Retirement Guys Formula LLC Purchases in Q4 2025

Retirement Guys Formula LLC

  • $209 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
7.89K
+ 713.2%
$835.79 - $946.29 $6.59M - $7.46M
8.99K $7.52M
KO
Coca Cola CO

Consumer Defensive
14.1K
+ 40.46%
$66.1 - $71.61 $934K - $1.01M
49.1K $3.47M
PG
Procter & Gamble CO

Consumer Defensive
6.73K
+ 205.59%
$145.5 - $153.18 $978K - $1.03M
10K $1.46M
T
At&T Inc.

Communication Services
37.9K
+ 372.57%
$24.44 - $27.55 $927K - $1.05M
48.1K $1.23M
PANW
Palo Alto Networks Inc

Technology
3.73K
+ 60.99%
$204.77 - $221.38 $765K - $827K
9.86K $2.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.5K
+ 9.5%
$50.57 - $50.77 $782K - $785K
178K $9.03M
INTU
Intuit Inc

Technology
1.01K
+ 140.5%
$641.79 - $683.39 $650K - $692K
1.73K $1.12M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.18K
+ 48.09%
$232.68 - $260.88 $507K - $569K
6.71K $1.73M
JNJ
Johnson & Johnson

Healthcare
2.08K
+ 14.58%
$185.98 - $199.58 $387K - $415K
16.3K $3.26M
ABBV
Abb Vie Inc.

Healthcare
2.4K
+ 41.63%
$211.96 - $244.38 $508K - $585K
8.15K $1.91M
ATO
Atmos Energy Corp

Utilities
3.18K
+ 105.65%
$168.85 - $179.19 $536K - $569K
6.18K $1.08M
BKR
Baker Hughes CO

Energy
11.4K
+ 47.38%
$44.47 - $49.08 $506K - $558K
35.4K $1.72M
AVGO
Broadcom Inc.

Technology
1.4K
+ 35.96%
$324.63 - $385.98 $455K - $541K
5.3K $1.82M
SO
Southern CO

Utilities
5.39K
+ 82.44%
$90.58 - $99.72 $488K - $538K
11.9K $1.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.58K
+ 11.55%
$56.33 - $59.22 $370K - $389K
63.5K $3.67M
HD
Home Depot, Inc.

Consumer Cyclical
1.44K
+ 48.6%
$358.03 - $397.02 $514K - $571K
4.39K $1.57M
GALT
Galectin Therapeutics Inc

Healthcare
18.6K
+ 11.19%
$4.18 - $6.0 $77.6K - $111K
185K $1.02M
CRS
Carpenter Technology Corp

Industrials
716
New
$238.12 - $332.01 $170K - $238K
716 $236K
VTV
Vanguard Value ETF

ETFs
1.23K
+ 15.81%
$182.87 - $189.72 $224K - $232K
8.97K $1.68M
XLE
Energy Sector Spdr

ETFs
2.43K
+ 77.33%
$85.22 - $92.02 $207K - $224K
5.58K $513K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.44K
New
$118.79 - $161.47 $171K - $232K
1.44K $229K
COF
Capital One Financial Corp

Financial Services
1.12K
New
$201.01 - $225.01 $226K - $253K
1.12K $225K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
9.45K
New
$20.31 - $23.18 $192K - $219K
9.45K $219K
BLD
Top Build Corp

Industrials
487
New
$392.8 - $453.57 $191K - $221K
487 $204K
OPCH
Option Care Health, Inc.

Healthcare
6.86K
New
$26.03 - $29.04 $178K - $199K
6.86K $194K
SLV
I Shares Silver Trust

ETFs
4.21K
New
$42.4 - $49.17 $179K - $207K
4.21K $193K
MU
Micron Technology Inc

Technology
776
New
$181.6 - $253.3 $141K - $197K
776 $191K
WHD
Cactus, Inc.

Energy
4.52K
New
$33.4 - $44.37 $151K - $201K
4.52K $188K
ABC
Amerisourcebergen Corp

Healthcare
817
+ 10.14%
N/A
8.87K $1.64M
VB
Vanguard Small Cap ETF

ETFs
671
+ 11.27%
$248.1 - $260.08 $166K - $175K
6.63K $1.66M
MGK
Vanguard Mega Cap Growth ETF

ETFs
196
+ 8.01%
$394.96 - $425.89 $77.4K - $83.5K
2.64K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.85K
+ 2.53%
$56.0 - $57.6 $104K - $107K
75.2K $4.27M
VO
Vanguard Mid Cap ETF

ETFs
584
+ 4.22%
$286.27 - $296.23 $167K - $173K
14.4K $4.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
336
+ 0.79%
$88.45 - $91.41 $29.7K - $30.7K
43K $3.89M
MCD
Mcdonalds Corp

Consumer Cyclical
211
+ 4.68%
$293.81 - $310.11 $62K - $65.4K
4.72K $1.44M
NVS
Novartis Ag

Healthcare
108
+ 1.13%
$121.8 - $132.39 $13.2K - $14.3K
9.66K $1.27M
VUG
Vanguard Growth ETF

ETFs
31
+ 0.74%
$470.44 - $504.26 $14.6K - $15.6K
4.23K $2.05M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.16K
+ 1.87%
$47.97 - $49.62 $55.5K - $57.4K
62.9K $3.08M
IBM
International Business Machines Corp

Technology
18
+ 1.17%
$275.97 - $314.98 $4.97K - $5.67K
1.55K $461K
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 14.79%
$401.99 - $468.37 $60.3K - $70.3K
1.16K $475K
FVD
First Tr Value Line Divid Inde

ETFs
910
+ 1.39%
$45.0 - $46.25 $41K - $42.1K
66.5K $3.05M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
183
+ 1.54%
$28.1 - $30.05 $5.14K - $5.5K
12.1K $361K
VTI
Vanguard Total Stock Market Et

ETFs
41
+ 2.62%
$321.8 - $337.95 $13.2K - $13.9K
1.61K $529K
SCHX
Schwab Strategic Tr Us Large C

ETFs
463
+ 2.51%
$25.85 - $27.19 $12K - $12.6K
18.9K $502K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 4.55%
$475.68 - $513.11 $12.4K - $13.3K
597 $303K
VEA
Vanguard Ftse Developed Market

ETFs
39
+ 0.44%
$59.18 - $62.09 $2.31K - $2.42K
8.99K $551K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
347
+ 2.29%
$114.27 - $121.15 $39.7K - $42K
15.5K $1.81M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
432
+ 2.23%
$23.37 - $23.7 $10.1K - $10.2K
19.8K $463K
EXEL
Exelixis, Inc.

Healthcare
42
+ 0.85%
$34.54 - $43.59 $1.45K - $1.83K
5.01K $208K
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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