Retirement Group, LLC Portfolio Holdings
Retirement Group, LLC
- $268 Million
- Q1 2024
Retirement Group, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $268 Million distributed in 847 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $54.1M, Invesco Exchange Traded Fd Tr with a value of $24.7M, Exxon Mobil Corp with a value of $11.6M, Ishares Barclays 1 3 Year Trea with a value of $11.1M, and Spdr S&P 400 Mid Cap Value ETF with a value of $10.6M.
Examining the 13F form we can see an increase of $26.5M in the current position value, from $242M to 268M.
Below you can find more details about Retirement Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $152 Million
Financial Services: $64.7 Million
Energy: $22.4 Million
Technology: $13 Million
Consumer Cyclical: $4.71 Million
Communication Services: $3.36 Million
Real Estate: $2.28 Million
Healthcare: $1.77 Million
Other: $3.52 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 847
- Current Value $268 Million
- Prior Value $242 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 50 stocks
- Additional Purchases 192 stocks
- Sold out of 0 stocks
- Reduced holdings in 164 stocks