Retirement Planning Group Purchases in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
37
+ 0.99%
$77.13 - $84.18 $2.85K - $3.11K
3.78K $317K
IEF
Ishares Barclays

ETFs
93
+ 3.99%
$93.15 - $96.56 $8.66K - $8.98K
2.42K $231K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
231
+ 0.63%
N/A
37.1K $498K
AUR
Aurora Innovation, Inc.

Technology
3.41K
+ 32.78%
$5.17 - $8.14 $17.6K - $27.7K
13.8K $72K
Vanguard Mun Bd Fds
3.74K
New
N/A
3.74K $0
American Centy ETF Tr
8.48K
+ 49.66%
N/A
25.6K $0
FLQH
Franklin Templeton Libertyq In

ETFs
217K
+ 5.09%
N/A
4.48M $0
Flutter Entmt PLC
2.07K
New
N/A
2.07K $0
Victory Portfolios Ii
323K
+ 6.5%
N/A
5.28M $0
VUSB
Vanguard Bd Index Fds
150
+ 0.78%
N/A
19.5K $0
Touchstone ETF Trust
2.63K
+ 5.62%
N/A
49.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
18.8K
New
N/A
18.8K $0
Pimco ETF Tr
288K
+ 6.42%
N/A
4.78M $0
Dimensional ETF Trust
4.52K
New
N/A
4.52K $0
Ishares Tr
5.02K
New
N/A
5.02K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
95.7K
+ 6.98%
N/A
1.47M $0
Ishares Bitcoin Trust ETF
3.81K
New
N/A
3.81K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.7K
+ 21.96%
N/A
53.9K $0
Goldman Sachs ETF Tr
43.3K
+ 345.46%
N/A
55.8K $0
ILCG
Ishares Morningstar Growth ETF
4.24K
+ 11.34%
N/A
41.7K $0
Coreweave Inc
7.38K
New
N/A
7.38K $0
T Rowe Price ETF Inc
17K
New
N/A
17K $0
Cava Group Inc
6
+ 0.07%
N/A
8.42K $0
LANC
Lancaster Colony Corp

Consumer Defensive
9
+ 0.17%
$159.67 - $192.9 $1.44K - $1.74K
5.33K $920K
VDE
Vanguard Energy ETF

ETFs
102
+ 4.31%
$105.87 - $130.56 $10.8K - $13.3K
2.47K $294K
UHS
Universal Health Services Inc

Healthcare
8
+ 0.44%
$157.05 - $197.94 $1.26K - $1.58K
1.82K $329K
BKR
Baker Hughes CO

Energy
739
+ 9.92%
$35.0 - $44.92 $25.9K - $33.2K
8.19K $313K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
119
+ 0.52%
$24.32 - $27.87 $2.89K - $3.32K
23.1K $612K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
42
+ 0.35%
$47.79 - $56.03 $2.01K - $2.35K
12K $615K
MRK
Merck & Co., Inc.

Healthcare
177
+ 3.82%
$73.47 - $87.12 $13K - $15.4K
4.81K $380K
PEP
Pepsico Inc

Consumer Defensive
202
+ 5.38%
$128.02 - $151.37 $25.9K - $30.6K
3.96K $522K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
13
+ 0.1%
$61.03 - $67.59 $793 - $879
13K $828K
SBUX
Starbucks Corp

Consumer Cyclical
227
+ 1.82%
$79.69 - $99.41 $18.1K - $22.6K
12.7K $1.17M
ABBV
Abb Vie Inc.

Healthcare
45
+ 1.48%
$170.16 - $206.27 $7.66K - $9.28K
3.09K $574K
AMGN
Amgen Inc

Healthcare
39
+ 1.44%
$262.28 - $309.85 $10.2K - $12.1K
2.75K $768K
WTTR
Select Energy Services, Inc.

Energy
439
+ 0.83%
$7.3 - $10.83 $3.2K - $4.75K
53.6K $463K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
266
+ 3.49%
$483.48 - $539.8 $129K - $144K
7.9K $3.84M
AAPL
Apple Inc.

Technology
451
+ 0.36%
$172.42 - $223.89 $77.8K - $101K
125K $25.7M
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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