Retirement Guys Formula LLC Portfolio Holdings

Retirement Guys Formula LLC

  • $204 Million
  • Q2 2024

Retirement Guys Formula LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Million distributed in 124 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 $17.2M, Schwab Strategic Tr Us Large C with a value of $14.4M, Schwab Strategic Tr Us Large C with a value of $10.6M, J P Morgan Exchange Traded Fd with a value of $8.64M, and Listed Fds Tr Swan Hedged Equi with a value of $7.42M.

Examining the 13F form we can see an increase of $3.8M in the current position value, from $200M to 204M.

Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $133 Million
Technology: $15.6 Million
Consumer Defensive: $13.6 Million
Healthcare: $8.54 Million
Consumer Cyclical: $6.74 Million
Industrials: $5.83 Million
Communication Services: $4.85 Million
Energy: $4.2 Million
Other: $8.91 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163M
$93,000 0.05% of portfolio
41,157
Q2 2024 Added 22.01%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $204 Million
  • Prior Value $200 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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