Prepared Retirement Institute LLC Portfolio Holdings

Prepared Retirement Institute LLC

  • $157 Billion
  • Q1 2025

Prepared Retirement Institute LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $20.5B, Schwab Strategic Tr Us Dividen with a value of $15.1B, Spdr Portfolio with a value of $12.8B, Wisdomtree Tr with a value of $9.89B, and Vanguard Bd Index Fd Inc Total with a value of $8.9B.

Examining the 13F form we can see an decrease of $18.5B in the current position value, from $175B to 157B.

Prepared Retirement Institute LLC is based out at Lansdale, PA

Below you can find more details about Prepared Retirement Institute LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $135 Billion
Technology: $4.78 Billion
Healthcare: $3.5 Billion
Financial Services: $1.9 Billion
Communication Services: $1.35 Billion
Consumer Cyclical: $1.18 Billion
Energy: $1.13 Billion
Industrials: $721 Million
Other: $1.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.5 Billion 13.1% of portfolio
105,825
Q1 2025 Reduced 10.66%
$0
$15.1 Billion 9.66% of portfolio
541,410
Q1 2025 Reduced 15.85%
$0
$12.8 Billion 8.19% of portfolio
159,729
Q1 2025 Reduced 29.02%
$0
$9.89 Billion 6.31% of portfolio
227,874
Q1 2025 Reduced 17.59%
$0
$8.9 Billion 5.68% of portfolio
121,134
Q1 2025 Reduced 21.79%
$0
$7.12 Billion 4.55% of portfolio
339,903
Q1 2025 Reduced 34.31%
$0
$6.37 Billion 4.07% of portfolio
237,938
Q1 2025 Reduced 15.06%
$0
$5.41 Billion 3.45% of portfolio
66,189
Q1 2025 Added 2.39%
$0
$5.2 Billion 3.32% of portfolio
18,915
Q1 2025 Reduced 7.0%
$0
$4.99 Billion 3.18% of portfolio
9,705
Q1 2025 Reduced 7.39%
$0
$4.83 Billion 3.08% of portfolio
21,760
Q1 2025 Reduced 14.32%
Fidelity Covington Trust
-
$4.59 Billion 2.93% of portfolio
-
Q1 2025 New
$0
$4.36 Billion 2.78% of portfolio
52,697
Q1 2025 Reduced 14.84%
$0
$3.68 Billion 2.35% of portfolio
112,819
Q1 2025 Added 6.06%
$0
$2.88 Billion 1.84% of portfolio
60,069
Q1 2025 New
$0
$2.51 Billion 1.6% of portfolio
132,001
Q1 2025 Reduced 32.69%
$0
$1.86 Billion 1.19% of portfolio
5,017
Q1 2025 Reduced 15.4%
$0
$1.69 Billion 1.08% of portfolio
34,871
Q1 2025 Added 14.7%
$0
$1.44 Billion 0.92% of portfolio
23,256
Q1 2025 Reduced 16.14%
$0
$1.43 Billion 0.91% of portfolio
28,569
Q1 2025 Added 23.39%
$345B
$1.35 Billion 0.86% of portfolio
6,462
Q1 2025 Reduced 5.8%
$3.42T
$1.33 Billion 0.85% of portfolio
5,993
Q1 2025 Added 5.73%
$0
$1.26 Billion 0.81% of portfolio
7,298
Q1 2025 Added 4.93%
$0
$1.26 Billion 0.8% of portfolio
2,238
Q1 2025 Reduced 11.16%
$440B
$862 Million 0.55% of portfolio
7,250
Q1 2025 Reduced 7.35%
$0
$806 Million 0.51% of portfolio
1,441
Q1 2025 Reduced 4.13%
$0
$773 Million 0.49% of portfolio
15,524
Q1 2025 Added 69.05%
$0
$775 Million 0.49% of portfolio
9,820
Q1 2025 Added 157.88%
$0
$747 Million 0.48% of portfolio
23,375
Q1 2025 Reduced 46.83%
Te Connectivity PLC
-
$690 Million 0.44% of portfolio
-
Q4 2024 Reduced 0.37%
$0
$662 Million 0.42% of portfolio
22,048
Q1 2025 Reduced 7.9%
$229B
$651 Million 0.42% of portfolio
4,909
Q4 2023 New
$216B
$650 Million 0.41% of portfolio
7,240
Q1 2025 Reduced 6.1%
$53.6B
$643 Million 0.41% of portfolio
3,104
Q1 2025 Reduced 11.42%
$0
$630 Million 0.4% of portfolio
10,769
Q1 2025 New
$271B
$611 Million 0.39% of portfolio
5,637
Q1 2025 Added 1.13%
$0
$534 Million 0.34% of portfolio
10,456
Q1 2025 Reduced 40.83%
$1.25T
$533 Million 0.34% of portfolio
925
Q1 2025 Reduced 0.86%
$0
$510 Million 0.33% of portfolio
3,331
Q1 2025 Added 35.57%
$0
$487 Million 0.31% of portfolio
16,872
Q1 2025 Reduced 5.58%
$0
$461 Million 0.29% of portfolio
21,432
Q1 2025 Added 57.92%
$60.1B
$438 Million 0.28% of portfolio
1,484
Q1 2025 Added 0.54%
$0
$431 Million 0.28% of portfolio
6,839
Q1 2025 Added 48.38%
$0
$427 Million 0.27% of portfolio
7,792
Q1 2025 New
$235B
$410 Million 0.26% of portfolio
1,313
Q1 2025 Reduced 4.79%
$26.9B
$353 Million 0.23% of portfolio
9,770
Q1 2025 Reduced 20.87%
$0
$368 Million 0.23% of portfolio
7,079
Q1 2025 Reduced 20.01%
$718B
$367 Million 0.23% of portfolio
1,495
Q1 2025 Reduced 21.48%
$105B
$338 Million 0.22% of portfolio
1,172
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $157 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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