Retirement Guys Formula LLC Incresed Positions in Q4 2024

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
107K
+ 757.0%
$50.37 - $50.6 $5.38M - $5.4M
121K $6.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
442K
+ 292.48%
$25.93 - $105.3 $11.5M - $46.6M
594K $16.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 8.99%
$57.53 - $60.83 $855K - $904K
180K $10.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
673
+ 10.61%
$481.22 - $538.17 $324K - $362K
7.02K $3.59M
WMT
Walmart Inc.

Consumer Defensive
397
+ 1.33%
$79.1 - $95.7 $31.4K - $38K
30.3K $2.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
840
+ 106.06%
$316.94 - $357.88 $266K - $301K
1.63K $560K
VB
Vanguard Small Cap ETF

ETFs
1.19K
+ 83.31%
$233.76 - $261.58 $279K - $312K
2.63K $630K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.23K
+ 150.45%
$58.88 - $64.8 $308K - $339K
8.71K $513K
VTV
Vanguard Value ETF

ETFs
1.71K
+ 110.33%
$168.32 - $181.87 $288K - $311K
3.26K $551K
GOOG
Alphabet Inc.

Communication Services
383
+ 4.49%
$163.08 - $198.16 $62.5K - $75.9K
8.91K $1.7M
V
Visa Inc.

Financial Services
56
+ 1.09%
$273.87 - $320.91 $15.3K - $18K
5.17K $1.63M
CPRT
Copart Inc

Consumer Cyclical
1.39K
+ 5.42%
$51.36 - $63.8 $71.2K - $88.5K
27K $1.55M
SIXJ
Aim ETF Prods Tr Allianzim U S
4.1K
+ 5.41%
$29.24 - $30.42 $120K - $125K
79.9K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
3.06K
+ 19.22%
$49.06 - $57.74 $150K - $177K
19K $992K
VO
Vanguard Mid Cap ETF

ETFs
629
+ 5.32%
$261.5 - $284.63 $164K - $179K
12.5K $3.29M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 3.9%
$873.59 - $994.69 $86.5K - $98.5K
2.64K $2.42M
PG
Procter & Gamble CO

Consumer Defensive
1.02K
+ 16.57%
$161.05 - $179.7 $164K - $183K
7.18K $1.2M
MA
Mastercard Inc

Financial Services
26
+ 0.84%
$491.3 - $536.15 $12.8K - $13.9K
3.12K $1.65M
PANW
Palo Alto Networks Inc

Technology
4.31K
+ 100.49%
$181.96 - $405.9 $784K - $1.75M
8.6K $1.56M
TJX
Tjx Companies Inc

Consumer Cyclical
607
+ 9.43%
$112.15 - $127.2 $68.1K - $77.2K
7.04K $850K
META
Meta Platforms, Inc.

Communication Services
14
+ 0.44%
$554.08 - $632.68 $7.76K - $8.86K
3.18K $1.88M
WM
Waste Management Inc

Industrials
400
+ 11.75%
$201.79 - $228.46 $80.7K - $91.4K
3.8K $767K
CLX
Clorox CO

Consumer Defensive
389
+ 7.69%
$156.51 - $169.74 $60.9K - $66K
5.45K $885K
XOM
Exxon Mobil Corp

Energy
1.15K
+ 16.75%
$105.51 - $125.37 $122K - $144K
8.03K $863K
YUM
Yum Brands Inc

Consumer Cyclical
596
+ 11.16%
$130.36 - $139.54 $77.7K - $83.2K
5.94K $796K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.9K
+ 18.41%
$23.25 - $23.56 $44.1K - $44.7K
12.2K $283K
RSG
Republic Services, Inc.

Industrials
194
+ 5.53%
$198.0 - $218.75 $38.4K - $42.4K
3.7K $744K
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 0.54%
$567.81 - $607.81 $7.95K - $8.51K
2.62K $1.53M
ABC
Amerisourcebergen Corp

Healthcare
210
+ 3.51%
N/A
6.19K $1.15M
ECL
Ecolab Inc.

Basic Materials
411
+ 14.07%
$234.32 - $261.43 $96.3K - $107K
3.33K $780K
DUK
Duke Energy Corp

Utilities
741
+ 10.51%
$105.76 - $120.76 $78.4K - $89.5K
7.79K $839K
DTE
Dte Energy CO

Utilities
762
+ 8.66%
$117.04 - $129.77 $89.2K - $98.9K
9.56K $1.15M
AIT
Applied Industrial Technologies Inc

Industrials
14
+ 1.52%
$220.05 - $280.49 $3.08K - $3.93K
938 $224K
AEP
American Electric Power CO Inc

Utilities
1.03K
+ 13.34%
$90.91 - $102.21 $94K - $106K
8.78K $810K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11.2K
+ 9.98%
$26.63 - $30.23 $297K - $338K
123K $3.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.9K
+ 201.04%
$22.4 - $68.28 $311K - $947K
20.8K $481K
GALT
Galectin Therapeutics Inc

Healthcare
91.5K
+ 143.42%
$0.87 - $3.0 $79.6K - $275K
155K $184K
MSFT
Microsoft Corp

Technology
100
+ 2.62%
$406.35 - $454.46 $40.6K - $45.4K
3.92K $1.65M
CL
Colgate Palmolive CO

Consumer Defensive
1.13K
+ 15.33%
$90.22 - $102.31 $101K - $115K
8.46K $769K
KMB
Kimberly Clark Corp

Consumer Defensive
493
+ 9.35%
$130.37 - $146.09 $64.3K - $72K
5.77K $755K
CVX
Chevron Corp

Energy
116
+ 2.07%
$141.15 - $162.53 $16.4K - $18.9K
5.73K $829K
MCD
Mcdonalds Corp

Consumer Cyclical
165
+ 5.04%
$288.47 - $316.54 $47.6K - $52.2K
3.44K $997K
XLE
Energy Sector Spdr

ETFs
48
+ 1.75%
$83.32 - $97.27 $4K - $4.67K
2.8K $239K
OC
Owens Corning

Industrials
60
+ 3.09%
$169.41 - $210.81 $10.2K - $12.6K
2K $340K
SO
Southern CO

Utilities
874
+ 8.93%
$81.5 - $94.15 $71.2K - $82.3K
10.7K $877K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
145
+ 1.16%
$21.96 - $24.21 $3.18K - $3.51K
12.6K $280K
HSY
Hershey CO

Consumer Defensive
338
+ 9.06%
$168.67 - $193.65 $57K - $65.5K
4.07K $689K
UL
Unilever PLC

Consumer Defensive
1.33K
+ 10.8%
$56.7 - $64.64 $75.6K - $86.2K
13.7K $775K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
390
+ 0.71%
$28.6 - $29.27 $11.2K - $11.4K
55K $1.58M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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