Retirement Planning Group Purchases in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.7K
New
$117.15 - $158.79 $199K - $269K
1.7K $269K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.57K
New
$46.83 - $56.05 $214K - $256K
4.57K $246K
VHT
Vanguard Health Care ETF

ETFs
876
+ 56.96%
$254.06 - $273.83 $223K - $240K
2.41K $634K
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.85K
New
$21.28 - $35.62 $146K - $244K
6.85K $243K
IYJ
Ishares Tr

ETFs
1.88K
New
$127.48 - $142.0 $240K - $267K
1.88K $242K
IYH
Ishares Tr

ETFs
3.97K
New
$58.32 - $62.76 $232K - $249K
3.97K $239K
IYF
Ishares Tr

ETFs
2.1K
+ 65.63%
$107.69 - $119.37 $226K - $251K
5.31K $592K
ROP
Roper Technologies Inc

Industrials
392
New
$502.71 - $593.81 $197K - $233K
392 $231K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.33K
New
$45.85 - $53.59 $199K - $232K
4.33K $227K
HON
Honeywell International Inc

Industrials
1.07K
New
$202.75 - $226.52 $217K - $242K
1.07K $226K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
450
New
$402.49 - $513.76 $181K - $231K
450 $218K
EPD
Enterprise Products Partners L.P.

Energy
6.27K
New
$31.75 - $34.14 $199K - $214K
6.27K $213K
SYK
Stryker Corp

Healthcare
569
New
$355.18 - $399.9 $202K - $228K
569 $211K
CTAS
Cintas Corp

Industrials
1.03K
New
$182.09 - $208.14 $187K - $214K
1.03K $210K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.58K
New
$55.97 - $64.13 $200K - $230K
3.58K $200K
VDC
Vanguard Consumer Staples ETF

ETFs
702
+ 6.76%
$206.54 - $226.16 $145K - $159K
11.1K $2.39M
JNJ
Johnson & Johnson

Healthcare
381
+ 6.71%
$142.06 - $167.7 $54.1K - $63.9K
6.06K $1M
ABBV
Abb Vie Inc.

Healthcare
335
+ 12.34%
$169.2 - $216.66 $56.7K - $72.6K
3.05K $638K
META
Meta Platforms, Inc.

Communication Services
289
+ 19.55%
$576.36 - $736.67 $167K - $213K
1.77K $1.02M
IBM
International Business Machines Corp

Technology
183
+ 5.21%
$217.4 - $264.74 $39.8K - $48.4K
3.7K $919K
MO
Altria Group, Inc.

Consumer Defensive
272
+ 1.63%
$50.81 - $60.02 $13.8K - $16.3K
17K $1.02M
KO
Coca Cola CO

Consumer Defensive
359
+ 2.98%
$60.81 - $72.32 $21.8K - $26K
12.4K $887K
TRV
Travelers Companies, Inc.

Financial Services
403
+ 44.78%
$232.43 - $265.13 $93.7K - $107K
1.3K $344K
FISV
Fiserv Inc

Technology
1.02K
New
N/A
1.02K $127K
AVGO
Broadcom Inc.

Technology
1.6K
+ 71.34%
$167.43 - $244.7 $268K - $391K
3.84K $642K
NFLX
Netflix Inc

Communication Services
45
+ 2.51%
$828.4 - $1058.6 $37.3K - $47.6K
1.84K $1.72M
LLY
Eli Lilly & CO

Healthcare
101
+ 27.75%
$725.72 - $929.72 $73.3K - $93.9K
465 $384K
IYE
Ishares Tr

ETFs
1.67K
+ 23.63%
$45.23 - $49.95 $75.3K - $83.2K
8.71K $424K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.08K
+ 33.56%
$161.27 - $192.3 $174K - $208K
4.3K $694K
XLF
Financial Sector Spdr

ETFs
1.85K
+ 37.25%
$47.32 - $52.19 $87.6K - $96.7K
6.82K $335K
VAW
Vanguard Materials ETF

ETFs
501
+ 35.56%
$185.71 - $202.46 $93K - $101K
1.91K $357K
ABT
Abbott Laboratories

Healthcare
209
+ 6.69%
$111.1 - $140.22 $23.2K - $29.3K
3.33K $441K
IYR
Ishares Tr

ETFs
880
+ 35.56%
$89.49 - $98.98 $78.8K - $87.1K
3.36K $317K
TMO
Thermo Fisher Scientific Inc.

Healthcare
188
+ 41.59%
$497.6 - $606.74 $93.5K - $114K
640 $318K
VPU
Vanguard Utilities ETF

ETFs
348
+ 11.56%
$161.24 - $173.33 $56.1K - $60.3K
3.36K $567K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 11.84%
$33.84 - $37.77 $41.8K - $46.7K
11.7K $428K
AUR
Aurora Innovation, Inc.

Technology
10.4K
New
$6.1 - $10.19 $63.4K - $106K
10.4K $69K
SO
Southern CO

Utilities
228
+ 4.58%
$80.96 - $92.96 $18.5K - $21.2K
5.21K $478K
DRSK
ETF Ser Solutions Aptus Define

ETFs
2.06K
+ 5.78%
$27.06 - $28.25 $55.7K - $58.1K
37.7K $1.03M
AON
Aon PLC

Financial Services
42
+ 4.71%
$348.44 - $409.32 $14.6K - $17.2K
934 $372K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
580
+ 5.59%
$53.35 - $58.68 $30.9K - $34K
11K $620K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
364
+ 5.78%
$95.85 - $99.25 $34.9K - $36.1K
6.67K $658K
SCHW
Schwab Charles Corp

Financial Services
28
+ 0.29%
$71.24 - $83.64 $1.99K - $2.34K
9.52K $745K
KR
Kroger CO

Consumer Defensive
96
+ 1.86%
$58.36 - $67.72 $5.6K - $6.5K
5.27K $356K
PULS
Pgim ETF Tr

ETFs
536
+ 1.28%
$49.56 - $49.78 $26.6K - $26.7K
42.4K $2.11M
IEFA
Ishares Tr

ETFs
20
+ 0.4%
$69.57 - $78.65 $1.39K - $1.57K
5.07K $387K
CRM
Salesforce, Inc.

Technology
269
+ 44.68%
$268.36 - $359.95 $72.2K - $96.8K
871 $233K
LOW
Lowes Companies Inc

Consumer Cyclical
194
+ 19.36%
$222.66 - $268.42 $43.2K - $52.1K
1.2K $278K
AXP
American Express CO

Financial Services
237
+ 16.8%
$255.39 - $325.87 $60.5K - $77.2K
1.65K $443K
Activity Summary
Buys All Purchases 150 New Holdings 41 Increased Positions 109 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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