Prepared Retirement Institute LLC Reduced Holdings in Q2 2025

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPC
Trust For Professional Mgr Cro

ETFs
-87.5K
- 25.74%
$20.4 - $21.44 $1.78M - $1.88M
252K $5.41B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.61K
- 7.11%
$72.02 - $73.82 $620K - $636K
113K $8.28B
SPYG
Spdr Portfolio

ETFs
-30.4K
- 19.04%
$71.83 - $95.32 $2.18M - $2.9M
129K $12.3B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-13.1K
- 9.9%
$18.11 - $18.97 $237K - $248K
119K $2.24B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-7.88K
- 33.71%
$28.02 - $32.37 $221K - $255K
15.5K $492M
ABBV
Abb Vie Inc.

Healthcare
-194
- 3.0%
$170.16 - $206.27 $33K - $40K
6.27K $1.16B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.21K
- 30.69%
$50.1 - $51.02 $161K - $164K
7.25K $370M
MCD
Mcdonalds Corp

Consumer Cyclical
-383
- 29.17%
$285.55 - $321.23 $109K - $123K
930 $272M
XOM
Exxon Mobil Corp

Energy
-326
- 4.5%
$99.93 - $119.04 $32.6K - $38.8K
6.92K $746M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.66K
- 23.46%
$45.07 - $52.57 $74.9K - $87.3K
5.42K $265M
ALL
Allstate Corp

Financial Services
-250
- 8.05%
$180.53 - $212.64 $45.1K - $53.2K
2.85K $575M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.2K
- 23.25%
$55.54 - $69.09 $66.8K - $83.1K
3.97K $274M
PPL
Ppl Corp

Utilities
-520
- 5.32%
$33.45 - $36.5 $17.4K - $19K
9.25K $313M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.86%
$483.48 - $539.8 $2.42K - $2.7K
575 $279M
VUSB
Vanguard Bd Index Fds
-453
- 6.98%
N/A
6.03K $301M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-462
- 6.33%
$152.93 - $181.74 $70.7K - $84K
6.84K $1.24B
GD
General Dynamics Corp

Industrials
-122
- 12.4%
$247.68 - $291.66 $30.2K - $35.6K
862 $251M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.66K
- 11.4%
$20.42 - $25.3 $33.9K - $42K
12.9K $326M
CMCSA
Comcast Corp

Communication Services
-147
- 2.19%
$32.84 - $36.72 $4.83K - $5.4K
6.58K $235M
IVV
Ishares Core S&P 500 ETF

ETFs
-221
- 9.87%
$498.8 - $620.9 $110K - $137K
2.02K $1.25B
MS
Morgan Stanley

Financial Services
-443
- 18.16%
$99.83 - $140.86 $44.2K - $62.4K
2K $281M
IBM
International Business Machines Corp

Technology
-211
- 16.6%
$221.03 - $294.78 $46.6K - $62.2K
1.06K $313M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-28
- 0.29%
$77.94 - $79.5 $2.18K - $2.23K
9.79K $778M
XLF
Financial Sector Spdr

ETFs
-612
- 3.94%
$43.92 - $52.37 $26.9K - $32.1K
14.9K $781M
CAH
Cardinal Health Inc

Healthcare
-342
- 15.79%
$125.0 - $168.0 $42.8K - $57.5K
1.82K $306M
DGRO
Ishares Core Dividend Growth E

ETFs
-286
- 1.23%
$55.22 - $63.94 $15.8K - $18.3K
23K $1.47B
LDOS
Leidos Holdings, Inc.

Technology
-29
- 1.41%
$132.9 - $160.3 $3.85K - $4.65K
2.03K $320M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.11%
$484.66 - $738.09 $485 - $738
924 $682M
VUG
Vanguard Growth ETF

ETFs
-292
- 5.82%
$329.49 - $438.4 $96.2K - $128K
4.73K $2.07B
NVDA
Nvidia Corp

Technology
-241
- 4.28%
$94.31 - $157.99 $22.7K - $38.1K
5.4K $853M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-438
- 4.51%
$456.74 - $568.03 $200K - $249K
9.27K $5.26B
VIG
Vanguard Dividend Appreciation

ETFs
-2.45K
- 2.31%
N/A
103K $21.2B
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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