Retirement Group, LLC Purchases in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BBDC
Barings Bdc, Inc.

Financial Services
82
+ 0.13%
$8.7 - $9.88 $713 - $810
63K $586K
ARCC
Ares Capital Corp

Financial Services
2.09K
+ 216.96%
$19.94 - $20.82 $41.6K - $43.4K
3.05K $63K
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 59.64%
$338.26 - $395.2 $33.5K - $39.1K
265 $101K
MRK
Merck & Co., Inc.

Healthcare
224
+ 43.08%
$113.24 - $131.95 $25.4K - $29.6K
744 $98K
IBM
International Business Machines Corp

Technology
49
+ 5.12%
$159.16 - $197.78 $7.8K - $9.69K
1.01K $192K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.16K
+ 14.52%
$22.99 - $23.82 $26.8K - $27.7K
9.18K $218K
SLV
I Shares Silver Trust

ETFs
260
+ 0.89%
$20.2 - $23.29 $5.25K - $6.06K
29.6K $673K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 13.85%
$99.13 - $149.2 $8.92K - $13.4K
740 $100K
DGRO
Ishares Core Dividend Growth E

ETFs
171
+ 3.17%
$53.33 - $58.06 $9.12K - $9.93K
5.57K $323K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.78%
$644.69 - $785.59 $3.87K - $4.71K
343 $251K
ORCC
Owl Rock Capital Corp

Financial Services
2.13K
+ 216.84%
N/A
3.11K $41K
AGNC
Agnc Investment Corp.

Real Estate
2.78K
+ 57.56%
$9.21 - $10.07 $25.6K - $28K
7.6K $75K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
652
+ 2.79%
$23.47 - $25.45 $15.3K - $16.6K
24K $606K
ADP
Automatic Data Processing Inc

Industrials
88
+ 44.67%
$232.51 - $255.87 $20.5K - $22.5K
285 $71K
XLP
Consumer Staples Sector Spdr

ETFs
195
+ 8.65%
$71.59 - $76.36 $14K - $14.9K
2.45K $187K
XRX
Xerox Holdings Corp

Technology
1.34K
New
$15.62 - $19.61 $20.9K - $26.3K
1.34K $24K
AMP
Ameriprise Financial Inc

Financial Services
56
New
$372.06 - $438.44 $20.8K - $24.6K
56 $24K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
75
+ 2.5%
$53.17 - $60.48 $3.99K - $4.54K
3.08K $185K
INDA
Ishares Msci India Index Fund

ETFs
454
New
$48.59 - $52.29 $22.1K - $23.7K
454 $23K
JPM
Jpmorgan Chase & CO

Financial Services
109
+ 227.08%
$167.09 - $200.3 $18.2K - $21.8K
157 $31K
WES
Western Midstream Partners, LP

Energy
456
+ 40.18%
$27.72 - $35.55 $12.6K - $16.2K
1.59K $56K
U
Unity Software Inc.

Technology
835
+ 83500.0%
$25.98 - $38.98 $21.7K - $32.5K
836 $22K
PG
Procter & Gamble CO

Consumer Defensive
119
+ 57.49%
$147.42 - $162.61 $17.5K - $19.4K
326 $52K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34
+ 0.07%
$11.45 - $12.02 $389 - $409
51.7K $614K
MU
Micron Technology Inc

Technology
100
+ 37.31%
$79.5 - $119.25 $7.95K - $11.9K
368 $43K
TGT
Target Corp

Consumer Defensive
91
+ 85.05%
$137.4 - $177.21 $12.5K - $16.1K
198 $35K
BAC
Bank Of America Corp

Financial Services
53
+ 1.23%
$31.73 - $37.92 $1.68K - $2.01K
4.37K $165K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
400
+ 88.89%
$43.25 - $49.43 $17.3K - $19.8K
850 $39K
CB
Chubb LTD

Financial Services
77
New
$225.25 - $260.21 $17.3K - $20K
77 $19K
RBLX
Roblox Corp

Communication Services
525
+ 2100.0%
$36.2 - $44.87 $19K - $23.6K
550 $20K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.07%
$39.73 - $44.95 $159 - $180
5.72K $249K
VGIT
Vanguard Intermediate Term Tre

ETFs
369
+ 10.55%
$58.07 - $59.52 $21.4K - $22K
3.87K $226K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
300
+ 75.0%
$51.38 - $59.17 $15.4K - $17.8K
700 $39K
IRM
Iron Mountain Inc

Real Estate
6
+ 0.35%
$65.34 - $81.37 $392 - $488
1.72K $138K
KMI
Kinder Morgan, Inc.

Energy
701
+ 8.18%
$16.57 - $18.34 $11.6K - $12.9K
9.27K $169K
PAA
Plains All American Pipeline LP

Energy
900
+ 247.25%
$15.17 - $17.56 $13.7K - $15.8K
1.26K $22K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.04%
$100.68 - $110.5 $101 - $111
2.26K $249K
XAR
Spdr S&P Aerospace & Defense E

ETFs
115
New
$127.46 - $141.87 $14.7K - $16.3K
115 $16K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
666
+ 0.57%
$77.43 - $82.98 $51.6K - $55.3K
117K $9.67M
OCGN
Ocugen, Inc.

Healthcare
3.2K
+ 32.29%
$0.5 - $1.83 $1.6K - $5.86K
13.1K $21K
QCOM
Qualcomm Inc

Technology
100
New
$136.17 - $175.72 $13.6K - $17.6K
100 $16K
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 24.81%
$278.58 - $300.53 $18.4K - $19.8K
332 $93K
UPS
United Parcel Service Inc

Industrials
101
+ 183.64%
$139.08 - $161.22 $14K - $16.3K
156 $23K
CVS
Cvs Health Corp

Healthcare
182
+ 54.33%
$71.99 - $81.42 $13.1K - $14.8K
517 $41K
ADI
Analog Devices Inc

Technology
78
+ 14.61%
$184.69 - $201.37 $14.4K - $15.7K
612 $121K
EVRG
Evergy, Inc.

Utilities
250
+ 30.34%
$48.62 - $54.21 $12.2K - $13.6K
1.07K $57K
NLY
Annaly Capital Management Inc

Real Estate
687
+ 27.69%
$18.36 - $20.12 $12.6K - $13.8K
3.17K $62K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
500
+ 50.0%
$7.59 - $17.47 $3.8K - $8.74K
1.5K $22K
CMI
Cummins Inc

Industrials
50
New
$229.21 - $294.69 $11.5K - $14.7K
50 $14K
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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