Retirement Planning Group, LLC / Ny Portfolio Holdings

Retirement Planning Group, LLC / Ny

  • $90.9 Billion
  • Q4 2024

Retirement Planning Group, LLC / Ny has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $90.9 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $9.69B, J P Morgan Exchange Traded Fd with a value of $7.17B, Nuveen Core Equity Alpha Fund with a value of $4.64B, Invesco Exchange Traded Fd Tr with a value of $4.41B, and Global X Fds Us Infrastructure with a value of $4.28B.

Examining the 13F form we can see an increase of $90.9B in the current position value.

Retirement Planning Group, LLC / Ny is based out at Malta, NY

Below you can find more details about Retirement Planning Group, LLC / Ny portfolio as well as his latest detailed transactions.

Portfolio value $90.9 Billion
ETFs: $65.1 Billion
Financial Services: $8.8 Billion
Healthcare: $4.03 Billion
Technology: $3.52 Billion
Industrials: $2.19 Billion
Energy: $1.76 Billion
Consumer Cyclical: $1.43 Billion
Communication Services: $1.32 Billion
Other: $1.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.69 Billion 10.66% of portfolio
18,952
Q4 2024 New
$0
$7.17 Billion 7.89% of portfolio
124,291
Q4 2024 New
$0
$4.64 Billion 5.11% of portfolio
291,892
Q4 2024 New
$0
$4.41 Billion 4.85% of portfolio
45,002
Q4 2024 New
$0
$4.28 Billion 4.71% of portfolio
105,908
Q4 2024 New
$0
$3.95 Billion 4.35% of portfolio
70,676
Q4 2024 New
$0
$3.75 Billion 4.12% of portfolio
83,476
Q4 2024 New
$0
$3.56 Billion 3.92% of portfolio
73,616
Q4 2024 New
$0
$3.47 Billion 3.82% of portfolio
40,475
Q4 2024 New
$0
$3.43 Billion 3.77% of portfolio
186,935
Q4 2024 New
$0
$3.26 Billion 3.59% of portfolio
106,851
Q4 2024 New
$0
$2.62 Billion 2.88% of portfolio
55,708
Q4 2024 New
$3.95T
$2.36 Billion 2.59% of portfolio
9,412
Q4 2024 New
$0
$2.32 Billion 2.56% of portfolio
127,537
Q4 2024 New
$0
$2.26 Billion 2.48% of portfolio
8,455
Q4 2024 New
$0
$1.91 Billion 2.11% of portfolio
37,736
Q4 2024 New
$0
$1.55 Billion 1.71% of portfolio
8,705
Q4 2024 New
$0
$1.45 Billion 1.6% of portfolio
41,781
Q4 2024 New
$0
$1.36 Billion 1.5% of portfolio
25,096
Q4 2024 New
$0
$1.35 Billion 1.49% of portfolio
38,707
Q4 2024 New
$93.8B
$1.31 Billion 1.44% of portfolio
3,553
Q4 2024 New
$404B
$1.23 Billion 1.35% of portfolio
3,154
Q4 2024 New
$467B
$1.22 Billion 1.34% of portfolio
11,336
Q4 2024 New
$0
$920 Million 1.01% of portfolio
1,564
Q4 2024 New
$0
$891 Million 0.98% of portfolio
4,232
Q4 2024 New
$355B
$719 Million 0.79% of portfolio
4,046
Q4 2024 New
Ge Healthcare Technologies I
-
$654 Million 0.72% of portfolio
-
Q4 2024 New
$0
$624 Million 0.69% of portfolio
17,826
Q4 2024 New
$186B
$553 Million 0.61% of portfolio
24,292
Q4 2024 New
$830B
$544 Million 0.6% of portfolio
704
Q4 2024 New
$3.1T
$535 Million 0.59% of portfolio
1,270
Q4 2024 New
$0
$525 Million 0.58% of portfolio
974
Q4 2024 New
$178B
$511 Million 0.56% of portfolio
12,787
Q4 2024 New
Ge Vernova Inc
-
$507 Million 0.56% of portfolio
-
Q4 2024 New
$0
$511 Million 0.56% of portfolio
11,158
Q4 2024 New
$0
$493 Million 0.54% of portfolio
7,519
Q4 2024 New
$417B
$483 Million 0.53% of portfolio
3,343
Q4 2024 New
$0
$479 Million 0.53% of portfolio
17,200
Q4 2024 New
$264B
$475 Million 0.52% of portfolio
5,254
Q4 2024 New
$364B
$473 Million 0.52% of portfolio
10,772
Q4 2024 New
$396B
$450 Million 0.5% of portfolio
2,686
Q4 2024 New
$349B
$398 Million 0.44% of portfolio
2,966
Q4 2024 New
$233B
$368 Million 0.4% of portfolio
3,249
Q4 2024 New
$0
$349 Million 0.38% of portfolio
11,790
Q4 2024 New
$222B
$342 Million 0.38% of portfolio
3,443
Q4 2024 New
$0
$316 Million 0.35% of portfolio
3,016
Q4 2024 New
$150B
$318 Million 0.35% of portfolio
750
Q4 2024 New
$69.7B
$312 Million 0.34% of portfolio
2,476
Q4 2024 New
$0
$288 Million 0.32% of portfolio
5,110
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $90.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 19, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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