Prepared Retirement Institute LLC Portfolio Holdings

Prepared Retirement Institute LLC

  • $175 Billion
  • Q4 2024

Prepared Retirement Institute LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $23.2B, Spdr Portfolio with a value of $19.8B, Schwab Strategic Tr Us Dividen with a value of $17.6B, Wisdomtree Tr with a value of $12B, and Vanguard Bd Index Fd Inc Total with a value of $11.1B.

Examining the 13F form we can see an increase of $9.96B in the current position value, from $165B to 175B. Also it can be appreciated an additional of 4 stocks purchases and 5 closed positions.

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 $175 Billion
ETFs: $157 Billion
Technology: $5.52 Billion
Healthcare: $3.52 Billion
Financial Services: $1.99 Billion
Consumer Cyclical: $1.94 Billion
Communication Services: $1.39 Billion
Energy: $1.14 Billion
Industrials: $725 Million
Other: $1.18 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Billion 13.24% of portfolio
118,448
Q4 2024 Added 10.3%
$0
$19.8 Billion 11.29% of portfolio
225,019
Q4 2024 Added 4.85%
$0
$17.6 Billion 10.03% of portfolio
643,391
Q4 2024 Added 220.01%
$0
$12 Billion 6.86% of portfolio
276,498
Q4 2024 Added 8.45%
$0
$11.1 Billion 6.36% of portfolio
154,876
Q4 2024 Added 9.12%
$0
$10.7 Billion 6.1% of portfolio
517,404
Q4 2024 Added 6.76%
$0
$7.48 Billion 4.27% of portfolio
280,121
Q4 2024 Added 7.62%
$0
$6.1 Billion 3.48% of portfolio
25,398
Q4 2024 Added 8.97%
$0
$5.89 Billion 3.36% of portfolio
20,338
Q4 2024 Added 20.16%
$0
$5.65 Billion 3.22% of portfolio
10,479
Q4 2024 Added 13.32%
$0
$5.19 Billion 2.96% of portfolio
64,644
Q4 2024 Added 18.97%
$0
$5.07 Billion 2.9% of portfolio
61,878
Q4 2024 Added 5.0%
$0
$3.83 Billion 2.18% of portfolio
196,101
Q4 2024 Reduced 0.75%
$0
$3.19 Billion 1.82% of portfolio
106,377
Q4 2024 Added 26.88%
$0
$2.43 Billion 1.39% of portfolio
5,930
Q4 2024 Reduced 3.95%
$3.05T
$2.38 Billion 1.36% of portfolio
5,650
Q4 2024 Reduced 8.71%
$0
$1.51 Billion 0.86% of portfolio
43,959
Q4 2024 Added 0.35%
$0
$1.48 Billion 0.85% of portfolio
2,519
Q4 2024 Reduced 0.2%
$0
$1.44 Billion 0.82% of portfolio
30,403
Q4 2024 Added 21.49%
$3.81T
$1.42 Billion 0.81% of portfolio
5,668
Q4 2024 Reduced 20.69%
$341B
$1.22 Billion 0.7% of portfolio
6,860
Q4 2024 Added 1.19%
$0
$1.22 Billion 0.7% of portfolio
6,955
Q4 2024 Added 18.3%
$0
$1.16 Billion 0.66% of portfolio
23,154
Q4 2024 Added 14.77%
$0
$899 Million 0.51% of portfolio
17,671
Q4 2024 Reduced 13.1%
$0
$881 Million 0.5% of portfolio
1,503
Q4 2024 Added 0.07%
$447B
$842 Million 0.48% of portfolio
7,825
Q4 2024 Added 0.36%
$217B
$767 Million 0.44% of portfolio
7,710
Q4 2024 Reduced 3.09%
$0
$778 Million 0.44% of portfolio
23,939
Q4 2024 Added 25.16%
$327B
$749 Million 0.43% of portfolio
5,574
Q4 2024 Added 3.93%
Te Connectivity PLC
-
$699 Million 0.4% of portfolio
-
Q4 2024 Reduced 0.37%
$51.2B
$676 Million 0.39% of portfolio
3,504
Q4 2024 Added 12.89%
$229B
$555 Million 0.32% of portfolio
4,909
Q4 2023 New
$1.62T
$546 Million 0.31% of portfolio
933
Q4 2024 Added 2.3%
$0
$509 Million 0.29% of portfolio
8,632
Q4 2024 Added 63.11%
$0
$512 Million 0.29% of portfolio
17,870
Q4 2024 Added 0.11%
$1.06T
$469 Million 0.27% of portfolio
1,161
Q4 2024 Added 24.04%
$808B
$457 Million 0.26% of portfolio
1,904
Q4 2024 Added 19.82%
$0
$444 Million 0.25% of portfolio
9,183
Q4 2024 New
$417B
$442 Million 0.25% of portfolio
1,136
Q4 2024 Added 0.35%
$0
$426 Million 0.24% of portfolio
8,850
Q4 2024 Added 0.09%
$68.8B
$428 Million 0.24% of portfolio
1,476
Q4 2024 Added 0.54%
$25.4B
$401 Million 0.23% of portfolio
12,347
Q4 2024 Added 0.14%
$2.33T
$398 Million 0.23% of portfolio
1,812
Q2 2024 Added 9.42%
$0
$400 Million 0.23% of portfolio
12,733
Q4 2024 Reduced 4.0%
$226B
$400 Million 0.23% of portfolio
1,379
Q3 2024 Reduced 1.92%
$0
$394 Million 0.22% of portfolio
15,222
Q4 2024 Added 79.38%
$143B
$394 Million 0.22% of portfolio
14,856
Q4 2024 Reduced 3.04%
$0
$362 Million 0.21% of portfolio
5,885
Q4 2024 Added 0.38%
$0
$351 Million 0.2% of portfolio
1,331
Q4 2024 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $175 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 15 stocks
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