Prepared Retirement Institute LLC Incresed Positions in Q3 2025

Prepared Retirement Institute LLC

  • $192 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
129K
+ 54.04%
N/A
369K $15.2B
CMBS
Ishares Cmbs ETF

ETFs
87.4K
+ 55.87%
$48.14 - $49.26 $4.21M - $4.3M
244K $12B
VTI
Vanguard Total Stock Market Et

ETFs
5.42K
+ 26.23%
$303.93 - $329.86 $1.65M - $1.79M
26.1K $8.56B
VIG
Vanguard Dividend Appreciation

ETFs
3.8K
+ 3.67%
N/A
107K $23.1B
IHDG
Wisdomtree Tr

ETFs
34.1K
+ 14.41%
$43.81 - $46.31 $1.49M - $1.58M
271K $12.5B
VB
Vanguard Small Cap ETF

ETFs
5.35K
+ 22.18%
$237.58 - $259.17 $1.27M - $1.39M
29.5K $7.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.7K
+ 26.02%
$81.75 - $84.54 $1.53M - $1.58M
90.4K $7.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.2K
+ 6.74%
$26.38 - $27.95 $982K - $1.04M
589K $16.1B
FLQH
Franklin Templeton Libertyq In

ETFs
19.3K
+ 16.88%
N/A
134K $4.98B
Franklin Templeton ETF Tr
15.9K
+ 103.69%
N/A
31.3K $1.64B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
384
+ 4.14%
$567.77 - $614.76 $218K - $236K
9.65K $5.91B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.63K
+ 32.3%
$50.85 - $51.35 $489K - $494K
39.4K $2.02B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.13K
+ 16.11%
$49.55 - $52.25 $304K - $320K
44.2K $2.31B
ITA
Ishares Tr

ETFs
1.41K
+ 37.09%
$184.73 - $209.26 $260K - $294K
5.2K $1.09B
AAPL
Apple Inc.

Technology
26
+ 0.4%
$202.38 - $256.87 $5.26K - $6.68K
6.53K $1.66B
JNJ
Johnson & Johnson

Healthcare
965
+ 59.46%
$155.17 - $185.42 $150K - $179K
2.59K $480M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.79K
+ 70.17%
$68.24 - $73.73 $190K - $205K
6.76K $497M
SVAL
Ishares Tr Us Small Cap Value

ETFs
4.54K
+ 19.6%
$30.46 - $34.49 $138K - $157K
27.7K $929M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.55K
+ 1.38%
$72.57 - $74.72 $113K - $116K
114K $8.48B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.11K
+ 3.95%
$82.38 - $83.0 $174K - $175K
55.6K $4.61B
RDVY
First Trust Rising Dividend Ac

ETFs
1.83K
+ 16.97%
$62.38 - $67.29 $114K - $123K
12.6K $849M
NVDA
Nvidia Corp

Technology
45
+ 0.83%
$153.3 - $186.58 $6.9K - $8.4K
5.44K $1.02B
ORCL
Oracle Corp

Technology
1
+ 0.04%
$218.96 - $328.33 $219 - $328
2.39K $673M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.41K
+ 62.88%
$46.51 - $50.07 $158K - $171K
8.83K $414M
GLD
Spdr Gold Trust

ETFs
135
+ 11.52%
$300.96 - $355.47 $40.6K - $48K
1.31K $465M
XOM
Exxon Mobil Corp

Energy
465
+ 6.72%
$105.83 - $117.22 $49.2K - $54.5K
7.39K $833M
MRK
Merck & Co., Inc.

Healthcare
594
+ 8.2%
$77.6 - $87.37 $46.1K - $51.9K
7.84K $658M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
834
+ 8.52%
$78.96 - $80.04 $65.9K - $66.8K
10.6K $849M
AMZN
Amazon Com Inc

Consumer Cyclical
310
+ 21.97%
$211.65 - $238.24 $65.6K - $73.9K
1.72K $378M
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 3.13%
$282.78 - $316.06 $16.1K - $18K
1.88K $592M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
582
+ 11.93%
$75.26 - $80.19 $43.8K - $46.7K
5.46K $436M
SCHG
Schwab Strategic Tr Us Large C

ETFs
872
+ 11.52%
$28.92 - $32.19 $25.2K - $28.1K
8.44K $269M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40
+ 0.19%
$23.82 - $25.84 $953 - $1.03K
21.6K $554M
PPL
Ppl Corp

Utilities
235
+ 2.54%
$33.54 - $37.24 $7.88K - $8.75K
9.49K $352M
FVAL
Fidelity Covington Tr Value Fa

ETFs
24
+ 0.4%
$63.74 - $69.18 $1.53K - $1.66K
5.95K $410M
VUSB
Vanguard Bd Index Fds
601
+ 9.96%
N/A
6.63K $332M
WMT
Walmart Inc.

Consumer Defensive
141
+ 4.69%
$94.4 - $104.27 $13.3K - $14.7K
3.15K $325M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
320
+ 4.51%
$70.85 - $76.96 $22.7K - $24.6K
7.42K $564M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 5.91%
$459.11 - $506.91 $15.6K - $17.2K
609 $306M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.08%
$279.83 - $293.74 $280 - $294
1.33K $391M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.23%
$95.86 - $104.94 $479 - $525
2.15K $222M
FDHY
Fidelity Covington Trust High

ETFs
81
+ 1.7%
$48.66 - $49.64 $3.94K - $4.02K
4.84K $239M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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