Retirement Planning Group, LLC / Ny Portfolio Holdings

Retirement Planning Group, LLC / Ny

  • $98.3 Billion
  • Q1 2025

Retirement Planning Group, LLC / Ny has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $98.3 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $8.79B, J P Morgan Exchange Traded Fd with a value of $8.32B, Invesco Exchange Traded Fd Tr with a value of $4.85B, Global X Fds Us Infrastructure with a value of $4.25B, and Nuveen Core Equity Alpha Fund with a value of $4.18B.

Examining the 13F form we can see an increase of $7.42B in the current position value, from $90.9B to 98.3B.

Retirement Planning Group, LLC / Ny is based out at Malta, NY

Below you can find more details about Retirement Planning Group, LLC / Ny portfolio as well as his latest detailed transactions.

Portfolio value $98.3 Billion
ETFs: $70.8 Billion
Financial Services: $8.91 Billion
Technology: $3.79 Billion
Healthcare: $3.36 Billion
Industrials: $2.61 Billion
Energy: $1.96 Billion
Communication Services: $1.57 Billion
Consumer Defensive: $1.43 Billion
Other: $1.77 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.79 Billion 8.95% of portfolio
18,755
Q1 2025 Reduced 1.04%
$0
$8.32 Billion 8.47% of portfolio
145,589
Q1 2025 Added 17.14%
$0
$4.85 Billion 4.94% of portfolio
48,852
Q1 2025 Added 8.56%
$0
$4.25 Billion 4.32% of portfolio
112,611
Q1 2025 Added 6.33%
$0
$4.18 Billion 4.26% of portfolio
286,697
Q1 2025 Reduced 1.78%
$0
$3.91 Billion 3.98% of portfolio
78,429
Q1 2025 Added 6.54%
$0
$3.84 Billion 3.91% of portfolio
41,133
Q1 2025 Added 1.63%
$0
$3.8 Billion 3.87% of portfolio
191,927
Q1 2025 Added 2.67%
$0
$3.77 Billion 3.83% of portfolio
82,510
Q1 2025 Reduced 1.16%
$0
$3.68 Billion 3.75% of portfolio
69,347
Q1 2025 Reduced 1.88%
$0
$3.55 Billion 3.61% of portfolio
109,735
Q1 2025 Added 2.7%
$0
$3.25 Billion 3.31% of portfolio
195,404
Q1 2025 Added 53.21%
$0
$2.64 Billion 2.68% of portfolio
56,033
Q1 2025 Added 0.58%
$228B
$2.23 Billion 2.27% of portfolio
11,144
Q1 2025 Added 1.36%
$3.2T
$2.23 Billion 2.27% of portfolio
10,052
Q1 2025 Added 6.8%
$0
$2.13 Billion 2.17% of portfolio
8,402
Q1 2025 Reduced 0.63%
$0
$1.93 Billion 1.96% of portfolio
36,478
Q1 2025 Reduced 3.33%
$0
$1.69 Billion 1.72% of portfolio
46,496
Q1 2025 Added 11.29%
$0
$1.61 Billion 1.64% of portfolio
8,350
Q1 2025 Added 97.31%
$0
$1.48 Billion 1.51% of portfolio
8,670
Q1 2025 Reduced 0.4%
$430B
$1.36 Billion 1.38% of portfolio
11,419
Q1 2025 Added 0.73%
$0
$1.3 Billion 1.32% of portfolio
24,334
Q1 2025 Reduced 3.04%
$370B
$1.17 Billion 1.19% of portfolio
3,191
Q1 2025 Added 1.17%
$0
$924 Million 0.94% of portfolio
33,037
Q1 2025 New
$0
$902 Million 0.92% of portfolio
1,605
Q1 2025 Added 2.62%
Ge Vernova Inc
-
$876 Million 0.89% of portfolio
-
Q1 2025 Added 86.31%
$0
$867 Million 0.88% of portfolio
8,681
Q1 2025 Added 187.83%
$347B
$854 Million 0.87% of portfolio
4,076
Q1 2025 Added 0.74%
$196B
$711 Million 0.72% of portfolio
25,149
Q1 2025 Added 3.53%
Ge Healthcare Technologies I
-
$679 Million 0.69% of portfolio
-
Q1 2025 Added 0.54%
$0
$613 Million 0.62% of portfolio
17,071
Q1 2025 Reduced 4.24%
$0
$603 Million 0.61% of portfolio
24,087
Q1 2025 Added 40.04%
$183B
$594 Million 0.6% of portfolio
13,103
Q1 2025 Added 2.47%
$781B
$583 Million 0.59% of portfolio
706
Q1 2025 Added 0.28%
$405B
$560 Million 0.57% of portfolio
3,379
Q1 2025 Added 1.08%
$3.25T
$563 Million 0.57% of portfolio
1,499
Q1 2025 Added 18.03%
$0
$534 Million 0.54% of portfolio
1,038
Q1 2025 Added 6.57%
$0
$522 Million 0.53% of portfolio
7,295
Q1 2025 Reduced 2.98%
$284B
$489 Million 0.5% of portfolio
4,512
Q1 2025 Added 52.12%
$270B
$491 Million 0.5% of portfolio
5,595
Q1 2025 Added 6.49%
$741B
$473 Million 0.48% of portfolio
1,927
Q1 2025 Added 78.43%
$376B
$460 Million 0.47% of portfolio
2,699
Q1 2025 Added 0.48%
$0
$460 Million 0.47% of portfolio
11,314
Q1 2025 Added 1.4%
$330B
$455 Million 0.46% of portfolio
10,912
Q1 2025 Added 1.3%
$232B
$434 Million 0.44% of portfolio
3,270
Q1 2025 Added 0.65%
$69.9B
$379 Million 0.39% of portfolio
2,476
Q4 2024 New
$0
$373 Million 0.38% of portfolio
12,623
Q1 2025 Added 7.07%
$99.3B
$378 Million 0.38% of portfolio
870
Q1 2025 Reduced 75.51%
$145B
$352 Million 0.36% of portfolio
750
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $98.3 Billion
  • Prior Value $90.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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