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
$347,000 0.02% of portfolio
9,260
Q3 2024 Reduced 0.57%
$0
$384,000 0.02% of portfolio
8,443
Q3 2024 Reduced 9.91%
$0
$318,000 0.02% of portfolio
4,247
Q3 2024 New
$0
$202,000 0.01% of portfolio
979
Q3 2024 New
$0
$189,000 0.01% of portfolio
3,029
Q3 2024 Reduced 8.02%
$0
$227,000 0.01% of portfolio
3,374
Q3 2024 New
$0
$222,000 0.01% of portfolio
2,897
Q3 2024 New
$0
$229,000 0.01% of portfolio
5,672
Q2 2024 Reduced 13.01%
$0
$201,000 0.01% of portfolio
3,099
Q3 2024 New
$0
$0 0.0% of portfolio
12,409
Q2 2024 Reduced 11.03%
$0
$0 0.0% of portfolio
1,499,854
Q3 2024 Added 4.53%

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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