Retirement Planning Group Purchases in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
57
+ 0.77%
$41.16 - $48.85 $2.35K - $2.78K
7.45K $327K
FTNT
Fortinet, Inc.

Technology
139
+ 2.55%
$92.49 - $114.57 $12.9K - $15.9K
5.59K $537K
DIS
Walt Disney CO

Communication Services
792
+ 17.69%
$96.87 - $114.0 $76.7K - $90.3K
5.27K $520K
BK
Bank Of New York Mellon Corp

Financial Services
29
+ 1.06%
$75.42 - $88.95 $2.19K - $2.58K
2.76K $231K
UNH
Unitedhealth Group Inc

Healthcare
21
+ 5.13%
$461.52 - $548.18 $9.69K - $11.5K
430 $225K
IMUX
Immunic, Inc.

Healthcare
10.4K
New
$0.94 - $1.3 $9.79K - $13.5K
10.4K $12K
IEF
Ishares Barclays

ETFs
7
+ 0.3%
$91.17 - $95.39 $638 - $668
2.33K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
149
+ 2.23%
$94.84 - $105.31 $14.1K - $15.7K
6.84K $655K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19
+ 0.44%
$81.83 - $82.73 $1.55K - $1.57K
4.3K $355K
CGTX
Cognition Therapeutics Inc

Healthcare
10K
New
$0.39 - $0.85 $3.9K - $8.5K
10K $4K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
175
+ 0.48%
N/A
36.9K $494K
Wisdomtree Tr
3.34M
New
N/A
3.34M $0
ALTO
Alto Ingredients, Inc.

Basic Materials
6K
+ 33.33%
$1.14 - $1.87 $6.84K - $11.2K
24K $28K
ETF Ser Solutions
924
+ 3.48%
N/A
27.5K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
1.98K
+ 4.89%
N/A
42.5K $0
JUCY
ETF Ser Solutions Aptus Enhanc
1.47K
+ 9.3%
N/A
17.3K $0
Victory Portfolios Ii
1.24M
+ 33.45%
N/A
4.96M $0
Vanguard Malvern Fds
38.8K
New
N/A
38.8K $0
Vanguard Mun Bd Fds
10.1K
New
N/A
10.1K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.52M
+ 145.07%
N/A
4.26M $0
Vanguard Calif Tax Free Fds
9.43K
New
N/A
9.43K $0
ZOM
Zomedica Corp.

Healthcare
10.2K
New
$0.03 - $0.15 $305 - $1.52K
10.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
19.9K
+ 82.2%
N/A
44.2K $0
Pimco ETF Tr
722K
+ 19.18%
N/A
4.49M $0
Touchstone ETF Trust
851
+ 1.86%
N/A
46.7K $0
TUSI
Touchstone ETF Tr Ultra Short
149
+ 0.09%
N/A
158K $0
GWW
W.W. Grainger, Inc.

Industrials
13
+ 6.5%
$953.54 - $1132.42 $12.4K - $14.7K
213 $210K
BNDI
Shp ETF Tr Neos Enhanced Incom
327K
+ 31.27%
N/A
1.37M $0
Goldman Sachs ETF Tr
12.5K
New
N/A
12.5K $0
VUSB
Vanguard Bd Index Fds
19.3K
New
N/A
19.3K $0
CPRT
Copart Inc

Consumer Cyclical
38
+ 0.62%
$52.3 - $59.83 $1.99K - $2.27K
6.19K $350K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.11%
$156.61 - $168.02 $313 - $336
1.75K $278K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
160
+ 3.7%
$67.03 - $74.61 $10.7K - $11.9K
4.48K $302K
SPYG
Spdr Portfolio

ETFs
793
+ 8.44%
$80.05 - $92.39 $63.5K - $73.3K
10.2K $816K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
564
+ 3.99%
$43.95 - $48.5 $24.8K - $27.4K
14.7K $648K
AMD
Advanced Micro Devices Inc

Technology
566
+ 14.69%
$96.63 - $129.55 $54.7K - $73.3K
4.42K $454K
MATX
Matson, Inc.

Industrials
3
+ 0.16%
$127.06 - $149.06 $381 - $447
1.83K $233K
APH
Amphenol Corp

Technology
37
+ 0.76%
$61.62 - $78.55 $2.28K - $2.91K
4.92K $322K
OSCV
Opus Small Cap Value ETF

ETFs
584
+ 2.91%
$34.16 - $38.45 $19.9K - $22.5K
20.6K $717K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
247
+ 2.99%
$40.03 - $46.81 $9.89K - $11.6K
8.51K $345K
IWR
Ishares Russell Mid Cap ETF

ETFs
41
+ 0.49%
$82.81 - $92.93 $3.4K - $3.81K
8.41K $711K
MRK
Merck & Co., Inc.

Healthcare
114
+ 2.52%
$83.01 - $101.02 $9.46K - $11.5K
4.64K $416K
BMAR
Innovator U.S. Equity Buffer E

ETFs
20
+ 0.02%
$44.99 - $47.69 $900 - $954
115K $5.22M
SPMD
Spdr Portfolio

ETFs
1.82K
+ 2.92%
$50.21 - $57.73 $91.4K - $105K
64.1K $3.27M
XLY
Select Sector Spdr Consumer Di

ETFs
2.47K
+ 10.71%
$192.6 - $233.2 $475K - $575K
25.5K $5.02M
WTTR
Select Energy Services, Inc.

Energy
287
+ 0.54%
$9.37 - $14.56 $2.69K - $4.18K
53.2K $552K
TSLA
Tesla, Inc.

Consumer Cyclical
276
+ 16.63%
$222.15 - $428.22 $61.3K - $118K
1.94K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
177
+ 0.7%
$190.26 - $242.06 $33.7K - $42.8K
25.5K $4.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
870
+ 2.26%
$468.34 - $539.52 $407K - $469K
39.4K $18.5M
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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