Retirement Guys Formula LLC Portfolio Holdings

Retirement Guys Formula LLC

  • $193 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124M
$189,000 0.1% of portfolio
155,343
Q4 2024 Added 143.42%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $193 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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