Retirement Planning Group Purchases in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
273
+ 9.08%
$125.9 - $170.35 $34.4K - $46.5K
3.28K $558K
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 16.1%
$191.76 - $263.26 $37K - $50.8K
1.39K $364K
VGT
Vanguard Information Technolog

ETFs
129
+ 2.73%
$514.43 - $606.85 $66.4K - $78.3K
4.85K $2.85M
NVDA
Nvidia Corp

Technology
1.14K
+ 10.25%
$98.91 - $134.91 $113K - $154K
12.3K $1.49M
CAT
Caterpillar Inc

Industrials
130
+ 11.79%
$316.8 - $391.12 $41.2K - $50.8K
1.23K $482K
IWP
Ishares Russell Mid Cap Growth

ETFs
801
+ 42.54%
$103.87 - $117.59 $83.2K - $94.2K
2.68K $314K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.62K
+ 8.66%
$21.65 - $25.28 $35K - $40.9K
20.3K $512K
BAC
Bank Of America Corp

Financial Services
2.6K
+ 51.14%
$36.65 - $44.13 $95.1K - $115K
7.67K $304K
SPYG
Spdr Portfolio

ETFs
943
+ 11.12%
$73.38 - $84.1 $69.2K - $79.3K
9.42K $781K
MO
Altria Group, Inc.

Consumer Defensive
192
+ 1.21%
$45.95 - $54.71 $8.82K - $10.5K
16.1K $822K
VPU
Vanguard Utilities ETF

ETFs
71
+ 2.43%
$146.64 - $174.54 $10.4K - $12.4K
3K $521K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.05%
$120.56 - $135.44 $362 - $406
6.1K $826K
ABT
Abbott Laboratories

Healthcare
494
+ 18.69%
$100.07 - $118.13 $49.4K - $58.4K
3.14K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
567
+ 9.42%
$96.25 - $101.98 $54.6K - $57.8K
6.59K $666K
IWB
Ishares Tr Russell 1000 ETF

ETFs
56
+ 1.88%
$283.28 - $314.39 $15.9K - $17.6K
3.03K $952K
TELL
Tellurian Inc.

Energy
67K
New
$0.57 - $0.97 $38.2K - $65K
67K $64K
IYF
Ishares Tr

ETFs
348
+ 13.32%
$93.83 - $105.05 $32.7K - $36.6K
2.96K $307K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
582
+ 3.73%
$42.87 - $45.76 $25K - $26.6K
16.2K $732K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.06%
$79.92 - $88.19 $400 - $441
8.36K $736K
AMD
Advanced Micro Devices Inc

Technology
297
+ 8.27%
$128.67 - $183.96 $38.2K - $54.6K
3.89K $638K
XLC
Select Sector Spdr Tr Communic

ETFs
223
+ 3.63%
$82.16 - $90.4 $18.3K - $20.2K
6.37K $575K
DIS
Walt Disney CO

Communication Services
632
+ 17.51%
$85.6 - $98.61 $54.1K - $62.3K
4.24K $407K
PMAR
Innovator U.S. Equity Power Bu

ETFs
477
+ 2.39%
$36.89 - $39.25 $17.6K - $18.7K
20.4K $800K
KR
Kroger CO

Consumer Defensive
96
+ 1.9%
$50.43 - $57.3 $4.84K - $5.5K
5.15K $295K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
252
+ 2.67%
$76.94 - $79.54 $19.4K - $20K
9.69K $769K
IYR
Ishares Tr

ETFs
66
+ 2.81%
$86.93 - $103.61 $5.74K - $6.84K
2.42K $246K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
630
+ 1.99%
$14.94 - $15.76 $9.41K - $9.93K
32.3K $508K
MATX
Matson, Inc.

Industrials
2
+ 0.11%
$121.89 - $142.79 $244 - $286
1.83K $260K
OPER
ETF Ser Solutions Clearshares

ETFs
172
+ 1.33%
$100.1 - $100.58 $17.2K - $17.3K
13.1K $1.31M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.03%
$122.48 - $142.51 $122 - $143
3.13K $433K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
218
+ 2.86%
$44.66 - $49.15 $9.74K - $10.7K
7.83K $369K
PEAK
Healthpeak Properties, Inc.

Real Estate
37
+ 0.12%
N/A
30.3K $574K
Pimco ETF Tr
881K
+ 47.17%
N/A
2.75M $0
Victory Portfolios Ii
1.76M
New
N/A
1.76M $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
517
+ 3.57%
N/A
15K $0
American Centy ETF Tr
14.1K
New
N/A
14.1K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
527K
New
N/A
527K $0
FLQH
Franklin Templeton Libertyq In

ETFs
65K
+ 4.53%
N/A
1.5M $0
Vanguard Wellington Fd
1.98K
New
N/A
1.98K $0
IYE
Ishares Tr

ETFs
221
+ 3.37%
$44.44 - $49.18 $9.82K - $10.9K
6.78K $314K
AVGO
Broadcom Inc.

Technology
1.9K
+ 797.48%
$136.27 - $1745.86 $259K - $3.31M
2.14K $368K
QCOM
Qualcomm Inc

Technology
51
+ 3.77%
$156.12 - $209.64 $7.96K - $10.7K
1.4K $238K
GOOGL
Alphabet Inc.

Communication Services
611
+ 5.1%
$148.65 - $191.18 $90.8K - $117K
12.6K $2.09M
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
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email