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RFP Financial Group

Latest statistics and disclosures from RFP Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQE, RSP, AAPL, IVV, SPTI, and represent 41.68% of RFP Financial Group's stock portfolio.
Added to shares of these 10 stocks: RSP (+$24M), SPTI (+$12M), IVV, MUB, SCHO, BankUnited, AGG, IJH, IXUS, US Bank.
Started 32 new stock positions in AMKR, SII, FWONK, XXII, RSP, Us Treasury Bill24, Ampio Pharmaceuticals, West Bank, BATRK, IAGG.
Reduced shares in these 10 stocks: QQQE (-$23M), STIP (-$8.6M), VTES, United States Treasury Bills Bill, External Holdings product : RE2755016, United States Treasury Bills, United States Treasury Bills Bill, United States Treasury Bills Bill, Raymond James Bank, AAPL.
Sold out of its positions in Amerisourcebergen Corporation Com Usd0.01, Ampio Pharmaceuticals, GOLD, Baron Fifth Avenue Growth Retail Cl Fund N/l, Baron Discovery Fund Retail Cl N/l, Baron Real Estate Fund mf, Baron Wealthbuilder Fund Retail Cl N/l, Ncr Corp, BHF, CRH.
RFP Financial Group was a net seller of stock by $-8.9M.
RFP Financial Group has $227M in assets under management (AUM), dropping by -7.34%.
Central Index Key (CIK): 0001956564

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Portfolio Holdings for RFP Financial Group

RFP Financial Group holds 911 positions in its portfolio as reported in the September 2023 quarterly 13F filing

RFP Financial Group has 911 total positions. Only the first 250 positions are shown.

Sign up to view all of the RFP Financial Group Sept. 30, 2023 positions
Download the RFP Financial Group September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Direxion Nasdaq-100 Equal Weighted Index Shares Qqqe (QQQE)	12.5	$28M	-44%	379k	74.77	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt RSP (RSP)	10.6	$24M	NEW	170k	141.69	View chart
Apple Aapl (AAPL)	7.4	$17M	-3%	98k	171.22	View chart
Ishares Core S&p 500 Etf Ivv (IVV)	5.9	$14M	+7%	31k	429.42	View chart
Spdr Ser Tr Portfli Intrmdit Spti (SPTI)	5.3	$12M	NEW	439k	27.53	View chart
Ishares Core Us Aggregate Bond Etf Agg (AGG)	4.9	$11M	+4%	119k	94.04	View chart
Ishares Tr Core Msci Ixus (IXUS)	4.1	$9.3M	+3%	156k	59.99	View chart
Ishares National Muni Bond Etf Mub (MUB)	3.1	$7.0M	+10%	68k	102.54	View chart
Microsoft Corp MSFT (MSFT)	2.7	$6.2M	-4%	20k	315.69	View chart
Ishares Core S&p Mid-cap Etf Ijh (IJH)	2.5	$5.8M	+5%	23k	249.35	View chart
Home Depot HD (HD)	2.1	$4.7M	-4%	16k	301.61	View chart
Coca-cola Ko (KO)	2.0	$4.6M	-3%	82k	55.98	View chart
Ishares Trust Global Reit Etf Reet (REET)	1.7	$3.8M	+5%	181k	21.17	View chart
Ishares Core S&p Small-cap E Ijr (IJR)	1.2	$2.8M	+6%	30k	94.33	View chart
Raymond James Bank Rjbni	1.2	$2.7M	-17%	2.7M	1.00	View chart
Johnson &johnson Com Usd1.00 JNJ (JNJ)	1.1	$2.5M	-7%	16k	155.79	View chart
