Retirement Planning Group Purchases in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
6.11K
+ 73.06%
$109.72 - $119.0 $670K - $727K
14.5K $1.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
17.5K
New
$29.85 - $41.1 $522K - $719K
17.5K $686K
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.46K
+ 23.31%
$56.04 - $62.2 $474K - $526K
44.7K $2.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.2K
New
$46.9 - $51.96 $573K - $635K
12.2K $629K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
682
+ 11.63%
$405.19 - $478.57 $276K - $326K
6.55K $3.01M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
11.8K
New
$41.17 - $54.85 $487K - $649K
11.8K $625K
IBM
International Business Machines Corp

Technology
2.8K
New
$175.1 - $223.38 $490K - $625K
2.8K $618K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.69K
+ 17.91%
$240.48 - $267.94 $405K - $451K
11.1K $2.97M
WTTR
Select Energy Services, Inc.

Energy
52.6K
New
$10.2 - $12.2 $537K - $642K
52.6K $585K
VEU
Vanguard Ftse All World Ex Us

ETFs
8.01K
+ 116.23%
$56.47 - $63.69 $452K - $510K
14.9K $938K
GIS
General Mills Inc

Consumer Defensive
6.81K
New
$62.5 - $75.15 $426K - $512K
6.81K $502K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.78K
New
$91.37 - $101.65 $436K - $486K
4.78K $485K
LMT
Lockheed Martin Corp

Industrials
705
+ 122.4%
$460.3 - $584.56 $325K - $412K
1.28K $748K
ITOT
Ishares Core S&P Total U.S. St

ETFs
401
+ 0.66%
$113.41 - $125.62 $45.5K - $50.4K
61.6K $7.73M
VZ
Verizon Communications Inc

Communication Services
8.58K
+ 41.57%
$38.89 - $45.0 $334K - $386K
29.2K $1.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.17K
+ 7.67%
$31.05 - $34.29 $223K - $246K
101K $3.45M
MRK
Merck & Co., Inc.

Healthcare
3.5K
New
$111.15 - $128.97 $389K - $451K
3.5K $397K
AXP
American Express CO

Financial Services
1.38K
New
$225.92 - $271.17 $312K - $374K
1.38K $373K
PFE
Pfizer Inc

Healthcare
12.2K
New
$27.7 - $31.39 $338K - $383K
12.2K $353K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
New
$173.36 - $189.8 $321K - $352K
1.85K $351K
PEG
Public Service Enterprise Group Inc

Utilities
3.74K
New
$73.58 - $89.21 $275K - $333K
3.74K $333K
SPMD
Spdr Portfolio

ETFs
2.08K
+ 3.26%
$50.29 - $54.92 $105K - $114K
66K $3.61M
SBUX
Starbucks Corp

Consumer Cyclical
3.33K
New
$72.51 - $98.6 $241K - $328K
3.33K $324K
MA
Mastercard Inc

Financial Services
647
New
$429.6 - $500.99 $278K - $324K
647 $319K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4.25K
New
$67.66 - $75.54 $287K - $321K
4.25K $318K
APH
Amphenol Corp

Technology
4.86K
New
$58.39 - $70.41 $284K - $342K
4.86K $316K
DFAX
Dimensional ETF Tr
11.6K
New
$24.29 - $27.25 $282K - $316K
11.6K $313K
JPM
Jpmorgan Chase & CO

Financial Services
1.24K
+ 22.17%
$194.9 - $224.8 $242K - $279K
6.84K $1.44M
LLY
Eli Lilly & CO

Healthcare
346
New
$772.14 - $960.02 $267K - $332K
346 $306K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.08K
New
$32.36 - $33.78 $294K - $307K
9.08K $306K
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 9.27%
$24.09 - $37.95 $43.6K - $68.7K
21.3K $793K
IEMG
Ishares Inc

ETFs
5.57K
New
$53.64 - $53.64 $299K - $299K
5.57K $298K
BKR
Baker Hughes CO

Energy
7.36K
New
$32.92 - $38.72 $242K - $285K
7.36K $265K
SYK
Stryker Corp

Healthcare
689
New
$315.94 - $371.96 $218K - $256K
689 $248K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.3K
+ 4.73%
$63.46 - $71.43 $82.2K - $92.5K
28.7K $2.03M
LOW
Lowes Companies Inc

Consumer Cyclical
853
New
$213.3 - $270.78 $182K - $231K
853 $230K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.37K
New
$60.84 - $67.51 $205K - $228K
3.37K $227K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.9K
New
$70.02 - $76.68 $203K - $222K
2.9K $222K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12K
New
$17.94 - $20.93 $216K - $252K
12K $222K
GWW
W.W. Grainger, Inc.

Industrials
200
New
$896.19 - $1044.18 $179K - $209K
200 $207K
ABC
Amerisourcebergen Corp

Healthcare
1.11K
New
N/A
1.11K $206K
MGC
Vanguard Mega Cap ETF

ETFs
979
New
$185.93 - $206.64 $182K - $202K
979 $202K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.1K
New
$59.25 - $65.33 $184K - $202K
3.1K $201K
TRV
Travelers Companies, Inc.

Financial Services
861
New
$201.87 - $242.35 $174K - $209K
861 $201K
META
Meta Platforms, Inc.

Communication Services
151
+ 12.81%
$453.41 - $572.44 $68.5K - $86.4K
1.33K $761K
PG
Procter & Gamble CO

Consumer Defensive
693
+ 17.56%
$160.76 - $177.82 $111K - $123K
4.64K $803K
JEPI
J P Morgan Exchange Traded Fd

ETFs
349
+ 0.76%
$54.98 - $59.51 $19.2K - $20.8K
46.5K $2.77M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10.1K
New
$13.24 - $14.64 $134K - $148K
10.1K $148K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.27K
+ 8.86%
$58.03 - $65.37 $73.9K - $83.2K
15.6K $1.01M
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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