Retirement Planning Group, LLC / Ny Portfolio Holdings by Sector
Retirement Planning Group, LLC / Ny
- $114 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ JEPI RWL PAVE QYLD XLF RFDA FBND 38 stocks |
$83.5 Million
74.86% of portfolio
|
30
|
8
|
4
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JCE PDI 2 stocks |
$8.13 Million
7.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2.87 Million
2.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK PFE 5 stocks |
$2.35 Million
2.1% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.1 Million
1.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.55 Million
1.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.43 Million
1.28% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1.33 Million
1.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL 2 stocks |
$1.18 Million
1.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.17 Million
1.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.17 Million
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$582,441
0.52% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$558,291
0.5% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$547,215
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$519,083
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$443,758
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$442,072
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
$381,770
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$380,635
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$339,031
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$332,401
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$209,228
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$25,412
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|