HoldingsChannel.com
RPg Family Wealth Advisory LLC Top Holdings
As of  09/30/2022, below is a summary of the RPg Family Wealth Advisory LLC top holdings by largest position size, as per the latest 13f filing made by RPg Family Wealth Advisory LLC. In the RPg Family Wealth Advisory LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by RPg Family Wealth Advisory LLC in that top holding, then the share count change between reporting periods, and finally the RPg Family Wealth Advisory LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
Apple 69,530 -142 $10,931
     AAPL69,530-142$10,931
Alphabet Inc Cap STK 68,356 +64,942 $7,397
     GOOGL68,356+64,942$7,397
Amazon.Com Inc 51,969 +226 $6,588
     AMZN51,969+226$6,588
Booz Allen Hamilton HLDG Corp CL A 67,126 +250 $6,424
     BAH67,126+250$6,424
ExxonMobil 66,210 +209 $6,387
     XOM66,210+209$6,387
Microsoft 24,279 +117 $6,363
     MSFT24,279+117$6,363
J P Morgan Exchange Traded FD TR Ultra Short Income ETF (JPST) 123,450 +579 $6,198
     JPST123,450+579$6,198
Pfizer 130,629 +371 $5,960
     PFE130,629+371$5,960
VanEck Vectors Semiconductor ETF (SMH) 24,209 -49 $5,195
     SMH24,209-49$5,195
Bank of America 148,108 +776 $4,978
     BAC148,108+776$4,978
iShares TR U.S. Med DVC Etf (IHI) 97,377 +134 $4,920
     IHI97,377+134$4,920
iShares TIPS Bond etf (TIP) 39,160 +134 $4,461
     TIP39,160+134$4,461
DBX ETF TR Xtrackers MSCI USA Esg Leaders Equity ETF (USSG) 118,278 -185 $4,245
     USSG118,278-185$4,245
Nvidia Corp Com 28,100 +9,155 $4,241
     NVDA28,100+9,155$4,241
iShares TR Esg MSCI USA Leaders ETF (SUSL) 57,710 -64 $3,939
     SUSL57,710-64$3,939
Berkshire Hathaway      $3,751
     BRK.B13,357-15$3,751
iShares Russell 2000 Value Etf (IWN) 24,837 +143 $3,593
     IWN24,837+143$3,593
Old Dominion Freight Line Inc Com 12,543 +8 $3,404
     ODFL12,543+8$3,404
WP Carey Inc Com 39,912 -602 $3,354
     WPC39,912-602$3,354
Freeport McMoRan Inc 110,694 +630 $3,277
     FCX110,694+630$3,277
Devon Energy Corp 45,756 +193 $3,231
     DVN45,756+193$3,231
Ford MTR Co Del Com 208,841 +292 $3,214
     F208,841+292$3,214
Sysco Corp 38,429 +127 $3,160
     SYY38,429+127$3,160
Atlantica Yield PLC SHS 92,017 +284 $3,117
     AY92,017+284$3,117
iShares TR Russell Mid Cap Value ETF (IWS) 28,919 +197 $3,092
     IWS28,919+197$3,092
Invesco Activly mangd Etc FD T Var Rate PFD 134,774 +113 $3,078
     VRP134,774+113$3,078
Ulta Beauty Inc 7,009 +7,009 $2,943
     ULTA7,009+7,009$2,943
J P Morgan Exchange Traded FD TR Equity Premium Income ETF (JEPI) 48,791 +612 $2,696
     JEPI48,791+612$2,696
Anthem Inc 5,428 +5,428 $2,633
     ANTM5,428+5,428$2,633
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2025 Corporate BD ETF (BSJP) 114,668 +2,038 $2,554
     BSJP114,668+2,038$2,554
Packaging Corp Amer Com 18,598 +28 $2,546
     PKG18,598+28$2,546
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2022 Corporate BD ETF (BSJM) 113,209 -1,051 $2,505
     BSJM113,209-1,051$2,505
Flexshares TR Disciplined Duration MBS Index FD (MBSD) 116,585 +1,395 $2,454
     MBSD116,585+1,395$2,454
SPDR Ser TR BLMBRG BRC CNVRT (CWB) 34,613 +773 $2,354
     CWB34,613+773$2,354
Verizon 53,523 +608 $2,238
     VZ53,523+608$2,238
iShares Russell 2000 Growth Etf (IWO) 9,388 +5,439 $2,137
     IWO9,388+5,439$2,137
iShares TR Esg MSCI USA Small Cap ETF Optimized ETF (ESML) 61,321 -360 $2,078
     ESML61,321-360$2,078
SPDR Blackstone Gso sen Loan (SRLN) 47,015 -106 $2,014
     SRLN47,015-106$2,014
DBX ETF TR Xtrackers MSCI Acwi Ex USA Esg Leaders ETF (EMCR) 68,332 -270 $1,833
     EMCR68,332-270$1,833
Vaneck Vectors ETF TR Intl High Yield (IHY) 90,986 +462 $1,738
     IHY90,986+462$1,738
Triton International LTD SHS A 28,091 +98 $1,674
     TRTN28,091+98$1,674
Exchange Traded concepts Trust Emqq Emg MKTS Internet &ecommerce Etf (EMQQ) 52,968 -3,629 $1,658
     EMQQ52,968-3,629$1,658
Select Sector SPDR TR Energy (XLE) 20,295 +3,475 $1,634
     XLE20,295+3,475$1,634
Kraneshares TR CSI China Internet ETF (KWEB) 51,533 +4,320 $1,543
     KWEB51,533+4,320$1,543
iShares TR JP Mor Em MK Etf (EMB) 17,220 +17,220 $1,469
     EMB17,220+17,220$1,469
SPDR Dow Jones Inter Real Estate ETF (RWX) 46,460 +126 $1,292
     RWX46,460+126$1,292
SPDR FTSE international Government Inflation Protected (WIP) 28,655 +282 $1,245
     WIP28,655+282$1,245
iShares Core S&P 500 Etf (IVV) 2,801 UNCH $1,112
     IVV2,801UNCH$1,112
SPDR Index SHS FDS S&P Emerging MKTS SM Cap Etf (EWX) 21,673 -19,429 $1,085
     EWX21,673-19,429$1,085
Moderna Inc Com 7,366 +21 $974
     MRNA7,366+21$974

See Full List: All Stocks Held By RPg Family Wealth Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By RPg Family Wealth Advisory LLC

Size ($ in 1000's)
At 09/30/2022: $190,019
At 06/30/2022: $167,715

RPg Family Wealth Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RPg Family Wealth Advisory LLC 13F filings. Link to 13F filings: SEC filings

RPg Family Wealth Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.