Prepared Retirement Institute LLC Closed Holding Positions

Prepared Retirement Institute LLC

  • $175 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GOOGL
Alphabet Inc.

Communication Services
Q1 2024 Filed on Feb 13, 2025
3,182
$131.4 - $153.51 $418K - $488K
VGT
Vanguard Information Technolog

ETFs
Q3 2024 Filed on Feb 13, 2025
958
$514.43 - $606.85 $493K - $581K
VOX
Vanguard Communication Service

ETFs
Q3 2024 Filed on Feb 13, 2025
3,556
$129.82 - $145.39 $462K - $517K
VFH
Vanguard Financial ETF

ETFs
Q3 2024 Filed on Feb 13, 2025
4,450
$99.27 - $111.21 $442K - $495K
MLPA
Global X Mlp ETF

ETFs
Q3 2024 Filed on Feb 13, 2025
4,149
$45.78 - $49.84 $190K - $207K
GRIL
Muscle Maker, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 13, 2025
40,000
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2024 Filed on Feb 13, 2025
3,063
N/A
TEL
Te Connectivity Ltd.

Technology
Q2 2024 Filed on Feb 13, 2025
4,886
$139.45 - $152.0 $681K - $743K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2024 Filed on Feb 13, 2025
3,814
$57.29 - $63.1 $219K - $241K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q3 2024 Filed on Feb 13, 2025
6,045
$80.13 - $88.89 $484K - $537K
VHT
Vanguard Health Care ETF

ETFs
Q3 2024 Filed on Feb 13, 2025
2,284
$261.88 - $288.1 $598K - $658K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2024 Filed on Feb 13, 2025
2,147
$87.85 - $98.6 $189K - $212K
CSCO
Cisco Systems, Inc.

Technology
Q1 2024 Filed on Feb 13, 2025
5,482
$48.06 - $52.33 $263K - $287K
C
Citigroup Inc

Financial Services
Q1 2024 Filed on Feb 13, 2025
4,055
$51.11 - $63.24 $207K - $256K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q3 2024 Filed on Feb 13, 2025
17,090
$2.02 - $2.27 $34.5K - $38.8K
CVS
Cvs Health Corp

Healthcare
Q2 2024 Filed on Feb 13, 2025
2,958
$53.63 - $79.56 $159K - $235K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q1 2024 Filed on Feb 13, 2025
3,737
$114.16 - $124.21 $427K - $464K
BEN
Franklin Resources Inc

Financial Services
Q1 2024 Filed on Feb 13, 2025
14,193
$26.31 - $29.33 $373K - $416K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2024 Filed on Feb 13, 2025
2,364
$136.15 - $157.38 $322K - $372K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2024 Filed on Feb 13, 2025
2,132
$396.28 - $446.38 $845K - $952K
CEG
Constellation Energy Corp

Utilities
Q4 2024 Filed on Feb 13, 2025
841
$224.28 - $285.52 $189K - $240K
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