Retirement Guys Formula LLC Purchases and Sells in Q4 2024

Retirement Guys Formula LLC

$188 Million
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	107K + 757.0%	$50.37 - $50.6 $5.38M - $5.4M	121K $6.09M
SCHG	442K + 292.48%	$25.93 - $105.3 $11.5M - $46.6M	594K $16.5M
JEPI	14.9K + 8.99%	$57.53 - $60.83 $855K - $904K	180K $10.4M
QQQ	673 + 10.61%	$481.22 - $538.17 $324K - $362K	7.02K $3.59M
WMT	397 + 1.33%	$79.1 - $95.7 $31.4K - $38K	30.3K $2.74M
MGK	840 + 106.06%	$316.94 - $357.88 $266K - $301K	1.63K $560K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	31K New	$46.07 - $48.17 $1.43M - $1.5M	31K $1.43M
VUG	1.4K New	$378.79 - $428.11 $530K - $598K	1.4K $573K
CTA	11.5K New	$25.8 - $28.97 $296K - $332K	11.5K $319K
KRG	11.9K New	$24.49 - $27.85 $292K - $331K	11.9K $300K
IDCC	1.26K New	$142.61 - $200.59 $180K - $253K	1.26K $244K
DFS	1.39K New	$136.3 - $182.67 $190K - $255K	1.39K $241K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSFF	-125K - 19.31%	$28.48 - $29.56 $3.56M - $3.7M	523K $15.3M
AAAU	-94.3K - 85.27%	$25.33 - $27.57 $2.39M - $2.6M	16.3K $422K
IJR	-4.36K - 24.37%	$113.92 - $127.38 $497K - $556K	13.5K $1.56M
DHI	-445 - 4.98%	$137.24 - $194.56 $61.1K - $86.6K	8.5K $1.19M
BND	-4.78K - 21.66%	$71.75 - $75.11 $343K - $359K	17.3K $1.24M
VIGI	-617 - 1.41%	$79.93 - $88.06 $49.3K - $54.3K	43.1K $3.45M

Activity Summary All Purchases 84 New Holdings 16 Increased Positions 68 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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