Retirement Guys Formula LLC Purchases and Sells in Q3 2025

Retirement Guys Formula LLC

$270 Million
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BCD	64.4K + 71.4%	$32.62 - $34.4 $2.1M - $2.22M	155K $5.31M
JNJ	5.71K + 66.78%	$155.17 - $185.42 $886K - $1.06M	14.3K $2.64M
JPST	24.6K + 17.81%	$50.47 - $50.74 $1.24M - $1.25M	163K $8.26M
KO	16.7K + 91.96%	$65.67 - $71.67 $1.1M - $1.2M	34.9K $2.32M
SPY	598 + 9.12%	$617.65 - $666.84 $369K - $399K	7.16K $4.77M
QQQ	310 + 3.29%	$546.99 - $602.2 $170K - $187K	9.74K $5.85M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVEM	50.8K New	$68.33 - $75.41 $3.47M - $3.83M	50.8K $3.82M
ABBV	5.75K New	$184.85 - $231.54 $1.06M - $1.33M	5.75K $1.33M
WMT	12.6K New	$94.4 - $104.27 $1.19M - $1.31M	12.6K $1.3M
AVGO	3.9K New	$264.74 - $369.57 $1.03M - $1.44M	3.9K $1.29M
PANW	6.12K New	$167.06 - $208.19 $1.02M - $1.27M	6.12K $1.25M
HD	2.96K New	$357.4 - $423.42 $1.06M - $1.25M	2.96K $1.2M

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-1.15K - 38.63%	$915.95 - $994.57 $1.06M - $1.15M	1.83K $1.7M
CAT	-3.22K - 64.92%	$390.92 - $477.15 $1.26M - $1.54M	1.74K $830K
SOXQ	-38K - 30.36%	$43.35 - $50.12 $1.65M - $1.9M	87.1K $4.37M
SYK	-2.5K - 60.97%	$368.57 - $403.53 $922K - $1.01M	1.6K $591K
GD	-3.86K - 60.28%	$293.92 - $341.0 $1.14M - $1.32M	2.55K $868K
ELV	-2.22K - 52.81%	$274.66 - $395.76 $610K - $879K	1.98K $641K

Activity Summary All Purchases 88 New Holdings 30 Increased Positions 58 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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