Retirement Guys Formula LLC Purchases in Q3 2024

Retirement Guys Formula LLC

  • $210 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
371
+ 5.55%
$99.35 - $117.71 $36.9K - $43.7K
7.05K $813K
MO
Altria Group, Inc.

Consumer Defensive
884
+ 5.88%
$45.95 - $54.71 $40.6K - $48.4K
15.9K $813K
KO
Coca Cola CO

Consumer Defensive
220
+ 1.66%
$62.69 - $73.01 $13.8K - $16.1K
13.5K $967K
V
Visa Inc.

Financial Services
231
+ 4.73%
$253.74 - $291.56 $58.6K - $67.4K
5.12K $1.41M
PG
Procter & Gamble CO

Consumer Defensive
410
+ 7.13%
$160.76 - $177.82 $65.9K - $72.9K
6.16K $1.07M
ECL
Ecolab Inc.

Basic Materials
275
+ 10.39%
$228.86 - $255.76 $62.9K - $70.3K
2.92K $745K
CL
Colgate Palmolive CO

Consumer Defensive
655
+ 9.8%
$95.54 - $108.77 $62.6K - $71.2K
7.34K $761K
ZTS
Zoetis Inc.

Healthcare
139
+ 3.56%
$172.58 - $196.48 $24K - $27.3K
4.04K $789K
AWK
American Water Works Company, Inc.

Utilities
172
+ 3.36%
$127.76 - $149.9 $22K - $25.8K
5.29K $774K
YUM
Yum Brands Inc

Consumer Cyclical
533
+ 11.09%
$125.95 - $139.96 $67.1K - $74.6K
5.34K $745K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
94
+ 7.94%
$1024.09 - $1201.76 $96.3K - $113K
1.28K $1.34M
ABC
Amerisourcebergen Corp

Healthcare
537
+ 9.86%
N/A
5.98K $1.11M
HSY
Hershey CO

Consumer Defensive
321
+ 9.41%
$182.45 - $203.25 $58.6K - $65.2K
3.73K $715K
DISV
Dimensional ETF Tr Dimensional

ETFs
378
+ 1.07%
$26.06 - $29.18 $9.85K - $11K
35.6K $1.03M
CPRT
Copart Inc

Consumer Cyclical
2.44K
+ 10.51%
$49.19 - $55.54 $120K - $135K
25.6K $1.34M
KMB
Kimberly Clark Corp

Consumer Defensive
460
+ 9.55%
$135.05 - $148.35 $62.1K - $68.2K
5.28K $750K
GALT
Galectin Therapeutics Inc

Healthcare
22.7K
+ 55.06%
$2.04 - $2.86 $46.2K - $64.8K
63.8K $175K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
510
+ 0.94%
$28.11 - $29.42 $14.3K - $15K
54.6K $1.61M
TJX
Tjx Companies Inc

Consumer Cyclical
182
+ 2.91%
$107.93 - $120.23 $19.6K - $21.9K
6.44K $756K
DFAE
Dimensional ETF Tr

ETFs
90
+ 0.24%
$24.46 - $27.82 $2.2K - $2.5K
38.4K $1.05M
PANW
Palo Alto Networks Inc

Technology
139
+ 3.35%
$294.18 - $368.01 $40.9K - $51.2K
4.29K $1.47M
XOM
Exxon Mobil Corp

Energy
374
+ 5.75%
$109.72 - $119.0 $41K - $44.5K
6.88K $806K
WM
Waste Management Inc

Industrials
356
+ 11.68%
$196.96 - $223.45 $70.1K - $79.5K
3.4K $706K
ELV
Elevance Health, Inc.

Healthcare
208
+ 8.31%
$500.12 - $562.29 $104K - $117K
2.71K $1.41M
CVX
Chevron Corp

Energy
590
+ 11.75%
$137.88 - $161.97 $81.3K - $95.6K
5.61K $826K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
277
+ 2.79%
$45.2 - $47.87 $12.5K - $13.3K
10.2K $484K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
91
+ 3.24%
$460.0 - $505.78 $41.9K - $46K
2.9K $1.35M
OC
Owens Corning

Industrials
58
+ 3.08%
$154.02 - $186.38 $8.93K - $10.8K
1.94K $342K
EOG
Eog Resources Inc

Energy
329
+ 3.06%
$117.9 - $132.65 $38.8K - $43.6K
11.1K $1.36M
GOOG
Alphabet Inc.

Communication Services
808
+ 10.47%
$149.54 - $192.66 $121K - $156K
8.52K $1.42M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
74
+ 0.72%
$23.08 - $23.52 $1.71K - $1.74K
10.3K $241K
Dimensional ETF Trust
473
+ 0.65%
N/A
73K $0
Dimensional ETF Trust
2.82K
+ 4.01%
N/A
73.1K $0
XLE
Energy Sector Spdr

ETFs
9
+ 0.33%
$84.35 - $93.39 $759 - $841
2.75K $241K
AMAT
Applied Materials Inc

Technology
767
+ 13.66%
$174.88 - $254.97 $134K - $196K
6.38K $1.29M
MSFT
Microsoft Corp

Technology
9
+ 0.24%
$395.15 - $467.56 $3.56K - $4.21K
3.82K $1.64M
VLO
Valero Energy Corp

Energy
896
+ 10.71%
$132.81 - $163.48 $119K - $146K
9.26K $1.25M
NXPI
Nxp Semiconductors N.V.

Technology
335
+ 6.78%
$225.14 - $290.78 $75.4K - $97.4K
5.28K $1.27M
Activity Summary
Buys All Purchases 89 New Holdings 15 Increased Positions 74 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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