Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.61 Million 0.1% of portfolio
89,754
Q4 2023 New
$0
$508,000 0.03% of portfolio
32,275
Q3 2024 Added 1.99%
$0
$148,000 0.01% of portfolio
10,139
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $1.58 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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