RF

RPg Family Wealth Advisory, LLC

13F
RPg Family Wealth Advisory, LLC
Last update 2025-05-15 103 Stocks (41 new)
Value $351.00 Mil Turnover 33 %
Countries:
Top Holdings: JPST(4.67%)AMZN(3.43%)AAPL(3.09%)GE(2.76%)HWM(2.63%)
Summary Stock Picks Current Portfolio
RPg Family Wealth Advisory, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST 		JPMorgan Ultra-Short Income ETF
323,790
16,393.5
+4.09%
4.670
+0.18%
0.050
+1.15%
+2.12%
31,025.0
 
AMZN 		Amazon.com Inc
63,366
12,056.1
+1.11%
3.430
+0.04%
0.000
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
AAPL 		Apple Inc
48,897
10,861.6
+0.04%
3.090
0%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
GE 		GE Aerospace
48,360
9,696.7
New Holding
2.760
+2.76%
0.000
+26.45%
+50.70%
267,535.1
Aerospace & Defense
HWM 		Howmet Aerospace Inc
71,240
9,242.0
-22.15%
2.630
-0.78%
0.020
+37.03%
+59.26%
70,215.1
Aerospace & Defense
V 		Visa Inc
26,212
9,186.4
-14.18%
2.620
-0.48%
0.000
+4.65%
+16.83%
704,968.0
Credit Services
BK 		Bank of New York Mellon Corp
105,265
8,828.6
New Holding
2.510
+2.51%
0.010
+3.90%
+16.32%
63,194.3
Banks
UBER 		Uber Technologies Inc
119,608
8,714.6
New Holding
2.480
+2.48%
0.010
+10.88%
+38.35%
174,508.0
Software
UBS 		UBS Group AG
282,030
8,638.6
+1.90%
2.460
+0.05%
0.010
+1.73%
+11.79%
104,416.4
Banks
NFLX 		Netflix Inc
9,222
8,599.8
New Holding
2.450
+2.45%
0.000
+27.46%
+39.08%
527,563.7
Media - Diversified

RPg Family Wealth Advisory, LLC's Historical Top Holdings Breakdowns

RPg Family Wealth Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GE 		GE Aerospace2025-03-31New Buy
+2.76%
●
168.59 ($196.75) 212.13
$250.88
27.51%
New holding
48,360
48,360
BK 		Bank of New York Mellon Corp2025-03-31New Buy
+2.51%
●
75.42 ($84.04) 88.95
$88.33
5.10%
New holding
105,265
105,265
UBER 		Uber Technologies Inc2025-03-31New Buy
+2.48%
●
63.17 ($72.04) 81.49
$83.45
15.84%
New holding
119,608
119,608
NFLX 		Netflix Inc2025-03-31New Buy
+2.45%
●
828.4 ($951.01) 1058.6
$1,239.66
30.35%
New holding
9,222
9,222
APO 		Apollo Global Management Inc2025-03-31Sold Out
-2.38%
●
126.01 ($153.77) 172.06
$130.30
-15.26%
Sold Out
0
-40,793
ORLY 		O'Reilly Automotive Inc2025-03-31New Buy
+2.27%
●
1187.71 ($1304.91) 1432.58
$1,366.59
4.73%
New holding
5,572
5,572
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31New Buy
+2.13%
●
165.25 ($194.34) 224.62
$202.40
4.15%
New holding
44,920
44,920
STRL 		Sterling Infrastructure Inc2025-03-31Sold Out
-1.83%
●
108.65 ($140.77) 200.56
$193.81
37.68%
Sold Out
0
-30,750
USSG 		Xtrackers MSCI USA Selection Equity ETF2025-03-31Sold Out
-1.74%
●
49.93 ($53.53) 56.52
$54.96
2.68%
Sold Out
0
-91,097
ERJ 		Embraer SA2025-03-31New Buy
+1.38%
●
37.11 ($44.51) 56.4
$47.84
7.48%
New holding
104,951
104,951

RPg Family Wealth Advisory, LLC Total Holding History ($B)

To

RPg Family Wealth Advisory, LLC's Asset Allocation

To

RPg Family Wealth Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RPg Family Wealth Advisory, LLC's Hypothetical Growth since 2025-03-31

RPg Family Wealth Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RPg Family Wealth Advisory, LLC's Holdings Heat Map

Size field:

RPg Family Wealth Advisory, LLC's Holdings Bubble Chart

RPg Family Wealth Advisory, LLC News

  • 1

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