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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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