Retirement Planning Group Purchases in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
290
+ 8.53%
$122.82 - $218.63 $35.6K - $63.4K
3.69K $806K
EWJ
Ishares Msci Japan ETF

ETFs
4.32K
New
$61.32 - $75.28 $265K - $325K
4.32K $323K
LMT
Lockheed Martin Corp

Industrials
626
+ 54.72%
$430.82 - $486.45 $270K - $305K
1.77K $819K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
7.61K
New
$33.19 - $40.78 $252K - $310K
7.61K $302K
QCOM
Qualcomm Inc

Technology
1.78K
+ 85.82%
$124.66 - $159.48 $222K - $284K
3.85K $613K
VHT
Vanguard Health Care ETF

ETFs
1.3K
+ 53.81%
$236.71 - $261.92 $307K - $340K
3.71K $922K
BA
Boeing CO

Industrials
1.35K
New
$136.59 - $217.51 $184K - $293K
1.35K $281K
HOOD
Robinhood Markets, Inc.

Technology
2.91K
New
$34.17 - $93.63 $99.3K - $272K
2.91K $272K
YUM
Yum Brands Inc

Consumer Cyclical
1.72K
New
$138.36 - $161.45 $238K - $278K
1.72K $254K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.31K
+ 29.24%
$45.07 - $52.57 $284K - $332K
27.9K $1.36M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
376
+ 8.75%
$139.8 - $197.22 $52.6K - $74.2K
4.67K $921K
WM
Waste Management Inc

Industrials
992
New
$216.47 - $242.1 $215K - $240K
992 $226K
AIA
Ishares S&P Asia 50 ETF

ETFs
2.75K
New
$60.67 - $81.71 $167K - $225K
2.75K $223K
CMF
Ishares California Muni Bond E

ETFs
4K
New
$54.52 - $56.7 $218K - $227K
4K $222K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
144
+ 0.45%
$55.54 - $69.09 $8K - $9.95K
32.4K $2.24M
BAC
Bank Of America Corp

Financial Services
3.54K
+ 48.06%
$34.39 - $47.46 $122K - $168K
10.9K $515K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
667
New
$177.93 - $313.14 $119K - $209K
667 $208K
XLI
Industrial Sector Spdr

ETFs
606
+ 8.85%
$116.42 - $147.52 $70.6K - $89.4K
7.46K $1.1M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.58K
New
$68.45 - $79.52 $177K - $205K
2.58K $205K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.59K
New
$32.79 - $36.78 $183K - $205K
5.59K $205K
VB
Vanguard Small Cap ETF

ETFs
117
+ 1.05%
$193.73 - $237.37 $22.7K - $27.8K
11.2K $2.67M
APH
Amphenol Corp

Technology
355
+ 7.22%
$59.09 - $98.75 $21K - $35.1K
5.28K $520K
FVD
First Tr Value Line Divid Inde

ETFs
3.95K
+ 17.1%
$40.62 - $45.12 $160K - $178K
27K $1.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.87K
+ 48.07%
$62.73 - $78.42 $117K - $147K
5.76K $446K
HD
Home Depot, Inc.

Consumer Cyclical
440
+ 9.46%
$335.24 - $380.78 $148K - $168K
5.09K $1.87M
IYH
Ishares Tr

ETFs
3K
+ 75.43%
$53.97 - $60.17 $162K - $180K
6.97K $393K
VDC
Vanguard Consumer Staples ETF

ETFs
507
+ 4.57%
$204.89 - $224.73 $104K - $114K
11.6K $2.54M
OPER
ETF Ser Solutions Clearshares

ETFs
1.46K
+ 7.85%
$100.08 - $100.44 $146K - $146K
20K $2M
SCHW
Schwab Charles Corp

Financial Services
259
+ 2.72%
$69.06 - $91.24 $17.9K - $23.6K
9.78K $892K
DIS
Walt Disney CO

Communication Services
65
+ 1.23%
$81.72 - $124.01 $5.31K - $8.06K
5.34K $661K
AXP
American Express CO

Financial Services
169
+ 10.25%
$231.39 - $318.98 $39.1K - $53.9K
1.82K $579K
VPU
Vanguard Utilities ETF

ETFs
568
+ 16.91%
$158.36 - $178.82 $89.9K - $102K
3.93K $693K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.07%
$438.31 - $527.29 $1.75K - $2.11K
5.75K $3.03M
MA
Mastercard Inc

Financial Services
169
+ 25.92%
$479.92 - $590.74 $81.1K - $99.8K
821 $461K
CSCO
Cisco Systems, Inc.

Technology
55
+ 0.45%
$53.19 - $69.38 $2.93K - $3.82K
12.3K $854K
CAT
Caterpillar Inc

Industrials
15
+ 1.07%
$273.94 - $388.21 $4.11K - $5.82K
1.42K $551K
EVRG
Evergy, Inc.

Utilities
1.28K
+ 6.07%
$64.06 - $69.64 $81.9K - $89K
22.3K $1.54M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
168
+ 1.53%
$50.27 - $62.05 $8.45K - $10.4K
11.1K $687K
MATX
Matson, Inc.

Industrials
833
+ 45.42%
$93.11 - $132.21 $77.6K - $110K
2.67K $296K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
614
+ 4.51%
$24.38 - $30.18 $15K - $18.5K
14.2K $428K
VBR
Vanguard Small Cap Value ETF

ETFs
22
+ 0.42%
$162.76 - $195.77 $3.58K - $4.31K
5.22K $1.02M
MO
Altria Group, Inc.

Consumer Defensive
1.23K
+ 7.26%
$55.56 - $60.91 $68.4K - $75K
18.2K $1.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
428
+ 2.44%
$20.42 - $25.3 $8.74K - $10.8K
18K $454K
EWL
Ishares Inc Msci Switzerlnd

ETFs
560
+ 12.93%
$47.04 - $56.27 $26.3K - $31.5K
4.89K $268K
ABT
Abbott Laboratories

Healthcare
109
+ 3.27%
$123.95 - $138.08 $13.5K - $15.1K
3.44K $468K
FHB
First Hawaiian, Inc.

Financial Services
3
+ 0.01%
$21.14 - $24.96 $63.4 - $74.9
32.7K $816K
KO
Coca Cola CO

Consumer Defensive
427
+ 3.45%
$68.37 - $73.9 $29.2K - $31.6K
12.8K $907K
CBOE
Cboe Global Markets, Inc.

Financial Services
28
+ 2.0%
$205.81 - $234.23 $5.76K - $6.56K
1.43K $332K
CNI
Canadian National Railway CO

Industrials
12
+ 0.56%
$92.66 - $108.13 $1.11K - $1.3K
2.16K $224K
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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