Retirement Planning Group, LLC / Ny Portfolio Holdings

Retirement Planning Group, LLC / Ny

  • $114 Billion
  • Q2 2025

Retirement Planning Group, LLC / Ny has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 77 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 $10.6B, J P Morgan Exchange Traded Fd with a value of $9.8B, Invesco Exchange Traded Fd Tr with a value of $5.94B, Global X Fds Us Infrastructure with a value of $5.03B, and Nuveen Core Equity Alpha Fund with a value of $4.43B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $98.3B to 114B.

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 $114 Billion
ETFs: $83.5 Billion
Financial Services: $9.3 Billion
Technology: $5.04 Billion
Healthcare: $3.37 Billion
Industrials: $3.28 Billion
Energy: $1.89 Billion
Communication Services: $1.88 Billion
Consumer Defensive: $1.51 Billion
Other: $1.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 9.3% of portfolio
19,176
Q2 2025 Added 2.24%
$0
$9.8 Billion 8.62% of portfolio
172,465
Q2 2025 Added 18.46%
$0
$5.94 Billion 5.22% of portfolio
56,914
Q2 2025 Added 16.5%
$0
$5.03 Billion 4.42% of portfolio
115,076
Q2 2025 Added 2.19%
$0
$4.43 Billion 3.89% of portfolio
279,810
Q2 2025 Reduced 2.4%
$0
$4.43 Billion 3.89% of portfolio
264,838
Q2 2025 Added 35.53%
$0
$4.02 Billion 3.53% of portfolio
76,795
Q2 2025 Reduced 2.08%
$0
$3.95 Billion 3.47% of portfolio
68,105
Q2 2025 Reduced 1.79%
$0
$3.79 Billion 3.33% of portfolio
82,623
Q2 2025 Added 0.14%
$0
$3.7 Billion 3.25% of portfolio
193,036
Q2 2025 Added 0.58%
$0
$3.64 Billion 3.2% of portfolio
111,718
Q2 2025 Added 1.81%
$0
$3.52 Billion 3.09% of portfolio
41,484
Q2 2025 Added 0.85%
$0
$3.31 Billion 2.91% of portfolio
90,043
Q2 2025 Added 41.28%
$300B
$2.87 Billion 2.52% of portfolio
11,156
Q2 2025 Added 0.11%
$0
$2.67 Billion 2.35% of portfolio
56,218
Q2 2025 Added 0.33%
$0
$2.65 Billion 2.33% of portfolio
11,662
Q2 2025 Added 39.66%
$3.69T
$2.1 Billion 1.85% of portfolio
10,242
Q2 2025 Added 1.89%
$0
$2.07 Billion 1.82% of portfolio
78,155
Q2 2025 Added 136.57%
$0
$1.85 Billion 1.63% of portfolio
34,812
Q2 2025 Reduced 4.57%
$0
$1.82 Billion 1.6% of portfolio
47,948
Q2 2025 Added 3.12%
$0
$1.57 Billion 1.38% of portfolio
8,614
Q2 2025 Reduced 0.65%
Ge Vernova Inc
-
$1.52 Billion 1.34% of portfolio
-
Q2 2025 Added 0.03%
$0
$1.3 Billion 1.14% of portfolio
22,542
Q2 2025 Reduced 7.36%
$445B
$1.22 Billion 1.08% of portfolio
11,357
Q2 2025 Reduced 0.54%
$3.89T
$1.2 Billion 1.06% of portfolio
2,415
Q2 2025 Added 61.11%
$397B
$1.17 Billion 1.03% of portfolio
3,196
Q2 2025 Added 0.16%
$0
$1.09 Billion 0.96% of portfolio
1,751
Q2 2025 Added 9.1%
$0
$972 Million 0.85% of portfolio
9,026
Q2 2025 Added 3.97%
$455B
$890 Million 0.78% of portfolio
5,630
Q2 2025 Added 24.78%
$200B
$756 Million 0.66% of portfolio
26,129
Q2 2025 Added 3.9%
$350B
$757 Million 0.66% of portfolio
4,076
Q1 2025 Added 0.74%
$0
$732 Million 0.64% of portfolio
25,062
Q2 2025 Added 4.05%
$847B
$655 Million 0.58% of portfolio
2,258
Q2 2025 Added 17.18%
$0
$658 Million 0.58% of portfolio
1,154
Q2 2025 Added 11.18%
$0
$590 Million 0.52% of portfolio
15,690
Q2 2025 Reduced 8.09%
$0
$581 Million 0.51% of portfolio
10,683
Q2 2025 Added 106.36%
$181B
$570 Million 0.5% of portfolio
13,166
Q2 2025 Added 0.48%
$594B
$557 Million 0.49% of portfolio
714
Q2 2025 Added 1.13%
$282B
$547 Million 0.48% of portfolio
5,596
Q2 2025 Added 0.02%
$0
$526 Million 0.46% of portfolio
2,666
Q2 2025 Added 30.3%
$453B
$522 Million 0.46% of portfolio
3,417
Q2 2025 Added 1.12%
$369B
$517 Million 0.45% of portfolio
10,933
Q2 2025 Added 0.19%
$0
$504 Million 0.44% of portfolio
11,638
Q2 2025 Added 2.86%
$0
$476 Million 0.42% of portfolio
6,752
Q2 2025 Reduced 7.44%
$0
$441 Million 0.39% of portfolio
12,893
Q2 2025 Added 2.14%
$0
$444 Million 0.39% of portfolio
717
Q2 2025 New
$235B
$444 Million 0.39% of portfolio
3,263
Q2 2025 Reduced 0.21%
$364B
$442 Million 0.39% of portfolio
2,775
Q2 2025 Added 2.82%
$0
$399 Million 0.35% of portfolio
2,036
Q2 2025 Added 57.22%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $114 Billion
  • Prior Value $98.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Retirement Planning Group, LLC / Ny Portfolio

Follow Retirement Planning Group, LLC / Ny and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, LLC / Ny, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group, LLC / Ny with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email