Retirement Planning Group, LLC / Ny Portfolio Holdings by Sector
Retirement Planning Group, LLC / Ny
- $98.3 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ JEPI RWL PAVE XLF XLE FBND RFDA 34 stocks |
$70.8 Million
73.58% of portfolio
|
25
|
9
|
4
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JCE PDI 2 stocks |
$7.98 Million
8.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK PFE 5 stocks |
$2.55 Million
2.65% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.23 Million
2.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2.23 Million
2.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.67 Million
1.73% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1.31 Million
1.36% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.17 Million
1.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$928,149
0.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL 2 stocks |
$709,416
0.74% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$562,539
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$491,166
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$480,755
0.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$459,927
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$433,749
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$379,348
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$378,211
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$352,066
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$297,353
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$281,142
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$261,691
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$223,650
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$25,029
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|