Prepared Retirement Institute LLC Portfolio Holdings

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025

Prepared Retirement Institute LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $21.2B, Schwab Strategic Tr Us Dividen with a value of $14.6B, Spdr Portfolio with a value of $12.3B, Wisdomtree Tr with a value of $10.7B, and Fidelity Covington Trust with a value of $8.86B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $157B to 170B.

Prepared Retirement Institute LLC is based out at Lansdale, PA

Below you can find more details about Prepared Retirement Institute LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $142 Billion
Technology: $6.02 Billion
Healthcare: $2.96 Billion
Financial Services: $2.07 Billion
Communication Services: $1.73 Billion
Consumer Cyclical: $1.17 Billion
Energy: $746 Million
Utilities: $586 Million
Other: $1.21 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.9B
$575 Million 0.34% of portfolio
2,854
Q2 2025 Reduced 8.05%
$64.2B
$451 Million 0.27% of portfolio
1,599
Q2 2025 Added 7.75%
$83.2B
$410 Million 0.24% of portfolio
1,929
Q2 2025 New
$24.3B
$320 Million 0.19% of portfolio
2,026
Q2 2025 Reduced 1.41%
$38.3B
$306 Million 0.18% of portfolio
1,824
Q2 2025 Reduced 15.79%
$27.2B
$313 Million 0.18% of portfolio
9,250
Q2 2025 Reduced 5.32%
$111B
$272 Million 0.16% of portfolio
843
Q2 2025 New
$86.2B
$251 Million 0.15% of portfolio
862
Q2 2025 Reduced 12.4%
$48.5B
$234 Million 0.14% of portfolio
1,765
Q1 2025 Reduced 0.9%
$141B
$235 Million 0.14% of portfolio
6,580
Q2 2025 Reduced 2.19%
$113B
$213 Million 0.13% of portfolio
460
Q1 2024 Reduced 26.75%
$182B
$210 Million 0.12% of portfolio
4,845
Q2 2025 Reduced 23.81%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $170 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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