RFG - Bristol Wealth Advisors, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$304.7B

Holdings

159

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
SOSOUTHERN CO
$474K
MARMARRIOTT INTL INC NEW
$467K
IWBISHARES TR
$464K
EIXEDISON INTL
$457K
PLDPROLOGIS INC.
$456K
PCARPACCAR INC
$444K
CHDCHURCH & DWIGHT CO INC
$438K
WMTWALMART INC
$424K
MORNMORNINGSTAR INC
$405K
CMGCHIPOTLE MEXICAN GRILL INC
$404K
VOOVANGUARD INDEX FDS
$394K
ABTABBOTT LABS
$393K
RCLROYAL CARIBBEAN GROUP
$385K
ROPROPER TECHNOLOGIES INC
$378K
BDXBECTON DICKINSON & CO
$366K
IWRISHARES TR
$334K
CBCHUBB LIMITED
$330K
DDDUPONT DE NEMOURS INC
$323K
MAMASTERCARD INCORPORATED
$321K
AEPAMERICAN ELEC PWR CO INC
$318K
DUKDUKE ENERGY CORP NEW
$313K
FASTFASTENAL CO
$295K
CSCOCISCO SYS INC
$294K
IWFISHARES TR
$293K
DRIDARDEN RESTAURANTS INC
$291K
MCDMCDONALDS CORP
$290K
CLCOLGATE PALMOLIVE CO
$289K
HIFSHINGHAM INSTN SVGS MASS
$287K
HEHAWAIIAN ELEC INDUSTRIES
$286K
NOCNORTHROP GRUMMAN CORP
$284K
UNHUNITEDHEALTH GROUP INC
$279K
CPCANADIAN PACIFIC KANSAS CITY
$277K
WPCWP CAREY INC
$276K
TAT&T INC
$259K
VCRVANGUARD WORLD FD
$253K
EMREMERSON ELEC CO
$247K
SDYSPDR SER TR
$246K
SMHVANECK ETF TRUST
$232K
KMBKIMBERLY-CLARK CORP
$230K
GEGE AEROSPACE
$224K
COPCONOCOPHILLIPS
$223K
JCIJOHNSON CTLS INTL PLC
$222K
RSIRUSH STREET INTERACTIVE INC
$222K
GDGENERAL DYNAMICS CORP
$220K
VFHVANGUARD WORLD FD
$215K
ADIANALOG DEVICES INC
$212K
PHPARKER-HANNIFIN CORP
$212K
IWMISHARES TR
$211K
FVDFIRST TR VALUE LINE DIVID IN
$210K
UNPUNION PAC CORP
$208K
HSYHERSHEY CO
$208K
CNRCANADIAN NATL RY CO
$206K
CTVACORTEVA INC
$201K
BACVERIZON COMMUNICATIONS INC
$201K
FTAFIRST TR LRG CP VL ALPHADEX
$201K
EBCEASTERN BANKSHARES INC
$178K
BOTJBANK OF THE JAMES FINL GP IN
$178K
GABGABELLI EQUITY TR INC
$149K
FFORD MTR CO
$137K
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