Retirement Planning Group, LLC / Ny Incresed Positions in Q1 2025

Retirement Planning Group, LLC / Ny

  • $98.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.3K
+ 17.14%
$56.17 - $59.71 $1.2M - $1.27M
146K $8.32B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
67.9K
+ 53.21%
$16.57 - $18.85 $1.12M - $1.28M
195K $3.25B
RECS
Columbia ETF Tr I

ETFs
25K
+ 64.65%
$32.64 - $36.08 $817K - $903K
63.7K $2.12B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.12K
+ 97.31%
$192.82 - $222.1 $794K - $915K
8.35K $1.61B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
5.67K
+ 187.83%
$96.88 - $111.25 $549K - $630K
8.68K $867M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.85K
+ 8.56%
$96.9 - $104.39 $373K - $402K
48.9K $4.85B
GE
General Electric CO

Industrials
149
+ 1.36%
$168.59 - $212.13 $25.1K - $31.6K
11.1K $2.23B
XLE
Energy Sector Spdr

ETFs
658
+ 1.63%
$85.7 - $93.96 $56.4K - $61.8K
41.1K $3.84B
PDI
Pimco Dynamic Income Fund

Financial Services
4.99K
+ 2.67%
$18.51 - $20.05 $92.4K - $100K
192K $3.8B
Ge Vernova Inc
1.33K
+ 86.31%
N/A
2.87K $876M
LVHI
Franklin International Low Vol

ETFs
2.88K
+ 2.7%
$30.53 - $32.85 $88K - $94.7K
110K $3.55B
HEFA
Ishares Currency Hedged Msci E

ETFs
4.72K
+ 11.29%
$34.83 - $37.52 $164K - $177K
46.5K $1.69B
JPM
Jpmorgan Chase & CO

Financial Services
847
+ 78.43%
$225.19 - $279.95 $191K - $237K
1.93K $473M
T
At&T Inc.

Communication Services
857
+ 3.53%
$21.56 - $28.28 $18.5K - $24.2K
25.1K $711M
XOM
Exxon Mobil Corp

Energy
83
+ 0.73%
$105.44 - $118.93 $8.75K - $9.87K
11.4K $1.36B
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.74%
$169.2 - $216.66 $5.08K - $6.5K
4.08K $854M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.89K
+ 40.04%
$24.91 - $29.02 $172K - $200K
24.1K $603M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
886
+ 76.38%
$161.27 - $192.3 $143K - $170K
2.05K $330M
NVDA
Nvidia Corp

Technology
1.55K
+ 52.12%
$106.98 - $149.43 $165K - $231K
4.51K $489M
VZ
Verizon Communications Inc

Communication Services
316
+ 2.47%
$37.81 - $46.49 $11.9K - $14.7K
13.1K $594M
JNJ
Johnson & Johnson

Healthcare
36
+ 1.08%
$142.06 - $167.7 $5.11K - $6.04K
3.38K $560M
ABT
Abbott Laboratories

Healthcare
21
+ 0.65%
$111.1 - $140.22 $2.33K - $2.94K
3.27K $434M
IBM
International Business Machines Corp

Technology
96
+ 9.28%
$217.4 - $264.74 $20.9K - $25.4K
1.13K $281M
CVX
Chevron Corp

Energy
59
+ 3.31%
$146.71 - $167.97 $8.66K - $9.91K
1.84K $308M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.28%
$725.72 - $929.72 $1.45K - $1.86K
706 $583M
MSFT
Microsoft Corp

Technology
229
+ 18.03%
$375.39 - $447.2 $86K - $102K
1.5K $563M
Ge Healthcare Technologies I
45
+ 0.54%
N/A
8.41K $679M
XCEM
Columbia ETF Tr Ii

ETFs
833
+ 7.07%
$29.18 - $30.72 $24.3K - $25.6K
12.6K $373M
HYDB
Ishares Tr Edge High Yield Def

ETFs
325
+ 0.58%
$46.82 - $47.8 $15.2K - $15.5K
56K $2.64B
WMT
Walmart Inc.

Consumer Defensive
341
+ 6.49%
$84.5 - $105.05 $28.8K - $35.8K
5.6K $491M
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 0.31%
$56.51 - $62.98 $791 - $882
4.48K $272M
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.48%
$158.56 - $176.26 $2.06K - $2.29K
2.7K $460M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 6.57%
$507.05 - $563.67 $32.5K - $36.1K
1.04K $534M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.21%
$126.11 - $135.06 $504 - $540
1.87K $241M
DIS
Walt Disney CO

Communication Services
328
+ 14.12%
$96.87 - $114.0 $31.8K - $37.4K
2.65K $262M
PFE
Pfizer Inc

Healthcare
194
+ 1.99%
$25.01 - $27.13 $4.85K - $5.26K
9.93K $252M
PLUG
Plug Power Inc

Industrials
570
+ 3.17%
$1.34 - $3.15 $764 - $1.8K
18.5K $25M
BAC
Bank Of America Corp

Financial Services
140
+ 1.3%
$39.61 - $47.74 $5.55K - $6.68K
10.9K $455M
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 2.62%
$554.06 - $615.85 $22.7K - $25.2K
1.61K $902M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
67
+ 1.31%
$51.45 - $58.51 $3.45K - $3.92K
5.18K $268M
PAVE
Global X Fds Us Infrastructure

ETFs
6.7K
+ 6.33%
$37.31 - $43.82 $250K - $294K
113K $4.25B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
156
+ 1.4%
$40.15 - $47.73 $6.26K - $7.45K
11.3K $460M
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 1.17%
$347.25 - $424.87 $12.8K - $15.7K
3.19K $1.17B
AAPL
Apple Inc.

Technology
640
+ 6.8%
$209.68 - $247.1 $134K - $158K
10.1K $2.23B
Activity Summary
Buys All Purchases 53 New Holdings 8 Increased Positions 45 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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