RFP Financial Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$307M
Signature - Title
Morgan Carter - Client Relationship Manager
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by RFP Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RFP Financial Group LLC reported 106 stock holdings with total value $307M as of Q3 2024. Top holdings included RSP, MGK, IVV, AAPL, and IXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 106 $307M +$75.5M -$54.5M +$21M RSP, MGK, IVV, AAPL, IXUS 13F-HR 10/21/2024, 03:29 PM
Q2 2024 909 $270M +$30.9M -$18.1M +$12.8M RSP, IVV, AAPL, IXUS, AGG 13F-HR 7/25/2024, 11:47 AM
Q1 2024 861 $256M +$17.2M -$10.8M +$6.49M RSP, IVV, AAPL, SPTS, AGG 13F-HR 5/9/2024, 05:27 PM
Q4 2023 881 $244M +$48.7M -$52.8M -$4.15M RSP, AAPL, IVV, SPTS, AGG 13F-HR 2/12/2024, 05:43 PM
Q3 2023 905 $227M +$41.9M -$50.8M -$8.83M QQQE, RSP, AAPL, IVV, SPTI 13F-HR 10/30/2023, 03:22 PM
Q2 2023 960 $245M +$158M -$3.01M +$155M QQQE, AAPL, IVV, AGG, IXUS Restatement 8/1/2023, 11:44 AM
Q1 2023 745 $86.3M +$3.55M -$146M -$143M AGG, IVV, IXUS, MUB, IJH 13F-HR 4/26/2023, 11:09 AM
Q4 2022 915 $223M $0 $0 RPV, AAPL, AGG, IVV, SCHJ 13F-HR 1/24/2023, 10:12 AM