Retirement Planning Group Portfolio Holdings
Retirement Planning Group
- $1.51 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 296
- Current Value $1.51 Billion
- Prior Value $1.66 Billion
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 41 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks