Retirement Planning Group Incresed Positions in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
1.06M
+ 1216.25%
$58.43 - $58.88 $61.7M - $62.2M
1.14M $67.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33K
+ 7.07%
$567.77 - $614.76 $18.7M - $20.3M
500K $306M
SPY
Spdr S&P 500 ETF Trust

ETFs
42.5K
+ 362.52%
$617.65 - $666.84 $26.3M - $28.4M
54.2K $36.1M
AAPL
Apple Inc.

Technology
55.8K
+ 44.61%
$202.38 - $256.87 $11.3M - $14.3M
181K $46.1M
FSMD
Fidelity Covington Tr Small Mi

ETFs
252K
+ 7.1%
$41.29 - $44.71 $10.4M - $11.3M
3.8M $167M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
229K
+ 8896.74%
$79.83 - $84.0 $18.3M - $19.3M
232K $19.5M
FDVV
Fidelity High Dividend ETF

ETFs
202K
+ 10.09%
$52.42 - $55.71 $10.6M - $11.2M
2.2M $123M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
176K
+ 2117.43%
$100.37 - $100.74 $17.7M - $17.7M
184K $18.6M
MSFT
Microsoft Corp

Technology
28.9K
+ 104.41%
$491.09 - $535.64 $14.2M - $15.5M
56.5K $29.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
203K
+ 9.72%
$45.26 - $46.63 $9.18M - $9.46M
2.29M $106M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
66.2K
+ 2.45%
$42.39 - $44.63 $2.81M - $2.95M
2.77M $123M
WMT
Walmart Inc.

Consumer Defensive
79.2K
+ 236.27%
$94.4 - $104.27 $7.48M - $8.26M
113K $11.6M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
292K
+ 8.68%
$22.68 - $23.2 $6.62M - $6.77M
3.66M $84.4M
XLP
Consumer Staples Sector Spdr

ETFs
87.4K
+ 273.45%
N/A
119K $9.07M
AMZN
Amazon Com Inc

Consumer Cyclical
23.6K
+ 88.2%
$211.65 - $238.24 $4.99M - $5.62M
50.3K $11.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.71K
+ 12.22%
$546.99 - $602.2 $2.58M - $2.84M
43.2K $26M
VUG
Vanguard Growth ETF

ETFs
370
+ 0.44%
$433.97 - $484.08 $161K - $179K
83.8K $40.2M
PM
Philip Morris International Inc.

Consumer Defensive
23.5K
+ 229.87%
$157.77 - $183.27 $3.7M - $4.3M
33.7K $5.46M
LMT
Lockheed Martin Corp

Industrials
6.77K
+ 382.43%
$410.74 - $499.21 $2.78M - $3.38M
8.54K $4.26M
HD
Home Depot, Inc.

Consumer Cyclical
7.36K
+ 144.66%
$357.4 - $423.42 $2.63M - $3.12M
12.5K $5.05M
VGT
Vanguard Information Technolog

ETFs
3.45K
+ 53.84%
$656.44 - $753.15 $2.26M - $2.59M
9.84K $7.35M
PG
Procter & Gamble CO

Consumer Defensive
17.5K
+ 400.73%
$150.47 - $161.22 $2.64M - $2.83M
21.9K $3.37M
GLD
Spdr Gold Trust

ETFs
5.38K
+ 39.39%
$300.96 - $355.47 $1.62M - $1.91M
19K $6.76M
PEP
Pepsico Inc

Consumer Defensive
17K
+ 429.97%
$133.81 - $152.16 $2.28M - $2.59M
21K $2.95M
JNJ
Johnson & Johnson

Healthcare
11.9K
+ 203.04%
$155.17 - $185.42 $1.84M - $2.2M
17.7K $3.29M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
158K
+ 137.31%
$14.8 - $15.15 $2.35M - $2.4M
274K $4.1M
GOOGL
Alphabet Inc.

Communication Services
6.04K
+ 45.27%
$174.36 - $254.72 $1.05M - $1.54M
19.4K $4.71M
GOOG
Alphabet Inc.

Communication Services
5.11K
+ 37.46%
$175.16 - $255.24 $895K - $1.3M
18.7K $4.57M
NVDA
Nvidia Corp

Technology
3K
+ 5.91%
$153.3 - $186.58 $460K - $560K
53.8K $10M
XOM
Exxon Mobil Corp

Energy
16.6K
+ 87.92%
$105.83 - $117.22 $1.75M - $1.94M
35.4K $3.99M
VTV
Vanguard Value ETF

ETFs
2.62K
+ 1.91%
$175.51 - $186.57 $460K - $489K
140K $26.1M
JPM
Jpmorgan Chase & CO

Financial Services
5.07K
+ 66.18%
$282.78 - $316.06 $1.43M - $1.6M
12.7K $4.02M
SO
Southern CO

Utilities
18.4K
+ 355.53%
$90.83 - $96.0 $1.67M - $1.77M
23.6K $2.23M
ABBV
Abb Vie Inc.

Healthcare
6.96K
+ 224.89%
$184.85 - $231.54 $1.29M - $1.61M
10.1K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
2.79K
+ 102.08%
$293.94 - $444.72 $821K - $1.24M
5.53K $2.46M
ABT
Abbott Laboratories

Healthcare
10.8K
+ 312.87%
$120.51 - $136.62 $1.3M - $1.47M
14.2K $1.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31.3K
+ 112.32%
$46.51 - $50.07 $1.46M - $1.57M
59.2K $2.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50.7K
+ 219.33%
$26.38 - $27.95 $1.34M - $1.42M
73.8K $2.02M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
29K
+ 52.01%
$43.36 - $44.8 $1.26M - $1.3M
84.8K $3.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.08K
+ 28.94%
$108.46 - $120.63 $876K - $974K
36K $4.28M
VPU
Vanguard Utilities ETF

ETFs
5.73K
+ 145.86%
$175.25 - $189.41 $1M - $1.08M
9.66K $1.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.6K
+ 30.75%
$55.61 - $57.37 $1.03M - $1.07M
79K $4.51M
META
Meta Platforms, Inc.

Communication Services
1.47K
+ 76.24%
$695.21 - $791.73 $1.02M - $1.16M
3.39K $2.49M
WM
Waste Management Inc

Industrials
4.7K
+ 473.69%
$213.88 - $237.1 $1.01M - $1.11M
5.69K $1.26M
VTI
Vanguard Total Stock Market Et

ETFs
762
+ 2.53%
$303.93 - $329.86 $232K - $251K
30.9K $10.1M
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 306.23%
$625.65 - $812.69 $707K - $918K
1.5K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
478
+ 4.52%
$620.67 - $670.08 $297K - $320K
11.1K $7.4M
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 271.84%
$215.01 - $273.02 $662K - $841K
4.21K $1.06M
AVGO
Broadcom Inc.

Technology
1.75K
+ 44.02%
$264.74 - $369.57 $463K - $646K
5.72K $1.89M
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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