Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024

Retirement Planning Group has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amplify ETF Tr Amplify Cwp Enh with a value of $134M, Invesco Exchange Traded Fd Tr with a value of $133M, Vanguard Dividend Appreciation with a value of $126M, Schwab Strategic Tr Us Broad M with a value of $119M, and Goldman Sachs ETF Tr Activebet with a value of $114M.

Examining the 13F form we can see an increase of $181M in the current position value, from $1.4B to 1.58B.

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

Portfolio value $1.58 Billion
ETFs: $1.44 Billion
Technology: $45.6 Million
Consumer Defensive: $38.3 Million
Financial Services: $14.2 Million
Consumer Cyclical: $8.48 Million
Communication Services: $8.2 Million
Healthcare: $5.03 Million
Energy: $4.72 Million
Other: $9.45 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$508,000 0.03% of portfolio
32,275
Q3 2024 Added 1.99%
$200B
$482,000 0.03% of portfolio
1,233
Q3 2024 Added 11.79%
$175B
$407,000 0.03% of portfolio
4,241
Q3 2024 Added 17.51%
$40.5B
$502,000 0.03% of portfolio
6,808
Q3 2024 New
$360B
$514,000 0.03% of portfolio
2,605
Q3 2024 Reduced 43.89%
$786B
$364,000 0.02% of portfolio
1,392
Q3 2024 Added 16.1%
$778B
$306,000 0.02% of portfolio
346
Q3 2024 New
$113B
$324,000 0.02% of portfolio
3,325
Q3 2024 New
$139B
$248,000 0.02% of portfolio
689
Q3 2024 New
$219B
$275,000 0.02% of portfolio
446
Q2 2024 Reduced 1.76%
$73.4B
$251,000 0.02% of portfolio
2,146
Q4 2023 Added 0.09%
$204B
$373,000 0.02% of portfolio
1,379
Q3 2024 New
$75.4B
$307,000 0.02% of portfolio
889
Q4 2023 Added 0.34%
$158B
$273,000 0.02% of portfolio
12,428
Q3 2024 Reduced 5.45%
$37.9B
$265,000 0.02% of portfolio
7,357
Q3 2024 New
$335B
$304,000 0.02% of portfolio
7,672
Q3 2024 Added 51.14%
$22.3B
$285,000 0.02% of portfolio
1,398
Q3 2023 New
$20.1B
$363,000 0.02% of portfolio
2,231
Q2 2024 Reduced 4.04%
$12.3B
$278,000 0.02% of portfolio
5,306
Q3 2024 Reduced 3.4%
$208B
$357,000 0.02% of portfolio
3,137
Q3 2024 Added 18.69%
$40.4B
$316,000 0.02% of portfolio
4,863
Q3 2024 New
$158B
$353,000 0.02% of portfolio
12,215
Q3 2024 New
$43.6B
$333,000 0.02% of portfolio
3,738
Q3 2024 New
$186B
$238,000 0.02% of portfolio
1,403
Q3 2024 Added 3.77%
$5.98B
$260,000 0.02% of portfolio
1,828
Q3 2024 Added 0.11%
$485B
$319,000 0.02% of portfolio
647
Q3 2024 New
$3.43B
$314,000 0.02% of portfolio
14,509
Q3 2023 Added 13.03%
$40.5B
$295,000 0.02% of portfolio
5,151
Q3 2024 Added 1.9%
$9.98B
$222,000 0.01% of portfolio
12,047
Q3 2024 New
$163B
$230,000 0.01% of portfolio
853
Q3 2024 New
$46.2B
$208,000 0.01% of portfolio
4,048
Q3 2024 Reduced 0.05%
$57.6B
$201,000 0.01% of portfolio
861
Q3 2024 New
$55.8B
$207,000 0.01% of portfolio
200
Q3 2024 New
$0
$148,000 0.01% of portfolio
10,139
Q3 2024 New
$2.38B
$224,000 0.01% of portfolio
7,151
Q2 2024 New
$38.4B
$206,000 0.01% of portfolio
1,114
Q3 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 26.09%
$141M
$23,000 0.0% of portfolio
14,600
Q3 2024 Reduced 0.68%
$565M
$64,000 0.0% of portfolio
66,970
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.57%
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q1 2024 New
-
$0 0.0% of portfolio
-
Q4 2023 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.9%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 40.51%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $1.58 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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