Retirement Guys Formula LLC Incresed Positions in Q2 2025

Retirement Guys Formula LLC

  • $252 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
556K
+ 674.42%
$22.27 - $29.21 $12.4M - $16.2M
639K $18.7M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
118K
+ 33.11%
$26.82 - $30.48 $3.15M - $3.58M
473K $14.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 13.12%
$416.06 - $551.64 $455K - $603K
9.43K $5.2M
NVDA
Nvidia Corp

Technology
489
+ 2.57%
$94.31 - $157.99 $46.1K - $77.3K
19.5K $3.08M
ORCL
Oracle Corp

Technology
773
+ 8.22%
$122.82 - $218.63 $94.9K - $169K
10.2K $2.23M
META
Meta Platforms, Inc.

Communication Services
173
+ 5.6%
$484.66 - $738.09 $83.8K - $128K
3.26K $2.41M
VGT
Vanguard Information Technolog

ETFs
394
+ 13.93%
$470.37 - $663.28 $185K - $261K
3.22K $2.14M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.9K
+ 17.41%
$45.88 - $54.4 $363K - $430K
53.3K $2.9M
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 14.54%
$146.58 - $180.01 $221K - $271K
11.9K $2.1M
AMAT
Applied Materials Inc

Technology
547
+ 5.67%
$126.95 - $183.52 $69.4K - $100K
10.2K $1.86M
CAT
Caterpillar Inc

Industrials
291
+ 6.23%
$273.94 - $388.21 $79.7K - $113K
4.96K $1.93M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
477
+ 1.14%
$75.29 - $91.16 $35.9K - $43.5K
42.3K $3.81M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.8K
+ 15.66%
$45.3 - $50.64 $353K - $395K
57.6K $2.83M
VUG
Vanguard Growth ETF

ETFs
43
+ 1.01%
$329.49 - $438.4 $14.2K - $18.9K
4.31K $1.89M
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.8K
+ 40.54%
$26.61 - $29.9 $394K - $442K
51.3K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 3.93%
$908.13 - $1056.85 $103K - $119K
2.99K $2.96M
FV
First Trust Dorsey Wright Focu

ETFs
1.49K
+ 4.46%
$48.43 - $59.26 $72.2K - $88.3K
34.9K $2.07M
LLY
Eli Lilly & CO

Healthcare
401
+ 20.53%
$713.71 - $898.95 $286K - $360K
2.35K $1.84M
CMI
Cummins Inc

Industrials
439
+ 8.98%
$267.12 - $336.65 $117K - $148K
5.33K $1.74M
QCOM
Qualcomm Inc

Technology
932
+ 9.6%
$124.66 - $159.48 $116K - $149K
10.6K $1.69M
NVS
Novartis Ag

Healthcare
954
+ 11.35%
$101.96 - $121.01 $97.3K - $115K
9.36K $1.13M
GD
General Dynamics Corp

Industrials
201
+ 3.24%
$247.68 - $291.66 $49.8K - $58.6K
6.41K $1.87M
SYK
Stryker Corp

Healthcare
218
+ 5.61%
$337.37 - $395.63 $73.5K - $86.2K
4.1K $1.62M
ECL
Ecolab Inc.

Basic Materials
331
+ 8.34%
$225.65 - $270.95 $74.7K - $89.7K
4.3K $1.16M
GALT
Galectin Therapeutics Inc

Healthcare
4.25K
+ 2.74%
$1.25 - $3.29 $5.31K - $14K
160K $336K
ADBE
Adobe Inc.

Technology
328
+ 8.97%
$340.0 - $420.68 $112K - $138K
3.99K $1.54M
DHI
Horton D R Inc

Consumer Cyclical
863
+ 7.11%
$115.1 - $129.63 $99.3K - $112K
13K $1.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
603
+ 4.26%
$90.56 - $109.49 $54.6K - $66K
14.8K $1.61M
ABT
Abbott Laboratories

Healthcare
763
+ 10.79%
$123.95 - $138.08 $94.6K - $105K
7.83K $1.07M
MA
Mastercard Inc

Financial Services
133
+ 4.24%
$479.92 - $590.74 $63.8K - $78.6K
3.27K $1.84M
VZ
Verizon Communications Inc

Communication Services
3.97K
+ 14.33%
$41.67 - $45.62 $165K - $181K
31.6K $1.37M
XLP
Consumer Staples Sector Spdr

ETFs
1.47K
+ 4.97%
N/A
31K $2.36M
NEE
Nextera Energy Inc

Utilities
1.82K
+ 13.89%
$64.11 - $75.0 $116K - $136K
14.9K $1.03M
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
DUK
Duke Energy Corp

Utilities
776
+ 8.57%
$112.46 - $124.05 $87.3K - $96.3K
9.83K $1.16M
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
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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