Retirement Planning Group, LLC / Ny Purchases in Q4 2024

Retirement Planning Group, LLC / Ny

  • $90.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
19K
New
$481.22 - $538.17 $9.12M - $10.2M
19K $9.69B
JEPI
J P Morgan Exchange Traded Fd

ETFs
124K
New
$57.53 - $60.83 $7.15M - $7.56M
124K $7.17B
JCE
Nuveen Core Equity Alpha Fund

Financial Services
292K
New
$14.94 - $16.14 $4.36M - $4.71M
292K $4.64B
RWL
Invesco Exchange Traded Fd Tr

ETFs
45K
New
$97.11 - $104.1 $4.37M - $4.68M
45K $4.41B
PAVE
Global X Fds Us Infrastructure

ETFs
106K
New
$40.41 - $45.95 $4.28M - $4.87M
106K $4.28B
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
70.7K
New
$54.24 - $58.67 $3.83M - $4.15M
70.7K $3.95B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
83.5K
New
$44.87 - $46.86 $3.75M - $3.91M
83.5K $3.75B
XLF
Financial Sector Spdr

ETFs
73.6K
New
$44.89 - $51.34 $3.3M - $3.78M
73.6K $3.56B
XLE
Energy Sector Spdr

ETFs
40.5K
New
$83.32 - $97.27 $3.37M - $3.94M
40.5K $3.47B
PDI
Pimco Dynamic Income Fund

Financial Services
187K
New
$18.33 - $20.85 $3.43M - $3.9M
187K $3.43B
HYDB
Ishares Tr Edge High Yield Def

ETFs
55.7K
New
$46.68 - $47.95 $2.6M - $2.67M
55.7K $2.62B
AAPL
Apple Inc.

Technology
9.41K
New
$221.69 - $259.02 $2.09M - $2.44M
9.41K $2.36B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
128K
New
$17.93 - $18.8 $2.29M - $2.4M
128K $2.32B
VONE
Vanguard Russell 1000 ETF

ETFs
8.46K
New
$257.18 - $277.76 $2.17M - $2.35M
8.46K $2.26B
DJD
Invesco Exchange Traded Fd Tr

ETFs
37.7K
New
$50.65 - $54.19 $1.91M - $2.04M
37.7K $1.91B
GE
General Electric CO

Industrials
11K
New
$159.95 - $194.23 $1.76M - $2.14M
11K $1.83B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.71K
New
$176.42 - $186.91 $1.54M - $1.63M
8.71K $1.55B
HEFA
Ishares Currency Hedged Msci E

ETFs
41.8K
New
$34.42 - $35.88 $1.44M - $1.5M
41.8K $1.45B
OMFL
Invesco Exchange Traded Self I

ETFs
25.1K
New
$52.49 - $56.58 $1.32M - $1.42M
25.1K $1.36B
RECS
Columbia ETF Tr I

ETFs
38.7K
New
$33.61 - $36.42 $1.3M - $1.41M
38.7K $1.35B
ELV
Elevance Health, Inc.

Healthcare
3.55K
New
$365.96 - $514.62 $1.3M - $1.83M
3.55K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
3.15K
New
$385.02 - $431.37 $1.21M - $1.36M
3.15K $1.23B
XOM
Exxon Mobil Corp

Energy
11.3K
New
$105.51 - $125.37 $1.2M - $1.42M
11.3K $1.22B
IVV
Ishares Core S&P 500 ETF

ETFs
1.56K
New
$570.51 - $610.59 $892K - $955K
1.56K $920M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.23K
New
$198.04 - $221.51 $838K - $937K
4.23K $891M
ABBV
Abb Vie Inc.

Healthcare
4.05K
New
$164.99 - $203.87 $668K - $825K
4.05K $719M
Ge Healthcare Technologies I
8.37K
New
N/A
8.37K $654M
PICK
Ishares Inc Msci Global Select

ETFs
17.8K
New
$34.86 - $43.59 $621K - $777K
17.8K $624M
T
At&T Inc.

Communication Services
24.3K
New
$21.22 - $23.88 $515K - $580K
24.3K $553M
LLY
Eli Lilly & CO

Healthcare
704
New
$727.2 - $932.06 $512K - $656K
704 $544M
MSFT
Microsoft Corp

Technology
1.27K
New
$406.35 - $454.46 $516K - $577K
1.27K $535M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
974
New
$521.84 - $558.82 $508K - $544K
974 $525M
VZ
Verizon Communications Inc

Communication Services
12.8K
New
$39.6 - $45.21 $506K - $578K
12.8K $511M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
11.2K
New
$44.2 - $49.46 $493K - $552K
11.2K $511M
Ge Vernova Inc
1.54K
New
N/A
1.54K $507M
IYK
Ishares U.S. Consumer Staples

ETFs
7.52K
New
$65.32 - $70.92 $491K - $533K
7.52K $493M
JNJ
Johnson & Johnson

Healthcare
3.34K
New
$143.34 - $165.86 $479K - $554K
3.34K $483M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.2K
New
$25.93 - $105.3 $446K - $1.81M
17.2K $479M
WMT
Walmart Inc.

Consumer Defensive
5.25K
New
$79.1 - $95.7 $416K - $503K
5.25K $475M
BAC
Bank Of America Corp

Financial Services
10.8K
New
$39.22 - $47.77 $422K - $515K
10.8K $473M
PG
Procter & Gamble CO

Consumer Defensive
2.69K
New
$161.05 - $179.7 $433K - $483K
2.69K $450M
NVDA
Nvidia Corp

Technology
2.97K
New
$117.0 - $148.88 $347K - $442K
2.97K $398M
ABT
Abbott Laboratories

Healthcare
3.25K
New
$111.93 - $119.39 $364K - $388K
3.25K $368M
XCEM
Columbia ETF Tr Ii

ETFs
11.8K
New
$29.6 - $32.67 $349K - $385K
11.8K $349M
MRK
Merck & Co., Inc.

Healthcare
3.44K
New
$96.31 - $114.76 $332K - $395K
3.44K $342M
DE
Deere & CO

Industrials
750
New
$389.45 - $466.0 $292K - $350K
750 $318M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.02K
New
$103.6 - $112.52 $312K - $339K
3.02K $316M
WELL
Welltower Inc.

Real Estate
2.48K
New
$123.11 - $139.3 $305K - $345K
2.48K $312M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.11K
New
$53.94 - $58.15 $276K - $297K
5.11K $288M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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