Retireful, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Million distributed in 66 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 $17.2M, Spdr S&P 500 ETF Trust with a value of $9.29M, Select Sector Spdr Tr Real Est with a value of $6.05M, Industrial Sector Spdr with a value of $6.03M, and Goldman Sachs Access Treasury with a value of $5.99M.

Examining the 13F form we can see an decrease of $77.5M in the current position value, from $211M to 134M.

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

Portfolio value $134 Million
ETFs: $113 Million
Technology: $5.16 Million
Healthcare: $4.79 Million
Financial Services: $3.91 Million
Industrials: $2.82 Million
Communication Services: $2.1 Million
Consumer Defensive: $1.41 Million
Real Estate: $700,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $134 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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