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
VAW
Vanguard Materials ETF

ETFs
501
+ 35.56%
$185.71 - $202.46 $93K - $101K
1.91K $357K
ABT
Abbott Laboratories

Healthcare
209
+ 6.69%
$111.1 - $140.22 $23.2K - $29.3K
3.33K $441K
IYR
Ishares Tr

ETFs
880
+ 35.56%
$89.49 - $98.98 $78.8K - $87.1K
3.36K $317K
TMO
Thermo Fisher Scientific Inc.

Healthcare
188
+ 41.59%
$497.6 - $606.74 $93.5K - $114K
640 $318K
VPU
Vanguard Utilities ETF

ETFs
348
+ 11.56%
$161.24 - $173.33 $56.1K - $60.3K
3.36K $567K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 11.84%
$33.84 - $37.77 $41.8K - $46.7K
11.7K $428K
SO
Southern CO

Utilities
228
+ 4.58%
$80.96 - $92.96 $18.5K - $21.2K
5.21K $478K
DRSK
ETF Ser Solutions Aptus Define

ETFs
2.06K
+ 5.78%
$27.06 - $28.25 $55.7K - $58.1K
37.7K $1.03M
AON
Aon PLC

Financial Services
42
+ 4.71%
$348.44 - $409.32 $14.6K - $17.2K
934 $372K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
580
+ 5.59%
$53.35 - $58.68 $30.9K - $34K
11K $620K
SCHW
Schwab Charles Corp

Financial Services
28
+ 0.29%
$71.24 - $83.64 $1.99K - $2.34K
9.52K $745K
KR
Kroger CO

Consumer Defensive
96
+ 1.86%
$58.36 - $67.72 $5.6K - $6.5K
5.27K $356K
PULS
Pgim ETF Tr

ETFs
536
+ 1.28%
$49.56 - $49.78 $26.6K - $26.7K
42.4K $2.11M
IEFA
Ishares Tr

ETFs
20
+ 0.4%
$69.57 - $78.65 $1.39K - $1.57K
5.07K $387K
CRM
Salesforce, Inc.

Technology
269
+ 44.68%
$268.36 - $359.95 $72.2K - $96.8K
871 $233K
LOW
Lowes Companies Inc

Consumer Cyclical
194
+ 19.36%
$222.66 - $268.42 $43.2K - $52.1K
1.2K $278K
AXP
American Express CO

Financial Services
237
+ 16.8%
$255.39 - $325.87 $60.5K - $77.2K
1.65K $443K
BKR
Baker Hughes CO

Energy
57
+ 0.77%
$41.16 - $48.85 $2.35K - $2.78K
7.45K $327K
FTNT
Fortinet, Inc.

Technology
139
+ 2.55%
$92.49 - $114.57 $12.9K - $15.9K
5.59K $537K
BK
Bank Of New York Mellon Corp

Financial Services
29
+ 1.06%
$75.42 - $88.95 $2.19K - $2.58K
2.76K $231K
DIS
Walt Disney CO

Communication Services
792
+ 17.69%
$96.87 - $114.0 $76.7K - $90.3K
5.27K $520K
UNH
Unitedhealth Group Inc

Healthcare
21
+ 5.13%
$461.52 - $548.18 $9.69K - $11.5K
430 $225K
IEF
Ishares Barclays

ETFs
7
+ 0.3%
$91.17 - $95.39 $638 - $668
2.33K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
149
+ 2.23%
$94.84 - $105.31 $14.1K - $15.7K
6.84K $655K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19
+ 0.44%
$81.83 - $82.67 $1.55K - $1.57K
4.3K $355K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.63K
+ 4.49%
$38.36 - $41.43 $62.6K - $67.7K
38K $1.47M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
175
+ 0.48%
N/A
36.9K $494K
Touchstone ETF Trust
851
+ 1.86%
N/A
46.7K $0
TUSI
Touchstone ETF Tr Ultra Short
149
+ 0.09%
N/A
158K $0
Victory Portfolios Ii
1.24M
+ 33.45%
N/A
4.96M $0
JUCY
ETF Ser Solutions Aptus Enhanc
1.47K
+ 9.3%
N/A
17.3K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
1.98K
+ 4.89%
N/A
42.5K $0
Pimco ETF Tr
722K
+ 19.18%
N/A
4.49M $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.52M
+ 145.07%
N/A
4.26M $0
BNDI
Shp ETF Tr Neos Enhanced Incom
327K
+ 31.27%
N/A
1.37M $0
GWW
W.W. Grainger, Inc.

Industrials
13
+ 6.5%
$953.54 - $1132.42 $12.4K - $14.7K
213 $210K
ALTO
Alto Ingredients, Inc.

Basic Materials
6K
+ 33.33%
$1.14 - $1.87 $6.84K - $11.2K
24K $28K
ETF Ser Solutions
924
+ 3.48%
N/A
27.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
19.9K
+ 82.2%
N/A
44.2K $0
CPRT
Copart Inc

Consumer Cyclical
38
+ 0.62%
$52.3 - $59.83 $1.99K - $2.27K
6.19K $350K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.11%
$156.61 - $168.02 $313 - $336
1.75K $278K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
160
+ 3.7%
$67.03 - $74.61 $10.7K - $11.9K
4.48K $302K
SPYG
Spdr Portfolio

ETFs
793
+ 8.44%
$80.05 - $92.39 $63.5K - $73.3K
10.2K $816K
AMD
Advanced Micro Devices Inc

Technology
566
+ 14.69%
$96.63 - $129.55 $54.7K - $73.3K
4.42K $454K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
564
+ 3.99%
$43.95 - $48.5 $24.8K - $27.4K
14.7K $648K
MATX
Matson, Inc.

Industrials
3
+ 0.16%
$127.06 - $149.06 $381 - $447
1.83K $233K
APH
Amphenol Corp

Technology
37
+ 0.76%
$61.62 - $78.55 $2.28K - $2.91K
4.92K $322K
OSCV
Opus Small Cap Value ETF

ETFs
584
+ 2.91%
$34.16 - $38.45 $19.9K - $22.5K
20.6K $717K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
247
+ 2.99%
$40.03 - $46.81 $9.89K - $11.6K
8.51K $345K
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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