Retirement Guys Formula LLC Purchases in Q3 2025

Retirement Guys Formula LLC

  • $270 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
50.8K
New
$68.33 - $75.41 $3.47M - $3.83M
50.8K $3.82M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
64.4K
+ 71.4%
$32.62 - $34.4 $2.1M - $2.22M
155K $5.31M
JNJ
Johnson & Johnson

Healthcare
5.71K
+ 66.78%
$155.17 - $185.42 $886K - $1.06M
14.3K $2.64M
ABBV
Abb Vie Inc.

Healthcare
5.75K
New
$184.85 - $231.54 $1.06M - $1.33M
5.75K $1.33M
WMT
Walmart Inc.

Consumer Defensive
12.6K
New
$94.4 - $104.27 $1.19M - $1.31M
12.6K $1.3M
AVGO
Broadcom Inc.

Technology
3.9K
New
$264.74 - $369.57 $1.03M - $1.44M
3.9K $1.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.6K
+ 17.81%
$50.47 - $50.74 $1.24M - $1.25M
163K $8.26M
PANW
Palo Alto Networks Inc

Technology
6.12K
New
$167.06 - $208.19 $1.02M - $1.27M
6.12K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
2.96K
New
$357.4 - $423.42 $1.06M - $1.25M
2.96K $1.2M
BKR
Baker Hughes CO

Energy
24K
New
$38.68 - $50.55 $929K - $1.21M
24K $1.17M
KO
Coca Cola CO

Consumer Defensive
16.7K
+ 91.96%
$65.67 - $71.67 $1.1M - $1.2M
34.9K $2.32M
NOW
Service Now, Inc.

Technology
1.11K
New
$850.86 - $1044.69 $941K - $1.16M
1.11K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
598
+ 9.12%
$617.65 - $666.84 $369K - $399K
7.16K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
310
+ 3.29%
$546.99 - $602.2 $170K - $187K
9.74K $5.85M
CR
Crane Holdings, Co.

Industrials
3.47K
New
$178.73 - $198.45 $620K - $688K
3.47K $638K
SO
Southern CO

Utilities
6.54K
New
$90.83 - $96.0 $594K - $628K
6.54K $619K
UNH
Unitedhealth Group Inc

Healthcare
781
+ 8.21%
$237.77 - $353.61 $186K - $276K
10.3K $3.55M
ATO
Atmos Energy Corp

Utilities
3.01K
New
$151.51 - $170.75 $456K - $513K
3.01K $513K
INTU
Intuit Inc

Technology
721
New
$646.03 - $807.39 $466K - $582K
721 $492K
HRL
Hormel Foods Corp

Consumer Defensive
18.7K
New
$24.31 - $31.54 $454K - $589K
18.7K $461K
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.2K
+ 21.81%
$26.46 - $28.43 $296K - $318K
62.5K $1.75M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.62K
+ 6.78%
$53.81 - $57.52 $195K - $208K
56.9K $3.27M
GALT
Galectin Therapeutics Inc

Healthcare
6.4K
+ 4.01%
$2.09 - $5.37 $13.4K - $34.4K
166K $693K
TJX
Tjx Companies Inc

Consumer Cyclical
478
+ 3.56%
$121.35 - $144.54 $58K - $69.1K
13.9K $2.01M
ABC
Amerisourcebergen Corp

Healthcare
1.69K
+ 26.62%
N/A
8.05K $1.49M
AMAT
Applied Materials Inc

Technology
266
+ 2.61%
$156.25 - $204.95 $41.6K - $54.5K
10.5K $2.14M
UTHR
United Therapeutics Corp

Healthcare
610
New
$274.7 - $438.75 $168K - $268K
610 $255K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.7K
New
$20.41 - $20.67 $239K - $242K
11.7K $240K
MLI
Mueller Industries Inc

Industrials
2.3K
New
$82.07 - $101.7 $189K - $234K
2.3K $232K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.86K
New
$54.83 - $84.09 $157K - $240K
2.86K $228K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.04K
New
$52.92 - $78.28 $161K - $238K
3.04K $222K
AYI
Acuity Brands Inc

Industrials
637
New
$287.07 - $344.52 $183K - $219K
637 $219K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.18K
+ 7.26%
$48.72 - $50.73 $204K - $212K
61.8K $3.05M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
958
New
$201.83 - $230.93 $193K - $221K
958 $212K
PEGA
Pegasystems Inc

Technology
3.69K
New
$49.75 - $60.39 $183K - $223K
3.69K $212K
STRL
Sterling Construction CO Inc

Industrials
621
New
$222.54 - $371.84 $138K - $231K
621 $210K
DOCS
Doximity, Inc.

Healthcare
2.86K
New
$57.33 - $75.12 $164K - $214K
2.86K $208K
MGY
Magnolia Oil & Gas Corp

Energy
8.51K
New
$22.5 - $25.26 $191K - $215K
8.51K $203K
CHWY
Chewy, Inc.

Consumer Cyclical
4.97K
New
$34.27 - $42.33 $170K - $211K
4.97K $201K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
369
+ 2.5%
$108.46 - $120.63 $40K - $44.5K
15.1K $1.8M
FVD
First Tr Value Line Divid Inde

ETFs
1.66K
+ 2.6%
$44.73 - $46.86 $74.3K - $77.8K
65.6K $3.03M
CLX
Clorox CO

Consumer Defensive
1.11K
+ 15.18%
$117.67 - $131.43 $131K - $146K
8.43K $1.04M
HSY
Hershey CO

Consumer Defensive
73
+ 1.06%
$161.95 - $193.45 $11.8K - $14.1K
6.93K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 5.63%
$293.94 - $444.72 $15.9K - $24K
1.01K $450K
ETN
Eaton Corp PLC

Industrials
70
+ 1.11%
$342.99 - $392.76 $24K - $27.5K
6.38K $2.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.04K
+ 2.86%
$55.61 - $57.37 $113K - $117K
73.3K $4.19M
PEP
Pepsico Inc

Consumer Defensive
486
+ 6.35%
$133.81 - $152.16 $65K - $73.9K
8.14K $1.14M
AEP
American Electric Power CO Inc

Utilities
254
+ 2.26%
$103.26 - $115.0 $26.2K - $29.2K
11.5K $1.29M
NEE
Nextera Energy Inc

Utilities
445
+ 2.99%
$69.77 - $77.54 $31K - $34.5K
15.3K $1.16M
Activity Summary
Buys All Purchases 88 New Holdings 30 Increased Positions 58 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Guys Formula LLC Portfolio

Follow Retirement Guys Formula LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email