Retirement Group, LLC Purchases in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
424K
New
$22.27 - $22.91 $9.44M - $9.71M
424K $9.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
228
+ 0.18%
$359.29 - $420.52 $81.9K - $95.9K
129K $54.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.61K
+ 0.28%
$37.01 - $42.29 $59.7K - $68.3K
585K $24.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.6K
+ 437.93%
$80.6 - $93.32 $1.34M - $1.55M
20.4K $1.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.8K
+ 1051.52%
$50.64 - $51.08 $1.05M - $1.06M
22.7K $1.16M
CGGR
Capital Group Growth ETF Shs C

ETFs
33K
New
$27.54 - $32.16 $910K - $1.06M
33K $1.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.55K
+ 2.34%
$75.25 - $80.63 $192K - $205K
112K $8.99M
VTV
Vanguard Value ETF

ETFs
382
+ 1.03%
$147.46 - $162.86 $56.3K - $62.2K
37.3K $6.08M
JEF
Jefferies Financial Group Inc.

Financial Services
458
+ 0.34%
$38.92 - $46.13 $17.8K - $21.1K
134K $5.91M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
20K
New
$24.89 - $25.05 $498K - $501K
20K $501K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
7.85K
New
$50.53 - $56.94 $397K - $447K
7.85K $446K
EWJ
Ishares Msci Japan ETF

ETFs
6.11K
New
$63.06 - $71.83 $385K - $439K
6.11K $435K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.29%
$144.57 - $180.38 $5.78K - $7.22K
14K $2.53M
CVX
Chevron Corp

Energy
29
+ 0.07%
$141.82 - $157.74 $4.11K - $4.57K
43.8K $6.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.95K
+ 69.03%
$45.88 - $50.1 $273K - $298K
14.6K $729K
CGDV
Capital Group Divid Value ETF

ETFs
9.88K
+ 468.96%
$29.33 - $32.58 $290K - $322K
12K $389K
MSFT
Microsoft Corp

Technology
287
+ 6.49%
$367.75 - $429.37 $106K - $123K
4.71K $1.98M
PFE
Pfizer Inc

Healthcare
9.85K
+ 114.97%
$25.89 - $29.73 $255K - $293K
18.4K $511K
FDVV
Fidelity High Dividend ETF

ETFs
3.58K
+ 15.33%
$41.93 - $45.31 $150K - $162K
26.9K $1.22M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
811
+ 12.49%
$86.47 - $110.05 $70.1K - $89.3K
7.3K $803K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.14K
+ 2.37%
$81.49 - $82.34 $256K - $258K
136K $11.1M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
3.13K
+ 16.09%
$45.74 - $49.41 $143K - $155K
22.6K $1.12M
SOXX
Ishares Semiconductor ETF

ETFs
1.4K
+ 432.72%
$216.76 - $689.6 $304K - $967K
1.73K $389K
IRBO
Ishares Robotics & Artificial

ETFs
5.59K
+ 204.95%
$32.18 - $35.0 $180K - $195K
8.31K $285K
PSX
Phillips 66

Energy
1
+ 0.02%
$127.67 - $163.34 $128 - $163
5.81K $949K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.11K
New
$26.3 - $27.96 $161K - $171K
6.11K $170K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
193
+ 1.3%
$109.98 - $120.99 $21.2K - $23.4K
15.1K $1.83M
SYLD
Cambria Shareholder Yld ETF

ETFs
680
+ 3.47%
$65.45 - $73.27 $44.5K - $49.8K
20.3K $1.49M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.55K
New
$26.6 - $28.37 $148K - $157K
5.55K $157K
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 5.78%
$467.28 - $523.17 $44.9K - $50.2K
1.76K $919K
COIN
Coinbase Global, Inc.

Technology
345
+ 95.83%
$117.3 - $279.71 $40.5K - $96.5K
705 $186K
META
Meta Platforms, Inc.

Communication Services
104
+ 19.15%
$344.47 - $512.19 $35.8K - $53.3K
647 $314K
SGOL
Abrdn Gold ETF Trust

ETFs
400
+ 0.58%
$19.03 - $21.24 $7.61K - $8.5K
69.8K $1.48M
MPLX
Mplx LP

Energy
2.27K
+ 103.7%
$36.67 - $41.56 $83.2K - $94.3K
4.46K $185K
AMD
Advanced Micro Devices Inc

Technology
280
+ 19.5%
$135.32 - $211.38 $37.9K - $59.2K
1.72K $309K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
4.35K
+ 696.0%
$21.48 - $22.17 $93.4K - $96.4K
4.98K $109K
BX
Blackstone Inc.

Financial Services
670
+ 11.15%
$116.98 - $131.66 $78.4K - $88.2K
6.68K $877K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9
+ 0.37%
$152.32 - $189.2 $1.37K - $1.7K
2.43K $454K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.03K
+ 22.12%
$42.49 - $47.46 $43.6K - $48.7K
5.67K $269K
BAM
Brookfield Asset Management Inc.

Financial Services
513
+ 2.02%
$37.84 - $42.65 $19.4K - $21.9K
25.9K $1.09M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
500
+ 2.48%
$36.38 - $38.97 $18.2K - $19.5K
20.7K $803K
ABBV
Abb Vie Inc.

Healthcare
128
+ 8.19%
$159.82 - $182.1 $20.5K - $23.3K
1.69K $307K
JEPI
J P Morgan Exchange Traded Fd

ETFs
930
+ 29.01%
$54.75 - $57.86 $50.9K - $53.8K
4.14K $239K
ET
Energy Transfer LP

Energy
3.26K
+ 49.95%
$13.72 - $15.73 $44.7K - $51.3K
9.79K $153K
EPD
Enterprise Products Partners L.P.

Energy
1.65K
+ 33.58%
$26.23 - $29.18 $43.4K - $48.2K
6.58K $191K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.63K
+ 194.53%
$21.01 - $21.23 $55.3K - $55.8K
3.98K $84K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
995
+ 239.76%
$49.02 - $54.29 $48.8K - $54K
1.41K $76K
NFLX
Netflix Inc

Communication Services
69
+ 135.29%
$468.5 - $629.24 $32.3K - $43.4K
120 $72K
SMCI
Super Micro Computer, Inc.

Technology
24
+ 75.0%
$280.64 - $1188.07 $6.74K - $28.5K
56 $56K
Activity Summary
Buys All Purchases 242 New Holdings 50 Increased Positions 192 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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