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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11
+ 0.21%
$49.78 - $50.16 $548 - $552
5.25K $262K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
113
+ 0.27%
$26.44 - $27.53 $2.99K - $3.11K
41.4K $1.13M
FTGS
First Tr Exchange Traded Fd Gr
248
+ 4.08%
N/A
6.33K $0
Innovator Etfs Trust
3.85K
New
N/A
3.85K $0
Franklin Templeton Digital H
4.44K
+ 25.08%
N/A
22.1K $0
Ge Vernova Inc
1.06K
+ 66.31%
N/A
2.66K $0
Innovator Etfs Trust
5.8K
+ 9.85%
N/A
64.6K $0
PDEC
Innovator U.S. Equity Power Bu
40.1K
New
N/A
40.1K $0
FV
First Trust Dorsey Wright Focu

ETFs
599
+ 1.74%
$60.63 - $62.78 $36.3K - $37.6K
34.9K $2.12M
PEGA
Pegasystems Inc

Technology
4
+ 0.11%
$53.38 - $66.64 $214 - $267
3.69K $209K
AX
Axos Financial, Inc.

Financial Services
30
+ 1.24%
$75.7 - $85.63 $2.27K - $2.57K
2.45K $193K
MSFT
Microsoft Corp

Technology
40
+ 0.87%
$496.82 - $542.07 $19.9K - $21.7K
4.65K $2.36M
ECL
Ecolab Inc.

Basic Materials
34
+ 0.77%
$253.06 - $281.35 $8.6K - $9.57K
4.44K $1.15M
KMB
Kimberly Clark Corp

Consumer Defensive
1.02K
+ 12.2%
$100.05 - $123.23 $102K - $125K
9.35K $972K
UBER
Uber Technologies, Inc

Technology
645
+ 3.21%
$91.62 - $100.1 $59.1K - $64.6K
20.8K $1.9M
MA
Mastercard Inc

Financial Services
45
+ 1.39%
$536.85 - $580.45 $24.2K - $26.1K
3.29K $1.77M
ETN
Eaton Corp PLC

Industrials
155
+ 2.43%
$352.39 - $387.75 $54.6K - $60.1K
6.53K $2.3M
NFLX
Netflix Inc

Communication Services
19.8K
+ 949.95%
$110.29 - $1241.35 $2.18M - $24.6M
21.9K $2.41M
ZTS
Zoetis Inc.

Healthcare
785
+ 11.66%
$118.8 - $147.53 $93.3K - $116K
7.52K $893K
ADP
Automatic Data Processing Inc

Industrials
207
+ 5.99%
$250.9 - $292.94 $51.9K - $60.6K
3.66K $919K
MDLZ
Mondelez International, Inc.

Consumer Defensive
67
+ 0.39%
$55.57 - $63.17 $3.72K - $4.23K
17.2K $956K
CLX
Clorox CO

Consumer Defensive
304
+ 3.61%
$103.68 - $123.19 $31.5K - $37.4K
8.73K $905K
META
Meta Platforms, Inc.

Communication Services
95
+ 2.97%
$609.01 - $751.67 $57.9K - $71.4K
3.3K $2.01M
ORCL
Oracle Corp

Technology
96
+ 1.13%
$217.57 - $313.0 $20.9K - $30K
8.56K $1.88M
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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