Retirement Planning Group Incresed Positions in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
361K
+ 452.89%
$507.05 - $563.67 $183M - $203M
441K $225M
FDVV
Fidelity High Dividend ETF

ETFs
1.56M
+ 595.32%
$48.86 - $52.28 $76.5M - $81.8M
1.83M $89.8M
FSMD
Fidelity Covington Tr Small Mi

ETFs
896K
+ 34.68%
$38.04 - $43.22 $34.1M - $38.7M
3.48M $135M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
367K
+ 22.97%
$44.41 - $45.98 $16.3M - $16.9M
1.96M $89.4M
COST
Costco Wholesale Corp

Consumer Defensive
14.6K
+ 43.77%
$890.62 - $1076.86 $13M - $15.7M
47.9K $45.3M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
244K
+ 11.52%
$32.66 - $36.43 $7.95M - $8.87M
2.36M $82.9M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
563K
+ 21.41%
$22.31 - $22.79 $12.6M - $12.8M
3.19M $72M
VTV
Vanguard Value ETF

ETFs
71.9K
+ 109.57%
$167.73 - $179.21 $12.1M - $12.9M
138K $23.5M
VUG
Vanguard Growth ETF

ETFs
30.1K
+ 56.17%
$369.1 - $427.61 $11.1M - $12.9M
83.6K $31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
78.5K
+ 213.46%
$73.78 - $76.59 $5.79M - $6.01M
115K $8.81M
NVDA
Nvidia Corp

Technology
30.8K
+ 213.33%
$106.98 - $149.43 $3.29M - $4.59M
45.2K $4.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.7K
+ 173.09%
$64.88 - $72.1 $1.8M - $2M
43.7K $2.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.1K
+ 67.06%
$42.5 - $46.71 $1.36M - $1.5M
79.9K $3.62M
VB
Vanguard Small Cap ETF

ETFs
6.56K
+ 143.3%
$217.89 - $252.64 $1.43M - $1.66M
11.1K $2.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38.5K
+ 15.47%
$18.36 - $20.51 $707K - $790K
288K $5.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.7K
+ 107.6%
$58.01 - $64.46 $970K - $1.08M
32.3K $2.02M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
22.1K
+ 87.1%
$42.4 - $44.11 $937K - $975K
47.5K $2.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
894
+ 13.27%
$442.66 - $534.52 $396K - $478K
7.63K $4.01M
SBUX
Starbucks Corp

Consumer Cyclical
9.22K
+ 282.01%
$91.75 - $115.81 $846K - $1.07M
12.5K $1.22M
PLTR
Palantir Technologies Inc.

Technology
5.3K
+ 24.65%
$64.98 - $124.62 $344K - $660K
26.8K $2.26M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
39.6K
+ 81.72%
$15.0 - $15.91 $594K - $631K
88.1K $1.37M
XLK
Technology Sector Spdr

ETFs
4.66K
+ 35.93%
$206.38 - $242.18 $962K - $1.13M
17.6K $3.64M
XOM
Exxon Mobil Corp

Energy
2.82K
+ 17.03%
$105.44 - $118.93 $298K - $336K
19.4K $2.31M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9K
+ 71.47%
$48.65 - $53.06 $438K - $477K
21.6K $1.12M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
17.5K
+ 82.76%
$26.51 - $28.57 $464K - $500K
38.7K $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
4.95K
+ 13.63%
$85.55 - $94.34 $423K - $467K
41.3K $3.7M
FVD
First Tr Value Line Divid Inde

ETFs
10.3K
+ 81.15%
$42.61 - $45.51 $441K - $471K
23.1K $1.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.1K
+ 25.65%
$24.91 - $29.02 $801K - $933K
157K $3.94M
VFH
Vanguard Financial ETF

ETFs
3.56K
+ 138.85%
$114.07 - $127.34 $406K - $453K
6.12K $721K
MSFT
Microsoft Corp

Technology
3.91K
+ 16.66%
$375.39 - $447.2 $1.47M - $1.75M
27.4K $10.3M
OPER
ETF Ser Solutions Clearshares

ETFs
3.84K
+ 26.07%
$100.08 - $100.42 $384K - $385K
18.6K $1.86M
V
Visa Inc.

Financial Services
555
+ 20.23%
$306.92 - $362.71 $170K - $201K
3.3K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
2.62K
+ 9.71%
$271.18 - $303.12 $709K - $793K
29.5K $8.08M
VHT
Vanguard Health Care ETF

ETFs
876
+ 56.96%
$254.06 - $273.83 $223K - $240K
2.41K $634K
IYF
Ishares Tr

ETFs
2.1K
+ 65.63%
$107.69 - $119.37 $226K - $251K
5.31K $592K
VDC
Vanguard Consumer Staples ETF

ETFs
702
+ 6.76%
$206.54 - $226.16 $145K - $159K
11.1K $2.39M
JNJ
Johnson & Johnson

Healthcare
381
+ 6.71%
$142.06 - $167.7 $54.1K - $63.9K
6.06K $1M
ABBV
Abb Vie Inc.

Healthcare
335
+ 12.34%
$169.2 - $216.66 $56.7K - $72.6K
3.05K $638K
META
Meta Platforms, Inc.

Communication Services
289
+ 19.55%
$576.74 - $736.67 $167K - $213K
1.77K $1.02M
IBM
International Business Machines Corp

Technology
183
+ 5.21%
$217.4 - $264.74 $39.8K - $48.4K
3.7K $919K
MO
Altria Group, Inc.

Consumer Defensive
272
+ 1.63%
$50.81 - $60.02 $13.8K - $16.3K
17K $1.02M
KO
Coca Cola CO

Consumer Defensive
359
+ 2.98%
$60.81 - $72.32 $21.8K - $26K
12.4K $887K
TRV
Travelers Companies, Inc.

Financial Services
403
+ 44.78%
$232.43 - $265.13 $93.7K - $107K
1.3K $344K
AVGO
Broadcom Inc.

Technology
1.6K
+ 71.34%
$167.43 - $244.7 $268K - $391K
3.84K $642K
NFLX
Netflix Inc

Communication Services
45
+ 2.51%
$828.4 - $1058.6 $37.3K - $47.6K
1.84K $1.72M
LLY
Eli Lilly & CO

Healthcare
101
+ 27.75%
$725.72 - $929.72 $73.3K - $93.9K
465 $384K
IYE
Ishares Tr

ETFs
1.67K
+ 23.63%
$45.23 - $49.95 $75.3K - $83.2K
8.71K $424K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.08K
+ 33.56%
$161.51 - $192.3 $174K - $208K
4.3K $694K
XLF
Financial Sector Spdr

ETFs
1.85K
+ 37.25%
$47.32 - $52.19 $87.6K - $96.7K
6.82K $335K
Activity Summary
Buys All Purchases 150 New Holdings 41 Increased Positions 109 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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