Retirement Guys Formula LLC Purchases and Sells in Q3 2024

Retirement Guys Formula LLC

$210 Million
Q3 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHV	14.3K + 9.94%	$73.43 - $80.37 $1.05M - $1.15M	158K $12.7M
PSFF	27.7K + 4.47%	$27.17 - $28.74 $754K - $797K	648K $18.6M
SCHG	8.36K + 5.85%	$92.63 - $105.69 $775K - $884K	151K $15.8M
NVDA	10.3K + 165.98%	$98.91 - $134.91 $1.01M - $1.38M	16.4K $1.99M
AMZN	6.6K + 213.18%	$161.02 - $200.0 $1.06M - $1.32M	9.7K $1.81M
JEPI	12.9K + 8.47%	$54.98 - $59.51 $710K - $769K	165K $9.84M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMI	4.75K New	$266.63 - $326.4 $1.27M - $1.55M	4.75K $1.54M
KAPR	24K New	$30.54 - $32.65 $732K - $782K	24K $777K
JPST	14.1K New	$50.25 - $50.74 $709K - $715K	14.1K $715K
ARKK	14.9K New	$39.47 - $49.4 $587K - $735K	14.9K $707K
RSG	3.51K New	$189.34 - $208.21 $664K - $730K	3.51K $704K
CORT	5.08K New	$29.51 - $46.26 $150K - $235K	5.08K $234K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	-41.3K - 27.63%	$46.9 - $51.96 $1.94M - $2.14M	108K $5.57M
DMAY	-16K - 72.69%	$37.43 - $39.97 $600K - $641K	6.03K $240K
BCD	-14.9K - 21.01%	$30.53 - $33.02 $454K - $491K	55.9K $1.83M
UMAY	-4.39K - 37.43%	$31.24 - $33.0 $137K - $145K	7.33K $241K
MGK	-239 - 23.18%	$285.48 - $330.24 $68.2K - $78.9K	792 $254K
XLP	-587 - 1.84%	$76.04 - $76.04 $44.6K - $44.6K	31.3K $2.38M

Activity Summary All Purchases 89 New Holdings 15 Increased Positions 74 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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