Retirement Planning Group Purchases in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.5K
+ 6.02%
$456.74 - $568.03 $12.1M - $15.1M
467K $265M
FDVV
Fidelity High Dividend ETF

ETFs
170K
+ 9.31%
$43.6 - $52.02 $7.42M - $8.85M
2M $104M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
28.3K
+ 1.2%
$30.96 - $40.6 $875K - $1.15M
2.39M $96.4M
FSMD
Fidelity Covington Tr Small Mi

ETFs
73.4K
+ 2.11%
$34.67 - $41.47 $2.55M - $3.05M
3.55M $147M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
44K
+ 1.65%
$37.18 - $42.55 $1.64M - $1.87M
2.7M $115M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
123K
+ 6.24%
$44.68 - $45.96 $5.48M - $5.64M
2.09M $95.5M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
171K
+ 5.35%
$22.03 - $22.83 $3.76M - $3.9M
3.36M $76.8M
USVM
Victory Portfolios Ii Victorys

ETFs
53.8K
+ 317.24%
$69.28 - $84.0 $3.73M - $4.52M
70.7K $5.94M
MSFT
Microsoft Corp

Technology
287
+ 1.05%
$354.56 - $497.45 $102K - $143K
27.7K $13.8M
NVDA
Nvidia Corp

Technology
5.65K
+ 12.5%
$94.31 - $157.99 $532K - $892K
50.8K $8.03M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.02%
$908.13 - $1056.85 $7.27K - $8.45K
47.9K $47.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
42.4K
+ 296.36%
$48.46 - $50.2 $2.05M - $2.13M
56.7K $2.81M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
29.9K
+ 219.9%
$54.81 - $67.78 $1.64M - $2.02M
43.5K $2.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.42K
+ 26.0%
$496.48 - $617.85 $1.2M - $1.5M
11.7K $7.25M
PM
Philip Morris International Inc.

Consumer Defensive
8.52K
+ 502.42%
$149.23 - $184.95 $1.27M - $1.58M
10.2K $1.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.9K
+ 2.61%
$82.96 - $110.1 $158K - $209K
74.9K $8.24M
FLMI
Franklin Dynamic Municipal Bon

ETFs
60.2K
+ 316.9%
$23.57 - $24.6 $1.42M - $1.48M
79.1K $1.92M
VGT
Vanguard Information Technolog

ETFs
1.22K
+ 23.63%
$470.37 - $663.28 $575K - $811K
6.4K $4.24M
HMOP
Hartford Fds Exchange Traded T

ETFs
37.3K
+ 310.14%
$37.54 - $38.74 $1.4M - $1.45M
49.4K $1.89M
VTI
Vanguard Total Stock Market Et

ETFs
545
+ 1.84%
$243.75 - $303.93 $133K - $166K
30.1K $9.15M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 4.71%
$167.32 - $223.3 $201K - $269K
26.7K $5.87M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.7K
+ 5.47%
$17.76 - $22.1 $279K - $347K
303K $6.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.27K
+ 64.32%
$82.51 - $109.2 $517K - $684K
16K $1.75M
NFLX
Netflix Inc

Communication Services
49
+ 2.66%
$855.86 - $1339.13 $41.9K - $65.6K
1.89K $2.53M
FXL
First Tr Exchange Traded Fd Fi

ETFs
4.43K
+ 141.44%
$115.28 - $157.36 $510K - $697K
7.56K $1.19M
VOX
Vanguard Communication Service

ETFs
4.38K
New
$133.12 - $171.03 $583K - $749K
4.38K $749K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.57K
+ 146.09%
$320.42 - $424.58 $503K - $666K
2.64K $1.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.33K
+ 1.13%
$71.28 - $83.74 $94.8K - $111K
119K $9.94M
XLC
Select Sector Spdr Tr Communic

ETFs
4.85K
+ 70.84%
$86.13 - $108.53 $418K - $526K
11.7K $1.27M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
19.4K
New
$28.35 - $31.3 $550K - $607K
19.4K $607K
XLF
Financial Sector Spdr

ETFs
11.1K
+ 162.78%
$43.92 - $52.37 $488K - $582K
17.9K $939K
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 1.11%
$321.63 - $509.31 $12.2K - $19.4K
3.45K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
606
+ 8.59%
$210.28 - $289.91 $127K - $176K
7.66K $2.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.76K
+ 4.13%
$75.05 - $77.34 $357K - $368K
120K $9.28M
WMT
Walmart Inc.

Consumer Defensive
1.47K
+ 4.59%
$81.79 - $99.98 $120K - $147K
33.5K $3.28M
AVGO
Broadcom Inc.

Technology
135
+ 3.52%
$146.29 - $275.65 $19.7K - $37.2K
3.97K $1.1M
V
Visa Inc.

Financial Services
1.2K
+ 36.31%
$308.27 - $373.31 $369K - $447K
4.5K $1.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.36K
+ 13.88%
$51.14 - $57.0 $376K - $420K
60.4K $3.43M
FXD
First Tr Exchange Traded Fd

ETFs
6.37K
+ 164.86%
$50.42 - $63.44 $321K - $404K
10.2K $649K
META
Meta Platforms, Inc.

Communication Services
156
+ 8.83%
$484.66 - $738.09 $75.6K - $115K
1.92K $1.42M
GOOG
Alphabet Inc.

Communication Services
569
+ 4.35%
$146.58 - $180.01 $83.4K - $102K
13.6K $2.42M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.33K
+ 17.56%
$42.72 - $44.24 $356K - $369K
55.8K $2.45M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.8K
New
$60.99 - $77.53 $293K - $372K
4.8K $371K
TSLA
Tesla, Inc.

Consumer Cyclical
799
+ 41.27%
$221.86 - $362.89 $177K - $290K
2.74K $868K
OMFL
Invesco Exchange Traded Self I

ETFs
2.63K
+ 6.34%
$48.43 - $57.78 $127K - $152K
44.2K $2.55M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
27.3K
+ 30.97%
$13.74 - $15.66 $375K - $427K
115K $1.72M
GOOGL
Alphabet Inc.

Communication Services
331
+ 2.55%
$144.7 - $178.6 $47.9K - $59.1K
13.3K $2.35M
DFAI
Dimensional ETF Tr

ETFs
9.94K
New
$28.02 - $34.71 $279K - $345K
9.94K $343K
VCR
Vanguard Consumer Discretionar

ETFs
921
New
$290.42 - $364.35 $267K - $336K
921 $333K
Activity Summary
Buys All Purchases 139 New Holdings 24 Increased Positions 115 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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