Retirement Guys Formula LLC Incresed Positions in Q3 2024

Retirement Guys Formula LLC

  • $210 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.3K
+ 9.94%
$73.43 - $80.37 $1.05M - $1.15M
158K $12.7M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
27.7K
+ 4.47%
$27.17 - $28.74 $754K - $797K
648K $18.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.36K
+ 5.85%
$92.63 - $105.69 $775K - $884K
151K $15.8M
NVDA
Nvidia Corp

Technology
10.3K
+ 165.98%
$98.91 - $134.91 $1.01M - $1.38M
16.4K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
6.6K
+ 213.18%
$161.02 - $200.0 $1.06M - $1.32M
9.7K $1.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.9K
+ 8.47%
$54.98 - $59.51 $710K - $769K
165K $9.84M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.6K
+ 6.35%
$23.06 - $26.41 $152K - $174K
111K $2.88M
IFRA
Ishares Tr

ETFs
4.6K
+ 8.45%
$41.55 - $46.97 $191K - $216K
59K $2.77M
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 3.95%
$66.91 - $81.4 $76K - $92.5K
29.9K $2.42M
LMT
Lockheed Martin Corp

Industrials
44
+ 1.57%
$460.3 - $584.56 $20.3K - $25.7K
2.84K $1.66M
META
Meta Platforms, Inc.

Communication Services
133
+ 4.39%
$453.41 - $572.44 $60.3K - $76.1K
3.17K $1.81M
CAT
Caterpillar Inc

Industrials
128
+ 3.26%
$316.8 - $391.12 $40.6K - $50.1K
4.06K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.51%
$333.64 - $405.2 $6.67K - $8.1K
3.97K $1.61M
SIXJ
Aim ETF Prods Tr Allianzim U S
5.81K
+ 8.3%
$27.55 - $29.4 $160K - $171K
75.8K $2.23M
DFAU
Dimensional ETF Tr

ETFs
2.57K
+ 4.36%
$35.8 - $39.69 $92.1K - $102K
61.6K $2.45M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.24K
+ 3.96%
$59.25 - $65.33 $73.5K - $81.1K
32.6K $2.11M
VGT
Vanguard Information Technolog

ETFs
308
+ 7.64%
$514.43 - $606.85 $158K - $187K
4.34K $2.55M
ANET
Arista Networks, Inc.

Technology
216
+ 5.58%
$311.42 - $388.21 $67.3K - $83.9K
4.09K $1.57M
SO
Southern CO

Utilities
1.06K
+ 12.12%
$77.0 - $90.52 $81.5K - $95.8K
9.78K $882K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
775
+ 2.98%
$75.88 - $83.21 $58.8K - $64.5K
26.8K $2.23M
NFLX
Netflix Inc

Communication Services
158
+ 6.34%
$598.55 - $722.26 $94.6K - $114K
2.65K $1.88M
MA
Mastercard Inc

Financial Services
76
+ 2.51%
$429.6 - $500.99 $32.6K - $38.1K
3.1K $1.53M
DTE
Dte Energy CO

Utilities
376
+ 4.46%
$108.67 - $128.41 $40.9K - $48.3K
8.8K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 4.79%
$801.83 - $917.05 $93K - $106K
2.54K $2.25M
AVGO
Broadcom Inc.

Technology
8.11K
+ 957.38%
$136.27 - $1745.86 $1.11M - $14.2M
8.96K $1.55M
PEP
Pepsico Inc

Consumer Defensive
733
+ 6.24%
$161.9 - $179.3 $119K - $131K
12.5K $2.12M
CLX
Clorox CO

Consumer Defensive
356
+ 7.57%
$131.73 - $166.97 $46.9K - $59.4K
5.06K $824K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.01K
+ 6.14%
$96.25 - $101.98 $96.7K - $102K
17.4K $1.76M
UL
Unilever PLC

Consumer Defensive
817
+ 7.09%
$54.7 - $65.59 $44.7K - $53.6K
12.3K $801K
DFAI
Dimensional ETF Tr

ETFs
837
+ 1.29%
$28.69 - $32.06 $24K - $26.8K
65.6K $2.08M
GIS
General Mills Inc

Consumer Defensive
723
+ 7.22%
$62.5 - $75.15 $45.2K - $54.3K
10.7K $792K
AEP
American Electric Power CO Inc

Utilities
389
+ 5.29%
$87.11 - $104.95 $33.9K - $40.8K
7.75K $795K
JNJ
Johnson & Johnson

Healthcare
394
+ 7.54%
$145.48 - $167.38 $57.3K - $65.9K
5.62K $911K
MDLZ
Mondelez International, Inc.

Consumer Defensive
922
+ 9.62%
$64.35 - $75.71 $59.3K - $69.8K
10.5K $773K
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
ZTS
Zoetis Inc.

Healthcare
139
+ 3.56%
$172.58 - $196.48 $24K - $27.3K
4.04K $789K
CL
Colgate Palmolive CO

Consumer Defensive
655
+ 9.8%
$95.54 - $108.77 $62.6K - $71.2K
7.34K $761K
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
CTAS
Cintas Corp

Industrials
2.94K
+ 290.04%
$201.38 - $819.83 $592K - $2.41M
3.96K $814K
ABC
Amerisourcebergen Corp

Healthcare
537
+ 9.86%
N/A
5.98K $1.11M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
94
+ 7.94%
$1024.09 - $1201.76 $96.3K - $113K
1.28K $1.34M
HSY
Hershey CO

Consumer Defensive
321
+ 9.41%
$182.45 - $203.25 $58.6K - $65.2K
3.73K $715K
CPRT
Copart Inc

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