Retirement Planning Group New Holdings in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
70.6K
New
$75.32 - $84.37 $5.32M - $5.96M
70.6K $5.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
66.2K
New
$74.26 - $78.84 $4.91M - $5.22M
66.2K $5.18M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
68.1K
New
$69.16 - $76.64 $4.71M - $5.22M
68.1K $5.12M
SPGI
S&P Global Inc.

Financial Services
5.74K
New
$446.32 - $527.38 $2.56M - $3.03M
5.74K $2.97M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
40.6K
New
$60.13 - $68.17 $2.44M - $2.77M
40.6K $2.75M
IOO
Ishares Tr Global 100 ETF

ETFs
15.3K
New
$89.63 - $100.83 $1.37M - $1.54M
15.3K $1.52M
NFLX
Netflix Inc

Communication Services
1.79K
New
$598.55 - $722.26 $1.07M - $1.29M
1.79K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.61K
New
$217.89 - $392.15 $787K - $1.42M
3.61K $1.01M
LANC
Lancaster Colony Corp

Consumer Defensive
5.47K
New
$167.65 - $198.49 $916K - $1.08M
5.47K $964K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
73.4K
New
$8.27 - $13.92 $607K - $1.02M
73.4K $935K
VHT
Vanguard Health Care ETF

ETFs
2.84K
New
$261.88 - $288.1 $744K - $819K
2.84K $802K
PEP
Pepsico Inc

Consumer Defensive
4.4K
New
$161.9 - $179.3 $713K - $789K
4.4K $748K
DKNG
Draft Kings Inc.

Consumer Cyclical
17.5K
New
$29.85 - $41.1 $522K - $719K
17.5K $686K
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.2K
New
$46.9 - $51.96 $573K - $635K
12.2K $629K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
11.8K
New
$41.17 - $54.85 $487K - $649K
11.8K $625K
IBM
International Business Machines Corp

Technology
2.8K
New
$175.1 - $223.38 $490K - $625K
2.8K $618K
WTTR
Select Energy Services, Inc.

Energy
52.6K
New
$10.2 - $12.2 $537K - $642K
52.6K $585K
GIS
General Mills Inc

Consumer Defensive
6.81K
New
$62.5 - $75.15 $426K - $512K
6.81K $502K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.78K
New
$91.37 - $101.65 $436K - $486K
4.78K $485K
MRK
Merck & Co., Inc.

Healthcare
3.5K
New
$111.15 - $128.97 $389K - $451K
3.5K $397K
AXP
American Express CO

Financial Services
1.38K
New
$225.92 - $271.17 $312K - $374K
1.38K $373K
PFE
Pfizer Inc

Healthcare
12.2K
New
$27.7 - $31.39 $338K - $383K
12.2K $353K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
New
$173.36 - $189.8 $321K - $352K
1.85K $351K
PEG
Public Service Enterprise Group Inc

Utilities
3.74K
New
$73.58 - $89.21 $275K - $333K
3.74K $333K
SBUX
Starbucks Corp

Consumer Cyclical
3.33K
New
$72.51 - $98.6 $241K - $328K
3.33K $324K
MA
Mastercard Inc

Financial Services
647
New
$429.6 - $500.99 $278K - $324K
647 $319K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4.25K
New
$67.66 - $75.54 $287K - $321K
4.25K $318K
APH
Amphenol Corp

Technology
4.86K
New
$58.39 - $70.41 $284K - $342K
4.86K $316K
DFAX
Dimensional ETF Tr
11.6K
New
$24.29 - $27.25 $282K - $316K
11.6K $313K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.08K
New
$32.36 - $33.78 $294K - $307K
9.08K $306K
LLY
Eli Lilly & CO

Healthcare
346
New
$772.14 - $960.02 $267K - $332K
346 $306K
IEMG
Ishares Inc

ETFs
5.57K
New
$53.64 - $53.64 $299K - $299K
5.57K $298K
BKR
Baker Hughes CO

Energy
7.36K
New
$32.92 - $38.72 $242K - $285K
7.36K $265K
SYK
Stryker Corp

Healthcare
689
New
$315.94 - $371.96 $218K - $256K
689 $248K
LOW
Lowes Companies Inc

Consumer Cyclical
853
New
$213.3 - $270.78 $182K - $231K
853 $230K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.37K
New
$60.84 - $67.51 $205K - $228K
3.37K $227K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.9K
New
$70.02 - $76.68 $203K - $222K
2.9K $222K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12K
New
$17.94 - $20.93 $216K - $252K
12K $222K
GWW
W.W. Grainger, Inc.

Industrials
200
New
$896.19 - $1044.18 $179K - $209K
200 $207K
ABC
Amerisourcebergen Corp

Healthcare
1.11K
New
N/A
1.11K $206K
MGC
Vanguard Mega Cap ETF

ETFs
979
New
$185.93 - $206.64 $182K - $202K
979 $202K
TRV
Travelers Companies, Inc.

Financial Services
861
New
$201.87 - $242.35 $174K - $209K
861 $201K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.1K
New
$59.25 - $65.33 $184K - $202K
3.1K $201K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10.1K
New
$13.24 - $14.64 $134K - $148K
10.1K $148K
TELL
Tellurian Inc.

Energy
67K
New
$0.57 - $0.97 $38.2K - $65K
67K $64K
Vanguard Wellington Fd
1.98K
New
N/A
1.98K $0
American Centy ETF Tr
14.1K
New
N/A
14.1K $0
Victory Portfolios Ii
1.76M
New
N/A
1.76M $0
BNDI
Shp ETF Tr Neos Enhanced Incom
527K
New
N/A
527K $0
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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