Retirement Guys Formula LLC New Holdings in Q1 2025

Retirement Guys Formula LLC

  • $193 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
155K
New
$31.25 - $34.24 $4.85M - $5.31M
155K $5.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
49.8K
New
$49.22 - $51.73 $2.45M - $2.58M
49.8K $2.52M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
45.4K
New
$51.45 - $58.51 $2.34M - $2.66M
45.4K $2.35M
ETN
Eaton Corp PLC

Industrials
6.74K
New
$271.83 - $371.23 $1.83M - $2.5M
6.74K $1.83M
MRK
Merck & Co., Inc.

Healthcare
19.5K
New
$83.01 - $101.02 $1.62M - $1.97M
19.5K $1.75M
GD
General Dynamics Corp

Industrials
6.21K
New
$241.94 - $272.58 $1.5M - $1.69M
6.21K $1.69M
UBER
Uber Technologies, Inc

Technology
22.2K
New
$63.17 - $81.49 $1.4M - $1.81M
22.2K $1.62M
LLY
Eli Lilly & CO

Healthcare
1.95K
New
$725.72 - $929.72 $1.42M - $1.82M
1.95K $1.61M
QCOM
Qualcomm Inc

Technology
9.71K
New
$151.94 - $175.86 $1.47M - $1.71M
9.71K $1.49M
SYK
Stryker Corp

Healthcare
3.88K
New
$355.18 - $399.9 $1.38M - $1.55M
3.88K $1.45M
ORCL
Oracle Corp

Technology
9.41K
New
$139.81 - $186.47 $1.32M - $1.75M
9.41K $1.32M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
14.9K
New
$66.9 - $71.57 $994K - $1.06M
14.9K $1.05M
MKC
Mccormick & CO Inc

Consumer Defensive
12K
New
$71.24 - $84.73 $855K - $1.02M
12K $987K
NVS
Novartis Ag

Healthcare
8.41K
New
$97.14 - $115.57 $817K - $972K
8.41K $937K
ABT
Abbott Laboratories

Healthcare
7.07K
New
$111.1 - $140.22 $785K - $991K
7.07K $937K
K
Kellogg CO

Consumer Defensive
11.3K
New
$81.06 - $82.9 $918K - $939K
11.3K $934K
NEE
Nextera Energy Inc

Utilities
13.1K
New
$66.96 - $76.16 $875K - $995K
13.1K $926K
ADP
Automatic Data Processing Inc

Industrials
2.98K
New
$286.85 - $318.64 $856K - $951K
2.98K $911K
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
New
$554.06 - $615.85 $660K - $733K
1.19K $669K
VEA
Vanguard Ftse Developed Market

ETFs
8.92K
New
$47.4 - $52.99 $423K - $473K
8.92K $453K
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
New
$271.18 - $303.12 $424K - $474K
1.57K $430K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.15K
New
$76.94 - $78.28 $243K - $247K
3.15K $246K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
9.52K
New
$19.53 - $25.74 $186K - $245K
9.52K $230K
CHE
Chemed Corp

Healthcare
355
New
$521.84 - $615.32 $185K - $218K
355 $218K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.36K
New
$47.74 - $65.16 $160K - $219K
3.36K $214K
MGY
Magnolia Oil & Gas Corp

Energy
8.39K
New
$22.26 - $26.58 $187K - $223K
8.39K $212K
CASY
Caseys General Stores Inc

Consumer Cyclical
484
New
$378.71 - $442.54 $183K - $214K
484 $210K
EEFT
Euronet Worldwide, Inc.

Technology
1.92K
New
$94.42 - $110.06 $181K - $211K
1.92K $204K
UNM
Unum Group

Financial Services
2.5K
New
$71.8 - $83.34 $179K - $208K
2.5K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.58K
New
$77.7 - $78.94 $200K - $203K
2.58K $203K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.06K
New
$78.23 - $110.01 $161K - $226K
2.06K $200K
KOCT
Innovator Laddered Fund Of U.S
18.7K
New
N/A
18.7K $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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