Retirement Planning Group, LLC / Ny Portfolio Holdings by Sector
Retirement Planning Group, LLC / Ny
- $90.9 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ JEPI RWL PAVE RFDA FBND XLF XLE 33 stocks |
$65.1 Million
72.83% of portfolio
|
33
|
- |
33
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JCE PDI 2 stocks |
$8.07 Million
9.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.36 Million
2.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK PFE 5 stocks |
$2.35 Million
2.62% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1.83 Million
2.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.48 Million
1.65% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$1.31 Million
1.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.23 Million
1.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1.06 Million
1.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$732,371
0.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$535,113
0.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$474,709
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$450,239
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Semiconductors | Technology
NVDA 1 stocks |
$398,447
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$367,506
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$317,814
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$312,050
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$284,720
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$258,637
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$227,506
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$207,515
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$38,276
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|