Long-term investor
Rfg Advisory, LLC @rfgadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633387).
Record
- Tracked since 2025-06-30 (449 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.7% · 1 year n/a · all +0.1%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 301505384 · 8.9% · long · since 2025-06-30
- 301505368 · 7.5% · long · since 2025-06-30
- 301505376 · 6.3% · long · since 2025-06-30
- 301505426 · 5.2% · long · since 2025-06-30
- 301505392 · 4.3% · long · since 2025-06-30
- 301505418 · 4.3% · long · since 2025-06-30
- 301505350 · 2.6% · long · since 2025-06-30
- 301505343 · 2.6% · long · since 2025-06-30
- 301505335 · 1.6% · long · since 2025-06-30
- AAPL · 1.1% · long · since 2025-06-30
- 78464A409 · 1.0% · long · since 2025-06-30
- 46137V613 · 0.9% · long · since 2025-06-30