Retirement Planning Group Purchases in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
361K
+ 452.89%
$507.05 - $563.67 $183M - $203M
441K $225M
FDVV
Fidelity High Dividend ETF

ETFs
1.56M
+ 595.32%
$48.86 - $52.28 $76.5M - $81.8M
1.83M $89.8M
FSMD
Fidelity Covington Tr Small Mi

ETFs
896K
+ 34.68%
$38.04 - $43.22 $34.1M - $38.7M
3.48M $135M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
367K
+ 22.97%
$44.41 - $45.98 $16.3M - $16.9M
1.96M $89.4M
COST
Costco Wholesale Corp

Consumer Defensive
14.6K
+ 43.77%
$890.62 - $1076.86 $13M - $15.7M
47.9K $45.3M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
244K
+ 11.52%
$32.66 - $36.43 $7.95M - $8.87M
2.36M $82.9M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
563K
+ 21.41%
$22.31 - $22.79 $12.6M - $12.8M
3.19M $72M
VTV
Vanguard Value ETF

ETFs
71.9K
+ 109.57%
$167.73 - $179.21 $12.1M - $12.9M
138K $23.5M
VUG
Vanguard Growth ETF

ETFs
30.1K
+ 56.17%
$369.1 - $427.61 $11.1M - $12.9M
83.6K $31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
78.5K
+ 213.46%
$73.78 - $76.59 $5.79M - $6.01M
115K $8.81M
NVDA
Nvidia Corp

Technology
30.8K
+ 213.33%
$106.98 - $149.43 $3.29M - $4.59M
45.2K $4.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
46.2K
New
$49.25 - $50.66 $2.27M - $2.34M
46.2K $2.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.7K
+ 173.09%
$64.88 - $72.1 $1.8M - $2M
43.7K $2.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.1K
+ 67.06%
$42.5 - $46.71 $1.36M - $1.5M
79.9K $3.62M
VB
Vanguard Small Cap ETF

ETFs
6.56K
+ 143.3%
$217.89 - $252.64 $1.43M - $1.66M
11.1K $2.47M
USVM
Victory Portfolios Ii Victorys

ETFs
17K
New
$76.56 - $88.03 $1.3M - $1.49M
17K $1.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38.5K
+ 15.47%
$18.36 - $20.51 $707K - $790K
288K $5.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.7K
+ 107.6%
$58.01 - $64.46 $970K - $1.08M
32.3K $2.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.6K
New
$100.34 - $100.68 $1.06M - $1.07M
10.6K $1.07M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
22.1K
+ 87.1%
$42.4 - $44.11 $937K - $975K
47.5K $2.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
894
+ 13.27%
$442.66 - $534.52 $396K - $478K
7.63K $4.01M
SBUX
Starbucks Corp

Consumer Cyclical
9.22K
+ 282.01%
$91.75 - $115.81 $846K - $1.07M
12.5K $1.22M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.74K
New
$92.71 - $107.38 $903K - $1.05M
9.74K $903K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
13.6K
New
$61.55 - $71.27 $836K - $968K
13.6K $851K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.3K
New
$49.69 - $50.76 $711K - $726K
14.3K $713K
PLTR
Palantir Technologies Inc.

Technology
5.3K
+ 24.65%
$64.98 - $124.62 $344K - $660K
26.8K $2.26M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
39.6K
+ 81.72%
$15.0 - $15.91 $594K - $631K
88.1K $1.37M
XLK
Technology Sector Spdr

ETFs
4.66K
+ 35.93%
$206.38 - $242.18 $962K - $1.13M
17.6K $3.64M
XOM
Exxon Mobil Corp

Energy
2.82K
+ 17.03%
$105.44 - $118.93 $298K - $336K
19.4K $2.31M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9K
+ 71.47%
$48.65 - $53.06 $438K - $477K
21.6K $1.12M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
17.5K
+ 82.76%
$26.51 - $28.57 $464K - $500K
38.7K $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
4.95K
+ 13.63%
$85.55 - $94.34 $423K - $467K
41.3K $3.7M
FVD
First Tr Value Line Divid Inde

ETFs
10.3K
+ 81.15%
$42.61 - $45.51 $441K - $471K
23.1K $1.02M
FLMI
Franklin Dynamic Municipal Bon

ETFs
19K
New
$24.22 - $24.86 $460K - $472K
19K $462K
HMOP
Hartford Fds Exchange Traded T

ETFs
12K
New
$38.25 - $39.12 $461K - $471K
12K $462K
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.1K
+ 25.65%
$24.91 - $29.02 $801K - $933K
157K $3.94M
AAXJ
Ishares Msci All Country Asia

ETFs
5.78K
New
$69.59 - $77.09 $402K - $446K
5.78K $428K
VFH
Vanguard Financial ETF

ETFs
3.56K
+ 138.85%
$114.07 - $127.34 $406K - $453K
6.12K $721K
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.5K
New
$23.16 - $27.04 $406K - $474K
17.5K $411K
MSFT
Microsoft Corp

Technology
3.91K
+ 16.66%
$375.39 - $447.2 $1.47M - $1.75M
27.4K $10.3M
OPER
ETF Ser Solutions Clearshares

ETFs
3.84K
+ 26.07%
$100.08 - $100.42 $384K - $385K
18.6K $1.86M
VIS
Vanguard Industrial ETF

ETFs
1.48K
New
$243.63 - $273.99 $361K - $406K
1.48K $364K
SNOW
Snowflake Inc.

Technology
2.2K
New
$146.16 - $192.78 $322K - $425K
2.2K $321K
VDE
Vanguard Energy ETF

ETFs
2.37K
New
$119.14 - $132.76 $282K - $314K
2.37K $304K
V
Visa Inc.

Financial Services
555
+ 20.23%
$306.92 - $362.71 $170K - $201K
3.3K $1.16M
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.66K
New
$48.3 - $52.85 $273K - $299K
5.66K $285K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.89K
New
$63.07 - $73.5 $245K - $286K
3.89K $276K
VTI
Vanguard Total Stock Market Et

ETFs
2.62K
+ 9.71%
$271.18 - $303.12 $709K - $793K
29.5K $8.08M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.95K
New
$68.37 - $87.97 $270K - $347K
3.95K $271K
Activity Summary
Buys All Purchases 150 New Holdings 41 Increased Positions 109 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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