Retirement Group, LLC Incresed Positions in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
Global X Fds
8
+ 1.76%
N/A
462 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
300
+ 139.53%
$10.07 - $21.1 $3.02K - $6.33K
515 $5K
VGSH
Vanguard

ETFs
18
+ 1.03%
$57.88 - $58.54 $1.04K - $1.05K
1.77K $102K
STAG
Stag Industrial, Inc.

Real Estate
3
+ 0.63%
$36.92 - $39.59 $111 - $119
481 $18K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.89%
$162.04 - $175.01 $162 - $175
113 $19K
HGLB
Highland Global Allocation Fund

N/A
175
+ 2.81%
$7.5 - $8.31 $1.31K - $1.45K
6.4K $48K
GTO
Invesco Actively Managed ETF T

ETFs
6
+ 0.66%
$46.24 - $47.35 $277 - $284
915 $42K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5
+ 1.44%
$49.76 - $50.02 $249 - $250
353 $17K
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
COO
Cooper Companies, Inc.

Healthcare
3
+ 300.0%
$93.6 - $388.02 $281 - $1.16K
4 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
5
+ 83.33%
$74.97 - $86.29 $375 - $431
11 $0
BYLD
Ishares Tr Yield Optimized Bd
500
+ 33.33%
N/A
2K $0
Brookfield Corp
433
+ 0.52%
N/A
83.4K $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.98%
$74.51 - $76.61 $74.5 - $76.6
103 $7K
Blackrock ETF Trust Ii
510
+ 927.27%
N/A
565 $0
AEP
American Electric Power CO Inc

Utilities
1
+ 0.89%
$75.94 - $86.1 $75.9 - $86.1
113 $9K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3
+ 0.74%
$28.84 - $29.16 $86.5 - $87.5
410 $11K
Ishares Gold Trust
88
+ 4.31%
N/A
2.13K $0
IGBH
Ishares Interest Rate Hedged L

ETFs
11
+ 1.87%
$24.05 - $24.68 $265 - $271
598 $14K
NNN
National Retail Properties, Inc.

Real Estate
1
+ 1.92%
$39.63 - $43.58 $39.6 - $43.6
53 $2K
NIO
Nio Inc.

Consumer Cyclical
100
+ 53.19%
$4.5 - $8.5 $450 - $850
288 $1K
NOC
Northrop Grumman Corp

Industrials
1
+ 33.33%
$434.55 - $481.08 $435 - $481
4 $1K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3
+ 2.7%
$92.45 - $94.34 $277 - $283
114 $10K
LMT
Lockheed Martin Corp

Industrials
1
+ 2.04%
$418.19 - $463.18 $418 - $463
50 $22K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.93%
$46.83 - $53.0 $46.8 - $53
109 $5K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.36%
$155.22 - $162.74 $155 - $163
278 $43K
OZK
Bank Ozk

Financial Services
1
+ 1.96%
$41.6 - $49.75 $41.6 - $49.8
52 $2K
IHF
Ishares Tr

ETFs
20
+ 400.0%
$53.16 - $270.62 $1.06K - $5.41K
25 $1K
IHE
Ishares Tr

ETFs
8
+ 200.0%
$66.67 - $208.65 $533 - $1.67K
12 $0
DWAC
Digital World Acquisition Corp.

Financial Services
150
+ 150.0%
$0.0 - $50.75 $0 - $7.61K
250 $0
RWO
Spdr Dow Jones Global Real Est

ETFs
4
+ 0.67%
$40.98 - $43.83 $164 - $175
599 $25K
IEF
Ishares Barclays

ETFs
3
+ 0.55%
$93.54 - $96.82 $281 - $290
553 $52K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 6.67%
$276.33 - $391.51 $553 - $783
32 $9K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 10.05%
$6.92 - $9.65 $692 - $965
1.1K $7K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
999
+ 5.06%
$68.05 - $78.23 $68K - $78.2K
20.8K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
161
+ 19.75%
$162.5 - $248.42 $26.2K - $40K
976 $171K
O
Realty Income Corp

Real Estate
210
+ 1.43%
$51.39 - $59.48 $10.8K - $12.5K
14.9K $803K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.91K
+ 323.62%
$56.98 - $284.98 $394K - $1.97M
9.04K $549K
GNL
Global Net Lease, Inc.

Real Estate
536
+ 1.53%
$7.14 - $10.0 $3.83K - $5.36K
35.6K $276K
ADBE
Adobe Inc.

Technology
1
+ 0.05%
$492.46 - $634.76 $492 - $635
1.86K $939K
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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