Vanguard Index Fds Vanguard Stk Mkt Etf Vti (VTI)	1.0	$2.3M		11k	212.40	View chart
Ishares Core S&p Us Stock Market Etf Itot (ITOT)	1.0	$2.3M		24k	94.19	View chart
Ishares Tr Msci Acwi Etf Acwi (ACWI)	1.0	$2.2M	+2%	24k	92.37	View chart
Vanguard Bd Index Fds Bnd Mrkt BND (BND)	1.0	$2.2M	-2%	31k	69.78	View chart
Alphabet Inc Cap Stk Cl C Goog (GOOG)	0.8	$1.9M		15k	131.82	View chart
Walmart WMT (WMT)	0.8	$1.8M	-3%	11k	159.94	View chart
Amazon.com Amzn (AMZN)	0.7	$1.6M		12k	127.13	View chart
Exxon Mobil Corp Xom (XOM)	0.7	$1.5M		13k	117.60	View chart
Genuine Parts Company GPC (GPC)	0.6	$1.4M		10k	144.38	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B BRKB (BRK.B)	0.6	$1.4M	-2%	4.1k	350.30	View chart
Vanguard International Stock Index Fund Vxus (VXUS)	0.6	$1.4M		26k	53.52	View chart
Southern So (SO)	0.6	$1.4M	-6%	21k	64.72	View chart
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)	0.6	$1.3M		4.7k	266.01	View chart
Costco Wholesale Corp Com Usd0.01 Cost (COST)	0.5	$1.2M	-26%	2.1k	563.18	View chart
Chevron Corp CVX (CVX)	0.5	$1.2M	-16%	6.9k	168.62	View chart
Ishares Russell 1000 Value Etf Iwd (IWD)	0.5	$1.2M		7.6k	151.82	View chart
Jpmorgan Chase & Co JPM (JPM)	0.5	$1.1M	-3%	7.9k	145.02	View chart
Pepsico Pep (PEP)	0.5	$1.1M		6.6k	170.59	View chart
Global Payments GPN (GPN)	0.5	$1.1M		9.2k	115.40	View chart
Procter And Gamble PG (PG)	0.5	$1.1M		7.2k	145.86	View chart
Caterpillar Cat (CAT)	0.5	$1.0M	-6%	3.8k	273.03	View chart
Cisco Systems Csco (CSCO)	0.4	$1.0M	-10%	19k	53.80	View chart
Unitedhealth Group Unh (UNH)	0.4	$1.0M	-2%	2.0k	503.56	View chart
Merck &co MRK (MRK)	0.4	$983k		9.6k	102.92	View chart
Visa V (V)	0.4	$912k		4.0k	229.95	View chart
Vanguard Short-term Tax Exempt Bd Etf Vtes (VTES)	0.4	$875k	-80%	8.9k	98.77	View chart
Alphabet Inc Cap Stk Cl A Googl (GOOGL)	0.3	$781k		6.0k	130.82	View chart
Vanguard Index Funds S&p 500 Etf Usd Voo (VOO)	0.3	$750k	-20%	1.9k	392.78	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Spy (SPY)	0.3	$748k		1.8k	427.54	View chart
Truist Finl Corp TFC (TFC)	0.3	$743k	-13%	26k	28.61	View chart
Eli Lilly &co Lly (LLY)	0.3	$685k	-3%	1.3k	536.95	View chart
American Express Co Com Usd0.20 Axp (AXP)	0.3	$657k		4.4k	149.19	View chart
Schwab Short Term Us Scho (SCHO)	0.3	$601k	+8669%	13k	47.89	View chart
Ishares 0-5 Year Tips Stip (STIP)	0.2	$568k	-93%	5.9k	96.92	View chart
BankUnited 1bnkun	0.2	$558k	+723%	558k	1.00	View chart
Ishares Tr Core Usd Iusb (IUSB)	0.2	$555k		13k	43.72	View chart
Ishares Russell 2000 Etf Iwm (IWM)	0.2	$549k		3.1k	176.73	View chart
Pfizer Pfe (PFE)	0.2	$529k	-10%	16k	33.15	View chart
Nvidia Corporation Nvda (NVDA)	0.2	$515k	+9%	1.2k	434.99	View chart
Vanguard Charlotte Fds Intl Bd Etf BNDX (BNDX)	0.2	$502k		11k	47.83	View chart
Philip Morris International PM (PM)	0.2	$482k	-2%	5.2k	92.65	View chart
