Retirement Guys Formula LLC Incresed Positions in Q3 2025

Retirement Guys Formula LLC

  • $270 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
64.4K
+ 71.4%
$32.62 - $34.4 $2.1M - $2.22M
155K $5.31M
JNJ
Johnson & Johnson

Healthcare
5.71K
+ 66.78%
$155.17 - $185.42 $886K - $1.06M
14.3K $2.64M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.6K
+ 17.81%
$50.47 - $50.74 $1.24M - $1.25M
163K $8.26M
KO
Coca Cola CO

Consumer Defensive
16.7K
+ 91.96%
$65.67 - $71.67 $1.1M - $1.2M
34.9K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
598
+ 9.12%
$617.65 - $666.84 $369K - $399K
7.16K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
310
+ 3.29%
$546.99 - $602.2 $170K - $187K
9.74K $5.85M
UNH
Unitedhealth Group Inc

Healthcare
781
+ 8.21%
$237.77 - $353.61 $186K - $276K
10.3K $3.55M
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.2K
+ 21.81%
$26.46 - $28.43 $296K - $318K
62.5K $1.75M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.62K
+ 6.78%
$53.81 - $57.52 $195K - $208K
56.9K $3.27M
GALT
Galectin Therapeutics Inc

Healthcare
6.4K
+ 4.01%
$2.09 - $5.37 $13.4K - $34.4K
166K $693K
ABC
Amerisourcebergen Corp

Healthcare
1.69K
+ 26.62%
N/A
8.05K $1.49M
AMAT
Applied Materials Inc

Technology
266
+ 2.61%
$156.25 - $204.95 $41.6K - $54.5K
10.5K $2.14M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.18K
+ 7.26%
$48.72 - $50.73 $204K - $212K
61.8K $3.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
369
+ 2.5%
$108.46 - $120.63 $40K - $44.5K
15.1K $1.8M
FVD
First Tr Value Line Divid Inde

ETFs
1.66K
+ 2.6%
$44.73 - $46.86 $74.3K - $77.8K
65.6K $3.03M
CLX
Clorox CO

Consumer Defensive
1.11K
+ 15.18%
$117.67 - $131.43 $131K - $146K
8.43K $1.04M
HSY
Hershey CO

Consumer Defensive
73
+ 1.06%
$161.95 - $193.45 $11.8K - $14.1K
6.93K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 5.63%
$293.94 - $444.72 $15.9K - $24K
1.01K $450K
ETN
Eaton Corp PLC

Industrials
70
+ 1.11%
$342.99 - $392.76 $24K - $27.5K
6.38K $2.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.04K
+ 2.86%
$55.61 - $57.37 $113K - $117K
73.3K $4.19M
PEP
Pepsico Inc

Consumer Defensive
486
+ 6.35%
$133.81 - $152.16 $65K - $73.9K
8.14K $1.14M
AEP
American Electric Power CO Inc

Utilities
254
+ 2.26%
$103.26 - $115.0 $26.2K - $29.2K
11.5K $1.29M
NEE
Nextera Energy Inc

Utilities
445
+ 2.99%
$69.77 - $77.54 $31K - $34.5K
15.3K $1.16M
GIS
General Mills Inc

Consumer Defensive
2.69K
+ 13.82%
$48.44 - $53.83 $130K - $145K
22.1K $1.12M
DUK
Duke Energy Corp

Utilities
359
+ 3.65%
$116.31 - $125.93 $41.8K - $45.2K
10.2K $1.26M
UBER
Uber Technologies, Inc

Technology
72
+ 0.36%
$86.91 - $99.57 $6.26K - $7.17K
20.1K $1.97M
MCD
Mcdonalds Corp

Consumer Cyclical
145
+ 3.33%
$291.67 - $316.99 $42.3K - $46K
4.51K $1.37M
K
Kellogg CO

Consumer Defensive
799
+ 6.34%
$76.96 - $82.02 $61.5K - $65.5K
13.4K $1.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.69K
+ 5.61%
$46.37 - $47.77 $78.3K - $80.7K
31.8K $1.51M
NVS
Novartis Ag

Healthcare
186
+ 1.99%
$113.5 - $129.73 $21.1K - $24.1K
9.55K $1.22M
LLY
Eli Lilly & CO

Healthcare
159
+ 6.75%
$625.65 - $812.69 $99.5K - $129K
2.51K $1.92M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.99K
+ 4.09%
$28.95 - $29.73 $57.6K - $59.2K
50.7K $1.51M
VZ
Verizon Communications Inc

Communication Services
1.08K
+ 3.42%
$40.84 - $45.06 $44.2K - $48.8K
32.7K $1.44M
AMZN
Amazon Com Inc

Consumer Cyclical
274
+ 2.56%
$211.65 - $238.24 $58K - $65.3K
11K $2.41M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
541
+ 3.68%
$67.48 - $71.55 $36.5K - $38.7K
15.2K $1.08M
ECL
Ecolab Inc.

Basic Materials
101
+ 2.35%
$259.39 - $285.47 $26.2K - $28.8K
4.4K $1.21M
AWK
American Water Works Company, Inc.

Utilities
323
+ 4.35%
$135.05 - $147.0 $43.6K - $47.5K
7.74K $1.08M
ABT
Abbott Laboratories

Healthcare
410
+ 5.23%
$120.51 - $136.62 $49.4K - $56K
8.24K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
418
+ 13.34%
$78.11 - $79.07 $32.6K - $33.1K
3.55K $280K
KMB
Kimberly Clark Corp

Consumer Defensive
548
+ 7.04%
$121.72 - $136.77 $66.7K - $74.9K
8.34K $1.04M
CORT
Corcept Therapeutics Inc

Healthcare
47
+ 1.62%
$67.17 - $83.9 $3.16K - $3.94K
2.95K $244K
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.13%
$56.02 - $60.3 $672 - $724
8.95K $536K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 5.16%
$459.11 - $506.91 $12.9K - $14.2K
571 $287K
ZTS
Zoetis Inc.

Healthcare
553
+ 8.95%
$141.13 - $159.19 $78K - $88K
6.73K $985K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
133
+ 1.13%
$27.49 - $29.67 $3.66K - $3.95K
11.9K $342K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
430
+ 1.02%
$86.07 - $90.74 $37K - $39K
42.7K $3.82M
ADP
Automatic Data Processing Inc

Industrials
185
+ 5.66%
$288.69 - $310.94 $53.4K - $57.5K
3.46K $1.01M
WM
Waste Management Inc

Industrials
203
+ 4.06%
$213.88 - $237.1 $43.4K - $48.1K
5.21K $1.15M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27
+ 0.1%
$100.37 - $100.74 $2.71K - $2.72K
26.6K $2.68M
Activity Summary
Buys All Purchases 88 New Holdings 30 Increased Positions 58 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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