Retireful, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $9.34M, Goldman Sachs Access Treasury with a value of $5.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $5.68M, Ishares Tr Core Moderate Alloc with a value of $4.38M, and Ishares Trishares 0 3 Mnth Tre with a value of $4.2M.

Examining the 13F form we can see an increase of $40.4M in the current position value, from $134M to 174M.

Below you can find more details about Retireful, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
ETFs: $108 Million
Technology: $22.8 Million
Industrials: $11.2 Million
Consumer Cyclical: $9.33 Million
Financial Services: $7.66 Million
Communication Services: $6.39 Million
Utilities: $2.86 Million
Healthcare: $2.21 Million
Other: $3.54 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $174 Million
  • Prior Value $134 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 92 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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