Retirement Planning Group New Holdings in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
31.9K
New
$193.58 - $213.07 $6.18M - $6.81M
31.9K $6.69M
KORP
American Centy ETF Tr Diversif

ETFs
114K
New
$46.36 - $47.95 $5.26M - $5.45M
114K $5.41M
NYF
Ishares New York Muni Bond ETF

ETFs
68.1K
New
$51.6 - $53.44 $3.52M - $3.64M
68.1K $3.64M
DUK
Duke Energy Corp

Utilities
20.6K
New
$116.31 - $125.93 $2.4M - $2.6M
20.6K $2.56M
DGRO
Ishares Core Dividend Growth E

ETFs
32.3K
New
$64.12 - $68.08 $2.07M - $2.2M
32.3K $2.2M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
19.4K
New
$99.12 - $99.52 $1.92M - $1.93M
19.4K $1.93M
MCD
Mcdonalds Corp

Consumer Cyclical
5.57K
New
$291.67 - $316.99 $1.63M - $1.77M
5.57K $1.69M
RTX
Raytheon Technologies Corp

Industrials
9.93K
New
$144.19 - $167.33 $1.43M - $1.66M
9.93K $1.66M
LDOS
Leidos Holdings, Inc.

Technology
8.14K
New
$159.2 - $188.96 $1.3M - $1.54M
8.14K $1.54M
IWN
Ishares Russell2000 Val ETF

ETFs
8.33K
New
$157.1 - $178.94 $1.31M - $1.49M
8.33K $1.47M
COP
Conocophillips

Energy
13.3K
New
$91.0 - $98.99 $1.21M - $1.31M
13.3K $1.25M
JCI
Johnson Controls International PLC

Industrials
11.1K
New
$103.24 - $111.73 $1.15M - $1.25M
11.1K $1.23M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.59K
New
$185.88 - $207.44 $1.04M - $1.16M
5.59K $1.12M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
58.7K
New
$16.46 - $17.1 $966K - $1M
58.7K $998K
CVX
Chevron Corp

Energy
5.92K
New
$145.57 - $161.83 $862K - $959K
5.92K $919K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.54K
New
$136.48 - $142.97 $892K - $934K
6.54K $915K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
37.3K
New
$22.78 - $23.33 $849K - $869K
37.3K $853K
NOC
Northrop Grumman Corp

Industrials
1.33K
New
$498.9 - $609.32 $665K - $812K
1.33K $811K
FCNCA
First Citizens Bancshares Inc

Financial Services
449
New
$1789.16 - $2158.23 $803K - $969K
449 $803K
UNH
Unitedhealth Group Inc

Healthcare
2.26K
New
$237.77 - $353.61 $537K - $799K
2.26K $780K
IYW
Ishares Dj Us Tech ETF

ETFs
3.87K
New
$171.38 - $197.01 $664K - $763K
3.87K $758K
CRM
Salesforce, Inc.

Technology
3.09K
New
$231.66 - $273.65 $715K - $845K
3.09K $731K
CR
Crane Holdings, Co.

Industrials
3.88K
New
$178.73 - $198.45 $693K - $769K
3.88K $713K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.1K
New
$50.53 - $50.82 $661K - $664K
13.1K $663K
PPL
Ppl Corp

Utilities
17.5K
New
$33.54 - $37.24 $586K - $650K
17.5K $649K
NEE
Nextera Energy Inc

Utilities
8.33K
New
$69.77 - $77.54 $581K - $646K
8.33K $628K
SLV
I Shares Silver Trust

ETFs
14.7K
New
$32.73 - $42.5 $481K - $625K
14.7K $622K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.82K
New
$332.69 - $399.0 $605K - $726K
1.82K $605K
GD
General Dynamics Corp

Industrials
1.72K
New
$293.92 - $341.0 $506K - $587K
1.72K $587K
RDVY
First Trust Rising Dividend Ac

ETFs
8.12K
New
$62.38 - $67.29 $507K - $547K
8.12K $546K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.62K
New
$192.76 - $203.86 $506K - $535K
2.62K $534K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
10.1K
New
$47.99 - $54.16 $483K - $545K
10.1K $532K
SYY
Sysco Corp

Consumer Defensive
6.4K
New
$76.33 - $82.51 $488K - $528K
6.4K $526K
SYK
Stryker Corp

Healthcare
1.4K
New
$368.57 - $403.53 $515K - $563K
1.4K $516K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.3K
New
$35.42 - $38.65 $469K - $512K
13.3K $503K
MS
Morgan Stanley

Financial Services
3.01K
New
$139.09 - $161.16 $419K - $486K
3.01K $478K
FE
Firstenergy Corp

Utilities
10.3K
New
$39.76 - $45.82 $408K - $470K
10.3K $469K
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
New
$39.59 - $42.21 $430K - $459K
10.9K $456K
UNP
Union Pacific Corp

Industrials
1.76K
New
$214.91 - $237.16 $378K - $417K
1.76K $415K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.88K
New
$138.59 - $171.12 $400K - $493K
2.88K $405K
GS
Goldman Sachs Group Inc

Financial Services
472
New
$696.56 - $806.32 $329K - $381K
472 $375K
NSC
Norfolk Southern Corp

Industrials
1.24K
New
$259.49 - $300.41 $322K - $373K
1.24K $372K
AN
Autonation, Inc.

Consumer Cyclical
1.63K
New
$189.27 - $227.18 $308K - $370K
1.63K $356K
PFE
Pfizer Inc

Healthcare
13.8K
New
$23.29 - $25.88 $321K - $356K
13.8K $350K
HDV
Ishares Core High Dividend ETF

ETFs
2.85K
New
$118.16 - $123.66 $337K - $353K
2.85K $349K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.31K
New
$70.85 - $76.96 $305K - $332K
4.31K $327K
MDT
Medtronic PLC

Healthcare
3.42K
New
$87.67 - $95.74 $300K - $328K
3.42K $325K
MGK
Vanguard Mega Cap Growth ETF

ETFs
749
New
$362.31 - $405.74 $271K - $304K
749 $301K
FSMO
Fidelity Covington Tr

ETFs
11.4K
New
N/A
11.4K $299K
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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