Retirement Planning Group Purchases in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
1.99K
+ 45.32%
$169.0 - $192.17 $335K - $381K
6.37K $1.19M
VB
Vanguard Small Cap ETF

ETFs
934
+ 8.3%
$237.58 - $259.17 $222K - $242K
12.2K $3.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
591
+ 7.48%
$459.11 - $506.91 $271K - $300K
8.49K $4.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4K
+ 4.07%
$36.04 - $38.78 $144K - $155K
102K $3.95M
UNP
Union Pacific Corp

Industrials
1.76K
New
$214.91 - $237.16 $378K - $417K
1.76K $415K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.88K
New
$138.59 - $171.12 $400K - $493K
2.88K $405K
ORCL
Oracle Corp

Technology
545
+ 14.77%
$218.96 - $328.33 $119K - $179K
4.23K $1.19M
GS
Goldman Sachs Group Inc

Financial Services
472
New
$696.56 - $806.32 $329K - $381K
472 $375K
NSC
Norfolk Southern Corp

Industrials
1.24K
New
$259.49 - $300.41 $322K - $373K
1.24K $372K
VIS
Vanguard Industrial ETF

ETFs
1.19K
+ 107.47%
$281.0 - $296.29 $336K - $354K
2.31K $682K
CRWD
Crowd Strike Holdings, Inc.

Technology
871
+ 25.22%
$412.46 - $514.1 $359K - $448K
4.33K $2.12M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.65K
+ 21.87%
$155.79 - $172.55 $258K - $285K
9.21K $1.55M
AN
Autonation, Inc.

Consumer Cyclical
1.63K
New
$189.27 - $227.18 $308K - $370K
1.63K $356K
PFE
Pfizer Inc

Healthcare
13.8K
New
$23.29 - $25.88 $321K - $356K
13.8K $350K
HDV
Ishares Core High Dividend ETF

ETFs
2.85K
New
$118.16 - $123.66 $337K - $353K
2.85K $349K
FXR
First Trust Industrials/Produc

ETFs
4K
+ 43.76%
$75.64 - $80.06 $303K - $320K
13.1K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
853
+ 16.3%
$214.92 - $244.84 $183K - $209K
6.09K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.31K
New
$70.85 - $76.96 $305K - $332K
4.31K $327K
MDT
Medtronic PLC

Healthcare
3.42K
New
$87.67 - $95.74 $300K - $328K
3.42K $325K
NFLX
Netflix Inc

Communication Services
485
+ 25.66%
$1147.87 - $1297.18 $557K - $629K
2.38K $2.85M
VCR
Vanguard Consumer Discretionar

ETFs
711
+ 77.2%
$359.61 - $401.35 $256K - $285K
1.63K $646K
MGK
Vanguard Mega Cap Growth ETF

ETFs
749
New
$362.31 - $405.74 $271K - $304K
749 $301K
FSMO
Fidelity Covington Tr

ETFs
11.4K
New
N/A
11.4K $299K
MU
Micron Technology Inc

Technology
1.76K
New
$104.88 - $168.89 $184K - $297K
1.76K $293K
FTA
First Tr Large Cap Value

ETFs
3.47K
New
$78.13 - $83.78 $271K - $290K
3.47K $288K
CSX
Csx Corp

Industrials
8.03K
New
$32.05 - $36.52 $257K - $293K
8.03K $285K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.77K
New
$55.81 - $60.32 $266K - $288K
4.77K $283K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.38K
New
$60.99 - $64.39 $267K - $282K
4.38K $282K
TFC
Truist Financial Corp

Financial Services
6.1K
New
$42.83 - $47.07 $261K - $287K
6.1K $278K
VFH
Vanguard Financial ETF

ETFs
1.92K
+ 33.6%
$125.23 - $132.78 $241K - $255K
7.64K $1M
XLU
Utilities Sector Spdr

ETFs
3.14K
New
$81.14 - $87.32 $254K - $274K
3.14K $273K
DFUS
Dimensional ETF Tr U S Equity

ETFs
463
+ 1.07%
$67.01 - $72.84 $31K - $33.7K
43.8K $3.18M
GE
General Electric CO

Industrials
888
New
$244.75 - $305.63 $217K - $271K
888 $267K
TMO
Thermo Fisher Scientific Inc.

Healthcare
550
New
$404.94 - $499.99 $223K - $275K
550 $266K
EPD
Enterprise Products Partners L.P.

Energy
8.54K
New
$30.74 - $32.14 $262K - $274K
8.54K $266K
MLM
Martin Marietta Materials Inc

Basic Materials
417
New
$546.36 - $631.12 $228K - $263K
417 $262K
R
Ryder System Inc

Industrials
1.39K
New
$168.66 - $189.57 $234K - $264K
1.39K $262K
IWF
Ishares Russell 1000 Gr ETF

ETFs
307
+ 11.62%
$420.11 - $472.68 $129K - $145K
2.95K $1.38M
IYM
Ishares Tr

ETFs
1.75K
New
$138.95 - $150.69 $243K - $263K
1.75K $258K
ETN
Eaton Corp PLC

Industrials
673
New
$342.99 - $392.76 $231K - $264K
673 $251K
PSX
Phillips 66

Energy
1.8K
New
$118.37 - $139.46 $213K - $251K
1.8K $245K
AIT
Applied Industrial Technologies Inc

Industrials
936
New
$242.14 - $275.72 $227K - $258K
936 $244K
MMM
3 M CO

Industrials
1.57K
New
$144.41 - $160.2 $226K - $251K
1.57K $243K
FXN
First Tr Exchange Traded Fd Fi

ETFs
14.9K
New
$15.15 - $16.8 $226K - $251K
14.9K $243K
YUM
Yum Brands Inc

Consumer Cyclical
1.55K
+ 90.0%
$139.5 - $153.94 $216K - $238K
3.27K $496K
CRSP
Crispr Therapeutics Ag

Healthcare
3.72K
New
$48.51 - $68.14 $180K - $253K
3.72K $241K
CMI
Cummins Inc

Industrials
566
New
$327.85 - $426.39 $186K - $241K
566 $239K
INTC
Intel Corp

Technology
7.09K
New
$19.31 - $35.5 $137K - $252K
7.09K $237K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.93K
New
$59.29 - $62.87 $233K - $247K
3.93K $235K
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 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