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
HSY
Hershey CO

Consumer Defensive
797
+ 13.14%
$151.29 - $173.13 $121K - $138K
6.86K $1.14M
ADP
Automatic Data Processing Inc

Industrials
288
+ 9.65%
$276.76 - $326.81 $79.7K - $94.1K
3.27K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
129
+ 15.52%
$221.86 - $362.89 $28.6K - $46.8K
960 $304K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.88K
+ 2.71%
$51.14 - $57.0 $96K - $107K
71.3K $4.05M
UNH
Unitedhealth Group Inc

Healthcare
4K
+ 72.52%
$274.35 - $599.47 $1.1M - $2.4M
9.51K $2.97M
WM
Waste Management Inc

Industrials
396
+ 8.6%
$216.47 - $242.1 $85.7K - $95.9K
5K $1.14M
V
Visa Inc.

Financial Services
148
+ 2.92%
$308.27 - $373.31 $45.6K - $55.2K
5.22K $1.85M
CL
Colgate Palmolive CO

Consumer Defensive
1.14K
+ 10.79%
$87.57 - $96.0 $99.4K - $109K
11.7K $1.06M
UL
Unilever PLC

Consumer Defensive
713
+ 4.34%
$57.9 - $65.43 $41.3K - $46.7K
17.1K $1.05M
K
Kellogg CO

Consumer Defensive
1.27K
+ 11.24%
$77.85 - $82.88 $99.1K - $106K
12.6K $1M
VEA
Vanguard Ftse Developed Market

ETFs
18
+ 0.2%
$45.65 - $57.01 $822 - $1.03K
8.94K $509K
MRK
Merck & Co., Inc.

Healthcare
3.32K
+ 17.02%
$73.47 - $87.12 $244K - $289K
22.9K $1.81M
MKC
Mccormick & CO Inc

Consumer Defensive
1.73K
+ 14.41%
$71.11 - $82.25 $123K - $142K
13.7K $1.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
885
+ 5.72%
$63.54 - $68.5 $56.2K - $60.6K
16.4K $1.1M
KO
Coca Cola CO

Consumer Defensive
949
+ 5.5%
$68.37 - $73.9 $64.9K - $70.1K
18.2K $1.29M
EOG
Eog Resources Inc

Energy
1.34K
+ 10.42%
$104.61 - $129.97 $140K - $174K
14.2K $1.69M
ZTS
Zoetis Inc.

Healthcare
606
+ 10.87%
$144.41 - $170.3 $87.5K - $103K
6.18K $963K
JNJ
Johnson & Johnson

Healthcare
929
+ 12.19%
$146.36 - $159.82 $136K - $148K
8.55K $1.31M
AEP
American Electric Power CO Inc

Utilities
867
+ 8.36%
$98.59 - $109.11 $85.5K - $94.6K
11.2K $1.17M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
358
+ 0.74%
$27.29 - $29.28 $9.77K - $10.5K
48.7K $1.43M
FVD
First Tr Value Line Divid Inde

ETFs
310
+ 0.49%
$40.62 - $45.12 $12.6K - $14K
63.9K $2.86M
LCID
Lucid Group, Inc.

Consumer Cyclical
10K
New
$2.1 - $2.96 $21.1K - $29.7K
10K $21K
T
At&T Inc.

Communication Services
123
+ 1.25%
$26.33 - $28.94 $3.24K - $3.56K
9.97K $288K
AIT
Applied Industrial Technologies Inc

Industrials
3
+ 0.32%
$206.03 - $243.28 $618 - $730
928 $215K
JCPB
J P Morgan Exchange Traded Fd

ETFs
119
+ 0.4%
$45.9 - $47.2 $5.46K - $5.62K
30.1K $1.42M
MCD
Mcdonalds Corp

Consumer Cyclical
291
+ 7.15%
$285.55 - $321.23 $83.1K - $93.5K
4.36K $1.27M
Arista Networks Inc
827
+ 4.72%
N/A
18.4K $0
First Tr Exchng Traded Fd Vi
59.3K
New
N/A
59.3K $0
XOM
Exxon Mobil Corp

Energy
1.01K
+ 9.95%
$99.93 - $119.04 $100K - $120K
11.1K $1.2M
KMB
Kimberly Clark Corp

Consumer Defensive
684
+ 9.63%
$126.84 - $145.22 $86.8K - $99.3K
7.79K $1M
MO
Altria Group, Inc.

Consumer Defensive
313
+ 1.43%
$55.56 - $60.91 $17.4K - $19.1K
22.2K $1.3M
DTE
Dte Energy CO

Utilities
344
+ 3.35%
$127.39 - $139.49 $43.8K - $48K
10.6K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 4.22%
$483.48 - $539.8 $10.6K - $11.9K
543 $263K
AWK
American Water Works Company, Inc.

Utilities
275
+ 3.85%
$133.82 - $151.96 $36.8K - $41.8K
7.42K $1.03M
PEP
Pepsico Inc

Consumer Defensive
761
+ 11.04%
$128.02 - $151.37 $97.4K - $115K
7.65K $1.01M
GIS
General Mills Inc

Consumer Defensive
2.19K
+ 12.68%
$50.37 - $60.97 $110K - $133K
19.4K $1.01M
CVX
Chevron Corp

Energy
970
+ 13.5%
$133.73 - $168.51 $130K - $163K
8.16K $1.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171
+ 0.37%
$24.32 - $27.87 $4.16K - $4.77K
46.9K $1.24M
CLX
Clorox CO

Consumer Defensive
881
+ 13.69%
$118.01 - $148.69 $104K - $131K
7.32K $878K
ELV
Elevance Health, Inc.

Healthcare
37
+ 0.89%
$372.27 - $452.69 $13.8K - $16.7K
4.2K $1.64M
AAPL
Apple Inc.

Technology
543
+ 2.5%
$172.42 - $223.89 $93.6K - $122K
22.3K $4.57M
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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