Retirement Planning Group Purchases in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXK
Endeavour Silver Corp

Basic Materials
15K
New
$4.84 - $7.92 $72.6K - $119K
15K $117K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
57
+ 0.24%
$54.35 - $59.32 $3.1K - $3.38K
23.9K $1.41M
WTTR
Select Energy Services, Inc.

Energy
462
+ 0.86%
$7.91 - $11.05 $3.65K - $5.11K
54.1K $577K
XLI
Industrial Sector Spdr

ETFs
369
+ 4.95%
$147.94 - $154.99 $54.6K - $57.2K
7.82K $1.21M
VDC
Vanguard Consumer Staples ETF

ETFs
730
+ 6.3%
$212.64 - $225.25 $155K - $164K
12.3K $2.63M
VBR
Vanguard Small Cap Value ETF

ETFs
101
+ 1.93%
$195.41 - $212.37 $19.7K - $21.4K
5.33K $1.11M
BA
Boeing CO

Industrials
391
+ 29.07%
$209.79 - $237.38 $82K - $92.8K
1.74K $374K
BKR
Baker Hughes CO

Energy
143
+ 1.75%
$38.68 - $50.55 $5.53K - $7.23K
8.33K $405K
EWJ
Ishares Msci Japan ETF

ETFs
833
+ 19.3%
$71.69 - $81.49 $59.7K - $67.9K
5.15K $413K
MA
Mastercard Inc

Financial Services
128
+ 15.59%
$550.18 - $598.96 $70.4K - $76.7K
949 $539K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
385
+ 3.46%
$59.11 - $67.35 $22.8K - $25.9K
11.5K $763K
IYH
Ishares Tr

ETFs
969
+ 13.9%
$54.36 - $58.96 $52.7K - $57.1K
7.94K $466K
AXP
American Express CO

Financial Services
143
+ 7.87%
$294.27 - $342.31 $42.1K - $49K
1.96K $651K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1.33K
+ 17.45%
$39.42 - $42.19 $52.3K - $56K
8.93K $374K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.26K
+ 22.25%
$43.83 - $45.64 $55.3K - $57.6K
6.93K $316K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
711
+ 3.9%
$29.27 - $32.3 $20.8K - $23K
19K $611K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.36K
+ 7.82%
$23.83 - $25.77 $32.5K - $35.1K
18.8K $483K
VDE
Vanguard Energy ETF

ETFs
384
+ 15.55%
$118.37 - $129.65 $45.5K - $49.8K
2.85K $359K
LRGF
Ishares Tr

ETFs
90
+ 0.91%
$64.13 - $69.24 $5.77K - $6.23K
9.99K $689K
BK
Bank Of New York Mellon Corp

Financial Services
32
+ 1.22%
$90.65 - $109.75 $2.9K - $3.51K
2.65K $288K
MRK
Merck & Co., Inc.

Healthcare
320
+ 6.65%
$77.6 - $87.37 $24.8K - $28K
5.13K $430K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
47
+ 0.26%
$72.91 - $77.23 $3.43K - $3.63K
18.1K $1.38M
XLF
Financial Sector Spdr

ETFs
319
+ 1.78%
$51.37 - $54.25 $16.4K - $17.3K
18.3K $983K
IWR
Ishares Russell Mid Cap ETF

ETFs
57
+ 0.68%
$92.26 - $97.51 $5.26K - $5.56K
8.43K $813K
IEMG
Ishares Inc

ETFs
808
+ 20.61%
N/A
4.73K $253K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
70
+ 0.54%
$61.56 - $66.95 $4.31K - $4.69K
13K $871K
AIA
Ishares S&P Asia 50 ETF

ETFs
29
+ 1.05%
$80.33 - $94.6 $2.33K - $2.74K
2.78K $263K
VEU
Vanguard Ftse All World Ex Us

ETFs
85
+ 1.13%
$66.38 - $71.68 $5.64K - $6.09K
7.61K $543K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
101
+ 3.88%
$109.47 - $119.06 $11.1K - $12K
2.7K $320K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
86
+ 1.04%
$42.26 - $47.16 $3.63K - $4.06K
8.33K $385K
TRV
Travelers Companies, Inc.

Financial Services
66
+ 5.07%
$250.62 - $279.43 $16.5K - $18.4K
1.37K $382K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.7K
+ 16.77%
$15.5 - $16.01 $26.4K - $27.2K
11.8K $188K
QCOM
Qualcomm Inc

Technology
16
+ 0.42%
$145.84 - $173.55 $2.33K - $2.78K
3.87K $643K
IEFA
Ishares Tr

ETFs
120
+ 2.41%
$81.7 - $87.53 $9.8K - $10.5K
5.09K $444K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
19
+ 0.42%
$74.93 - $80.73 $1.42K - $1.53K
4.5K $363K
PJUN
Innovator U.S. Equity Power Bu

ETFs
358
+ 4.7%
$39.79 - $41.15 $14.2K - $14.7K
7.98K $328K
DFAI
Dimensional ETF Tr

ETFs
229
+ 2.3%
$34.05 - $36.55 $7.8K - $8.37K
10.2K $369K
CLX
Clorox CO

Consumer Defensive
153
+ 6.86%
$117.67 - $131.43 $18K - $20.1K
2.38K $293K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
40
+ 0.33%
$50.43 - $58.95 $2.02K - $2.36K
12K $641K
EWL
Ishares Inc Msci Switzerlnd

ETFs
404
+ 8.26%
$52.43 - $56.33 $21.2K - $22.8K
5.3K $292K
ADV
Advantage Solutions Inc.

Communication Services
11.5K
New
$1.3 - $1.96 $15K - $22.6K
11.5K $17K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
123
+ 0.64%
$78.11 - $79.07 $9.61K - $9.73K
19.3K $1.52M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
22
+ 3.3%
$301.44 - $365.84 $6.63K - $8.05K
689 $222K
DIS
Walt Disney CO

Communication Services
554
+ 10.38%
$112.25 - $124.0 $62.2K - $68.7K
5.89K $674K
CNI
Canadian National Railway CO

Industrials
320
+ 14.83%
$92.01 - $106.6 $29.4K - $34.1K
2.48K $233K
IYR
Ishares Tr

ETFs
3
+ 0.11%
$94.16 - $98.46 $282 - $295
2.77K $269K
CMF
Ishares California Muni Bond E

ETFs
31
+ 0.78%
$55.16 - $57.13 $1.71K - $1.77K
4.03K $229K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
113
+ 0.3%
N/A
37.2K $499K
RYT
Invesco S&P 500 Equal Weight T

ETFs
104
+ 0.55%
N/A
18.9K $0
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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