Retirement Planning Group Purchases in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
2.88K
New
$457.26 - $524.37 $1.32M - $1.51M
2.88K $1.32M
COP
Conocophillips

Energy
13.3K
New
$91.0 - $98.99 $1.21M - $1.31M
13.3K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.08K
+ 28.94%
$108.46 - $120.63 $876K - $974K
36K $4.28M
JCI
Johnson Controls International PLC

Industrials
11.1K
New
$103.24 - $111.73 $1.15M - $1.25M
11.1K $1.23M
VPU
Vanguard Utilities ETF

ETFs
5.73K
+ 145.86%
$175.25 - $189.41 $1M - $1.08M
9.66K $1.83M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.59K
New
$185.88 - $207.44 $1.04M - $1.16M
5.59K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.6K
+ 30.75%
$55.61 - $57.37 $1.03M - $1.07M
79K $4.51M
META
Meta Platforms, Inc.

Communication Services
1.47K
+ 76.24%
$695.21 - $791.73 $1.02M - $1.16M
3.39K $2.49M
WM
Waste Management Inc

Industrials
4.7K
+ 473.69%
$213.88 - $237.1 $1.01M - $1.11M
5.69K $1.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
58.7K
New
$16.46 - $17.1 $966K - $1M
58.7K $998K
CVX
Chevron Corp

Energy
5.92K
New
$145.57 - $161.83 $862K - $959K
5.92K $919K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.54K
New
$136.48 - $142.97 $892K - $934K
6.54K $915K
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 306.23%
$625.65 - $812.69 $707K - $918K
1.5K $1.14M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
37.3K
New
$22.78 - $23.33 $849K - $869K
37.3K $853K
IVV
Ishares Core S&P 500 ETF

ETFs
478
+ 4.52%
$620.67 - $670.08 $297K - $320K
11.1K $7.4M
NOC
Northrop Grumman Corp

Industrials
1.33K
New
$498.9 - $609.32 $665K - $812K
1.33K $811K
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 271.84%
$215.01 - $273.02 $662K - $841K
4.21K $1.06M
FCNCA
First Citizens Bancshares Inc

Financial Services
449
New
$1789.16 - $2158.23 $803K - $969K
449 $803K
AVGO
Broadcom Inc.

Technology
1.75K
+ 44.02%
$264.74 - $369.57 $463K - $646K
5.72K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
2.26K
New
$237.77 - $353.61 $537K - $799K
2.26K $780K
IYW
Ishares Dj Us Tech ETF

ETFs
3.87K
New
$171.38 - $197.01 $664K - $763K
3.87K $758K
XLY
Select Sector Spdr Consumer Di

ETFs
824
+ 3.43%
$216.09 - $242.18 $178K - $200K
24.8K $5.95M
IBM
International Business Machines Corp

Technology
2.76K
+ 75.74%
$234.77 - $292.47 $648K - $807K
6.4K $1.81M
CRM
Salesforce, Inc.

Technology
3.09K
New
$231.66 - $273.65 $715K - $845K
3.09K $731K
CR
Crane Holdings, Co.

Industrials
3.88K
New
$178.73 - $198.45 $693K - $769K
3.88K $713K
FVD
First Tr Value Line Divid Inde

ETFs
14.4K
+ 53.3%
$44.73 - $46.86 $645K - $675K
41.4K $1.92M
SCHW
Schwab Charles Corp

Financial Services
6.9K
+ 70.54%
$91.03 - $98.69 $628K - $681K
16.7K $1.59M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.1K
New
$50.53 - $50.82 $661K - $664K
13.1K $663K
HMOP
Hartford Fds Exchange Traded T

ETFs
16K
+ 32.33%
$37.94 - $39.14 $606K - $625K
65.3K $2.55M
PPL
Ppl Corp

Utilities
17.5K
New
$33.54 - $37.24 $586K - $650K
17.5K $649K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
183
+ 0.15%
$84.28 - $89.46 $15.4K - $16.4K
119K $10.6M
FLMI
Franklin Dynamic Municipal Bon

ETFs
23.9K
+ 30.23%
$23.96 - $24.81 $573K - $594K
103K $2.55M
NEE
Nextera Energy Inc

Utilities
8.33K
New
$69.77 - $77.54 $581K - $646K
8.33K $628K
SLV
I Shares Silver Trust

ETFs
14.7K
New
$32.73 - $42.5 $481K - $625K
14.7K $622K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.82K
New
$332.69 - $399.0 $605K - $726K
1.82K $605K
GD
General Dynamics Corp

Industrials
1.72K
New
$293.92 - $341.0 $506K - $587K
1.72K $587K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.6K
+ 18.69%
$49.09 - $50.58 $520K - $536K
67.3K $3.4M
CSCO
Cisco Systems, Inc.

Technology
8.36K
+ 67.86%
$66.2 - $71.79 $554K - $600K
20.7K $1.42M
RDVY
First Trust Rising Dividend Ac

ETFs
8.12K
New
$62.38 - $67.29 $507K - $547K
8.12K $546K
KO
Coca Cola CO

Consumer Defensive
9.06K
+ 70.64%
$65.67 - $71.67 $595K - $649K
21.9K $1.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.62K
New
$192.76 - $203.86 $506K - $535K
2.62K $534K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
10.1K
New
$47.99 - $54.16 $483K - $545K
10.1K $532K
SYY
Sysco Corp

Consumer Defensive
6.4K
New
$76.33 - $82.51 $488K - $528K
6.4K $526K
SYK
Stryker Corp

Healthcare
1.4K
New
$368.57 - $403.53 $515K - $563K
1.4K $516K
CAT
Caterpillar Inc

Industrials
796
+ 56.02%
$390.92 - $477.15 $311K - $380K
2.22K $1.06M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.3K
New
$35.42 - $38.65 $469K - $512K
13.3K $503K
MS
Morgan Stanley

Financial Services
3.01K
New
$139.09 - $161.16 $419K - $486K
3.01K $478K
FE
Firstenergy Corp

Utilities
10.3K
New
$39.76 - $45.82 $408K - $470K
10.3K $469K
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
New
$39.59 - $42.21 $430K - $459K
10.9K $456K
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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