Retirement Planning Group, LLC / Ny Incresed Positions in Q2 2025

Retirement Planning Group, LLC / Ny

  • $114 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
421
+ 2.24%
$416.06 - $551.64 $175K - $232K
19.2K $10.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.9K
+ 18.46%
$51.14 - $57.0 $1.37M - $1.53M
172K $9.8B
RECS
Columbia ETF Tr I

ETFs
26.3K
+ 41.28%
$29.4 - $36.79 $774K - $968K
90K $3.31B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
69.4K
+ 35.53%
$14.97 - $16.79 $1.04M - $1.17M
265K $4.43B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.1K
+ 136.57%
$24.32 - $27.87 $1.1M - $1.26M
78.2K $2.07B
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.06K
+ 16.5%
$89.02 - $104.29 $718K - $841K
56.9K $5.94B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.31K
+ 39.66%
$171.4 - $227.1 $568K - $752K
11.7K $2.65B
PAVE
Global X Fds Us Infrastructure

ETFs
2.47K
+ 2.19%
$33.78 - $43.68 $83.3K - $108K
115K $5.03B
Ge Vernova Inc
1
+ 0.03%
N/A
2.87K $1.52B
GE
General Electric CO

Industrials
12
+ 0.11%
$166.81 - $257.39 $2K - $3.09K
11.2K $2.87B
NVDA
Nvidia Corp

Technology
1.12K
+ 24.78%
$94.31 - $157.99 $105K - $177K
5.63K $890M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.51K
+ 106.36%
$45.88 - $54.4 $253K - $300K
10.7K $581M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
620
+ 30.3%
$139.8 - $197.22 $86.7K - $122K
2.67K $526M
IVV
Ishares Core S&P 500 ETF

ETFs
146
+ 9.1%
$498.8 - $620.9 $72.8K - $90.7K
1.75K $1.09B
JPM
Jpmorgan Chase & CO

Financial Services
331
+ 17.18%
$210.28 - $289.91 $69.6K - $96K
2.26K $655M
VBR
Vanguard Small Cap Value ETF

ETFs
741
+ 57.22%
$162.76 - $195.77 $121K - $145K
2.04K $399M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.45K
+ 3.12%
$32.11 - $38.21 $46.6K - $55.5K
47.9K $1.82B
SCHG
Schwab Strategic Tr Us Large C

ETFs
975
+ 4.05%
$22.27 - $29.21 $21.7K - $28.5K
25.1K $732M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
116
+ 11.18%
$456.74 - $568.03 $53K - $65.9K
1.15K $658M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
345
+ 3.97%
$86.05 - $107.7 $29.7K - $37.2K
9.03K $972M
LVHI
Franklin International Low Vol

ETFs
1.98K
+ 1.81%
$28.91 - $33.28 $57.3K - $66K
112K $3.64B
XCEM
Columbia ETF Tr Ii

ETFs
270
+ 2.14%
$26.68 - $34.18 $7.2K - $9.23K
12.9K $441M
MRVL
Marvell Technology, Inc.

Technology
142
+ 3.97%
$49.38 - $79.97 $7.01K - $11.4K
3.72K $288M
BAC
Bank Of America Corp

Financial Services
21
+ 0.19%
$34.39 - $47.46 $722 - $997
10.9K $517M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$81.79 - $99.98 $81.8 - $100
5.6K $547M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.24K
+ 11.87%
$23.55 - $27.67 $29.2K - $34.3K
11.7K $323M
T
At&T Inc.

Communication Services
980
+ 3.9%
$26.33 - $28.94 $25.8K - $28.4K
26.1K $756M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
324
+ 2.86%
$34.78 - $43.42 $11.3K - $14.1K
11.6K $504M
VEU
Vanguard Ftse All World Ex Us

ETFs
32
+ 0.71%
$54.19 - $67.22 $1.73K - $2.15K
4.52K $304M
HYDB
Ishares Tr Edge High Yield Def

ETFs
185
+ 0.33%
$44.64 - $47.48 $8.26K - $8.78K
56.2K $2.67B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
113
+ 0.14%
$44.68 - $45.96 $5.05K - $5.19K
82.6K $3.79B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
78
+ 4.17%
$114.78 - $133.31 $8.95K - $10.4K
1.95K $260M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
266
+ 6.81%
$47.46 - $55.3 $12.6K - $14.7K
4.17K $230M
CVX
Chevron Corp

Energy
416
+ 22.57%
$133.73 - $168.51 $55.6K - $70.1K
2.26K $324M
Ab Active Etfs Inc
61
+ 0.82%
N/A
7.47K $280M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.16%
$335.24 - $380.78 $1.68K - $1.9K
3.2K $1.17B
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.19%
$55.56 - $60.91 $389 - $426
3.67K $219M
PFE
Pfizer Inc

Healthcare
68
+ 0.69%
$21.59 - $24.84 $1.47K - $1.69K
10K $242M
PG
Procter & Gamble CO

Consumer Defensive
76
+ 2.82%
$157.66 - $172.39 $12K - $13.1K
2.78K $442M
VZ
Verizon Communications Inc

Communication Services
63
+ 0.48%
$41.67 - $45.62 $2.63K - $2.87K
13.2K $570M
LLY
Eli Lilly & CO

Healthcare
8
+ 1.13%
$713.71 - $898.95 $5.71K - $7.19K
714 $557M
MRK
Merck & Co., Inc.

Healthcare
14
+ 0.42%
$73.47 - $87.12 $1.03K - $1.22K
3.37K $268M
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.46%
$372.27 - $452.69 $1.49K - $1.81K
874 $340M
JNJ
Johnson & Johnson

Healthcare
38
+ 1.12%
$146.36 - $159.82 $5.56K - $6.07K
3.42K $522M
PDI
Pimco Dynamic Income Fund

Financial Services
1.11K
+ 0.58%
$17.02 - $19.87 $18.9K - $22K
193K $3.7B
AAPL
Apple Inc.

Technology
190
+ 1.89%
$172.42 - $223.89 $32.8K - $42.5K
10.2K $2.1B
XLE
Energy Sector Spdr

ETFs
351
+ 0.85%
$76.44 - $94.13 $26.8K - $33K
41.5K $3.52B
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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