Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94T
$31.2 Million 1.88% of portfolio
124,711
Q4 2024 Added 0.02%
$470B
$30.5 Million 1.84% of portfolio
33,327
Q4 2024 Reduced 0.25%
$3.09T
$9.89 Million 0.6% of portfolio
23,461
Q4 2024 Added 7.27%
$2.31T
$5.56 Million 0.34% of portfolio
25,360
Q4 2024 Added 12.6%
$282B
$2.97 Million 0.18% of portfolio
32,896
Q4 2024 Reduced 7.85%
$628B
$3.05 Million 0.18% of portfolio
6,737
Q4 2024 Added 2.9%
$1.1T
$2.55 Million 0.15% of portfolio
13,469
Q4 2024 Added 6.96%
$1.14T
$2.5 Million 0.15% of portfolio
13,127
Q4 2024 Added 4.97%
$347B
$1.94 Million 0.12% of portfolio
14,414
Q4 2024 Added 17.45%
$405B
$1.82 Million 0.11% of portfolio
4,690
Q4 2024 Added 7.13%
$460B
$1.78 Million 0.11% of portfolio
16,581
Q4 2024 Added 14.57%
$245B
$1.63 Million 0.1% of portfolio
21,495
Q4 2024 Added 0.79%
$819B
$1.72 Million 0.1% of portfolio
7,188
Q4 2024 Added 5.03%
$464B
$1.6 Million 0.1% of portfolio
1,796
Q4 2024 Added 0.39%
$413B
$821,000 0.05% of portfolio
5,677
Q4 2024 Added 11.38%
$395B
$788,000 0.05% of portfolio
4,704
Q4 2024 Added 1.38%
$1.61T
$871,000 0.05% of portfolio
1,478
Q4 2024 Added 11.13%
$237B
$772,000 0.05% of portfolio
3,515
Q4 2024 Added 25.72%
$581B
$867,000 0.05% of portfolio
2,744
Q4 2024 Added 25.58%
$1.14T
$670,000 0.04% of portfolio
1,660
Q4 2024 Added 19.25%
$201B
$621,000 0.04% of portfolio
4,087
Q4 2024 Reduced 7.16%
$489B
$591,000 0.04% of portfolio
3,550
Q4 2024 Added 8.2%
$266B
$739,000 0.04% of portfolio
12,496
Q4 2024 Added 3.25%
$203B
$498,000 0.03% of portfolio
4,478
Q4 2024 Added 5.59%
$349B
$482,000 0.03% of portfolio
2,714
Q4 2024 Added 4.18%
$217B
$449,000 0.03% of portfolio
4,521
Q4 2024 Added 29.21%
$232B
$418,000 0.03% of portfolio
1,411
Q4 2024 Added 2.32%
$369B
$340,000 0.02% of portfolio
7,741
Q4 2024 Added 0.9%
$542B
$356,000 0.02% of portfolio
677
Q4 2024 Added 4.64%
$824B
$281,000 0.02% of portfolio
364
Q4 2024 Added 5.2%
$231B
$353,000 0.02% of portfolio
3,123
Q4 2024 Reduced 0.45%
$478B
$206,000 0.01% of portfolio
409
Q4 2024 New
$325B
$201,000 0.01% of portfolio
602
Q4 2024 New
$208B
$235,000 0.01% of portfolio
452
Q4 2024 Added 1.35%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $1.66 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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