Automatic Data Processing Inc Com Usd0.10 Adp (ADP)	0.2	$440k		1.8k	240.50	View chart
Vanguard Small-cap Value Etf VBR (VBR)	0.2	$437k		2.7k	159.49	View chart
Comcast Corp Cmcsa (CMCSA)	0.2	$426k	-2%	9.6k	44.34	View chart
Fimm Government Portfolio Money Market Instl Cl M/m FRGXX	0.2	$418k	-21%	418k	1.00	View chart
Disney Walt Dis (DIS)	0.2	$417k	+5%	5.1k	81.06	View chart
TriState Capital Bank 1TRSTT	0.2	$405k	-16%	405k	1.00	View chart
Tesla Tsla (TSLA)	0.2	$395k		1.6k	250.25	View chart
Cf Industries Holdings Inc Com Usd0.01 CF (CF)	0.2	$359k		4.2k	85.74	View chart
Cvs Health Corporation Com Usd0.01 CVS (CVS)	0.2	$345k		4.9k	69.81	View chart
Alerian Mlp Etf Amlp (AMLP)	0.1	$338k		8.0k	42.20	View chart
Meta Platforms Inc Class A Meta (META)	0.1	$331k		1.1k	300.15	View chart
Novartis NVS (NVS)	0.1	$324k		3.2k	101.86	View chart
Gallagher Arthur J & Company Ajg (AJG)	0.1	$319k		1.4k	227.93	View chart
Schwab Treasury Oblig Mo Snoxx	0.1	$318k	-31%	318k	1.00	View chart
US Bank 1usbkl	0.1	$306k	+224%	306k	1.00	View chart
Deere & Co De (DE)	0.1	$306k		812.00	377.36	View chart
Oracle Corp Orcl (ORCL)	0.1	$295k		2.8k	105.92	View chart
Blackstone Real Estate BLK (BSTT)	0.1	$290k		20k	14.89	View chart
Yum! Brands Yum (YUM)	0.1	$282k		2.3k	124.93	View chart
Intel Corp Com Usd0.001 Intc (INTC)	0.1	$281k		7.9k	35.58	View chart
Altria Group Mo (MO)	0.1	$277k	-2%	6.6k	42.05	View chart
Blackrock Inc Com Usd0.01 BLK (BLK)	0.1	$274k		424.00	646.44	View chart
American Express National Bank Amenb	0.1	$266k		266k	1.00	View chart
Synovus Financial Corp Com Usd1.00 SNV (SNV)	0.1	$256k		9.2k	27.80	View chart
Lockheed Martin Corp Com Usd1.00 LMT (LMT)	0.1	$238k		581.00	409.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Vteb (VTEB)	0.1	$237k		4.9k	48.10	View chart
Vanguard Real Estate Etf VNQ (VNQ)	0.1	$236k	-38%	3.1k	75.66	View chart
Citibank Citib	0.1	$235k	+39%	235k	1.00	View chart
Verizon Communications VZ (VZ)	0.1	$228k	-4%	7.0k	32.41	View chart
Mcdonald S Corp MCD (MCD)	0.1	$219k		832.00	263.49	View chart
Vanguard Intermediate Term Tax Exempt Fund Admiral Shares N/l Vwiux	0.1	$213k		16k	12.98	View chart
Fimm Treasury Only Portfolio Money Market Instl Cl M/m FRSXX	0.1	$203k	-20%	203k	1.00	View chart
Vaneck Oil Services Etf Oih (OIH)	0.1	$199k		578.00	345.04	View chart
Shell Plc Spon Ads Ea Rep 2 Ord Shel (SHEL)	0.1	$198k	-3%	3.1k	64.38	View chart
Alps/corecommodity Mgmt Cmplt Commodities Strgy Cl I N/l Jcrix	0.1	$188k		24k	7.71	View chart
Accenture Acn (ACN)	0.1	$178k		580.00	307.11	View chart
Emerson Elec Company Emr (EMR)	0.1	$176k	-22%	1.8k	96.57	View chart
Rtx Corporation Com Usd1.00 RTX (RTX)	0.1	$175k		2.4k	72.13	View chart
International Bus Mach Corp Com Usd0.20 Ibm (IBM)	0.1	$173k		1.2k	140.30	View chart
