• 13F History

RFP Financial Group LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$257M
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 115 stock holdings with total value $257M as of Q4 2024. Top holdings included MGK, RSP, IVV, AAPL, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 115 $257M +$17.8M -$67.4M -$49.5M MGK, RSP, IVV, AAPL, AGG 13F-HR 1/28/2025, 02:52 PM
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 -$18M +$12.9M RSP, IVV, AAPL, IXUS, AGG 13F-HR 7/25/2024, 11:47 AM
Q1 2024 843 $255M +$17.2M -$10.8M +$6.42M RSP, IVV, AAPL, SPTS, AGG 13F-HR 5/9/2024, 05:27 PM
Q4 2023 864 $244M +$48.7M -$52.7M -$4.06M RSP, AAPL, IVV, SPTS, AGG 13F-HR 2/12/2024, 05:43 PM
Q3 2023 904 $227M +$41.9M -$40.9M +$996K QQQE, RSP, AAPL, IVV, SPTI 13F-HR 10/30/2023, 03:22 PM
Q2 2023 954 $234M +$158M -$426K +$158M QQQE, AAPL, IVV, IXUS, STIP Restatement 8/1/2023, 11:44 AM
Q1 2023 733 $73.1M +$3.45M -$79.9M -$76.5M IVV, IXUS, MUB, IJH, REET 13F-HR 4/26/2023, 11:09 AM
Q4 2022 907 $223M RPV, AAPL, AGG, IVV, SCHJ 13F-HR 1/24/2023, 09:12 AM