Retirement Capital Strategies Portfolio Holdings

Retirement Capital Strategies

  • $257 Million
  • Q4 2024

Retirement Capital Strategies has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.3M, Vanguard Russell 3000 ETF with a value of $25.3M, Spdr Bloomberg 3 12 Month T Bi with a value of $15.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $12.7M, and Spdr Portfolio S&P 1500 Compos with a value of $12.6M.

Examining the 13F form we can see an increase of $2.5M in the current position value, from $255M to 257M.

Below you can find more details about Retirement Capital Strategies portfolio as well as his latest detailed transactions.

Portfolio value $257 Million
ETFs: $213 Million
Technology: $13.2 Million
Industrials: $5.97 Million
Financial Services: $3.28 Million
Consumer Cyclical: $1.62 Million

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 77
  • Current Value $257 Million
  • Prior Value $255 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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