Ave Maria Bond Fund N/l Avefx	0.1	$159k		14k	11.36	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Duk (DUK)	0.1	$150k		1.7k	88.28	View chart
Dow Dow (DOW)	0.1	$150k	-18%	2.9k	51.56	View chart
Lowes Companies Inc Com Usd0.50 Low (LOW)	0.1	$148k	-13%	710.00	207.84	View chart
Ishares Russell 1000 Index Fund Iwb (IWB)	0.1	$137k	-5%	585.00	234.89	View chart
United Parcel Service Inc Cl B Ups (UPS)	0.1	$137k		876.00	155.87	View chart
Invesco S&p Smallcap Industrials Etf Psci (PSCI)	0.1	$133k	-3%	1.3k	99.46	View chart
Qualcomm Qcom (QCOM)	0.1	$132k	-14%	1.2k	111.06	View chart
Spdr S&p Capital Markets Kce (KCE)	0.1	$131k		1.5k	86.78	View chart
Invesco S&p Smallcap Materials Etf PSCM (PSCM)	0.1	$129k		2.0k	64.28	View chart
Watsco Wso (WSO)	0.1	$128k		340.00	377.72	View chart
Invesco Collegebound Moderate College Portfolio Cl I N/l Icmdi	0.1	$128k		9.4k	13.69	View chart
Spdr S&p Homebuilders XHB (XHB)	0.1	$126k		1.6k	76.56	View chart
Invesco S&p Smallcap Information Technology Etf PSCT (PSCT)	0.1	$126k	NEW	2.9k	43.77	View chart
Ishares Intl Aggregate Bond Iagg (IAGG)	0.1	$125k	NEW	2.6k	48.78	View chart
Dupont De Nemours DD (DD)	0.1	$125k		1.7k	74.59	View chart
Spdr S&p Semiconductor XSD (XSD)	0.1	$124k		633.00	195.98	View chart
Spdr Nyse Technology XNTK (XNTK)	0.1	$124k		904.00	136.56	View chart
Abbvie Inc Com Usd0.01 Abbv (ABBV)	0.1	$123k		827.00	149.06	View chart
Technology Select Sector XLK (XLK)	0.1	$123k		751.00	163.85	View chart
Intercontinental Exchange Inc Com Usd0.01 Ice (ICE)	0.1	$119k		1.1k	110.02	View chart
Bank America Corp Bac (BAC)	0.1	$119k		4.3k	27.38	View chart
Danaher Corporation DHR (DHR)	0.1	$118k	-7%	474.00	248.15	View chart
Bny Mellon Core Bond Etf Bkag (BKAG)	0.1	$117k	NEW	2.9k	40.32	View chart
Bristol-myers Squibb Bmy (BMY)	0.1	$116k	-24%	2.0k	58.04	View chart
Fedex Corp Com Usd0.10 FDX (FDX)	0.1	$114k		432.00	264.92	View chart
Yum China Hldgs Yumc (YUMC)	0.1	$114k		2.1k	55.73	View chart
Target Corp TGT (TGT)	0.0	$111k		1.0k	110.56	View chart
Starbucks Corporation Sbux (SBUX)	0.0	$110k		1.2k	91.27	View chart
CIBC Bank USA 1CBCLN	0.0	$108k	+719046%	108k	1.00	View chart
Thermo Fisher Scientific Tmo (TMO)	0.0	$107k		212.00	506.26	View chart
Aberdeen Physical Gold Shares Etf Sgol (SGOL)	0.0	$106k	-9%	6.0k	17.69	View chart
Ameris Bancorp Abcb (ABCB)	0.0	$105k	-7%	2.7k	38.39	View chart
Mondelez Intl MDLZ (MDLZ)	0.0	$103k	-42%	1.5k	69.40	View chart
Ishares Tr S&p 500 Grwt Etf Ivw (IVW)	0.0	$103k		1.5k	68.42	View chart
Invesco Bulletshares 2025 Corporate Bond Etf BSCP (BSCP)	0.0	$102k	+89%	5.1k	20.11	View chart
Newton County Georg NWL	0.0	$101k		100k	1.01	View chart
Ishares Tr Gl Clean Ene Etf Icln (ICLN)	0.0	$100k		6.9k	14.62	View chart
Spdr Gold Shares GLD (GLD)	0.0	$99k		578.00	171.45	View chart
Broadcom Avgo (AVGO)	0.0	$99k		119.00	830.58	View chart
Corteva Ctva (CTVA)	0.0	$97k		1.9k	51.16	View chart
