Retirement Guys Formula LLC Purchases and Sells in Q1 2025

Retirement Guys Formula LLC

$193 Million
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAAU	201K + 1232.85%	$26.05 - $30.88 $5.23M - $6.2M	217K $6.7M
SPY	5.85K + 223.78%	$551.42 - $612.93 $3.23M - $3.59M	8.47K $4.74M
VXUS	36K + 413.94%	$58.01 - $64.46 $2.09M - $2.32M	44.8K $2.78M
JPST	43.9K + 36.33%	$50.39 - $50.66 $2.21M - $2.22M	165K $8.34M
VZ	22.5K + 439.15%	$37.81 - $46.49 $852K - $1.05M	27.7K $1.26M
VUG	2.87K + 205.29%	$369.1 - $427.61 $1.06M - $1.23M	4.27K $1.58M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BCD	155K New	$31.25 - $34.24 $4.85M - $5.31M	155K $5.29M
KNG	49.8K New	$49.22 - $51.73 $2.45M - $2.58M	49.8K $2.52M
JEPQ	45.4K New	$51.45 - $58.51 $2.34M - $2.66M	45.4K $2.35M
ETN	6.74K New	$271.83 - $371.23 $1.83M - $2.5M	6.74K $1.83M
MRK	19.5K New	$83.01 - $101.02 $1.62M - $1.97M	19.5K $1.75M
GD	6.21K New	$241.94 - $272.58 $1.5M - $1.69M	6.21K $1.69M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	-511K - 86.11%	$24.91 - $29.02 $12.7M - $14.8M	82.5K $2.06M
JEPI	-111K - 61.49%	$56.17 - $59.71 $6.23M - $6.62M	69.4K $3.97M
PSFF	-168K - 32.07%	$28.22 - $30.06 $4.73M - $5.04M	355K $10.1M
WMT	-28K - 92.32%	$84.5 - $105.05 $2.37M - $2.94M	2.33K $204K
VGT	-1.18K - 29.43%	$542.38 - $646.34 $640K - $763K	2.83K $1.53M
PEP	-5.58K - 44.74%	$142.64 - $156.42 $796K - $873K	6.89K $1.03M

Activity Summary All Purchases 93 New Holdings 33 Increased Positions 60 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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