Retirement Planning Group Incresed Positions in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
1.3K
+ 4.73%
$63.46 - $71.43 $82.2K - $92.5K
28.7K $2.03M
META
Meta Platforms, Inc.

Communication Services
151
+ 12.81%
$453.41 - $572.44 $68.5K - $86.4K
1.33K $761K
PG
Procter & Gamble CO

Consumer Defensive
693
+ 17.56%
$160.76 - $177.82 $111K - $123K
4.64K $803K
JEPI
J P Morgan Exchange Traded Fd

ETFs
349
+ 0.76%
$54.98 - $59.51 $19.2K - $20.8K
46.5K $2.77M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.27K
+ 8.86%
$58.03 - $65.37 $73.9K - $83.2K
15.6K $1.01M
ORCL
Oracle Corp

Technology
273
+ 9.08%
$125.9 - $170.35 $34.4K - $46.5K
3.28K $558K
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 16.1%
$191.76 - $263.26 $37K - $50.8K
1.39K $364K
VGT
Vanguard Information Technolog

ETFs
129
+ 2.73%
$514.43 - $606.85 $66.4K - $78.3K
4.85K $2.85M
CAT
Caterpillar Inc

Industrials
130
+ 11.79%
$316.8 - $391.12 $41.2K - $50.8K
1.23K $482K
NVDA
Nvidia Corp

Technology
1.14K
+ 10.25%
$98.91 - $134.91 $113K - $154K
12.3K $1.49M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.62K
+ 8.66%
$21.65 - $25.28 $35K - $40.9K
20.3K $512K
BAC
Bank Of America Corp

Financial Services
2.6K
+ 51.14%
$36.65 - $44.13 $95.1K - $115K
7.67K $304K
SPYG
Spdr Portfolio

ETFs
943
+ 11.12%
$73.38 - $84.1 $69.2K - $79.3K
9.42K $781K
MO
Altria Group, Inc.

Consumer Defensive
192
+ 1.21%
$45.95 - $54.71 $8.82K - $10.5K
16.1K $822K
FHB
First Hawaiian, Inc.

Financial Services
808
+ 2.46%
$20.52 - $26.1 $16.6K - $21.1K
33.7K $779K
VPU
Vanguard Utilities ETF

ETFs
71
+ 2.43%
$146.64 - $174.54 $10.4K - $12.4K
3K $521K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.05%
$120.56 - $135.44 $362 - $406
6.1K $826K
ABT
Abbott Laboratories

Healthcare
494
+ 18.69%
$100.07 - $118.13 $49.4K - $58.4K
3.14K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
567
+ 9.42%
$96.25 - $101.98 $54.6K - $57.8K
6.59K $666K
IWB
Ishares Tr Russell 1000 ETF

ETFs
56
+ 1.88%
$283.28 - $314.39 $15.9K - $17.6K
3.03K $952K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
582
+ 3.73%
$42.87 - $45.76 $25K - $26.6K
16.2K $732K
IYF
Ishares Tr

ETFs
348
+ 13.32%
$93.83 - $105.05 $32.7K - $36.6K
2.96K $307K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.06%
$79.92 - $88.19 $400 - $441
8.36K $736K
AMD
Advanced Micro Devices Inc

Technology
297
+ 8.27%
$128.67 - $183.96 $38.2K - $54.6K
3.89K $638K
DIS
Walt Disney CO

Communication Services
632
+ 17.51%
$85.6 - $98.61 $54.1K - $62.3K
4.24K $407K
XLC
Select Sector Spdr Tr Communic

ETFs
223
+ 3.63%
$82.16 - $90.4 $18.3K - $20.2K
6.37K $575K
PMAR
Innovator U.S. Equity Power Bu

ETFs
477
+ 2.39%
$36.89 - $39.25 $17.6K - $18.7K
20.4K $800K
KR
Kroger CO

Consumer Defensive
96
+ 1.9%
$50.43 - $57.3 $4.84K - $5.5K
5.15K $295K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
252
+ 2.67%
$76.94 - $79.54 $19.4K - $20K
9.69K $769K
IYR
Ishares Tr

ETFs
66
+ 2.81%
$86.93 - $103.61 $5.74K - $6.84K
2.42K $246K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
630
+ 1.99%
$14.94 - $15.76 $9.41K - $9.93K
32.3K $508K
MATX
Matson, Inc.

Industrials
2
+ 0.11%
$121.89 - $142.79 $244 - $286
1.83K $260K
OPER
ETF Ser Solutions Clearshares

ETFs
172
+ 1.33%
$100.1 - $100.58 $17.2K - $17.3K
13.1K $1.31M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.03%
$122.48 - $142.51 $122 - $143
3.13K $433K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
218
+ 2.86%
$44.66 - $49.15 $9.74K - $10.7K
7.83K $369K
PEAK
Healthpeak Properties, Inc.

Real Estate
37
+ 0.12%
N/A
30.3K $574K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
517
+ 3.57%
N/A
15K $0
Pimco ETF Tr
881K
+ 47.17%
N/A
2.75M $0
FLQH
Franklin Templeton Libertyq In

ETFs
65K
+ 4.53%
N/A
1.5M $0
IYE
Ishares Tr

ETFs
221
+ 3.37%
$44.44 - $49.18 $9.82K - $10.9K
6.78K $314K
AVGO
Broadcom Inc.

Technology
1.9K
+ 797.48%
$136.27 - $1745.86 $259K - $3.31M
2.14K $368K
QCOM
Qualcomm Inc

Technology
51
+ 3.77%
$156.12 - $209.64 $7.96K - $10.7K
1.4K $238K
GOOGL
Alphabet Inc.

Communication Services
611
+ 5.1%
$148.65 - $191.18 $90.8K - $117K
12.6K $2.09M
Activity Summary
Buys All Purchases 144 New Holdings 50 Increased Positions 94 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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