Retirement Guys Formula LLC Purchases in Q2 2025

Retirement Guys Formula LLC

  • $252 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
556K
+ 674.42%
$22.27 - $29.21 $12.4M - $16.2M
639K $18.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
282K
New
$23.55 - $27.67 $6.63M - $7.79M
282K $7.79M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
125K
New
$28.07 - $43.66 $3.51M - $5.46M
125K $5.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109K
New
$39.89 - $49.46 $4.34M - $5.38M
109K $5.38M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
86.4K
New
$48.22 - $60.41 $4.16M - $5.22M
86.4K $5.16M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
118K
+ 33.11%
$26.82 - $30.48 $3.15M - $3.58M
473K $14.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.5K
New
$100.35 - $100.71 $2.66M - $2.67M
26.5K $2.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 13.12%
$416.06 - $551.64 $455K - $603K
9.43K $5.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15K
New
$40.51 - $71.03 $606K - $1.06M
15K $1.05M
NVDA
Nvidia Corp

Technology
489
+ 2.57%
$94.31 - $157.99 $46.1K - $77.3K
19.5K $3.08M
META
Meta Platforms, Inc.

Communication Services
173
+ 5.6%
$484.66 - $738.09 $83.8K - $128K
3.26K $2.41M
VGT
Vanguard Information Technolog

ETFs
394
+ 13.93%
$470.37 - $663.28 $185K - $261K
3.22K $2.14M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.9K
+ 17.41%
$45.88 - $54.4 $363K - $430K
53.3K $2.9M
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 14.54%
$146.58 - $180.01 $221K - $271K
11.9K $2.1M
AMAT
Applied Materials Inc

Technology
547
+ 5.67%
$126.95 - $183.52 $69.4K - $100K
10.2K $1.86M
AMZN
Amazon Com Inc

Consumer Cyclical
745
+ 7.47%
$167.32 - $223.3 $125K - $166K
10.7K $2.35M
CAT
Caterpillar Inc

Industrials
291
+ 6.23%
$273.94 - $388.21 $79.7K - $113K
4.96K $1.93M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
477
+ 1.14%
$75.29 - $91.16 $35.9K - $43.5K
42.3K $3.81M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.8K
+ 15.66%
$45.3 - $50.64 $353K - $395K
57.6K $2.83M
VUG
Vanguard Growth ETF

ETFs
43
+ 1.01%
$329.49 - $438.4 $14.2K - $18.9K
4.31K $1.89M
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.8K
+ 40.54%
$26.61 - $29.9 $394K - $442K
51.3K $1.37M
EME
Emcor Group, Inc.

Industrials
463
New
$342.02 - $534.89 $158K - $248K
463 $247K
FIX
Comfort Systems Usa Inc

Industrials
449
New
$296.51 - $536.21 $133K - $241K
449 $240K
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 3.93%
$908.13 - $1056.85 $103K - $119K
2.99K $2.96M
FV
First Trust Dorsey Wright Focu

ETFs
1.49K
+ 4.46%
$48.43 - $59.26 $72.2K - $88.3K
34.9K $2.07M
EVR
Evercore Inc.

Financial Services
847
New
$163.77 - $271.5 $139K - $230K
847 $228K
LLY
Eli Lilly & CO

Healthcare
401
+ 20.53%
$713.71 - $898.95 $286K - $360K
2.35K $1.84M
AX
Axos Financial, Inc.

Financial Services
2.83K
New
$56.36 - $76.85 $159K - $217K
2.83K $215K
CMI
Cummins Inc

Industrials
439
+ 8.98%
$267.12 - $336.65 $117K - $148K
5.33K $1.74M
EWBC
East West Bancorp Inc

Financial Services
2.09K
New
$71.03 - $101.75 $148K - $212K
2.09K $210K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.78K
New
$50.53 - $212.53 $191K - $804K
3.78K $209K
EXEL
Exelixis, Inc.

Healthcare
4.72K
New
$34.13 - $46.26 $161K - $218K
4.72K $208K
EHC
Encompass Health Corp

Healthcare
1.69K
New
$96.12 - $122.63 $163K - $207K
1.69K $207K
QCOM
Qualcomm Inc

Technology
932
+ 9.6%
$124.66 - $159.48 $116K - $149K
10.6K $1.69M
BLD
Top Build Corp

Industrials
628
New
$275.93 - $326.59 $173K - $205K
628 $203K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.07K
New
$153.22 - $199.8 $165K - $215K
1.07K $201K
NVS
Novartis Ag

Healthcare
954
+ 11.35%
$101.96 - $121.01 $97.3K - $115K
9.36K $1.13M
GD
General Dynamics Corp

Industrials
201
+ 3.24%
$247.68 - $291.66 $49.8K - $58.6K
6.41K $1.87M
SYK
Stryker Corp

Healthcare
218
+ 5.61%
$337.37 - $395.63 $73.5K - $86.2K
4.1K $1.62M
ECL
Ecolab Inc.

Basic Materials
331
+ 8.34%
$225.65 - $270.95 $74.7K - $89.7K
4.3K $1.16M
GALT
Galectin Therapeutics Inc

Healthcare
4.25K
+ 2.74%
$1.25 - $3.29 $5.31K - $14K
160K $336K
ADBE
Adobe Inc.

Technology
328
+ 8.97%
$340.0 - $420.68 $112K - $138K
3.99K $1.54M
DHI
Horton D R Inc

Consumer Cyclical
863
+ 7.11%
$115.1 - $129.63 $99.3K - $112K
13K $1.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
603
+ 4.26%
$90.56 - $109.49 $54.6K - $66K
14.8K $1.61M
ABT
Abbott Laboratories

Healthcare
763
+ 10.79%
$123.95 - $138.08 $94.6K - $105K
7.83K $1.07M
MA
Mastercard Inc

Financial Services
133
+ 4.24%
$479.92 - $590.74 $63.8K - $78.6K
3.27K $1.84M
VZ
Verizon Communications Inc

Communication Services
3.97K
+ 14.33%
$41.67 - $45.62 $165K - $181K
31.6K $1.37M
XLP
Consumer Staples Sector Spdr

ETFs
1.47K
+ 4.97%
N/A
31K $2.36M
NEE
Nextera Energy Inc

Utilities
1.82K
+ 13.89%
$64.11 - $75.0 $116K - $136K
14.9K $1.03M
Activity Summary
Buys All Purchases 92 New Holdings 18 Increased Positions 74 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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