Retirement Group, LLC Purchases in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
198
+ 6.0%
$39.91 - $44.7 $7.9K - $8.85K
3.5K $156K
DVN
Devon Energy Corp

Energy
199
+ 21.84%
$40.69 - $50.18 $8.1K - $9.99K
1.11K $55K
LOW
Lowes Companies Inc

Consumer Cyclical
54
New
$210.55 - $261.0 $11.4K - $14.1K
54 $13K
UL
Unilever PLC

Consumer Defensive
267
New
$46.99 - $51.22 $12.5K - $13.7K
267 $13K
AMT
American Tower Corp

Real Estate
66
New
$186.68 - $218.81 $12.3K - $14.4K
66 $13K
ACN
Accenture PLC

Technology
40
New
$333.82 - $386.91 $13.4K - $15.5K
40 $13K
VTRS
Viatris Inc

Healthcare
1.12K
+ 6244.44%
$11.27 - $13.53 $12.7K - $15.2K
1.14K $13K
CSCO
Cisco Systems, Inc.

Technology
263
+ 56.8%
$48.06 - $52.33 $12.6K - $13.8K
726 $36K
NVS
Novartis Ag

Healthcare
146
+ 57.48%
$95.27 - $108.47 $13.9K - $15.8K
400 $38K
NVO
Novo Nordisk A S

Healthcare
3
+ 0.66%
$102.11 - $135.92 $306 - $408
455 $58K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
New
$429.43 - $481.35 $11.6K - $13K
27 $12K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
196
New
$61.94 - $80.91 $12.1K - $15.9K
196 $12K
MDT
Medtronic PLC

Healthcare
143
+ 510.71%
$82.84 - $88.09 $11.8K - $12.6K
171 $14K
STWD
Starwood Property Trust, Inc.

Real Estate
631
+ 33.47%
$18.84 - $21.18 $11.9K - $13.4K
2.52K $51K
TMUS
T Mobile Us, Inc.

Communication Services
65
+ 185.71%
$160.41 - $167.42 $10.4K - $10.9K
100 $16K
DOW
Dow Inc.

Basic Materials
133
+ 11.2%
$52.47 - $58.17 $6.98K - $7.74K
1.32K $76K
LVHI
Franklin International Low Vol

ETFs
250
+ 14.49%
$27.46 - $29.84 $6.87K - $7.46K
1.98K $58K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
850
New
$12.67 - $13.24 $10.8K - $11.3K
850 $11K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
850
New
$12.58 - $13.4 $10.7K - $11.4K
850 $11K
TFC
Truist Financial Corp

Financial Services
301
New
$34.53 - $38.98 $10.4K - $11.7K
301 $11K
FERG
Ferguson PLC

Industrials
54
New
$184.06 - $221.27 $9.94K - $11.9K
54 $11K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
131
+ 26.2%
$61.1 - $69.46 $8K - $9.1K
631 $41K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
700
New
$8.32 - $16.73 $5.82K - $11.7K
700 $10K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 21.64%
$472.6 - $545.42 $13.7K - $15.8K
163 $80K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
380
New
$25.55 - $26.59 $9.71K - $10.1K
380 $10K
BKR
Baker Hughes CO

Energy
309
New
$28.5 - $33.93 $8.81K - $10.5K
309 $10K
OTIS
Otis Worldwide Corp

Industrials
87
+ 483.33%
$85.45 - $100.22 $7.43K - $8.72K
105 $10K
OCSL
Oaktree Specialty Lending Corp

Financial Services
470
+ 427.27%
$19.03 - $21.54 $8.94K - $10.1K
580 $11K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.27%
$77.86 - $83.58 $311 - $334
1.49K $124K
LNG
Cheniere Energy, Inc.

Energy
56
New
$152.89 - $169.41 $8.56K - $9.49K
56 $9K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.19%
$98.48 - $109.17 $197 - $218
1.05K $114K
BBY
Best Buy CO Inc

Consumer Cyclical
105
+ 283.78%
$70.94 - $82.03 $7.45K - $8.61K
142 $11K
IRT
Independence Realty Trust, Inc.

Real Estate
499
New
$14.35 - $16.2 $7.16K - $8.08K
499 $8K
FTNT
Fortinet, Inc.

Technology
27
+ 4.32%
$57.78 - $73.07 $1.56K - $1.97K
652 $44K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
1K
New
$5.11 - $8.76 $5.11K - $8.76K
1K $8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8
+ 0.22%
$41.15 - $44.4 $329 - $355
3.58K $158K
DBO
Invesco Db Oil Fund

ETFs
400
+ 95.24%
$13.82 - $15.54 $5.53K - $6.22K
820 $12K
GILD
Gilead Sciences, Inc.

Healthcare
131
+ 58.74%
$71.58 - $87.29 $9.38K - $11.4K
354 $25K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
90
+ 38.96%
$76.87 - $77.64 $6.92K - $6.99K
321 $24K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1K
New
$7.21 - $10.49 $7.21K - $10.5K
1K $7K
INTC
Intel Corp

Technology
170
+ 17000.0%
$41.83 - $49.55 $7.11K - $8.42K
171 $7K
OXY
Occidental Petroleum Corp

Energy
13
+ 1.19%
$56.22 - $64.99 $731 - $845
1.11K $71K
KKR
Kkr & Co. Inc.

Financial Services
61
New
$79.89 - $101.64 $4.87K - $6.2K
61 $6K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.49%
$44.21 - $48.77 $398 - $439
1.86K $90K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 5.48%
$244.36 - $334.55 $977 - $1.34K
77 $24K
EWZS
Ishares Msci Brazil Small Cap

ETFs
400
New
$13.42 - $14.74 $5.37K - $5.9K
400 $5K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
26
+ 5.54%
$69.56 - $76.3 $1.81K - $1.98K
495 $37K
NEE
Nextera Energy Inc

Utilities
53
+ 13.22%
$54.97 - $63.91 $2.91K - $3.39K
454 $29K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2
+ 0.22%
$72.89 - $81.43 $146 - $163
920 $74K
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
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email