Retirement Planning Group, LLC / Ny Incresed Positions in Q3 2025

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
10.7K
+ 190.71%
$153.3 - $186.58 $1.65M - $2M
16.4K $3.05B
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.6K
+ 14.27%
$55.61 - $57.37 $1.37M - $1.41M
197K $11.3B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.9K
+ 214.29%
$53.81 - $57.52 $1.23M - $1.32M
33.6K $1.93B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.66K
+ 31.38%
$225.11 - $247.9 $824K - $907K
15.3K $3.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
293
+ 1.53%
$546.99 - $602.2 $160K - $176K
19.5K $11.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.4K
+ 40.19%
$26.38 - $27.95 $829K - $878K
110K $2.99B
RECS
Columbia ETF Tr I

ETFs
14.3K
+ 15.83%
$36.82 - $40.35 $525K - $575K
104K $4.21B
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.27K
+ 7.5%
$102.17 - $110.66 $436K - $473K
61.2K $6.77B
AAPL
Apple Inc.

Technology
1.13K
+ 11.0%
$202.38 - $256.87 $228K - $289K
11.4K $2.89B
GE
General Electric CO

Industrials
10
+ 0.09%
$244.75 - $305.63 $2.45K - $3.06K
11.2K $3.36B
LVHI
Franklin International Low Vol

ETFs
4.15K
+ 3.71%
$32.69 - $35.19 $136K - $146K
116K $4.03B
MSFT
Microsoft Corp

Technology
597
+ 24.72%
$491.09 - $535.64 $293K - $320K
3.01K $1.56B
UNH
Unitedhealth Group Inc

Healthcare
882
+ 113.37%
$237.77 - $353.61 $210K - $312K
1.66K $573M
Ge Vernova Inc
1
+ 0.03%
N/A
2.87K $1.77B
XLE
Energy Sector Spdr

ETFs
651
+ 1.57%
$84.25 - $91.99 $54.8K - $59.9K
42.1K $3.76B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.38K
+ 5.3%
$45.26 - $46.63 $198K - $204K
87K $4.04B
HEFA
Ishares Currency Hedged Msci E

ETFs
3.38K
+ 7.04%
$37.2 - $39.61 $126K - $134K
51.3K $2.03B
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.15%
$184.85 - $231.54 $1.11K - $1.39K
4.08K $945M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
223
+ 19.32%
$567.77 - $614.76 $127K - $137K
1.38K $846M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.54K
+ 2.47%
$16.46 - $17.1 $108K - $112K
271K $4.62B
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.76K
+ 49.37%
$27.61 - $29.15 $159K - $168K
17.4K $508M
PDI
Pimco Dynamic Income Fund

Financial Services
680
+ 0.35%
$18.85 - $20.07 $12.8K - $13.6K
194K $3.88B
HD
Home Depot, Inc.

Consumer Cyclical
106
+ 3.32%
$357.4 - $423.42 $37.9K - $44.9K
3.3K $1.34B
VBR
Vanguard Small Cap Value ETF

ETFs
602
+ 29.57%
$195.41 - $212.37 $118K - $128K
2.64K $553M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.67K
+ 10.63%
$28.92 - $32.19 $77.1K - $85.8K
27.7K $885M
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 4.51%
$620.67 - $670.08 $49K - $52.9K
1.83K $1.22B
PLTR
Palantir Technologies Inc.

Technology
318
+ 18.79%
$130.68 - $186.97 $41.6K - $59.5K
2.01K $367M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
241
+ 9.04%
$195.29 - $223.85 $47.1K - $53.9K
2.91K $646M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.17%
$182.33 - $194.5 $2.73K - $2.92K
8.63K $1.68B
XOM
Exxon Mobil Corp

Energy
316
+ 2.78%
$105.83 - $117.22 $33.4K - $37K
11.7K $1.32B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
459
+ 23.55%
$132.9 - $142.03 $61K - $65.2K
2.41K $339M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
332
+ 2.85%
$42.88 - $49.1 $14.2K - $16.3K
12K $578M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
208
+ 6.1%
$68.94 - $86.3 $14.3K - $18K
3.62K $312M
VZ
Verizon Communications Inc

Communication Services
1.31K
+ 9.95%
$40.84 - $45.06 $53.5K - $59K
14.5K $636M
WMT
Walmart Inc.

Consumer Defensive
353
+ 6.31%
$94.4 - $104.27 $33.3K - $36.8K
5.95K $613M
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 6.28%
$617.65 - $666.84 $27.8K - $30K
762 $509M
MRK
Merck & Co., Inc.

Healthcare
528
+ 15.68%
$77.6 - $87.37 $41K - $46.1K
3.9K $330M
WELL
Welltower Inc.

Real Estate
1
+ 0.04%
$150.71 - $178.14 $151 - $178
2.48K $441M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
63
+ 0.7%
$107.27 - $113.94 $6.76K - $7.18K
9.09K $1.03B
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.35%
$282.78 - $316.06 $2.26K - $2.53K
2.27K $715M
LLY
Eli Lilly & CO

Healthcare
83
+ 11.62%
$625.65 - $812.69 $51.9K - $67.5K
797 $608M
BAC
Bank Of America Corp

Financial Services
34
+ 0.31%
$44.92 - $52.42 $1.53K - $1.78K
11K $566M
XCEM
Columbia ETF Tr Ii

ETFs
65
+ 0.5%
$33.85 - $36.86 $2.2K - $2.4K
13K $471M
MRVL
Marvell Technology, Inc.

Technology
57
+ 1.53%
$62.31 - $84.07 $3.55K - $4.79K
3.78K $318M
CVX
Chevron Corp

Energy
4
+ 0.18%
$145.57 - $161.83 $582 - $647
2.26K $351M
DE
Deere & CO

Industrials
135
+ 18.0%
$457.26 - $524.37 $61.7K - $70.8K
885 $406M
VEU
Vanguard Ftse All World Ex Us

ETFs
23
+ 0.51%
$66.38 - $71.68 $1.53K - $1.65K
4.54K $324M
PLUG
Plug Power Inc

Industrials
235
+ 1.38%
$1.37 - $2.65 $322 - $623
17.3K $40.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
69
+ 1.65%
$55.15 - $58.11 $3.81K - $4.01K
4.24K $244M
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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