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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.3B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 10 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ESGU ISHARES TR 28,089.0 $4.2M 0.08% NEW $148.98 +7.9%
182 NEBIUS GROUP N.V. 49,387.0 $4.1M 0.08% NEW $83.70
183 JEPI J P MORGAN EXCHANGE TRADED F 72,130.0 $4.1M 0.08% NEW $57.24 -2.4%
184 NEE NEXTERA ENERGY INC Utilities 51,275.0 $4.1M 0.08% NEW $80.28 +19.2%
185 JBND J P MORGAN EXCHANGE TRADED F 75,883.0 $4.1M 0.08% NEW $54.07 -2.0%
186 FREL FIDELITY COVINGTON TRUST 152,564.0 $4.1M 0.08% NEW $26.89 +6.0%
187 JANT AIM ETF PRODUCTS TRUST 99,417.0 $4.1M 0.08% NEW $41.24 +5.3%
188 COF CAPITAL ONE FINL CORP Financial Services 16,899.0 $4.1M 0.08% NEW $242.36 -23.3%
189 XMMO INVESCO EXCHANGE TRADED FD T 29,579.0 $4.1M 0.08% NEW $138.46 +18.3%
190 AMGN AMGEN INC Healthcare 12,501.0 $4.1M 0.08% NEW $327.30 -0.3%
191 SPYI NEOS ETF TRUST 77,081.0 $4.0M 0.08% NEW $52.53 +1.9%
192 CGMS CAPITAL GRP FIXED INCM ETF T 144,372.0 $4.0M 0.07% NEW $27.62 -1.0%
193 JNJ JOHNSON & JOHNSON Healthcare 19,091.0 $4.0M 0.07% NEW $206.95 +11.5%
194 NEM NEWMONT CORP Basic Materials 39,516.0 $3.9M 0.07% NEW $99.85 +16.5%
195 JNK SPDR SERIES TRUST 40,514.0 $3.9M 0.07% NEW $97.21 -1.5%
196 NVTS NAVITAS SEMICONDUCTOR CORP Technology 545,315.0 $3.9M 0.07% NEW $7.14 +212.6%
197 XMHQ INVESCO EXCHANGE TRADED FD T 37,536.0 $3.8M 0.07% NEW $102.42 +4.7%
198 AVUV AMERICAN CENTY ETF TR 37,529.0 $3.8M 0.07% NEW $101.98 +15.0%
199 VZ VERIZON COMMUNICATIONS INC Communication Services 93,775.0 $3.8M 0.07% NEW $40.73 +15.5%
200 AIRR FIRST TR EXCHANGE TRADED FD 38,811.0 $3.8M 0.07% NEW $98.32 +29.9%
Page 10 of 49  ·  980 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 27.3%
Financial Services 20.5%
Consumer Cyclical 11.6%
Healthcare 9.0%
Communication Services 8.5%
Industrials 6.7%
Consumer Defensive 5.1%
Basic Materials 3.3%
Energy 3.0%
Utilities 2.9%