Schlumberger Limited Com Usd0.01 SLB (SLB)	0.0	$96k		1.7k	58.30	View chart
At&t Inc Com Usd1 T (T)	0.0	$96k	-65%	6.4k	15.02	View chart
Williams Cos WMB (WMB)	0.0	$95k		2.8k	33.69	View chart
Vanguard Short-term Treasury Etf VGSH (VGSH)	0.0	$95k	+2551%	1.6k	57.60	View chart
Verisk Analytics Incorporated VRSK (VRSK)	0.0	$95k		400.00	236.24	View chart
First Solar FSLR (FSLR)	0.0	$93k		577.00	161.56	View chart
Vanguard Intermediate-term Treasury Etf Vgit (VGIT)	0.0	$93k	NEW	1.6k	57.15	View chart
Wells Fargo & Co P WFC.PRR (WFC.PR)	0.0	$91k		3.6k	25.38	View chart
Boeing Ba (BA)	0.0	$91k	-10%	475.00	191.68	View chart
Newell Brands NWL (NWL)	0.0	$91k	+81%	10k	9.03	View chart
Ishares Core Us Reit Usrt (USRT)	0.0	$90k		1.9k	47.18	View chart
Ishares Tr Ishares Biotech Ibb (IBB)	0.0	$89k		730.00	122.32	View chart
Carrier Global Corporation Carr (CARR)	0.0	$88k		1.6k	55.20	View chart
Select Sector Spdr Tr Energy Xle (XLE)	0.0	$87k		965.00	90.41	View chart
Salesforce CRM (CRM)	0.0	$87k		430.00	202.78	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 TSM (TSM)	0.0	$87k		995.00	86.90	View chart
U S Bancorp Usb (USB)	0.0	$85k		2.6k	33.06	View chart
JPMorgan Chase Bank 1JPMRG	0.0	$85k	-73%	85k	1.00	View chart
Adobe Adbe (ADBE)	0.0	$84k		165.00	509.90	View chart
Union Pac Corp Unp (UNP)	0.0	$84k		412.00	203.78	View chart
Ishares Core Moderate Allocation Etf Aom (AOM)	0.0	$84k	+487%	2.2k	38.93	View chart
Ishares Trust Ishares Msci Global Sustainable Development Goals Etf SDG (SDG)	0.0	$83k		1.1k	74.52	View chart
Pinnacle Finl Partners Incorporated PNFP (PNFP)	0.0	$82k		1.2k	67.04	View chart
Conocophillips Cop (COP)	0.0	$82k		681.00	119.80	View chart
Mckesson Corp MCK (MCK)	0.0	$80k		185.00	434.85	View chart
Phillips 66 PSX (PSX)	0.0	$80k		666.00	120.15	View chart
Abbott Laboratories Abt (ABT)	0.0	$79k		813.00	96.85	View chart
Blackrock Etf Trust Ii Flexible Income Etf Binc (BINC)	0.0	$78k	+3%	1.5k	50.44	View chart
Nextera Energy Inc Com Usd0.01 Nee (NEE)	0.0	$77k		1.4k	57.26	View chart
Kinder Morgan Kmi (KMI)	0.0	$77k		4.6k	16.58	View chart
Us Treasury Bill24 Unh	0.0	$76k	NEW	77k	0.99	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Bsco (BSCO)	0.0	$75k		3.6k	20.67	View chart
Goldman Sachs Group Inc Com Usd0.01 GS (GS)	0.0	$74k		229.00	323.57	View chart
Otis Worldwide Corp Otis (OTIS)	0.0	$73k		908.00	80.31	View chart
Vanguard Extended Markets Index Fund VXF (VXF)	0.0	$72k		504.00	143.21	View chart
Vanguard Global Ex-us Real Estate Index Fd Etf Vnqi (VNQI)	0.0	$72k		1.8k	38.93	View chart
Invesco Qqq QQQ (QQQ)	0.0	$72k	-9%	200.00	358.27	View chart
Dodge & Cox Global Bond Dodlx	0.0	$71k		6.9k	10.22	View chart
Fimm Treasury Portfolio Money Market Instl Cl M/m FRBXX	0.0	$69k	-6%	69k	1.00	View chart
General Electric Ge (GE)	0.0	$67k	+49%	606.00	110.66	View chart
