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 Market Cap. of $10 Billions to $200 Billions
