Retirement Planning Group Incresed Positions in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.95K
+ 12.14%
$61.08 - $74.04 $119K - $145K
18K $1.34M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
376
+ 8.75%
$139.8 - $197.22 $52.6K - $74.2K
4.67K $921K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
144
+ 0.45%
$55.54 - $69.09 $8K - $9.95K
32.4K $2.24M
BAC
Bank Of America Corp

Financial Services
3.54K
+ 48.06%
$34.39 - $47.46 $122K - $168K
10.9K $515K
XLI
Industrial Sector Spdr

ETFs
606
+ 8.85%
$116.42 - $147.52 $70.6K - $89.4K
7.46K $1.1M
VB
Vanguard Small Cap ETF

ETFs
117
+ 1.05%
$193.73 - $237.37 $22.7K - $27.8K
11.2K $2.67M
APH
Amphenol Corp

Technology
355
+ 7.22%
$59.09 - $98.75 $21K - $35.1K
5.28K $520K
FVD
First Tr Value Line Divid Inde

ETFs
3.95K
+ 17.1%
$40.62 - $45.12 $160K - $178K
27K $1.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.87K
+ 48.07%
$62.73 - $78.42 $117K - $147K
5.76K $446K
HD
Home Depot, Inc.

Consumer Cyclical
440
+ 9.46%
$335.24 - $380.78 $148K - $168K
5.09K $1.87M
VDC
Vanguard Consumer Staples ETF

ETFs
507
+ 4.57%
$204.89 - $224.73 $104K - $114K
11.6K $2.54M
SCHW
Schwab Charles Corp

Financial Services
259
+ 2.72%
$69.06 - $91.24 $17.9K - $23.6K
9.78K $892K
OPER
ETF Ser Solutions Clearshares

ETFs
1.46K
+ 7.85%
$100.08 - $100.44 $146K - $146K
20K $2M
DIS
Walt Disney CO

Communication Services
65
+ 1.23%
$81.72 - $124.01 $5.31K - $8.06K
5.34K $661K
AXP
American Express CO

Financial Services
169
+ 10.25%
$231.39 - $318.98 $39.1K - $53.9K
1.82K $579K
VPU
Vanguard Utilities ETF

ETFs
568
+ 16.91%
$158.36 - $178.82 $89.9K - $102K
3.93K $693K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.07%
$438.31 - $527.29 $1.75K - $2.11K
5.75K $3.03M
MA
Mastercard Inc

Financial Services
169
+ 25.92%
$479.92 - $590.74 $81.1K - $99.8K
821 $461K
CSCO
Cisco Systems, Inc.

Technology
55
+ 0.45%
$53.19 - $69.38 $2.93K - $3.82K
12.3K $854K
CAT
Caterpillar Inc

Industrials
15
+ 1.07%
$273.94 - $388.21 $4.11K - $5.82K
1.42K $551K
EVRG
Evergy, Inc.

Utilities
1.28K
+ 6.07%
$64.06 - $69.64 $81.9K - $89K
22.3K $1.54M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
168
+ 1.53%
$50.27 - $62.05 $8.45K - $10.4K
11.1K $687K
MATX
Matson, Inc.

Industrials
833
+ 45.42%
$93.11 - $132.21 $77.6K - $110K
2.67K $296K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
614
+ 4.51%
$24.38 - $30.18 $15K - $18.5K
14.2K $428K
VBR
Vanguard Small Cap Value ETF

ETFs
22
+ 0.42%
$162.76 - $195.77 $3.58K - $4.31K
5.22K $1.02M
MO
Altria Group, Inc.

Consumer Defensive
1.23K
+ 7.26%
$55.56 - $60.91 $68.4K - $75K
18.2K $1.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
428
+ 2.44%
$20.42 - $25.3 $8.74K - $10.8K
18K $454K
EWL
Ishares Inc Msci Switzerlnd

ETFs
560
+ 12.93%
$47.04 - $56.27 $26.3K - $31.5K
4.89K $268K
ABT
Abbott Laboratories

Healthcare
109
+ 3.27%
$123.95 - $138.08 $13.5K - $15.1K
3.44K $468K
FHB
First Hawaiian, Inc.

Financial Services
3
+ 0.01%
$21.14 - $24.96 $63.4 - $74.9
32.7K $816K
KO
Coca Cola CO

Consumer Defensive
427
+ 3.45%
$68.37 - $73.9 $29.2K - $31.6K
12.8K $907K
CBOE
Cboe Global Markets, Inc.

Financial Services
28
+ 2.0%
$205.81 - $234.23 $5.76K - $6.56K
1.43K $332K
CNI
Canadian National Railway CO

Industrials
12
+ 0.56%
$92.66 - $108.13 $1.11K - $1.3K
2.16K $224K
IEF
Ishares Barclays

ETFs
93
+ 3.99%
$93.15 - $96.56 $8.66K - $8.98K
2.42K $231K
PEG
Public Service Enterprise Group Inc

Utilities
37
+ 0.99%
$77.13 - $84.18 $2.85K - $3.11K
3.78K $317K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
231
+ 0.63%
N/A
37.1K $498K
AUR
Aurora Innovation, Inc.

Technology
3.41K
+ 32.78%
$5.17 - $8.14 $17.6K - $27.7K
13.8K $72K
VUSB
Vanguard Bd Index Fds
150
+ 0.78%
N/A
19.5K $0
American Centy ETF Tr
8.48K
+ 49.66%
N/A
25.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.7K
+ 21.96%
N/A
53.9K $0
Wisdomtree Tr
408K
+ 12.21%
N/A
3.75M $0
Touchstone ETF Trust
2.63K
+ 5.62%
N/A
49.3K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
95.7K
+ 6.98%
N/A
1.47M $0
ILCG
Ishares Morningstar Growth ETF
4.24K
+ 11.34%
N/A
41.7K $0
Goldman Sachs ETF Tr
43.3K
+ 345.46%
N/A
55.8K $0
Cava Group Inc
6
+ 0.07%
N/A
8.42K $0
Victory Portfolios Ii
323K
+ 6.5%
N/A
5.28M $0
FLQH
Franklin Templeton Libertyq In

ETFs
217K
+ 5.09%
N/A
4.48M $0
Pimco ETF Tr
288K
+ 6.42%
N/A
4.78M $0
Activity Summary
Buys All Purchases 139 New Holdings 24 Increased Positions 115 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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