886 GARP ISHARES TR 4,461.0 $368K 0.01% -902.0 -16.8% $82.55 +0.7%
887 BLES NORTHERN LTS FD TR IV 7,701.0 $367K 0.01% -3K -26.6% $47.69 +3.9%
888 CEF SPROTT ASSET MANAGEMENT LP Financial Services 9,100.0 $366K 0.01% $40.23 +8.8%
889 AMP AMERIPRISE FINL INC Financial Services 796.0 $365K 0.01% -3K -79.9% $458.88 +22.5%
890 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,948.0 $364K 0.01% +41.0 +1.4% $123.42 -4.8%
891 FNDF SCHWAB STRATEGIC TR 6,884.0 $363K 0.01% $52.76 +4.1%
892 CEFA GLOBAL X FDS 9,134.0 $363K 0.01% $39.69 +3.9%
893 NRGV ENERGY VAULT HOLDINGS INC Utilities 76,828.0 $362K 0.01% -16K -17.2% $4.71 -22.5%
894 MDLZ MONDELEZ INTL INC Consumer Defensive 6,200.0 $359K 0.01% +620.0 +11.1% $57.84 +8.3%
895 SHEL SHELL PLC Energy 4,622.0 $358K 0.01% +211.0 +4.8% $77.53 +18.7%
896 VTHR VANGUARD SCOTTSDALE FDS 1,078.0 $357K 0.01% NEW $331.34 +2.4%
897 WBD WARNER BROS DISCOVERY INC Communication Services 13,251.0 $353K 0.01% NEW $26.66 +6.8%
898 FEP FIRST TR EXCH TRD ALPHDX FD 6,188.0 $353K 0.01% -184.0 -2.9% $57.05 +4.7%
899 HOOD ROBINHOOD MKTS INC Financial Services 3,505.0 $351K 0.01% +135.0 +4.0% $100.28 -8.7%
900 SLB SLB LIMITED Energy 7,557.0 $351K 0.01% NEW $46.49 +14.5%
Page 45 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%