Fund Holdings — RFG Advisory, LLC

Total Portfolio Value
$4.84B
Total Bought
$944.17M
Total Sold
$383.84M
Net Transaction
+$560.32M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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EXCHANGE TRADED CONCEPTS TRU10,788,18913,083,139+2,294,950279,602361,1507.47%+81,548
EXCHANGE TRADED CONCEPTS TRU10,444,88813,528,281+3,083,393263,637345,1067.14%+81,469
EXCHANGE TRADED CONCEPTS TRU7,238,4408,796,275+1,557,835187,450241,0184.98%+53,568
EXCHANGE TRADED CONCEPTS TRU6,558,6407,830,988+1,272,348170,618219,6594.54%+49,041
EXCHANGE TRADED CONCEPTS TRU5,417,1916,425,743+1,008,552142,245184,2263.81%+41,981
EXCHANGE TRADED CONCEPTS TRU5,390,7266,615,045+1,224,319138,703179,5323.71%+40,829
ISHARES TR21,263325,910+304,6471,14732,8190.68%+31,672
EXCHANGE TRADED CONCEPTS TRU3,467,3354,674,960+1,207,62587,062118,1832.44%+31,121
EXCHANGE TRADED CONCEPTS TRU3,524,3794,653,808+1,129,42989,343120,2542.49%+30,911
INVESCO EXCH TRADED FD TR II13,557494,956+481,39969526,7230.55%+26,028
EXCHANGE TRADED CONCEPTS TRU2,343,2173,287,646+944,42958,97283,5491.73%+24,576
SERVICE CORP INTL(SCI)88,500351,275+262,7757,20429,2330.60%+22,029
INVESCO EXCH TRADED FD TR II21,263126,354+105,0911,14715,2960.32%+14,150
VANGUARD INDEX FDS42,20261,158+18,95618,50129,3320.61%+10,831
STRATEGY INC(MSTR)63831,809+31,17125810,2490.21%+9,991
TIDAL TRUST I539,483967,424+427,9419,82917,8780.37%+8,049
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
57,408158,195+100,7874,09111,5940.24%+7,503
SPDR INDEX SHS FDS
ST PORT MARK ETF
144,182290,015+145,8336,16213,5760.28%+7,413
SPDR SERIES TRUST
ST STR P500VAL
71,739200,153+128,4143,75511,0740.23%+7,320
BLACKROCK ETF TRUST
ISHARES US EQUIT
131,324243,705+112,3817,15214,4270.30%+7,275
SCHWAB STRATEGIC TR103,527379,089+275,5622,2888,8250.18%+6,537
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
091,710+91,71006,5210.13%+6,521
PACER FDS TR
US LRG CP CASH
0178,921+178,92106,4950.13%+6,495
APPLE INC(AAPL)214,907196,937-17,97044,09350,1461.04%+6,053
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,10584,754+63,6491,7237,3910.15%+5,668
ISHARES TR
FUTU EXPO TE ETF
3,12280,942+77,8202045,8230.12%+5,619
SPDR SERIES TRUST
ST STR BACKE ETF
32,881280,679+247,7987276,2980.13%+5,572
PUTNAM ETF TRUST280,726388,065+107,33911,29416,5780.34%+5,285
SP FUNDS TRUST
S&P WORLD EX US
189,963364,359+174,3964,6379,7100.20%+5,073
VANGUARD INTL EQUITY INDEX F107,656191,300+83,6445,32510,3650.21%+5,040
PIMCO ETF TR
MULTISECTOR BD
81,095259,473+178,3782,1526,9640.14%+4,812
WARNER BROS DISCOVERY INC(WBD)66,888276,769+209,8817675,4050.11%+4,639
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
22,53779,164+56,6271,5335,8240.12%+4,291
ISHARES TR078,217+78,21704,2310.09%+4,231
ISHARES TR2,68723,164+20,4775224,7160.10%+4,194
NVIDIA CORPORATION(NVDA)268,244249,399-18,84542,38046,5330.96%+4,153
INVESCO QQQ TR57,62459,676+2,05231,78835,8270.74%+4,040
CAPITAL GROUP CORE BALANCED
SHS
82,545194,736+112,1912,7606,7610.14%+4,001
ALPHABET INC(GOOG)73,59869,035-4,56312,97016,7820.35%+3,812
TESLA INC(TSLA)15,78719,209+3,4225,0158,5430.18%+3,528
SEMLER SCIENTIFIC INC0114,714+114,71403,4410.07%+3,441
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
30,56667,606+37,0402,6056,0420.12%+3,437
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
43,81168,084+24,2734,7848,2040.17%+3,420
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,67127,199+24,5283443,6780.08%+3,335
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
