Retirement Guys Formula LLC Incresed Positions in Q1 2025

Retirement Guys Formula LLC

  • $193 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAAU
Goldman Sachs Physical Gold ETF

ETFs
201K
+ 1232.85%
$26.05 - $30.88 $5.23M - $6.2M
217K $6.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.85K
+ 223.78%
$551.42 - $612.93 $3.23M - $3.59M
8.47K $4.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36K
+ 413.94%
$58.01 - $64.46 $2.09M - $2.32M
44.8K $2.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
43.9K
+ 36.33%
$50.39 - $50.66 $2.21M - $2.22M
165K $8.34M
VZ
Verizon Communications Inc

Communication Services
22.5K
+ 439.15%
$37.81 - $46.49 $852K - $1.05M
27.7K $1.26M
VUG
Vanguard Growth ETF

ETFs
2.87K
+ 205.29%
$369.1 - $427.61 $1.06M - $1.23M
4.27K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
6.95K
+ 98.67%
$112.81 - $126.16 $784K - $877K
14K $1.7M
VTV
Vanguard Value ETF

ETFs
4.87K
+ 149.39%
$167.73 - $179.21 $816K - $872K
8.13K $1.4M
UNH
Unitedhealth Group Inc

Healthcare
1.42K
+ 34.59%
$461.52 - $548.18 $654K - $777K
5.51K $2.89M
ELV
Elevance Health, Inc.

Healthcare
1.37K
+ 49.14%
$365.9 - $436.25 $502K - $599K
4.17K $1.81M
VB
Vanguard Small Cap ETF

ETFs
3.6K
+ 137.3%
$217.89 - $252.64 $785K - $911K
6.23K $1.38M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 28.68%
$142.06 - $167.7 $241K - $285K
7.62K $1.26M
CVX
Chevron Corp

Energy
1.46K
+ 25.41%
$146.71 - $167.97 $214K - $245K
7.19K $1.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.91K
+ 33.84%
$56.12 - $68.15 $220K - $267K
15.5K $1.05M
DHI
Horton D R Inc

Consumer Cyclical
3.65K
+ 42.93%
$125.29 - $147.65 $457K - $538K
12.1K $1.54M
HSY
Hershey CO

Consumer Defensive
1.99K
+ 48.99%
$144.74 - $186.36 $289K - $372K
6.06K $1.04M
AWK
American Water Works Company, Inc.

Utilities
1.42K
+ 24.81%
$121.01 - $149.31 $172K - $212K
7.14K $1.05M
XOM
Exxon Mobil Corp

Energy
2.07K
+ 25.82%
$105.44 - $118.93 $219K - $247K
10.1K $1.2M
EOG
Eog Resources Inc

Energy
2.11K
+ 19.73%
$120.54 - $138.05 $255K - $292K
12.8K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 18.86%
$468.34 - $539.52 $620K - $714K
8.34K $3.91M
AEP
American Electric Power CO Inc

Utilities
1.59K
+ 18.11%
$90.32 - $109.27 $144K - $174K
10.4K $1.13M
MO
Altria Group, Inc.

Consumer Defensive
2.92K
+ 15.35%
$50.81 - $60.02 $148K - $175K
21.9K $1.31M
KO
Coca Cola CO

Consumer Defensive
2.43K
+ 16.39%
$60.81 - $72.32 $148K - $176K
17.2K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
1.47K
+ 11.8%
$251.87 - $277.95 $370K - $408K
13.9K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 8.95%
$890.62 - $1076.86 $210K - $254K
2.87K $2.72M
WM
Waste Management Inc

Industrials
803
+ 21.11%
$200.54 - $233.78 $161K - $188K
4.61K $1.07M
IBM
International Business Machines Corp

Technology
995
+ 87.98%
$217.4 - $264.74 $216K - $263K
2.13K $528K
GIS
General Mills Inc

Consumer Defensive
5.46K
+ 46.37%
$57.56 - $65.3 $314K - $357K
17.2K $1.03M
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
DUK
Duke Energy Corp

Utilities
1.26K
+ 16.22%
$105.87 - $121.97 $134K - $154K
9.06K $1.1M
AMAT
Applied Materials Inc

Technology
2.67K
+ 38.25%
$145.06 - $195.51 $387K - $521K
9.64K $1.4M
KMB
Kimberly Clark Corp

Consumer Defensive
1.34K
+ 23.14%
$124.46 - $147.4 $166K - $197K
7.1K $1.01M
ZTS
Zoetis Inc.

Healthcare
1.34K
+ 31.52%
$156.48 - $175.67 $209K - $235K
5.57K $917K
ECL
Ecolab Inc.

Basic Materials
637
+ 19.12%
$229.72 - $269.82 $146K - $172K
3.97K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
2.06K
+ 24.32%
$85.68 - $97.5 $176K - $201K
10.5K $985K
UL
Unilever PLC

Consumer Defensive
2.74K
+ 20.07%
$54.72 - $60.29 $150K - $165K
16.4K $977K
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
Arista Networks Inc
1.22K
+ 7.5%
N/A
17.5K $0
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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