Retirement Planning Group has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.51 Billion distributed in 296 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $225M, Fidelity Covington Tr Small Mi with a value of $135M, Amplify ETF Tr Amplify Cwp Enh with a value of $107M, Fidelity High Dividend ETF with a value of $89.8M, and Fidelity Merrimack Str Tr Tota with a value of $89.4M.
Examining the 13F form we can see an decrease of $148M in the current position value, from $1.66B to 1.51B.
Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.51 Billion
ETFs: $1.35 Billion
Consumer Defensive: $53.7 Million
Technology: $51.5 Million
Financial Services: $17.6 Million
Consumer Cyclical: $10.1 Million
Communication Services: $9.29 Million
Healthcare: $5.53 Million
Energy: $5.01 Million
Other: $6.41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
