Retirement Guys Formula LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $193 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $10.1M, Jp Morgan ETF Tr Ultra Short I with a value of $8.34M, Listed Fds Tr Swan Hedged Equi with a value of $6.78M, Goldman Sachs Physical Gold ETF with a value of $6.7M, and Abrdn Etfs Abrdn Bloomberg All with a value of $5.29M.
Examining the 13F form we can see an increase of $5.12M in the current position value, from $188M to 193M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.
Portfolio value
$193 Million
ETFs: $103 Million
Technology: $16.6 Million
Consumer Defensive: $16.3 Million
Healthcare: $16.2 Million
Industrials: $8.78 Million
Communication Services: $7.28 Million
Consumer Cyclical: $6.84 Million
Utilities: $5.64 Million
Other: $9.74 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
