Prepared Retirement Institute LLC Incresed Positions in Q4 2024

Prepared Retirement Institute LLC

  • $175 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
10.4K
+ 4.85%
$81.74 - $91.38 $851K - $952K
225K $19.8B
VIG
Vanguard Dividend Appreciation

ETFs
11.1K
+ 10.3%
N/A
118K $23.2B
VTI
Vanguard Total Stock Market Et

ETFs
3.41K
+ 20.16%
$280.04 - $302.45 $955K - $1.03M
20.3K $5.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 13.32%
$521.84 - $558.82 $643K - $688K
10.5K $5.65B
VCIT
Vanguard Intermediate Term Cor

ETFs
10.3K
+ 18.97%
$80.13 - $83.77 $826K - $863K
64.6K $5.19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
442K
+ 220.01%
$26.93 - $84.95 $11.9M - $37.6M
643K $17.6B
VB
Vanguard Small Cap ETF

ETFs
2.09K
+ 8.97%
$233.76 - $261.58 $489K - $547K
25.4K $6.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.9K
+ 9.12%
$71.75 - $75.11 $929K - $972K
155K $11.1B
FLQH
Franklin Templeton Libertyq In

ETFs
22.5K
+ 26.88%
N/A
106K $3.19B
IHDG
Wisdomtree Tr

ETFs
21.5K
+ 8.45%
$43.38 - $46.0 $935K - $991K
276K $12B
SPC
Trust For Professional Mgr Cro

ETFs
32.7K
+ 6.76%
$20.66 - $21.79 $676K - $713K
517K $10.7B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.38K
+ 21.49%
$46.9 - $50.96 $252K - $274K
30.4K $1.44B
TSLA
Tesla, Inc.

Consumer Cyclical
225
+ 24.04%
$213.65 - $479.86 $48.1K - $108K
1.16K $469M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.95K
+ 5.0%
$81.68 - $82.93 $241K - $245K
61.9K $5.07B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
+ 63.11%
$58.88 - $64.8 $197K - $216K
8.63K $509M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.08K
+ 18.3%
$174.22 - $187.62 $187K - $202K
6.96K $1.22B
SVAL
Ishares Tr Us Small Cap Value

ETFs
4.81K
+ 25.16%
$31.5 - $36.25 $152K - $174K
23.9K $778M
JPM
Jpmorgan Chase & CO

Financial Services
315
+ 19.82%
$205.18 - $250.29 $64.6K - $78.8K
1.9K $457M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.98K
+ 14.77%
$49.87 - $52.46 $149K - $156K
23.2K $1.16B
ALL
Allstate Corp

Financial Services
400
+ 12.89%
$181.25 - $208.2 $72.5K - $83.3K
3.5K $676M
NVDA
Nvidia Corp

Technology
211
+ 3.93%
$117.0 - $148.88 $24.7K - $31.4K
5.57K $749M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.06K
+ 29.79%
$58.39 - $67.04 $61.8K - $70.9K
4.61K $292M
ORCL
Oracle Corp

Technology
150
+ 8.33%
$165.41 - $192.43 $24.8K - $28.9K
1.95K $325M
IWF
Ishares Russell 1000 Gr ETF

ETFs
68
+ 8.61%
$370.24 - $418.94 $25.2K - $28.5K
858 $344M
VONG
Vanguard Russell 1000 Growth E

ETFs
156
+ 6.0%
$95.27 - $107.82 $14.9K - $16.8K
2.75K $284M
JNJ
Johnson & Johnson

Healthcare
381
+ 26.77%
$143.34 - $165.86 $54.6K - $63.2K
1.8K $261M
META
Meta Platforms, Inc.

Communication Services
21
+ 2.3%
$554.08 - $632.68 $11.6K - $13.3K
933 $546M
CAH
Cardinal Health Inc

Healthcare
7
+ 0.26%
$107.89 - $125.33 $755 - $877
2.73K $322M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$567.81 - $607.81 $568 - $608
1.5K $881M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 5.7%
$442.29 - $483.08 $12.8K - $14K
538 $244M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.09%
$46.48 - $51.32 $372 - $411
8.85K $426M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.06K
+ 201.04%
$22.01 - $66.82 $199K - $606K
13.6K $308M
FVAL
Fidelity Covington Tr Value Fa

ETFs
22
+ 0.38%
$60.19 - $64.39 $1.32K - $1.42K
5.89K $362M
MMM
3 M CO

Industrials
119
+ 7.64%
$124.74 - $137.12 $14.8K - $16.3K
1.68K $217M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.08%
$261.5 - $284.63 $262 - $285
1.33K $351M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
153
+ 0.35%
$33.7 - $37.69 $5.16K - $5.77K
44K $1.51B
IBM
International Business Machines Corp

Technology
4
+ 0.25%
$204.9 - $238.04 $820 - $952
1.58K $347M
FDHY
Fidelity Covington Trust High

ETFs
71
+ 1.57%
$48.24 - $49.25 $3.43K - $3.5K
4.6K $222M
CVX
Chevron Corp

Energy
8
+ 0.39%
$141.15 - $162.53 $1.13K - $1.3K
2.04K $295M
PPL
Ppl Corp

Utilities
17
+ 0.14%
$31.47 - $35.0 $535 - $595
12.3K $401M
APD
Air Products & Chemicals, Inc.

Basic Materials
8
+ 0.54%
$285.5 - $335.62 $2.28K - $2.68K
1.48K $428M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20
+ 0.11%
$28.6 - $29.27 $572 - $585
17.9K $512M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.35%
$385.02 - $431.37 $1.54K - $1.73K
1.14K $442M
VZ
Verizon Communications Inc

Communication Services
35
+ 0.5%
$39.6 - $45.21 $1.39K - $1.58K
7.04K $282M
GD
General Dynamics Corp

Industrials
3
+ 0.28%
$260.28 - $314.03 $781 - $942
1.08K $285M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.74K
+ 79.38%
$25.33 - $51.16 $171K - $345K
15.2K $394M
XOM
Exxon Mobil Corp

Energy
28
+ 0.36%
$105.51 - $125.37 $2.95K - $3.51K
7.83K $842M
ABBV
Abb Vie Inc.

Healthcare
81
+ 1.19%
$164.99 - $203.87 $13.4K - $16.5K
6.86K $1.22B
Activity Summary
Buys All Purchases 53 New Holdings 4 Increased Positions 49 Sells All Sells 20 Reductions 15 Sold out 5 Options Calls 0 Puts 0
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