Retirement Planning Group Purchases in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
475K
+ 102.02%
$44.65 - $47.21 $21.2M - $22.4M
941K $44M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
820K
+ 113.65%
$22.21 - $23.14 $18.2M - $19M
1.54M $35.5M
FSMD
Fidelity Covington Tr Small Mi

ETFs
178K
+ 8.39%
$37.22 - $41.47 $6.61M - $7.37M
2.29M $95M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
108K
+ 3.44%
$37.98 - $41.19 $4.12M - $4.46M
3.26M $134M
IQLT
Ishares Msci Intl Quality Fact

ETFs
95.3K
+ 4.53%
$37.37 - $41.82 $3.56M - $3.99M
2.2M $91.2M
AAPL
Apple Inc.

Technology
22.5K
+ 22.06%
$207.23 - $234.82 $4.67M - $5.29M
125K $29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.5K
+ 40.24%
$434.77 - $502.96 $5.42M - $6.27M
43.4K $21.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.8K
+ 923.2%
$517.38 - $573.86 $5.58M - $6.19M
12K $6.86M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
69.6K
+ 124.43%
$75.88 - $83.21 $5.28M - $5.79M
126K $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
70.6K
New
$75.32 - $84.37 $5.32M - $5.96M
70.6K $5.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
66.2K
New
$74.26 - $78.84 $4.91M - $5.22M
66.2K $5.18M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
68.1K
New
$69.16 - $76.64 $4.71M - $5.22M
68.1K $5.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.08K
+ 6.16%
$475.2 - $527.7 $2.41M - $2.68M
87.5K $46.2M
VO
Vanguard Mid Cap ETF

ETFs
17.4K
+ 134.99%
$237.84 - $263.83 $4.14M - $4.6M
30.3K $8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.5K
+ 408.72%
$105.53 - $118.34 $4.16M - $4.67M
49.1K $5.74M
IVV
Ishares Core S&P 500 ETF

ETFs
7.44K
+ 177.09%
$520.18 - $576.82 $3.87M - $4.29M
11.6K $6.71M
VUG
Vanguard Growth ETF

ETFs
9.1K
+ 18.74%
$341.08 - $391.94 $3.11M - $3.57M
57.7K $22.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 1.04%
$96.3 - $106.49 $1.26M - $1.39M
1.27M $133M
VEA
Vanguard Ftse Developed Market

ETFs
67.1K
+ 968.16%
$47.6 - $53.31 $3.19M - $3.58M
74K $3.91M
VTV
Vanguard Value ETF

ETFs
14K
+ 23.17%
$159.75 - $174.57 $2.24M - $2.45M
74.6K $13M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
62.3K
+ 3.49%
$31.97 - $37.3 $1.99M - $2.33M
1.85M $66.2M
SPGI
S&P Global Inc.

Financial Services
5.74K
New
$446.32 - $527.38 $2.56M - $3.03M
5.74K $2.97M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
41.5K
+ 31.53%
$56.04 - $62.99 $2.33M - $2.61M
173K $10.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
40.6K
New
$60.13 - $68.17 $2.44M - $2.77M
40.6K $2.75M
VNQ
Vanguard Specialized Funds Van

ETFs
23K
+ 86.89%
$82.97 - $98.97 $1.91M - $2.27M
49.4K $4.81M
FDVV
Fidelity High Dividend ETF

ETFs
23.1K
+ 12.18%
$46.26 - $50.65 $1.07M - $1.17M
213K $10.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
16.1K
+ 27.14%
$84.77 - $97.13 $1.36M - $1.56M
75.4K $7.22M
AMZN
Amazon Com Inc

Consumer Cyclical
9.18K
+ 68.84%
$161.02 - $200.0 $1.48M - $1.84M
22.5K $4.2M
WMT
Walmart Inc.

Consumer Defensive
16.5K
+ 86.43%
$66.91 - $81.4 $1.11M - $1.35M
35.7K $2.88M
IOO
Ishares Tr Global 100 ETF

ETFs
15.3K
New
$89.63 - $100.83 $1.37M - $1.54M
15.3K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
3.33K
+ 13.17%
$255.18 - $283.2 $849K - $942K
28.6K $8.1M
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 0.36%
$801.83 - $917.05 $96.2K - $110K
33.4K $29.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.4K
+ 23.47%
$36.98 - $41.55 $901K - $1.01M
128K $5.27M
NFLX
Netflix Inc

Communication Services
1.79K
New
$598.55 - $722.26 $1.07M - $1.29M
1.79K $1.27M
MSFT
Microsoft Corp

Technology
3.54K
+ 19.33%
$395.15 - $467.56 $1.4M - $1.66M
21.9K $9.41M
HD
Home Depot, Inc.

Consumer Cyclical
2.26K
+ 106.61%
$333.64 - $405.2 $754K - $915K
4.38K $1.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.61K
New
$217.89 - $392.15 $787K - $1.42M
3.61K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
4.24K
+ 146.75%
$200.87 - $224.6 $851K - $952K
7.13K $1.57M
LANC
Lancaster Colony Corp

Consumer Defensive
5.47K
New
$167.65 - $198.49 $916K - $1.08M
5.47K $964K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
73.4K
New
$8.27 - $13.92 $607K - $1.02M
73.4K $935K
VIG
Vanguard Dividend Appreciation

ETFs
6.58K
+ 0.96%
$182.15 - $182.15 $1.2M - $1.2M
689K $126M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.32K
+ 137.88%
$332.02 - $382.76 $769K - $886K
3.99K $1.5M
VBR
Vanguard Small Cap Value ETF

ETFs
3.98K
+ 103.21%
$179.99 - $201.6 $717K - $803K
7.84K $1.57M
KO
Coca Cola CO

Consumer Defensive
12K
New
$62.69 - $73.01 $751K - $875K
12K $861K
AMGN
Amgen Inc

Healthcare
2.64K
+ 304.26%
$309.38 - $337.38 $818K - $892K
3.51K $1.13M
GOOG
Alphabet Inc.

Communication Services
5.5K
+ 78.57%
$149.54 - $192.66 $823K - $1.06M
12.5K $2.09M
VHT
Vanguard Health Care ETF

ETFs
2.84K
New
$261.88 - $288.1 $744K - $819K
2.84K $802K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
9.3K
+ 11.87%
$46.96 - $52.62 $437K - $489K
87.6K $4.57M
PEP
Pepsico Inc

Consumer Defensive
4.4K
New
$161.9 - $179.3 $713K - $789K
4.4K $748K
Activity Summary
Buys All Purchases 144 New Holdings 50 Increased Positions 94 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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