Retirement Planning Group Incresed Positions in Q4 2024

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
3.83K
+ 30.83%
$21.22 - $23.88 $81.3K - $91.5K
16.3K $370K
CSCO
Cisco Systems, Inc.

Technology
393
+ 3.25%
$52.45 - $60.02 $20.6K - $23.6K
12.5K $739K
CAT
Caterpillar Inc

Industrials
347
+ 28.14%
$360.37 - $416.88 $125K - $145K
1.58K $573K
DIS
Walt Disney CO

Communication Services
237
+ 5.59%
$92.39 - $117.6 $21.9K - $27.9K
4.48K $498K
XOM
Exxon Mobil Corp

Energy
2.11K
+ 14.57%
$105.51 - $125.37 $222K - $264K
16.6K $1.78M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.01K
+ 31.13%
$78.43 - $87.17 $79.2K - $88K
4.25K $341K
CPRT
Copart Inc

Consumer Cyclical
845
+ 15.93%
$51.36 - $63.8 $43.4K - $53.9K
6.15K $353K
DFUS
Dimensional ETF Tr U S Equity

ETFs
31
+ 0.07%
$61.52 - $66.5 $1.91K - $2.06K
44.8K $2.86M
XLC
Select Sector Spdr Tr Communic

ETFs
325
+ 5.1%
$89.66 - $102.16 $29.1K - $33.2K
6.7K $648K
IEFA
Ishares Tr

ETFs
1.35K
+ 36.52%
$70.06 - $77.43 $94.6K - $105K
5.05K $354K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
863
+ 4.25%
$25.22 - $28.15 $21.8K - $24.3K
21.2K $567K
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 29.21%
$96.31 - $114.76 $98.4K - $117K
4.52K $449K
HD
Home Depot, Inc.

Consumer Cyclical
312
+ 7.13%
$385.02 - $431.37 $120K - $135K
4.69K $1.82M
MO
Altria Group, Inc.

Consumer Defensive
587
+ 3.64%
$49.06 - $57.74 $28.8K - $33.9K
16.7K $872K
BNOV
Innovator U.S. Equity Buffer E

ETFs
978
+ 11.17%
$38.08 - $39.98 $37.2K - $39.1K
9.73K $382K
IYF
Ishares Tr

ETFs
242
+ 8.17%
$102.7 - $119.05 $24.9K - $28.8K
3.2K $354K
AXP
American Express CO

Financial Services
32
+ 2.32%
$267.35 - $305.57 $8.56K - $9.78K
1.41K $418K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 2.9%
$442.29 - $483.08 $84K - $91.8K
6.74K $3.05M
BKR
Baker Hughes CO

Energy
35
+ 0.48%
$35.98 - $44.88 $1.26K - $1.57K
7.39K $303K
BNS
Bank Of Nova Scotia

Financial Services
881
+ 6.76%
$51.5 - $57.02 $45.4K - $50.2K
13.9K $747K
MA
Mastercard Inc

Financial Services
30
+ 4.64%
$491.3 - $536.15 $14.7K - $16.1K
677 $356K
BAC
Bank Of America Corp

Financial Services
69
+ 0.9%
$39.22 - $47.77 $2.71K - $3.3K
7.74K $340K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
874
+ 11.82%
$44.33 - $49.55 $38.7K - $43.3K
8.27K $371K
ORCL
Oracle Corp

Technology
269
+ 8.2%
$165.41 - $192.43 $44.5K - $51.8K
3.55K $591K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.02%
$33.92 - $36.6 $712 - $769
101K $3.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
44
+ 1.64%
$116.4 - $138.52 $5.12K - $6.09K
2.73K $345K
VFH
Vanguard Financial ETF

ETFs
89
+ 3.6%
$108.87 - $126.2 $9.69K - $11.2K
2.56K $302K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.2K
+ 211.83%
$27.54 - $83.04 $528K - $1.59M
28.2K $781K
XLP
Consumer Staples Sector Spdr

ETFs
392
+ 1.0%
N/A
39.6K $3.01M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
99
+ 0.84%
$49.77 - $64.58 $4.93K - $6.39K
11.9K $653K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.17K
+ 17.43%
$26.63 - $30.23 $57.9K - $65.7K
14.6K $390K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
399
+ 2.64%
$61.68 - $67.87 $24.6K - $27.1K
15.5K $965K
APH
Amphenol Corp

Technology
20
+ 0.41%
$62.07 - $75.35 $1.24K - $1.51K
4.88K $339K
KR
Kroger CO

Consumer Defensive
20
+ 0.39%
$55.21 - $63.3 $1.1K - $1.27K
5.17K $316K
PULS
Pgim ETF Tr

ETFs
545
+ 1.32%
$49.51 - $49.79 $27K - $27.1K
41.9K $2.08M
LOW
Lowes Companies Inc

Consumer Cyclical
149
+ 17.47%
$244.52 - $284.07 $36.4K - $42.3K
1K $247K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.09%
$233.76 - $261.58 $935 - $1.05K
4.58K $1.1M
TRV
Travelers Companies, Inc.

Financial Services
39
+ 4.53%
$225.97 - $266.66 $8.81K - $10.4K
900 $216K
PAUG
Innovator U.S. Equity Power Bu

ETFs
36
+ 0.18%
$37.61 - $38.92 $1.35K - $1.4K
19.7K $759K
AON
Aon PLC

Financial Services
3
+ 0.34%
$344.14 - $393.31 $1.03K - $1.18K
892 $320K
XLE
Energy Sector Spdr

ETFs
652
+ 3.05%
$83.32 - $97.27 $54.3K - $63.4K
22K $1.89M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.18K
+ 12.69%
$34.13 - $37.35 $40.1K - $43.9K
10.4K $356K
IYE
Ishares Tr

ETFs
263
+ 3.88%
$43.93 - $51.37 $11.6K - $13.5K
7.05K $321K
ALTO
Alto Ingredients, Inc.

Basic Materials
3.4K
+ 23.29%
$1.21 - $1.94 $4.11K - $6.6K
18K $28K
IWR
Ishares Russell Mid Cap ETF

ETFs
9
+ 0.11%
$87.25 - $95.52 $785 - $860
8.37K $739K
EVRG
Evergy, Inc.

Utilities
210
+ 0.87%
$59.06 - $65.0 $12.4K - $13.7K
24.4K $1.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6
+ 0.19%
$63.58 - $71.15 $381 - $427
3.11K $202K
Canadian Pacific Kansas City
46
+ 0.1%
N/A
47.3K $0
TUSI
Touchstone ETF Tr Ultra Short
188
+ 0.12%
N/A
158K $0
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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