Retirement Group, LLC Incresed Positions in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
171
+ 3.17%
$53.33 - $58.06 $9.12K - $9.93K
5.57K $323K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 13.85%
$99.13 - $149.2 $8.92K - $13.4K
740 $100K
CMCSA
Comcast Corp

Communication Services
685
+ 87.15%
$41.24 - $46.73 $28.2K - $32K
1.47K $63K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.78%
$644.69 - $785.59 $3.87K - $4.71K
343 $251K
AGNC
Agnc Investment Corp.

Real Estate
2.78K
+ 57.56%
$9.21 - $10.07 $25.6K - $28K
7.6K $75K
ORCC
Owl Rock Capital Corp

Financial Services
2.13K
+ 216.84%
N/A
3.11K $41K
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
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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34
+ 0.07%
$11.45 - $12.02 $389 - $409
51.7K $614K
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
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
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
RBLX
Roblox Corp

Communication Services
525
+ 2100.0%
$36.2 - $44.87 $19K - $23.6K
550 $20K
IRM
Iron Mountain Inc

Real Estate
6
+ 0.35%
$65.34 - $81.37 $392 - $488
1.72K $138K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
300
+ 75.0%
$51.38 - $59.17 $15.4K - $17.8K
700 $39K
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 24.81%
$278.58 - $300.53 $18.4K - $19.8K
332 $93K
ADI
Analog Devices Inc

Technology
78
+ 14.61%
$184.69 - $201.37 $14.4K - $15.7K
612 $121K
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
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
500
+ 50.0%
$7.59 - $17.47 $3.8K - $8.74K
1.5K $22K
EVRG
Evergy, Inc.

Utilities
250
+ 30.34%
$48.62 - $54.21 $12.2K - $13.6K
1.07K $57K
DVN
Devon Energy Corp

Energy
199
+ 21.84%
$40.69 - $50.18 $8.1K - $9.99K
1.11K $55K
NLY
Annaly Capital Management Inc

Real Estate
687
+ 27.69%
$18.36 - $20.12 $12.6K - $13.8K
3.17K $62K
USB
Us Bancorp \De\

Financial Services
198
+ 6.0%
$39.91 - $44.7 $7.9K - $8.85K
3.5K $156K
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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
70
+ 5.7%
$82.58 - $89.9 $5.78K - $6.29K
1.3K $116K
STWD
Starwood Property Trust, Inc.

Real Estate
631
+ 33.47%
$18.84 - $21.18 $11.9K - $13.4K
2.52K $51K
MDT
Medtronic PLC

Healthcare
143
+ 510.71%
$82.84 - $88.09 $11.8K - $12.6K
171 $14K
NVO
Novo Nordisk A S

Healthcare
3
+ 0.66%
$102.11 - $135.92 $306 - $408
455 $58K
LVHI
Franklin International Low Vol

ETFs
250
+ 14.49%
$27.46 - $29.84 $6.87K - $7.46K
1.98K $58K
DOW
Dow Inc.

Basic Materials
133
+ 11.2%
$52.47 - $58.17 $6.98K - $7.74K
1.32K $76K
TMUS
T Mobile Us, Inc.

Communication Services
65
+ 185.71%
$160.41 - $167.42 $10.4K - $10.9K
100 $16K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
131
+ 26.2%
$61.1 - $69.46 $8K - $9.1K
631 $41K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 21.64%
$472.6 - $545.42 $13.7K - $15.8K
163 $80K
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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