Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024

Retirement Planning Group has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.66 Billion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $148M, Amplify ETF Tr Amplify Cwp Enh with a value of $148M, Vanguard Dividend Appreciation with a value of $136M, Schwab Strategic Tr Us Broad M with a value of $131M, and Goldman Sachs ETF Tr Activebet with a value of $122M.

Examining the 13F form we can see an increase of $79.6M in the current position value, from $1.58B to 1.66B.

Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.

Portfolio value $1.66 Billion
ETFs: $1.52 Billion
Technology: $50.4 Million
Consumer Defensive: $38.8 Million
Financial Services: $15.6 Million
Consumer Cyclical: $10.3 Million
Communication Services: $9.54 Million
Energy: $4.62 Million
Healthcare: $4.54 Million
Other: $6.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$31.2 Million 1.88% of portfolio
124,711
Q4 2024 Added 0.02%
$467B
$30.5 Million 1.84% of portfolio
33,327
Q4 2024 Reduced 0.25%
$2.97T
$9.89 Million 0.6% of portfolio
23,461
Q4 2024 Added 7.27%
$2.17T
$5.56 Million 0.34% of portfolio
25,360
Q4 2024 Added 12.6%
$265B
$2.97 Million 0.18% of portfolio
32,896
Q4 2024 Reduced 7.85%
$650B
$3.05 Million 0.18% of portfolio
6,737
Q4 2024 Added 2.9%
$174B
$2.87 Million 0.17% of portfolio
5,762
Q4 2024 Added 0.38%
$1.05T
$2.55 Million 0.15% of portfolio
13,469
Q4 2024 Added 6.96%
$1.08T
$2.5 Million 0.15% of portfolio
13,127
Q4 2024 Added 4.97%
$316B
$1.94 Million 0.12% of portfolio
14,414
Q4 2024 Added 17.45%
$403B
$1.82 Million 0.11% of portfolio
4,690
Q4 2024 Added 7.13%
$457B
$1.78 Million 0.11% of portfolio
16,581
Q4 2024 Added 14.57%
$173B
$1.63 Million 0.1% of portfolio
21,495
Q4 2024 Added 0.79%
$755B
$1.72 Million 0.1% of portfolio
7,188
Q4 2024 Added 5.03%
$435B
$1.6 Million 0.1% of portfolio
1,796
Q4 2024 Added 0.39%
$15.8B
$1.5 Million 0.09% of portfolio
24,372
Q4 2024 Added 0.87%
$184B
$1.15 Million 0.07% of portfolio
28,874
Q4 2024 Reduced 1.18%
$42.8B
$1.14 Million 0.07% of portfolio
11,355
Q4 2024 Added 7.14%
$81.6B
$1.23 Million 0.07% of portfolio
3,587
Q4 2024 Reduced 0.66%
$5.41B
$946,000 0.06% of portfolio
5,468
Q4 2024 Added 0.05%
$434B
$821,000 0.05% of portfolio
5,677
Q4 2024 Added 11.38%
$59.4B
$747,000 0.05% of portfolio
13,918
Q4 2024 Added 6.76%
$100B
$872,000 0.05% of portfolio
16,693
Q4 2024 Added 3.64%
$6.39B
$808,000 0.05% of portfolio
23,900
Q4 2024 Reduced 60.45%
$9.9B
$791,000 0.05% of portfolio
6,000
Q2 2024 Reduced 25.0%
$409B
$788,000 0.05% of portfolio
4,704
Q4 2024 Added 1.38%
$309B
$749,000 0.05% of portfolio
12,034
Q4 2024 Added 0.4%
$3.38B
$898,000 0.05% of portfolio
34,634
Q4 2024 Added 2.78%
$1.48T
$871,000 0.05% of portfolio
1,478
Q4 2024 Added 11.13%
$169B
$854,000 0.05% of portfolio
3,278
Q4 2024 Reduced 6.69%
$231B
$772,000 0.05% of portfolio
3,515
Q4 2024 Added 25.72%
$576B
$867,000 0.05% of portfolio
2,744
Q4 2024 Added 25.58%
$118B
$654,000 0.04% of portfolio
1,347
Q4 2024 Added 5.15%
$956B
$670,000 0.04% of portfolio
1,660
Q4 2024 Added 19.25%
$216B
$621,000 0.04% of portfolio
4,087
Q4 2024 Reduced 7.16%
$454B
$591,000 0.04% of portfolio
3,550
Q4 2024 Added 8.2%
$2.41B
$653,000 0.04% of portfolio
11,935
Q4 2024 Added 0.84%
$0
$740,000 0.04% of portfolio
48,499
Q4 2024 Added 50.27%
$1.2B
$700,000 0.04% of portfolio
52,880
Q4 2024 Added 0.51%
$264B
$739,000 0.04% of portfolio
12,496
Q4 2024 Added 3.25%
$144B
$702,000 0.04% of portfolio
9,493
Q4 2024 Added 2.05%
$19.1B
$650,000 0.04% of portfolio
17,480
Q4 2024 Reduced 0.14%
$442M
$492,000 0.03% of portfolio
36,680
Q4 2024 Reduced 49.99%
$202B
$498,000 0.03% of portfolio
4,478
Q4 2024 Added 5.59%
$181B
$573,000 0.03% of portfolio
1,580
Q4 2024 Added 28.14%
$361B
$482,000 0.03% of portfolio
2,714
Q4 2024 Added 4.18%
$232B
$449,000 0.03% of portfolio
4,521
Q4 2024 Added 29.21%
$219B
$418,000 0.03% of portfolio
1,411
Q4 2024 Added 2.32%
$82B
$519,000 0.03% of portfolio
2,240
Q4 2024 Added 4.87%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $1.66 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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