Xylem Incorporated Xyl (XYL)	0.0	$66k		729.00	91.03	View chart
Microchip Technology MCHP (MCHP)	0.0	$63k		804.00	78.05	View chart
Spdr S&p Midcap 400 Etf Trust Mdy (MDY)	0.0	$62k		135.00	456.64	View chart
Global X Lithium & Battery Tech Etf Lit (LIT)	0.0	$61k		1.1k	55.17	View chart
Blackstone BX (BX)	0.0	$60k		557.00	107.21	View chart
Ferrari N V Race (RACE)	0.0	$59k		200.00	295.54	View chart
World Gold Tr Spdr Gold Minishares Tr GLDM (GLDM)	0.0	$58k	+30%	1.6k	36.66	View chart
Enterprise Prods Part Epd (EPD)	0.0	$58k		2.1k	27.37	View chart
Fidus Invt Corporation Fdus (FDUS)	0.0	$57k		3.0k	19.20	View chart
Ishares Silver Tr Ishares SLV (SLV)	0.0	$57k		2.8k	20.34	View chart
First Eagle Global I Sgiix	0.0	$57k		927.00	61.34	View chart
Delta Air Lines Dal (DAL)	0.0	$56k		1.5k	37.01	View chart
Nike Inc Class B Nke (NKE)	0.0	$56k		580.00	95.62	View chart
Airbnb Inc Com Cl A Abnb (ABNB)	0.0	$55k		400.00	137.21	View chart
Aflac Inc Com Usd0.10 Afl (AFL)	0.0	$55k		711.00	76.75	View chart
Mgm Resorts International Com Usd0.01 MGM (MGM)	0.0	$54k		1.5k	36.76	View chart
BP BP (BP)	0.0	$53k		1.4k	38.72	View chart
Federated Hermes Trsy Obligation Fd Instl Cl Is M/m Toixx	0.0	$52k		52k	1.00	View chart
Ameresco Amrc (AMRC)	0.0	$52k		1.3k	38.56	View chart
Spdr Dow Jones Global Real Estate Etf Rwo (RWO)	0.0	$51k		1.3k	38.21	View chart
Euronav Nv Eurn (EURN)	0.0	$49k		3.0k	16.43	View chart
Edwards Lifesciences Corporation Ew	0.0	$49k	NEW	708.00	69.28	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Shop (SHOP)	0.0	$48k		886.00	54.54	View chart
Netflix NFLX (NFLX)	0.0	$48k		127.00	377.60	View chart
Vertex Pharmaceuticals VRTX (VRTX)	0.0	$47k		135.00	347.74	View chart
Honeywell International Inc Com Usd1 Hon (HON)	0.0	$47k		252.00	184.60	View chart
Paychex Incorporated Payx (PAYX)	0.0	$46k		400.00	115.33	View chart
Invesco S&p 500 Value With Momentum Etf SPVM (SPVM)	0.0	$45k	-75%	950.00	47.45	View chart
Elevance Health Elv (ELV)	0.0	$45k		103.00	435.42	View chart
Mastercard Incorporated Cl A Ma (MA)	0.0	$44k		112.00	395.91	View chart
Wesco International Incorporated WCC (WCC)	0.0	$44k		307.00	143.82	View chart
Palantir Technologies Inc Cl A PLTR (PLTR)	0.0	$44k		2.8k	16.00	View chart
Roundhill Generative Ai & Technology Etf Chat (CHAT)	0.0	$44k		1.6k	26.96	View chart
Vanguard Intl Equity Index Fds Ftse Smcap Etf VSS (VSS)	0.0	$43k		401.00	106.12	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Vwo (VWO)	0.0	$42k		1.1k	39.22	View chart
Oneok Inc Com Usd0.01 Oke (OKE)	0.0	$41k	+4%	641.00	63.25	View chart
Invesco Kbw High Dividend Yield Financial Etf KBWD (KBWD)	0.0	$40k		2.7k	15.19	View chart
Eaton Corporation Etn (ETN)	0.0	$40k		189.00	213.28	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Nvo (NVO)	0.0	$40k	+100%	440.00	90.94	View chart
Ford Motor F (F)	0.0	$40k	-7%	3.2k	12.42	View chart
