Retirement Planning Group Purchases in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
799
+ 29.03%
$271.18 - $309.22 $217K - $247K
3.55K $1M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.15K
New
$41.97 - $45.5 $216K - $234K
5.15K $234K
EWC
Ishares Msci Canada ETF

ETFs
4.63K
New
$45.86 - $50.88 $212K - $235K
4.63K $233K
QRVO
Qorvo, Inc.

Technology
2.55K
New
$83.6 - $96.31 $213K - $246K
2.55K $232K
IYF
Ishares Tr

ETFs
1.69K
+ 58.2%
$119.89 - $127.16 $203K - $215K
4.6K $582K
BMY
Bristol Myers Squibb CO

Healthcare
5.11K
New
$43.31 - $48.98 $221K - $250K
5.11K $230K
IAUM
I Shares Gold Trust Micro

ETFs
5.95K
New
$32.6 - $38.5 $194K - $229K
5.95K $229K
PULS
Pgim ETF Tr

ETFs
4.54K
+ 13.95%
$49.58 - $49.83 $225K - $226K
37.1K $1.85M
IYK
Ishares U.S. Consumer Staples

ETFs
3.32K
New
$67.65 - $71.68 $225K - $238K
3.32K $227K
TMUS
T Mobile Us, Inc.

Communication Services
949
New
$226.02 - $259.01 $214K - $246K
949 $227K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.37K
New
$148.97 - $165.88 $203K - $226K
1.37K $224K
WFC
Wells Fargo & Company

Financial Services
2.68K
New
$77.05 - $85.16 $206K - $228K
2.68K $224K
BAC
Bank Of America Corp

Financial Services
3.42K
+ 31.38%
$44.92 - $52.42 $153K - $179K
14.3K $738K
MPC
Marathon Petroleum Corp

Energy
1.15K
New
$158.59 - $198.69 $183K - $229K
1.15K $222K
VHT
Vanguard Health Care ETF

ETFs
671
+ 18.07%
$239.12 - $259.95 $160K - $174K
4.38K $1.14M
IVE
Ishares S&P 500 Value ETF

ETFs
1.05K
New
$194.44 - $206.51 $204K - $217K
1.05K $216K
EEM
Ishares Msci Emerging Markets

ETFs
4.01K
New
$48.07 - $53.4 $193K - $214K
4.01K $214K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3K
New
$63.98 - $72.59 $192K - $218K
3K $213K
FLAX
Franklin Templeton ETF Tr Fran

ETFs
7.39K
New
$25.89 - $29.04 $191K - $215K
7.39K $213K
DHR
Danaher Corp

Healthcare
1.07K
New
$181.46 - $212.2 $194K - $227K
1.07K $211K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.95K
New
$89.32 - $107.82 $174K - $210K
1.95K $210K
NKE
Nike, Inc.

Consumer Cyclical
3.02K
New
$69.24 - $79.24 $209K - $239K
3.02K $210K
C
Citigroup Inc

Financial Services
2.05K
New
$85.57 - $103.49 $175K - $212K
2.05K $207K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.58K
New
$42.04 - $45.23 $192K - $207K
4.58K $206K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.29K
New
$60.9 - $70.75 $201K - $233K
3.29K $205K
SRE
Sempra Energy

Utilities
2.28K
New
$74.14 - $89.98 $169K - $205K
2.28K $204K
IOO
Ishares Tr Global 100 ETF

ETFs
250
+ 1.76%
$107.55 - $120.01 $26.9K - $30K
14.4K $1.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 15.61%
$62.09 - $66.51 $147K - $157K
17.5K $1.14M
OXY
Occidental Petroleum Corp

Energy
4.26K
New
$42.54 - $48.1 $181K - $205K
4.26K $201K
XLE
Energy Sector Spdr

ETFs
1.53K
+ 10.76%
$84.25 - $91.99 $129K - $141K
15.8K $1.41M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
628
New
$284.45 - $324.95 $179K - $204K
628 $200K
EVRG
Evergy, Inc.

Utilities
525
+ 2.35%
$67.73 - $76.02 $35.6K - $39.9K
22.9K $1.74M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.28K
+ 39.53%
$75.26 - $80.19 $171K - $183K
8.04K $641K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.03K
New
N/A
3.03K $189K
AAXJ
Ishares Msci All Country Asia

ETFs
1.56K
+ 30.85%
$82.05 - $91.87 $128K - $143K
6.61K $603K
VONG
Vanguard Russell 1000 Growth E

ETFs
17
+ 0.11%
$108.08 - $121.73 $1.84K - $2.07K
16K $1.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 0.36%
$393.18 - $439.39 $6.29K - $7.03K
4.43K $1.93M
AMD
Advanced Micro Devices Inc

Technology
587
+ 14.22%
$134.8 - $184.42 $79.1K - $108K
4.72K $763K
IYE
Ishares Tr

ETFs
3.21K
+ 43.21%
$44.83 - $48.91 $144K - $157K
10.6K $505K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
346
+ 1.07%
$68.24 - $73.73 $23.6K - $25.5K
32.8K $2.41M
IWV
Ishares Russell 3000 ETF

ETFs
172
+ 4.81%
$351.04 - $379.81 $60.4K - $65.3K
3.75K $1.42M
VZ
Verizon Communications Inc

Communication Services
3.32K
+ 13.37%
$40.84 - $45.06 $135K - $149K
28.1K $1.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
588
+ 2.2%
$87.29 - $93.61 $51.3K - $55K
27.3K $2.55M
APH
Amphenol Corp

Technology
237
+ 4.49%
$97.39 - $125.4 $23.1K - $29.7K
5.51K $682K
MO
Altria Group, Inc.

Consumer Defensive
249
+ 1.37%
$57.75 - $67.68 $14.4K - $16.9K
18.4K $1.22M
T
At&T Inc.

Communication Services
5.68K
+ 40.28%
$26.94 - $29.62 $153K - $168K
19.8K $558K
HOOD
Robinhood Markets, Inc.

Technology
7
+ 0.24%
$91.27 - $143.18 $639 - $1K
2.91K $417K
F
Ford Motor CO

Consumer Cyclical
10.9K
New
$10.82 - $12.09 $118K - $132K
10.9K $130K
IWB
Ishares Tr Russell 1000 ETF

ETFs
117
+ 3.86%
$339.37 - $366.46 $39.7K - $42.9K
3.15K $1.15M
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
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