Retirement Guys Formula LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $188 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $16.5M, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $15.3M, J P Morgan Exchange Traded Fd with a value of $10.4M, Listed Fds Tr Swan Hedged Equi with a value of $7.37M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.09M.
Examining the 13F form we can see an decrease of $22M in the current position value, from $210M to 188M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.
Portfolio value
$188 Million
ETFs: $108 Million
Consumer Defensive: $15.9 Million
Technology: $15.2 Million
Consumer Cyclical: $9.47 Million
Healthcare: $8.36 Million
Industrials: $8 Million
Communication Services: $6.51 Million
Utilities: $4.39 Million
Other: $9.68 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
