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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.98 Million 0.19% of portfolio
39,181
Q3 2024 Reduced 0.25%
$0
$2.97 Million 0.19% of portfolio
11,093
Q3 2024 Added 17.91%
$0
$2.78 Million 0.18% of portfolio
44,748
Q3 2024 Added 23.31%
$0
$2.85 Million 0.18% of portfolio
4,852
Q3 2024 Added 2.73%
$0
$2.85 Million 0.18% of portfolio
90,398
Q3 2024 Reduced 3.22%
$0
$2.77 Million 0.18% of portfolio
46,481
Q3 2024 Added 0.76%
$0
$2.69 Million 0.17% of portfolio
56,525
Q3 2024 Reduced 30.2%
$0
$2.75 Million 0.17% of portfolio
40,564
Q3 2024 New
$0
$2.45 Million 0.16% of portfolio
10,844
Q2 2024 Added 5.66%
$0
$2.45 Million 0.16% of portfolio
26,692
Q3 2024 Reduced 8.11%
$0
$2.41 Million 0.15% of portfolio
45,515
Q3 2024 Reduced 3.3%
$0
$2.26 Million 0.14% of portfolio
10,358
Q3 2024 Reduced 17.72%
$0
$2.22 Million 0.14% of portfolio
39,289
Q3 2024 Reduced 2.16%
$0
$2.03 Million 0.13% of portfolio
28,682
Q3 2024 Added 4.73%
$0
$2 Million 0.13% of portfolio
41,429
Q3 2024 Reduced 18.47%
$0
$2.06 Million 0.13% of portfolio
41,367
Q3 2024 Reduced 42.83%
$0
$1.84 Million 0.12% of portfolio
38,373
Q3 2024 Reduced 8.94%
$0
$1.83 Million 0.12% of portfolio
37,830
Q3 2024 Reduced 8.25%
$0
$1.97 Million 0.12% of portfolio
39,946
Q3 2024 Reduced 8.44%
$0
$1.84 Million 0.12% of portfolio
22,849
Q3 2024 Reduced 1.36%
$0
$1.77 Million 0.11% of portfolio
19,401
Q3 2024 Reduced 9.78%
$0
$1.73 Million 0.11% of portfolio
25,476
Q3 2024 Added 34.69%
$0
$1.52 Million 0.1% of portfolio
15,303
Q3 2024 New
$0
$1.57 Million 0.1% of portfolio
7,126
Q3 2024 Added 146.75%
$0
$1.57 Million 0.1% of portfolio
7,844
Q3 2024 Added 103.21%
$0
$1.55 Million 0.1% of portfolio
4,496
Q3 2024 Reduced 3.02%
$0
$1.57 Million 0.1% of portfolio
8,763
Q3 2024 Reduced 1.04%
$0
$1.38 Million 0.09% of portfolio
25,870
Q2 2024 Reduced 19.09%
$0
$1.5 Million 0.09% of portfolio
3,994
Q3 2024 Added 137.88%
$0
$1.44 Million 0.09% of portfolio
18,740
Q3 2024 Reduced 18.58%
$0
$1.31 Million 0.08% of portfolio
13,065
Q3 2024 Added 1.33%
$0
$1.28 Million 0.08% of portfolio
14,273
Q3 2024 Reduced 3.69%
$0
$1.23 Million 0.08% of portfolio
24,860
Q3 2024 Reduced 10.71%
$0
$1.08 Million 0.07% of portfolio
27,339
Q3 2024 Reduced 5.95%
$0
$1.17 Million 0.07% of portfolio
3,577
Q4 2023 Added 23.01%
$0
$1.18 Million 0.07% of portfolio
7,492
Q3 2024 Reduced 1.81%
$0
$1.08 Million 0.07% of portfolio
4,571
Q3 2024 Reduced 3.14%
$0
$952,000 0.06% of portfolio
3,030
Q3 2024 Added 1.88%
$0
$940,000 0.06% of portfolio
15,091
Q3 2024 Reduced 11.77%
$0
$942,000 0.06% of portfolio
12,946
Q2 2024 Reduced 0.8%
$0
$1.03 Million 0.06% of portfolio
16,081
Q4 2023 New
$0
$923,000 0.06% of portfolio
6,838
Q3 2024 Reduced 14.21%
$0
$902,000 0.06% of portfolio
25,763
Q3 2024 Reduced 10.96%
$0
$938,000 0.06% of portfolio
14,892
Q3 2024 Added 116.23%
$0
$1.01 Million 0.06% of portfolio
15,636
Q3 2024 Added 8.86%
$0
$802,000 0.05% of portfolio
2,842
Q3 2024 New
$0
$769,000 0.05% of portfolio
9,693
Q3 2024 Added 2.67%
$0
$781,000 0.05% of portfolio
9,423
Q3 2024 Added 11.12%
$0
$800,000 0.05% of portfolio
20,402
Q3 2024 Added 2.39%

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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