Prepared Retirement Institute LLC Reduced Holdings in Q1 2025

Prepared Retirement Institute LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-65.3K
- 29.02%
$80.05 - $92.39 $5.23M - $6.03M
160K $12.8B
SPC
Trust For Professional Mgr Cro

ETFs
-178K
- 34.31%
$20.65 - $20.99 $3.67M - $3.73M
340K $7.12B
VIG
Vanguard Dividend Appreciation

ETFs
-12.6K
- 10.66%
N/A
106K $20.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-102K
- 15.85%
$27.01 - $28.54 $2.75M - $2.91M
541K $15.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-33.7K
- 21.79%
$71.17 - $73.66 $2.4M - $2.49M
121K $8.9B
IHDG
Wisdomtree Tr

ETFs
-48.6K
- 17.59%
$43.4 - $47.51 $2.11M - $2.31M
228K $9.89B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-64.1K
- 32.69%
$19.04 - $20.15 $1.22M - $1.29M
132K $2.51B
VB
Vanguard Small Cap ETF

ETFs
-3.64K
- 14.32%
$217.89 - $252.64 $793K - $919K
21.8K $4.83B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-42.2K
- 15.06%
$26.64 - $27.14 $1.12M - $1.14M
238K $6.37B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-20.6K
- 46.83%
$31.63 - $35.22 $651K - $725K
23.4K $747M
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 7.0%
$271.18 - $303.12 $386K - $431K
18.9K $5.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-774
- 7.39%
$507.05 - $563.67 $392K - $436K
9.71K $4.99B
VUG
Vanguard Growth ETF

ETFs
-913
- 15.4%
$369.1 - $427.61 $337K - $390K
5.02K $1.86B
MSFT
Microsoft Corp

Technology
-399
- 7.06%
$375.39 - $447.2 $150K - $178K
5.25K $1.97B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.22K
- 40.83%
$50.87 - $51.09 $367K - $369K
10.5K $534M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.48K
- 16.14%
$60.46 - $64.42 $271K - $288K
23.3K $1.44B
IVV
Ishares Core S&P 500 ETF

ETFs
-281
- 11.16%
$554.06 - $615.85 $156K - $173K
2.24K $1.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.46K
- 40.05%
$58.01 - $64.46 $201K - $223K
5.18K $321M
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 4.31%
$222.15 - $428.22 $11.1K - $21.4K
1.11K $288M
AMZN
Amazon Com Inc

Consumer Cyclical
-401
- 22.13%
$190.26 - $242.06 $76.3K - $97.1K
1.41K $268M
MRK
Merck & Co., Inc.

Healthcare
-470
- 6.1%
$83.01 - $101.02 $39K - $47.5K
7.24K $650M
SVAL
Ishares Tr Us Small Cap Value

ETFs
-1.89K
- 7.9%
$29.28 - $33.43 $55.4K - $63.2K
22K $662M
WMT
Walmart Inc.

Consumer Defensive
-980
- 25.11%
$84.5 - $105.05 $82.8K - $103K
2.92K $257M
JPM
Jpmorgan Chase & CO

Financial Services
-409
- 21.48%
$225.19 - $279.95 $92.1K - $114K
1.5K $367M
SPY
Spdr S&P 500 ETF Trust

ETFs
-62
- 4.13%
$551.42 - $612.93 $34.2K - $38K
1.44K $806M
PFE
Pfizer Inc

Healthcare
-1.84K
- 12.41%
$25.01 - $27.13 $46.1K - $50K
13K $330M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.77K
- 20.01%
$48.65 - $53.06 $86.2K - $94K
7.08K $368M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-665
- 4.37%
$23.16 - $27.04 $15.4K - $18K
14.6K $341M
PPL
Ppl Corp

Utilities
-2.58K
- 20.87%
$31.68 - $36.11 $81.6K - $93.1K
9.77K $353M
IXUS
Ishares Tr

ETFs
-836
- 22.25%
$65.06 - $72.31 $54.4K - $60.5K
2.92K $204M
JNJ
Johnson & Johnson

Healthcare
-485
- 26.88%
$142.06 - $167.7 $68.9K - $81.3K
1.32K $219M
ALL
Allstate Corp

Financial Services
-400
- 11.42%
$180.99 - $210.18 $72.4K - $84.1K
3.1K $643M
IBM
International Business Machines Corp

Technology
-309
- 19.56%
$217.4 - $264.74 $67.2K - $81.8K
1.27K $316M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-998
- 5.58%
$28.55 - $29.09 $28.5K - $29K
16.9K $487M
CAH
Cardinal Health Inc

Healthcare
-560
- 20.54%
$118.02 - $137.77 $66.1K - $77.2K
2.17K $298M
CVX
Chevron Corp

Energy
-415
- 20.36%
$146.71 - $167.97 $60.9K - $69.7K
1.62K $272M
ABNB
Airbnb, Inc.

Consumer Cyclical
-16
- 0.9%
$119.38 - $161.42 $1.91K - $2.58K
1.77K $211M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-160
- 8.86%
$126.11 - $135.06 $20.2K - $21.6K
1.65K $212M
GD
General Dynamics Corp

Industrials
-97
- 8.97%
$241.94 - $272.58 $23.5K - $26.4K
984 $268M
META
Meta Platforms, Inc.

Communication Services
-8
- 0.86%
$576.36 - $736.67 $4.61K - $5.89K
925 $533M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-205
- 1.53%
$20.37 - $21.34 $4.18K - $4.37K
13.2K $278M
VZ
Verizon Communications Inc

Communication Services
-681
- 9.67%
$37.81 - $46.49 $25.7K - $31.7K
6.36K $288M
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 4.79%
$279.74 - $321.29 $18.5K - $21.2K
1.31K $410M
XOM
Exxon Mobil Corp

Energy
-575
- 7.35%
$105.44 - $118.93 $60.6K - $68.4K
7.25K $862M
ABBV
Abb Vie Inc.

Healthcare
-398
- 5.8%
$169.2 - $216.66 $67.3K - $86.2K
6.46K $1.35B
Activity Summary
Buys All Purchases 32 New Holdings 12 Increased Positions 20 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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