Prepared Retirement Institute LLC Reduced Holdings in Q3 2025

Prepared Retirement Institute LLC

  • $192 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-32.8K
- 25.4%
$94.33 - $105.31 $3.1M - $3.46M
96.5K $10.1B
SPC
Trust For Professional Mgr Cro

ETFs
-102K
- 40.43%
$20.41 - $21.69 $2.08M - $2.21M
150K $3.26B
DGRO
Ishares Core Dividend Growth E

ETFs
-14K
- 60.9%
$64.12 - $68.08 $897K - $952K
8.98K $611M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-25.1K
- 21.13%
$18.82 - $19.8 $473K - $498K
93.8K $1.82B
IVV
Ishares Core S&P 500 ETF

ETFs
-609
- 30.19%
$620.67 - $670.08 $378K - $408K
1.41K $942M
VUG
Vanguard Growth ETF

ETFs
-1.01K
- 21.33%
$433.97 - $484.08 $437K - $488K
3.72K $1.78B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.24K
- 18.12%
$181.56 - $190.33 $225K - $236K
5.6K $1.06B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.01K
- 27.76%
$50.82 - $51.09 $102K - $103K
5.24K $267M
Capital Group Core Balanced
-2.98K
- 31.31%
N/A
6.55K $227M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.4K
- 21.95%
$31.31 - $34.54 $106K - $117K
12.1K $407M
CAH
Cardinal Health Inc

Healthcare
-274
- 15.02%
$146.04 - $167.63 $40K - $45.9K
1.55K $243M
IBM
International Business Machines Corp

Technology
-85
- 8.02%
$234.77 - $292.47 $20K - $24.9K
975 $275M
META
Meta Platforms, Inc.

Communication Services
-43
- 4.65%
$695.21 - $791.73 $29.9K - $34K
881 $647M
CMCSA
Comcast Corp

Communication Services
-154
- 2.34%
$31.41 - $36.33 $4.84K - $5.59K
6.43K $202M
COF
Capital One Financial Corp

Financial Services
-144
- 7.47%
$207.29 - $229.74 $29.8K - $33.1K
1.79K $379M
ABNB
Airbnb, Inc.

Consumer Cyclical
-79
- 4.48%
$118.3 - $142.16 $9.35K - $11.2K
1.69K $205M
XLF
Financial Sector Spdr

ETFs
-836
- 5.61%
$51.37 - $54.25 $42.9K - $45.4K
14.1K $758M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-386
- 4.94%
$55.15 - $58.11 $21.3K - $22.4K
7.43K $427M
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 3.76%
$291.67 - $316.99 $10.2K - $11.1K
895 $272M
LDOS
Leidos Holdings, Inc.

Technology
-224
- 11.06%
$159.2 - $188.96 $35.7K - $42.3K
1.8K $341M
GD
General Dynamics Corp

Industrials
-45
- 5.22%
$293.92 - $341.0 $13.2K - $15.3K
817 $279M
ALL
Allstate Corp

Financial Services
-7
- 0.25%
$192.0 - $214.65 $1.34K - $1.5K
2.85K $611M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.07%
$617.65 - $666.84 $618 - $667
1.44K $959M
GOOG
Alphabet Inc.

Communication Services
-100
- 5.59%
$175.16 - $255.24 $17.5K - $25.5K
1.69K $411M
MSFT
Microsoft Corp

Technology
-32
- 0.59%
$491.09 - $535.64 $15.7K - $17.1K
5.35K $2.77B
ABBV
Abb Vie Inc.

Healthcare
-52
- 0.83%
$184.85 - $231.54 $9.61K - $12K
6.22K $1.44B
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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