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 Market Cap. of $10 Billions to $200 Billions