031,117+31,11703,2660.07%+3,266
SPDR SERIES TRUST
SP KENSHO NEWEC
052,363+52,36303,2600.07%+3,260
ISHARES TR68,08387,068+18,9857,44110,3460.21%+2,906
SPDR INDEX SHS FDS
ST STR PO EX ETF
369,949417,705+47,75614,97917,8740.37%+2,894
INTERNATIONAL BUSINESS MACHS(IBM)20,81631,739+10,9236,1368,9560.19%+2,819
ABRDN ETFS081,888+81,88802,8140.06%+2,814
ISHARES TR80,637107,857+27,2207,99910,8130.22%+2,813
SELECT SECTOR SPDR TR
ST STR SVC ETF
102,917117,545+14,62811,17013,9140.29%+2,744
VANGUARD INDEX FDS39,43140,941+1,51022,39825,0720.52%+2,674
ISHARES TR
CORE INTL AGGR
26,68877,785+51,0971,3633,9850.08%+2,621
MICROSOFT CORP(MSFT)60,09862,674+2,57629,89332,4620.67%+2,568
COREWEAVE INC(CRWV)018,600+18,60002,5450.05%+2,545
FIRST TR EXCHANGE-TRADED FD162,183213,904+51,7216,7919,2860.19%+2,495
FIDELITY COVINGTON TRUST239,964262,089+22,12511,57614,0640.29%+2,488
NEWMONT CORP(NEM)25,49446,510+21,0161,4853,9210.08%+2,436
ALPHABET INC(GOOG)33,88634,608+7226,0118,4290.17%+2,418
ISHARES TR11,61732,648+21,0311,2733,6390.08%+2,366
SCHWAB STRATEGIC TR21,77798,081+76,3046112,9070.06%+2,296
ISHARES ETHEREUM TR(ETHA)47,30496,247+48,9439023,0330.06%+2,131
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
132,224192,106+59,8824,2066,3340.13%+2,128
GOLDMAN SACHS ETF TR115,855124,075+8,22014,06216,1640.33%+2,102
VANGUARD STAR FDS3,55131,914+28,3632452,3440.05%+2,099
COEUR MNG INC(CDE)0108,847+108,84702,0420.04%+2,042
SCHWAB STRATEGIC TR062,011+62,01101,9920.04%+1,992
ISHARES TR6,87912,265+5,3862,0944,0820.08%+1,989
COMPANIA DE MINAS BUENAVENTU(BVN)081,679+81,67901,9870.04%+1,987
ISHARES TR32,16533,366+1,20113,65615,6290.32%+1,973
GE AEROSPACE(GE)14,38418,815+4,4313,7025,6600.12%+1,958
FIDELITY COVINGTON TRUST349,227391,942+42,7159,49511,4490.24%+1,953
GOLD FIELDS LTD(GFI)044,488+44,48801,8670.04%+1,867
NEW GOLD INC CDA0255,358+255,35801,8330.04%+1,833
VANGUARD INDEX FDS27,57331,793+4,2207,6369,4620.20%+1,826
PAN AMERN SILVER CORP(PAAS)9,74954,105+44,3562772,0950.04%+1,819
WISDOMTREE TR(WT)89,522105,370+15,8487,3539,1700.19%+1,817
SCHWAB STRATEGIC TR084,008+84,00801,8120.04%+1,812
ANGLOGOLD ASHANTI PLC(AU)025,486+25,48601,7920.04%+1,792
CAMECO CORP(CCJ)021,300+21,30001,7860.04%+1,786
KINROSS GOLD CORP(KGC)071,791+71,79101,7840.04%+1,784
SAMSARA INC(IOT)16,57764,704+48,1276592,4100.05%+1,751
PALANTIR TECHNOLOGIES INC(PLTR)20,80125,076+4,2752,8364,5740.09%+1,739
FIDELITY COVINGTON TRUST
ENHANCED INTL
249,502283,403+33,9018,2989,9980.21%+1,700
ORACLE CORP(ORCL)24,06724,585+5185,2626,9140.14%+1,653
VIPER ENERGY INC(VNOM)043,161+43,16101,6500.03%+1,650
VANGUARD INDEX FDS07,474+7,47401,5650.03%+1,565
BOOKING HOLDINGS INC(BKNG)180481+3011,0412,5970.05%+1,557
ISHARES TR37,41451,319+13,9053,9095,4650.11%+1,556
NETFLIX INC(NFLX)7,6709,824+2,15410,27111,7780.24%+1,507
FIDELITY COVINGTON TRUST028,663+28,66301,4920.03%+1,492
ABBVIE INC(ABBV)40,82439,110-1,7147,5789,0560.19%+1,478
NEOS ETF TRUST
NASDAQ 100 HIGH
62,13986,479+24,3403,2324,6870.10%+1,455
SCHWAB STRATEGIC TR043,446+43,44601,4500.03%+1,450
NEOS ETF TRUST
NEOS S&P 500 HI
38,67564,834+26,1591,9463,3910.07%+1,445
VIKING THERAPEUTICS INC(VKTX)65,039120,214+55,1751,7243,1590.07%+1,436
SPDR SERIES TRUST
ST STR SP600 SML
114,784135,436+20,6524,8906,2730.13%+1,384
SPDR GOLD TR(GLD)14,55416,367+1,8134,4365,8180.12%+1,382
ABRDN SILVER ETF TRUST030,707+30,70701,3660.03%+1,366
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RFG Advisory, LLC — 13F Holdings — Q3 2025 | TickerTrail