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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 46 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,107.0 $290K 0.01% $93.32 +3.7%
902 EVT EATON VANCE TAX ADVT DIV INC Financial Services 11,764.0 $289K 0.01% -5K -29.8% $24.55 +5.7%
903 SNOW SNOWFLAKE INC Technology 1,908.0 $288K 0.01% -559.0 -22.7% $150.83 +4.4%
904 WELL WELLTOWER INC Real Estate 1,453.0 $287K 0.01% +127.0 +9.6% $197.71 +8.1%
905 TRV TRAVELERS COMPANIES INC Financial Services 980.0 $286K 0.01% +8.0 +0.8% $291.77 +2.7%
906 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 202,490.0 $283K 0.01% $1.40 +45.7%
907 DRSK ETF SER SOLUTIONS 10,365.0 $283K 0.01% NEW $27.33 +6.3%
908 CIFR CIPHER DIGITAL INC Financial Services 21,874.0 $282K 0.01% NEW $12.87 +48.6%
909 DAL DELTA AIR LINES INC Industrials 4,222.0 $281K 0.01% -1K -20.4% $66.48 +5.6%
910 SVOL SIMPLIFY EXCHANGE TRADED FUN 18,223.0 $280K 0.01% $15.34 +4.4%
911 VOT VANGUARD INDEX FDS 1,086.0 $279K 0.01% -501.0 -31.6% $257.25 +10.5%
912 SNDA SONIDA SENIOR LIVING INC Healthcare 8,659.0 $279K 0.01% NEW $32.25 +17.1%
913 SWX SOUTHWEST GAS HLDGS INC Utilities 3,213.0 $279K 0.01% NEW $86.90 +0.9%
914 NGVT INGEVITY CORP Basic Materials 3,914.0 $279K 0.01% NEW $71.23 -5.1%
915 DNP DNP SELECT INCOME FD INC Financial Services 26,966.0 $278K 0.01% +311.0 +1.2% $10.30 +3.1%
916 SCHK SCHWAB STRATEGIC TR 8,731.0 $274K 0.01% -37K -81.0% $31.33 +13.2%
917 FCX FREEPORT MCMORAN INC Basic Materials 4,640.0 $273K 0.01% NEW $58.78 +7.2%
918 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,450.0 $272K 0.01% -78.0 -3.1% $111.06 +9.3%
919 BJAN INNOVATOR ETFS TRUST 5,081.0 $271K 0.01% +338.0 +7.1% $53.33 +9.0%
920 ELD WISDOMTREE TR 9,724.0 $271K 0.01% +195.0 +2.0% $27.82 +2.9%
Page 46 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%