Retirement Group, LLC Incresed Positions in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
OCSL
Oaktree Specialty Lending Corp

Financial Services
470
+ 427.27%
$19.03 - $21.54 $8.94K - $10.1K
580 $11K
BBY
Best Buy CO Inc

Consumer Cyclical
105
+ 283.78%
$70.94 - $82.03 $7.45K - $8.61K
142 $11K
OTIS
Otis Worldwide Corp

Industrials
87
+ 483.33%
$85.45 - $100.22 $7.43K - $8.72K
105 $10K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.27%
$77.86 - $83.58 $311 - $334
1.49K $124K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.19%
$98.48 - $109.17 $197 - $218
1.05K $114K
FTNT
Fortinet, Inc.

Technology
27
+ 4.32%
$57.78 - $73.07 $1.56K - $1.97K
652 $44K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8
+ 0.22%
$41.15 - $44.4 $329 - $355
3.58K $158K
INTC
Intel Corp

Technology
170
+ 17000.0%
$41.83 - $49.55 $7.11K - $8.42K
171 $7K
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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.49%
$44.21 - $48.77 $398 - $439
1.86K $90K
OXY
Occidental Petroleum Corp

Energy
13
+ 1.19%
$56.22 - $64.99 $731 - $845
1.11K $71K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 5.48%
$244.36 - $334.55 $977 - $1.34K
77 $24K
NEE
Nextera Energy Inc

Utilities
53
+ 13.22%
$54.97 - $63.91 $2.91K - $3.39K
454 $29K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
26
+ 5.54%
$69.56 - $76.3 $1.81K - $1.98K
495 $37K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2
+ 0.22%
$72.89 - $81.43 $146 - $163
920 $74K
FISV
Fiserv Inc

Technology
41
+ 128.13%
N/A
73 $9K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 25.0%
$3408.14 - $3901.99 $3.41K - $3.9K
5 $18K
FTSL
First Trust Senior Ln Fund

ETFs
31
+ 0.14%
$45.8 - $46.4 $1.42K - $1.44K
21.7K $1M
RGR
Sturm Ruger & CO Inc

Industrials
43
+ 28.1%
$42.24 - $46.23 $1.82K - $1.99K
196 $9K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 5.26%
$902.69 - $993.35 $903 - $993
20 $19K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 3.24%
$163.11 - $183.59 $979 - $1.1K
191 $34K
PANW
Palo Alto Networks Inc

Technology
8
+ 10.81%
$261.97 - $376.9 $2.1K - $3.02K
82 $23K
PGF
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.53%
$14.58 - $15.32 $204 - $214
2.63K $40K
WMT
Walmart Inc.

Consumer Defensive
185
+ 198.92%
$58.61 - $175.86 $10.8K - $32.5K
278 $16K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.43%
$144.21 - $155.74 $144 - $156
231 $35K
FICO
Fair Isaac Corp

Technology
1
+ 20.0%
$1115.46 - $1334.99 $1.12K - $1.33K
6 $7K
CCL
Carnival Corp

Consumer Cyclical
100
+ 46.95%
$14.71 - $17.78 $1.47K - $1.78K
313 $5K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.47%
$54.0 - $58.69 $162 - $176
637 $37K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 42.86%
$468.92 - $567.18 $1.41K - $1.7K
10 $5K
DE
Deere & CO

Industrials
1
+ 0.83%
$356.78 - $410.74 $357 - $411
121 $49K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
4
+ 0.26%
$42.24 - $44.21 $169 - $177
1.54K $68K
FLRN
Spdr Bloomberg Investment Grad

ETFs
11
+ 0.36%
$30.59 - $30.83 $336 - $339
3.05K $94K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3
+ 0.95%
$46.08 - $52.37 $138 - $157
320 $16K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 1.59%
$45.19 - $50.67 $45.2 - $50.7
64 $3K
IYT
Ishares Tr U.S. Transportation

ETFs
45
+ 300.0%
$68.25 - $281.89 $3.07K - $12.7K
60 $4K
IGV
Ishares Expanded Tech Software

ETFs
212
+ 400.0%
$83.56 - $442.01 $17.7K - $93.7K
265 $22K
HRB
H&R Block Inc

Consumer Cyclical
1
+ 0.45%
$45.44 - $50.49 $45.4 - $50.5
224 $11K
OHI
Omega Healthcare Investors Inc

Real Estate
7
+ 2.23%
$27.93 - $31.67 $196 - $222
321 $10K
SO
Southern CO

Utilities
1
+ 1.19%
$66.25 - $72.24 $66.3 - $72.2
85 $6K
LYV
Live Nation Entertainment, Inc.

Communication Services
7
+ 53.85%
$87.41 - $106.81 $612 - $748
20 $2K
PRFT
Perficient Inc

Technology
32
+ 21.19%
$53.33 - $72.66 $1.71K - $2.33K
183 $10K
ASGN
Asgn Inc

Technology
5
+ 4.63%
$88.65 - $104.76 $443 - $524
113 $11K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.43%
$55.74 - $60.35 $111 - $121
464 $27K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
7
+ 1.19%
$19.39 - $20.35 $136 - $142
597 $12K
PFF
Ishares Trust Ishares Pfd And

ETFs
11
+ 2.04%
$31.12 - $32.54 $342 - $358
551 $17K
WHR
Whirlpool Corp

Consumer Cyclical
10
+ 29.41%
$103.13 - $122.9 $1.03K - $1.23K
44 $5K
SPSB
Spdr Portfolio Short Term Corp

ETFs
14
+ 0.33%
$29.65 - $29.92 $415 - $419
4.22K $125K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
166K
+ 988.9%
N/A
183K $0
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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