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
IBM
International Business Machines Corp

Technology
995
+ 87.98%
$217.4 - $264.74 $216K - $263K
2.13K $528K
MCD
Mcdonalds Corp

Consumer Cyclical
629
+ 18.28%
$279.74 - $321.29 $176K - $202K
4.07K $1.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.05K
+ 64.28%
$307.43 - $357.48 $322K - $375K
2.68K $828K
DTE
Dte Energy CO

Utilities
723
+ 7.56%
$117.6 - $138.27 $85K - $100K
10.3K $1.42M
AMAT
Applied Materials Inc

Technology
2.67K
+ 38.25%
$145.06 - $195.51 $387K - $521K
9.64K $1.4M
DUK
Duke Energy Corp

Utilities
1.26K
+ 16.22%
$105.87 - $121.97 $134K - $154K
9.06K $1.1M
KMB
Kimberly Clark Corp

Consumer Defensive
1.34K
+ 23.14%
$124.46 - $147.4 $166K - $197K
7.1K $1.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.15K
New
$76.94 - $78.28 $243K - $247K
3.15K $246K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
9.52K
New
$19.53 - $25.74 $186K - $245K
9.52K $230K
ZTS
Zoetis Inc.

Healthcare
1.34K
+ 31.52%
$156.48 - $175.67 $209K - $235K
5.57K $917K
CHE
Chemed Corp

Healthcare
355
New
$521.84 - $615.32 $185K - $218K
355 $218K
CL
Colgate Palmolive CO

Consumer Defensive
2.06K
+ 24.32%
$85.68 - $97.5 $176K - $201K
10.5K $985K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.36K
New
$47.74 - $65.16 $160K - $219K
3.36K $214K
MGY
Magnolia Oil & Gas Corp

Energy
8.39K
New
$22.26 - $26.58 $187K - $223K
8.39K $212K
CASY
Caseys General Stores Inc

Consumer Cyclical
484
New
$378.71 - $442.54 $183K - $214K
484 $210K
EEFT
Euronet Worldwide, Inc.

Technology
1.92K
New
$94.42 - $110.06 $181K - $211K
1.92K $204K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.58K
New
$77.7 - $78.94 $200K - $203K
2.58K $203K
UNM
Unum Group

Financial Services
2.5K
New
$71.8 - $83.34 $179K - $208K
2.5K $203K
UL
Unilever PLC

Consumer Defensive
2.74K
+ 20.07%
$54.72 - $60.29 $150K - $165K
16.4K $977K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.06K
New
$78.23 - $110.01 $161K - $226K
2.06K $200K
MSFT
Microsoft Corp

Technology
818
+ 20.85%
$375.39 - $447.2 $307K - $366K
4.74K $1.78M
ABC
Amerisourcebergen Corp

Healthcare
471
+ 7.61%
N/A
6.66K $1.23M
XLE
Energy Sector Spdr

ETFs
588
+ 21.03%
$85.7 - $93.96 $50.4K - $55.2K
3.38K $316K
MA
Mastercard Inc

Financial Services
11
+ 0.35%
$504.67 - $576.31 $5.55K - $6.34K
3.14K $1.72M
T
At&T Inc.

Communication Services
632
+ 6.86%
$21.56 - $28.28 $13.6K - $17.9K
9.85K $278K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
61
+ 13.26%
$442.66 - $534.52 $27K - $32.6K
521 $277K
CLX
Clorox CO

Consumer Defensive
986
+ 18.09%
$141.76 - $162.89 $140K - $161K
6.44K $947K
CAT
Caterpillar Inc

Industrials
561
+ 13.66%
$326.75 - $407.63 $183K - $229K
4.67K $1.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
233
+ 0.5%
$27.01 - $28.54 $6.29K - $6.65K
46.8K $1.31M
INGR
Ingredion Inc

Consumer Defensive
84
+ 5.67%
$125.6 - $137.36 $10.6K - $11.5K
1.57K $211K
J P Morgan Exchange Traded F
2.19K
+ 4.53%
N/A
50.5K $0
Arista Networks Inc
1.22K
+ 7.5%
N/A
17.5K $0
KOCT
Innovator Laddered Fund Of U.S
18.7K
New
N/A
18.7K $0
DFS
Discover Financial Services

Financial Services
6
+ 0.43%
$152.99 - $203.25 $918 - $1.22K
1.4K $238K
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 43.28%
$222.15 - $428.22 $55.8K - $107K
831 $215K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
409
+ 2.52%
$16.57 - $18.85 $6.78K - $7.71K
16.6K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
622
+ 4.6%
$102.49 - $119.96 $63.7K - $74.6K
14.2K $1.48M
GOOG
Alphabet Inc.

Communication Services
1.45K
+ 16.24%
$156.06 - $207.71 $226K - $300K
10.4K $1.62M
CMI
Cummins Inc

Industrials
219
+ 4.69%
$312.92 - $386.07 $68.5K - $84.5K
4.89K $1.53M
NVDA
Nvidia Corp

Technology
2.3K
+ 13.71%
$106.98 - $149.43 $246K - $343K
19K $2.06M
AMZN
Amazon Com Inc

Consumer Cyclical
402
+ 4.2%
$190.26 - $242.06 $76.5K - $97.3K
9.97K $1.9M
AAPL
Apple Inc.

Technology
980
+ 4.72%
$209.68 - $247.1 $205K - $242K
21.7K $4.83M
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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