Retirement Planning Group Sells in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.25K
- 8.17%
$25.77 - $27.6 $161K - $173K
70.2K $1.85M
LMT
Lockheed Martin Corp

Industrials
-203
- 15.07%
$423.19 - $506.29 $85.9K - $103K
1.14K $511K
IOO
Ishares Tr Global 100 ETF

ETFs
-660
- 4.39%
$96.2 - $105.12 $63.5K - $69.4K
14.4K $1.38M
VBR
Vanguard Small Cap Value ETF

ETFs
-342
- 6.17%
$183.02 - $207.75 $62.6K - $71.1K
5.2K $965K
BNS
Bank Of Nova Scotia

Financial Services
-910
- 6.54%
$47.21 - $53.7 $43K - $48.9K
13K $616K
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.87%
$347.25 - $424.87 $14.2K - $17.4K
4.65K $1.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-811
- 29.73%
$114.9 - $139.6 $93.2K - $113K
1.92K $225K
ORCL
Oracle Corp

Technology
-151
- 4.25%
$139.81 - $186.47 $21.1K - $28.2K
3.4K $475K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-230
- 2.65%
$168.16 - $186.21 $38.7K - $42.8K
8.46K $1.44M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.08K
- 7.87%
$45.56 - $47.23 $140K - $145K
36K $1.69M
FHB
First Hawaiian, Inc.

Financial Services
-1.92K
- 5.56%
$24.13 - $28.18 $46.4K - $54.2K
32.7K $794K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.14K
- 5.96%
$71.9 - $77.57 $81.9K - $88.4K
18K $1.32M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.01K
- 23.77%
$75.47 - $84.24 $76.3K - $85.2K
3.24K $248K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.77K
- 5.41%
$22.46 - $23.26 $130K - $134K
101K $2.33M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-108
- 0.43%
$48.06 - $53.73 $5.19K - $5.8K
24.8K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-492
- 0.92%
$56.17 - $59.71 $27.6K - $29.4K
53K $3.01M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-438
- 1.13%
$55.41 - $60.74 $24.3K - $26.6K
38.3K $2.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-114
- 0.74%
$57.21 - $65.8 $6.52K - $7.5K
15.4K $895K
QCOM
Qualcomm Inc

Technology
-438
- 17.44%
$151.94 - $175.86 $66.5K - $77K
2.07K $318K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-326
- 6.96%
$96.93 - $109.51 $31.6K - $35.7K
4.36K $425K
PFE
Pfizer Inc

Healthcare
-1.79K
- 14.44%
$25.01 - $27.13 $44.9K - $48.7K
10.6K $269K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.04K
- 4.4%
$34.28 - $36.43 $35.5K - $37.7K
22.5K $775K
GTO
Invesco Actively Managed ETF T

ETFs
-1.56K
- 4.31%
$45.9 - $47.37 $71.6K - $73.8K
34.6K $1.62M
XLE
Energy Sector Spdr

ETFs
-2.24K
- 10.19%
$85.7 - $93.96 $192K - $211K
19.8K $1.83M
PEP
Pepsico Inc

Consumer Defensive
-332
- 8.12%
$142.64 - $156.42 $47.4K - $51.9K
3.76K $563K
EVRG
Evergy, Inc.

Utilities
-3.32K
- 13.63%
$59.9 - $69.52 $199K - $231K
21.1K $1.45M
DKNG
Draft Kings Inc.

Consumer Cyclical
-424
- 2.43%
$33.21 - $53.49 $14.1K - $22.7K
17.1K $601K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-756
- 3.83%
$37.4 - $39.42 $28.3K - $29.8K
19K $714K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-17
- 0.06%
$25.58 - $29.24 $435 - $497
28.2K $737K
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.61K
- 8.48%
$22.52 - $24.48 $36.3K - $39.5K
17.4K $398K
URTH
Ishares Msci World ETF

ETFs
-116
- 1.57%
$151.24 - $164.09 $17.5K - $19K
7.27K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
-277
- 5.89%
$158.56 - $176.26 $43.9K - $48.8K
4.43K $754K
BAC
Bank Of America Corp

Financial Services
-386
- 4.99%
$39.61 - $47.74 $15.3K - $18.4K
7.36K $306K
XLI
Industrial Sector Spdr

ETFs
-160
- 2.28%
$128.78 - $141.67 $20.6K - $22.7K
6.85K $891K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1
- 0.03%
$77.91 - $92.26 $77.9 - $92.3
3.55K $281K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-421
- 2.07%
$39.51 - $41.0 $16.6K - $17.3K
19.9K $792K
CRWD
Crowd Strike Holdings, Inc.

Technology
-171
- 4.77%
$308.86 - $455.36 $52.8K - $77.9K
3.42K $1.2M
OKE
Oneok Inc

Energy
-82
- 0.72%
$89.57 - $109.85 $7.34K - $9.01K
11.3K $1.12M
IEMG
Ishares Inc

ETFs
-319
- 6.27%
N/A
4.77K $255K
LANC
Lancaster Colony Corp

Consumer Defensive
-148
- 2.71%
$166.07 - $196.44 $24.6K - $29.1K
5.32K $929K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-98
- 1.02%
$41.28 - $44.23 $4.05K - $4.33K
9.48K $394K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.03K
- 7.03%
$25.81 - $28.52 $26.6K - $29.4K
13.6K $375K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-24
- 0.2%
$52.01 - $61.99 $1.25K - $1.49K
11.9K $638K
CNI
Canadian National Railway CO

Industrials
-52
- 2.37%
$95.46 - $106.79 $4.96K - $5.55K
2.15K $209K
DVY
Ishares Tr

ETFs
-179
- 2.65%
$128.58 - $138.1 $23K - $24.7K
6.59K $874K
PEG
Public Service Enterprise Group Inc

Utilities
-16
- 0.43%
$78.2 - $90.39 $1.25K - $1.45K
3.74K $307K
AMGN
Amgen Inc

Healthcare
-565
- 17.24%
$258.59 - $327.36 $146K - $185K
2.71K $845K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-181
- 0.2%
N/A
88.5K $2.79M
CSHI
Shp ETF Tr Neos Enhanced Incom
-137K
- 33.79%
N/A
267K $0
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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