RFG ADVISORY, LLC Top 13F Holdings - WhaleWisdom.com

RFG ADVISORY, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

RFG Advisory is based out of Birmingham. RFG Advisory is a large advisory firm with 11122 clients and discretionary assets under management (AUM) of $3,859,253,984 (Form ADV …

whalewisdom.com

RFG HOLDINGS, INC. Top 13F Holdings - WhaleWisdom.com

3 weeks from now

RFG Holdings is based out of Argyle. RFG Holdings is a large advisory firm with 354 clients and discretionary assets under management (AUM) of $273,144,878 (Form ADV from 2024-07 …

whalewisdom.com

RFG Advisory, LLC 13F Filings

3 weeks from now

RFG Advisory, LLC reported 645 holdings with total value $2.57 B as of Q4 2023. Top holdings included PRF, SPYG, BND, FBND, and DFAX

13f.info

RFG Advisory LLC Grows Stake In Wells Fargo & Company …

3 weeks from now

Jan 25, 2025  · RFG Advisory LLC raised its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 45.5% during the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com

RFG Advisory LLC Has $12.81 Million Position In Alphabet

3 weeks from now

3 days ago  · RFG Advisory LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 8.2% in the fourth quarter, according to its most recent 13F filing with the …

marketbeat.com

RIDGELINE WEALTH PLANNING, LLC Top 13F Holdings

3 weeks from now

Ridgeline Wealth Planning is a large advisory firm with 336 clients and discretionary assets under management (AUM) of $147,306,359 (Form ADV from 2024-11-22). Their last reported 13F …

whalewisdom.com

MFG WEALTH MANAGEMENT, INC. Top 13F Holdings

3 weeks from now

Dec 31, 2024  · MFG Wealth Management is a registered investment advisory firm with 320 clients and discretionary assets under management (AUM) of $106,600,000 (Form ADV from 2024 …

whalewisdom.com

CENTERPOINT ADVISORY GROUP Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Centerpoint Advisory Group is based out of Overland Park. Their last reported 13F filing for Q4 2024 included $103,391,632 in managed 13F securities and a top 10 holdings …

whalewisdom.com

SAGE ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Sep 30, 2024  · Sage Advisors is based out of Boulder. Sage Advisors is a large advisory firm with 162 clients and discretionary assets under management (AUM) of $147,676,822 (Form ADV …

whalewisdom.com

BXM WEALTH LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Dec 31, 2024  · BXM Wealth is a large advisory firm with 38 clients and discretionary assets under management (AUM) of $100,478,440 (Form ADV from 2025-01-18). Their last reported 13F …

whalewisdom.com