Retirement Group, LLC Purchases in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
41
+ 128.13%
N/A
73 $9K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
188
New
$22.44 - $28.4 $4.22K - $5.34K
188 $5K
BDX
Becton Dickinson & CO

Healthcare
18
New
$233.45 - $247.73 $4.2K - $4.46K
18 $4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 25.0%
$3408.14 - $3901.99 $3.41K - $3.9K
5 $18K
FTSL
First Trust Senior Ln Fund

ETFs
31
+ 0.14%
$45.8 - $46.4 $1.42K - $1.44K
21.7K $1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 5.26%
$902.69 - $993.35 $903 - $993
20 $19K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 3.24%
$163.11 - $183.59 $979 - $1.1K
191 $34K
RGR
Sturm Ruger & CO Inc

Industrials
43
+ 28.1%
$42.24 - $46.23 $1.82K - $1.99K
196 $9K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 42.86%
$468.92 - $567.18 $1.41K - $1.7K
10 $5K
PGF
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.53%
$14.58 - $15.32 $204 - $214
2.63K $40K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
50
New
$52.7 - $57.65 $2.64K - $2.88K
50 $2K
PANW
Palo Alto Networks Inc

Technology
8
+ 10.81%
$261.97 - $376.9 $2.1K - $3.02K
82 $23K
CNDT
Conduent Inc

Technology
727
New
$3.18 - $3.78 $2.31K - $2.75K
727 $2K
DE
Deere & CO

Industrials
1
+ 0.83%
$356.78 - $410.74 $357 - $411
121 $49K
CCL
Carnival Corp

Consumer Cyclical
100
+ 46.95%
$14.71 - $17.78 $1.47K - $1.78K
313 $5K
WMT
Walmart Inc.

Consumer Defensive
185
+ 198.92%
$58.61 - $175.86 $10.8K - $32.5K
278 $16K
FICO
Fair Isaac Corp

Technology
1
+ 20.0%
$1115.46 - $1334.99 $1.12K - $1.33K
6 $7K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.43%
$144.21 - $155.74 $144 - $156
231 $35K
HRB
H&R Block Inc

Consumer Cyclical
1
+ 0.45%
$45.44 - $50.49 $45.4 - $50.5
224 $11K
FLRN
Spdr Bloomberg Investment Grad

ETFs
11
+ 0.36%
$30.59 - $30.83 $336 - $339
3.05K $94K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
7
+ 1.19%
$19.39 - $20.35 $136 - $142
597 $12K
SO
Southern CO

Utilities
1
+ 1.19%
$66.25 - $72.24 $66.3 - $72.2
85 $6K
ASGN
Asgn Inc

Technology
5
+ 4.63%
$88.65 - $104.76 $443 - $524
113 $11K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 1.59%
$45.19 - $50.67 $45.2 - $50.7
64 $3K
PFF
Ishares Trust Ishares Pfd And

ETFs
11
+ 2.04%
$31.12 - $32.54 $342 - $358
551 $17K
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1499.51 - $1817.98 $1.5K - $1.82K
1 $1K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3
+ 0.95%
$46.08 - $52.37 $138 - $157
320 $16K
WHR
Whirlpool Corp

Consumer Cyclical
10
+ 29.41%
$103.13 - $122.9 $1.03K - $1.23K
44 $5K
PRFT
Perficient Inc

Technology
32
+ 21.19%
$53.33 - $72.66 $1.71K - $2.33K
183 $10K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
4
+ 0.26%
$42.24 - $44.21 $169 - $177
1.54K $68K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.43%
$55.74 - $60.35 $111 - $121
464 $27K
IYT
Ishares Tr U.S. Transportation

ETFs
45
+ 300.0%
$68.25 - $281.89 $3.07K - $12.7K
60 $4K
OHI
Omega Healthcare Investors Inc

Real Estate
7
+ 2.23%
$27.93 - $31.67 $196 - $222
321 $10K
IGV
Ishares Expanded Tech Software

ETFs
212
+ 400.0%
$83.56 - $442.01 $17.7K - $93.7K
265 $22K
DVA
Davita Inc.

Healthcare
10
New
$103.89 - $139.21 $1.04K - $1.39K
10 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
7
+ 53.85%
$87.41 - $106.81 $612 - $748
20 $2K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
26
New
$37.55 - $39.52 $976 - $1.03K
26 $1K
CVI
Cvr Energy Inc

Energy
1
+ 4.76%
$29.36 - $36.78 $29.4 - $36.8
22 $0
STAG
Stag Industrial, Inc.

Real Estate
3
+ 0.63%
$36.92 - $39.59 $111 - $119
481 $18K
SPSB
Spdr Portfolio Short Term Corp

ETFs
14
+ 0.33%
$29.65 - $29.92 $415 - $419
4.22K $125K
Global X Fds
8
+ 1.76%
N/A
462 $0
FLIC
First Of Long Island Corp

Financial Services
4
+ 3.81%
$10.45 - $13.17 $41.8 - $52.7
109 $1K
Ishares Tr
6
+ 0.31%
N/A
1.96K $0
CF
Cf Industries Holdings, Inc.

Basic Materials
5
+ 83.33%
$74.97 - $86.29 $375 - $431
11 $0
Fidelity Wise Origin Bitcoin
150
New
N/A
150 $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
166K
+ 988.9%
N/A
183K $0
Capital Group International
14.9K
New
N/A
14.9K $0
COO
Cooper Companies, Inc.

Healthcare
3
+ 300.0%
$93.6 - $388.02 $281 - $1.16K
4 $0
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.89%
$162.04 - $175.01 $162 - $175
113 $19K
Activity Summary
Buys All Purchases 242 New Holdings 50 Increased Positions 192 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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