Retirement Guys Formula LLC Purchases in Q1 2025

Retirement Guys Formula LLC

  • $193 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAAU
Goldman Sachs Physical Gold ETF

ETFs
201K
+ 1232.85%
$26.05 - $30.88 $5.23M - $6.2M
217K $6.7M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
155K
New
$31.25 - $34.24 $4.85M - $5.31M
155K $5.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.85K
+ 223.78%
$551.42 - $612.93 $3.23M - $3.59M
8.47K $4.74M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
49.8K
New
$49.22 - $51.73 $2.45M - $2.58M
49.8K $2.52M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
45.4K
New
$51.45 - $58.51 $2.34M - $2.66M
45.4K $2.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36K
+ 413.94%
$58.01 - $64.46 $2.09M - $2.32M
44.8K $2.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
43.9K
+ 36.33%
$50.39 - $50.66 $2.21M - $2.22M
165K $8.34M
ETN
Eaton Corp PLC

Industrials
6.74K
New
$271.83 - $371.23 $1.83M - $2.5M
6.74K $1.83M
MRK
Merck & Co., Inc.

Healthcare
19.5K
New
$83.01 - $101.02 $1.62M - $1.97M
19.5K $1.75M
GD
General Dynamics Corp

Industrials
6.21K
New
$241.94 - $272.58 $1.5M - $1.69M
6.21K $1.69M
LLY
Eli Lilly & CO

Healthcare
1.95K
New
$725.72 - $929.72 $1.42M - $1.82M
1.95K $1.61M
QCOM
Qualcomm Inc

Technology
9.71K
New
$151.94 - $175.86 $1.47M - $1.71M
9.71K $1.49M
SYK
Stryker Corp

Healthcare
3.88K
New
$355.18 - $399.9 $1.38M - $1.55M
3.88K $1.45M
ADBE
Adobe Inc.

Technology
3.66K
New
$377.84 - $464.11 $1.38M - $1.7M
3.66K $1.4M
ORCL
Oracle Corp

Technology
9.41K
New
$139.81 - $186.47 $1.32M - $1.75M
9.41K $1.32M
VZ
Verizon Communications Inc

Communication Services
22.5K
+ 439.15%
$37.81 - $46.49 $852K - $1.05M
27.7K $1.26M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
14.9K
New
$66.9 - $71.57 $994K - $1.06M
14.9K $1.05M
VUG
Vanguard Growth ETF

ETFs
2.87K
+ 205.29%
$369.1 - $427.61 $1.06M - $1.23M
4.27K $1.58M
MKC
Mccormick & CO Inc

Consumer Defensive
12K
New
$71.24 - $84.73 $855K - $1.02M
12K $987K
ABT
Abbott Laboratories

Healthcare
7.07K
New
$111.1 - $140.22 $785K - $991K
7.07K $937K
NVS
Novartis Ag

Healthcare
8.41K
New
$97.14 - $115.57 $817K - $972K
8.41K $937K
K
Kellogg CO

Consumer Defensive
11.3K
New
$81.06 - $82.9 $918K - $939K
11.3K $934K
NEE
Nextera Energy Inc

Utilities
13.1K
New
$66.96 - $76.16 $875K - $995K
13.1K $926K
ADP
Automatic Data Processing Inc

Industrials
2.98K
New
$286.85 - $318.64 $856K - $951K
2.98K $911K
TJX
Tjx Companies Inc

Consumer Cyclical
6.95K
+ 98.67%
$112.81 - $126.16 $784K - $877K
14K $1.7M
VTV
Vanguard Value ETF

ETFs
4.87K
+ 149.39%
$167.73 - $179.21 $816K - $872K
8.13K $1.4M
UNH
Unitedhealth Group Inc

Healthcare
1.42K
+ 34.59%
$461.52 - $548.18 $654K - $777K
5.51K $2.89M
ELV
Elevance Health, Inc.

Healthcare
1.37K
+ 49.14%
$365.9 - $436.25 $502K - $599K
4.17K $1.81M
CTA
Simplify Exch Traded Fds Simpl

ETFs
25K
+ 218.27%
$27.81 - $30.21 $696K - $756K
36.5K $1.08M
VB
Vanguard Small Cap ETF

ETFs
3.6K
+ 137.3%
$217.89 - $252.64 $785K - $911K
6.23K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
New
$554.06 - $615.85 $660K - $733K
1.19K $669K
VEA
Vanguard Ftse Developed Market

ETFs
8.92K
New
$47.4 - $52.99 $423K - $473K
8.92K $453K
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
New
$271.18 - $303.12 $424K - $474K
1.57K $430K
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 28.68%
$142.06 - $167.7 $241K - $285K
7.62K $1.26M
CVX
Chevron Corp

Energy
1.46K
+ 25.41%
$146.71 - $167.97 $214K - $245K
7.19K $1.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.91K
+ 33.84%
$56.12 - $68.15 $220K - $267K
15.5K $1.05M
DHI
Horton D R Inc

Consumer Cyclical
3.65K
+ 42.93%
$125.29 - $147.65 $457K - $538K
12.1K $1.54M
HSY
Hershey CO

Consumer Defensive
1.99K
+ 48.99%
$144.74 - $186.36 $289K - $372K
6.06K $1.04M
AWK
American Water Works Company, Inc.

Utilities
1.42K
+ 24.81%
$121.01 - $149.31 $172K - $212K
7.14K $1.05M
XOM
Exxon Mobil Corp

Energy
2.07K
+ 25.82%
$105.44 - $118.93 $219K - $247K
10.1K $1.2M
EOG
Eog Resources Inc

Energy
2.11K
+ 19.73%
$120.54 - $138.05 $255K - $292K
12.8K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 18.86%
$468.34 - $539.52 $620K - $714K
8.34K $3.91M
AEP
American Electric Power CO Inc

Utilities
1.59K
+ 18.11%
$90.32 - $109.27 $144K - $174K
10.4K $1.13M
MO
Altria Group, Inc.

Consumer Defensive
2.92K
+ 15.35%
$50.81 - $60.02 $148K - $175K
21.9K $1.31M
KO
Coca Cola CO

Consumer Defensive
2.43K
+ 16.39%
$60.81 - $72.32 $148K - $176K
17.2K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
1.47K
+ 11.8%
$251.87 - $277.95 $370K - $408K
13.9K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 8.95%
$890.62 - $1076.86 $210K - $254K
2.87K $2.72M
WM
Waste Management Inc

Industrials
803
+ 21.11%
$200.54 - $233.78 $161K - $188K
4.61K $1.07M
GIS
General Mills Inc

Consumer Defensive
5.46K
+ 46.37%
$57.56 - $65.3 $314K - $357K
17.2K $1.03M
Activity Summary
Buys All Purchases 93 New Holdings 33 Increased Positions 60 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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