Retirement Guys Formula LLC Sells in Q4 2025

Retirement Guys Formula LLC

  • $209 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-433K
- 92.82%
$31.47 - $31.98 $13.6M - $13.8M
33.5K $1.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-427K
- 72.55%
$31.41 - $33.69 $13.4M - $14.4M
162K $5.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-227K
- 81.81%
$28.46 - $29.45 $6.46M - $6.68M
50.5K $1.46M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-119K
- 59.1%
$38.05 - $43.23 $4.54M - $5.16M
82.6K $3.33M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-127K
- 82.29%
$34.38 - $36.02 $4.37M - $4.58M
27.4K $974K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-57.5K
- 81.93%
$61.09 - $64.21 $3.52M - $3.69M
12.7K $802K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-70.7K
- 81.23%
$50.43 - $57.69 $3.57M - $4.08M
16.4K $876K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-21.8K
- 82.03%
$100.37 - $100.72 $2.19M - $2.2M
4.78K $480K
UNH
Unitedhealth Group Inc

Healthcare
-4.27K
- 41.46%
$320.52 - $369.92 $1.37M - $1.58M
6.03K $1.93M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-10.9K
- 77.57%
$76.92 - $92.53 $836K - $1.01M
3.14K $241K
MRK
Merck & Co., Inc.

Healthcare
-7.23K
- 69.46%
$82.49 - $92.93 $596K - $672K
3.18K $295K
COST
Costco Wholesale Corp

Consumer Defensive
-590
- 32.19%
$910.94 - $954.99 $537K - $563K
1.24K $1.13M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-17.9K
- 28.73%
$26.88 - $29.21 $482K - $524K
44.5K $1.21M
NVDA
Nvidia Corp

Technology
-2.44K
- 14.07%
$179.83 - $207.04 $438K - $504K
14.9K $2.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-740
- 7.6%
$589.5 - $635.77 $436K - $470K
9K $5.43M
GOOG
Alphabet Inc.

Communication Services
-2.76K
- 24.27%
$237.49 - $291.74 $654K - $804K
8.6K $2.46M
AMAT
Applied Materials Inc

Technology
-2.16K
- 20.66%
$209.95 - $240.89 $453K - $520K
8.29K $1.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-353
- 4.93%
$653.02 - $687.39 $231K - $243K
6.8K $4.53M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.25K
- 14.75%
$70.19 - $72.57 $158K - $163K
13K $911K
VGT
Vanguard Information Technolog

ETFs
-259
- 8.63%
$736.33 - $801.52 $191K - $208K
2.74K $2.07M
VZ
Verizon Communications Inc

Communication Services
-1.75K
- 5.34%
$38.4 - $43.83 $67.1K - $76.6K
31K $1.27M
CMI
Cummins Inc

Industrials
-745
- 15.57%
$407.98 - $484.34 $304K - $361K
4.04K $1.87M
ABT
Abbott Laboratories

Healthcare
-904
- 10.97%
$123.62 - $134.59 $112K - $122K
7.34K $954K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-9.37K
- 3.04%
$24.68 - $25.54 $231K - $239K
299K $7.53M
EOG
Eog Resources Inc

Energy
-1.09K
- 7.38%
$105.0 - $111.92 $115K - $122K
13.7K $1.51M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.32K
- 7.28%
$47.34 - $48.01 $110K - $111K
29.5K $1.4M
GIS
General Mills Inc

Consumer Defensive
-872
- 3.94%
$45.98 - $50.93 $40.1K - $44.4K
21.2K $1.01M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.72K
- 30.3%
$38.23 - $38.65 $104K - $105K
6.25K $240K
V
Visa Inc.

Financial Services
-25
- 0.46%
$325.75 - $352.42 $8.14K - $8.81K
5.38K $1.75M
SIXJ
Aim ETF Prods Tr Allianzim U S
-2.88K
- 6.41%
$33.12 - $33.74 $95.4K - $97.2K
42.1K $1.41M
DFAU
Dimensional ETF Tr

ETFs
-1.99K
- 5.03%
$44.77 - $47.01 $89.2K - $93.6K
37.6K $1.73M
XLP
Consumer Staples Sector Spdr

ETFs
-1.1K
- 3.57%
N/A
29.6K $2.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-651
- 2.7%
$66.04 - $69.67 $43K - $45.4K
23.4K $1.57M
AWK
American Water Works Company, Inc.

Utilities
-104
- 1.34%
$125.97 - $145.43 $13.1K - $15.1K
7.64K $1.01M
WM
Waste Management Inc

Industrials
-41
- 0.79%
$196.77 - $219.98 $8.07K - $9.02K
5.17K $1.08M
HSY
Hershey CO

Consumer Defensive
-66
- 0.95%
$162.31 - $195.56 $10.7K - $12.9K
6.87K $1.23M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-648
- 3.35%
$87.0 - $90.6 $56.4K - $58.7K
18.7K $1.66M
TJX
Tjx Companies Inc

Consumer Cyclical
-557
- 4.01%
$138.56 - $147.63 $77.2K - $82.2K
13.3K $1.95M
CL
Colgate Palmolive CO

Consumer Defensive
-478
- 3.76%
$74.98 - $79.86 $35.8K - $38.2K
12.2K $963K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.44K
- 3.4%
$72.17 - $75.74 $104K - $109K
40.8K $3.06M
IDCC
Inter Digital, Inc.

Communication Services
-107
- 13.7%
$337.32 - $396.54 $36.1K - $42.4K
674 $228K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-430
- 0.85%
$29.21 - $29.73 $12.6K - $12.8K
50.2K $1.47M
MKC
Mccormick & CO Inc

Consumer Defensive
-221
- 1.47%
$63.83 - $68.91 $14.1K - $15.2K
14.9K $970K
AAPL
Apple Inc.

Technology
-1.04K
- 5.46%
$245.27 - $275.25 $254K - $285K
17.9K $4.8M
EME
Emcor Group, Inc.

Industrials
-29
- 7.69%
$618.96 - $777.0 $17.9K - $22.5K
348 $215K
EVR
Evercore Inc.

Financial Services
-3
- 0.44%
$291.66 - $334.01 $875 - $1K
678 $201K
UTHR
United Therapeutics Corp

Healthcare
-112
- 18.36%
$415.34 - $466.4 $46.5K - $52.2K
498 $232K
CASY
Caseys General Stores Inc

Consumer Cyclical
-15
- 3.43%
$513.19 - $567.48 $7.7K - $8.51K
422 $227K
FIX
Comfort Systems Usa Inc

Industrials
-43
- 16.23%
$790.72 - $1010.64 $34K - $43.5K
222 $201K
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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