Invesco Bulletshares 2023 Corporate Bond Etf BSCN (BSCN)	0.0	$39k		1.8k	21.23	View chart
Enbridge Incorporated Enb (ENB)	0.0	$36k		1.1k	33.19	View chart
Invesco Financial Preferred Etf PGF (PGF)	0.0	$36k		2.6k	14.06	View chart
Ishares Tr Usd Inv Grde Etf Usig (USIG)	0.0	$35k		723.00	48.08	View chart
Ishares Russell 3000 Index Fund Iwv (IWV)	0.0	$35k		141.00	244.74	View chart
Dodge & Cox Internationa Dodfx	0.0	$34k		721.00	47.11	View chart
Amgen Amgn (AMGN)	0.0	$34k	-8%	125.00	268.50	View chart
Spdr Dow Jones Industrial Average Etf Trust Dia (DIA)	0.0	$34k		100.00	334.95	View chart
Restaurant Brands International Incorporated QSR (QSR)	0.0	$33k		500.00	66.62	View chart
Ishares Core Growth Allocation Etf Aor (AOR)	0.0	$33k		660.00	49.38	View chart
Raymond James Finl RJF (RJF)	0.0	$32k		323.00	100.43	View chart
The Trade Desk Incorporated Com Class A TTD (TTD)	0.0	$32k		414.00	78.15	View chart
Palo Alto Networks Inc Com Usd0.0001 Panw (PANW)	0.0	$32k		138.00	234.44	View chart
Arista Networks Inc Com Usd0.0001 Anet (ANET)	0.0	$32k		175.00	183.92	View chart
Symbotic Inc Class A Sym (SYM)	0.0	$32k		954.00	33.41	View chart
Travelers Companies Inc Com Stk TRV (TRV)	0.0	$32k	+15%	195.00	163.31	View chart
Schwab Municipal Money I SWTXX	0.0	$32k	-61%	32k	1.00	View chart
Ishares Core Aggressive Allocation Etf Aoa (AOA)	0.0	$31k	+5%	495.00	63.47	View chart
Servicenow Inc Com Usd0.001 Now (NOW)	0.0	$31k		56.00	558.96	View chart
Amphenol Corp Class A Com Usd0.001 Aph (APH)	0.0	$31k		372.00	83.99	View chart
Trane Technologies Plc Com Usd1 TT (TT)	0.0	$31k		152.00	203.14	View chart
Baxter International Incorporated Bax (BAX)	0.0	$30k		800.00	37.74	View chart
Eaglebank DD	0.0	$30k		30k	1.00	View chart
Archer-daniels-midla Nd Adm (ADM)	0.0	$29k		390.00	75.42	View chart
Hca Healthcare Hca (HCA)	0.0	$29k		118.00	245.98	View chart
Micron Technology Mu (MU)	0.0	$29k	+8%	420.00	68.03	View chart
Marvell Technology MRVL (MRVL)	0.0	$28k		525.00	54.13	View chart
Sherwin-williams SHW (SHW)	0.0	$28k		111.00	255.52	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf BSJP (BSJP)	0.0	$28k		1.3k	22.48	View chart
Autozone Inc Com Usd0.01 Azo (AZO)	0.0	$28k		11.00	2540.00	View chart
Nuveen Co 529 In School Portfolio Cl A M/f CCBKX	0.0	$28k	-26%	2.9k	9.58	View chart
Kulicke And Soffa Industries Klic (KLIC)	0.0	$28k		572.00	48.63	View chart
Kla Corp Klac (KLAC)	0.0	$27k		59.00	458.66	View chart

Past Filings by RFP Financial Group

SEC 13F filings are viewable for RFP Financial Group going back to 2022

RFP Financial Group 2023 Q3 filed Oct. 30, 2023
RFP Financial Group 2023 Q2 filed Aug. 1, 2023
RFP Financial Group 2023 Q2 restated filed Aug. 1, 2023
RFP Financial Group 2023 Q1 filed April 26, 2023
RFP Financial Group 2022 Q4 filed Jan. 24, 2023

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