RFG - Bristol Wealth Advisors »

Vertiv Holdings Llc vertiv holdings shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $756k 4.7k 162.01
2025-09-30 $651k 4.3k 150.87
2025-06-30 $554k 4.3k 128.42
2025-03-31 $800k 11k 72.20
2024-12-31 $1.1M 9.6k 113.61

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Jane Street
Susquehanna International
State Street Corporation
FMR
Geode Capital Management
Invesco
Citadel Advisors
Norges Bank Investment Management
Wellington Management Company
Jpmorgan Chase & Co
Nuveen
UBS Group
American Century Companies

View all funds holding Vertiv Holdings Llc vertiv holdings