Retirement Planning Group Incresed Positions in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
824
+ 3.43%
$216.09 - $242.18 $178K - $200K
24.8K $5.95M
IBM
International Business Machines Corp

Technology
2.76K
+ 75.74%
$234.77 - $292.47 $648K - $807K
6.4K $1.81M
FVD
First Tr Value Line Divid Inde

ETFs
14.4K
+ 53.3%
$44.73 - $46.86 $645K - $675K
41.4K $1.92M
SCHW
Schwab Charles Corp

Financial Services
6.9K
+ 70.54%
$91.03 - $98.69 $628K - $681K
16.7K $1.59M
HMOP
Hartford Fds Exchange Traded T

ETFs
16K
+ 32.33%
$37.94 - $39.14 $606K - $625K
65.3K $2.55M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
183
+ 0.15%
$84.28 - $89.46 $15.4K - $16.4K
119K $10.6M
FLMI
Franklin Dynamic Municipal Bon

ETFs
23.9K
+ 30.23%
$23.96 - $24.81 $573K - $594K
103K $2.55M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.6K
+ 18.69%
$49.09 - $50.58 $520K - $536K
67.3K $3.4M
CSCO
Cisco Systems, Inc.

Technology
8.36K
+ 67.86%
$66.2 - $71.79 $554K - $600K
20.7K $1.42M
KO
Coca Cola CO

Consumer Defensive
9.06K
+ 70.64%
$65.67 - $71.67 $595K - $649K
21.9K $1.45M
VOX
Vanguard Communication Service

ETFs
1.99K
+ 45.32%
$169.0 - $192.17 $335K - $381K
6.37K $1.19M
VB
Vanguard Small Cap ETF

ETFs
934
+ 8.3%
$237.58 - $259.17 $222K - $242K
12.2K $3.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
591
+ 7.48%
$459.11 - $506.91 $271K - $300K
8.49K $4.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4K
+ 4.07%
$36.04 - $38.78 $144K - $155K
102K $3.95M
ORCL
Oracle Corp

Technology
545
+ 14.77%
$218.96 - $328.33 $119K - $179K
4.23K $1.19M
VIS
Vanguard Industrial ETF

ETFs
1.19K
+ 107.47%
$281.0 - $296.29 $336K - $354K
2.31K $682K
HON
Honeywell International Inc

Industrials
1.83K
+ 191.63%
$207.7 - $240.4 $381K - $440K
2.79K $586K
CRWD
Crowd Strike Holdings, Inc.

Technology
871
+ 25.22%
$412.46 - $514.1 $359K - $448K
4.33K $2.12M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.65K
+ 21.87%
$155.79 - $172.55 $258K - $285K
9.21K $1.55M
FXR
First Trust Industrials/Produc

ETFs
4K
+ 43.76%
$75.64 - $80.06 $303K - $320K
13.1K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
853
+ 16.3%
$214.92 - $244.84 $183K - $209K
6.09K $1.47M
NFLX
Netflix Inc

Communication Services
485
+ 25.66%
$1147.87 - $1297.18 $557K - $629K
2.38K $2.85M
VCR
Vanguard Consumer Discretionar

ETFs
711
+ 77.2%
$359.61 - $401.35 $256K - $285K
1.63K $646K
VFH
Vanguard Financial ETF

ETFs
1.92K
+ 33.6%
$125.23 - $132.78 $241K - $255K
7.64K $1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
463
+ 1.07%
$67.01 - $72.84 $31K - $33.7K
43.8K $3.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
307
+ 11.62%
$420.11 - $472.68 $129K - $145K
2.95K $1.38M
YUM
Yum Brands Inc

Consumer Cyclical
1.55K
+ 90.0%
$139.5 - $153.94 $216K - $238K
3.27K $496K
AMGN
Amgen Inc

Healthcare
799
+ 29.03%
$271.18 - $309.22 $217K - $247K
3.55K $1M
IYF
Ishares Tr

ETFs
1.69K
+ 58.2%
$119.89 - $127.16 $203K - $215K
4.6K $582K
PULS
Pgim ETF Tr

ETFs
4.54K
+ 13.95%
$49.58 - $49.83 $225K - $226K
37.1K $1.85M
BAC
Bank Of America Corp

Financial Services
3.42K
+ 31.38%
$44.92 - $52.42 $153K - $179K
14.3K $738K
VHT
Vanguard Health Care ETF

ETFs
671
+ 18.07%
$239.12 - $259.95 $160K - $174K
4.38K $1.14M
IOO
Ishares Tr Global 100 ETF

ETFs
250
+ 1.76%
$107.55 - $120.01 $26.9K - $30K
14.4K $1.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 15.61%
$62.09 - $66.51 $147K - $157K
17.5K $1.14M
XLE
Energy Sector Spdr

ETFs
1.53K
+ 10.76%
$84.25 - $91.99 $129K - $141K
15.8K $1.41M
EVRG
Evergy, Inc.

Utilities
525
+ 2.35%
$67.73 - $76.02 $35.6K - $39.9K
22.9K $1.74M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.28K
+ 39.53%
$75.26 - $80.19 $171K - $183K
8.04K $641K
AAXJ
Ishares Msci All Country Asia

ETFs
1.56K
+ 30.85%
$82.05 - $91.87 $128K - $143K
6.61K $603K
VONG
Vanguard Russell 1000 Growth E

ETFs
17
+ 0.11%
$108.08 - $121.73 $1.84K - $2.07K
16K $1.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 0.36%
$393.18 - $439.39 $6.29K - $7.03K
4.43K $1.93M
AMD
Advanced Micro Devices Inc

Technology
587
+ 14.22%
$134.8 - $184.42 $79.1K - $108K
4.72K $763K
IYE
Ishares Tr

ETFs
3.21K
+ 43.21%
$44.83 - $48.91 $144K - $157K
10.6K $505K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
346
+ 1.07%
$68.24 - $73.73 $23.6K - $25.5K
32.8K $2.41M
IWV
Ishares Russell 3000 ETF

ETFs
172
+ 4.81%
$351.04 - $379.81 $60.4K - $65.3K
3.75K $1.42M
VZ
Verizon Communications Inc

Communication Services
3.32K
+ 13.37%
$40.84 - $45.06 $135K - $149K
28.1K $1.24M
APH
Amphenol Corp

Technology
237
+ 4.49%
$97.39 - $125.4 $23.1K - $29.7K
5.51K $682K
EFA
Ishares Tr Msci Eafe ETF

ETFs
588
+ 2.2%
$87.29 - $93.61 $51.3K - $55K
27.3K $2.55M
MO
Altria Group, Inc.

Consumer Defensive
249
+ 1.37%
$57.75 - $67.68 $14.4K - $16.9K
18.4K $1.22M
T
At&T Inc.

Communication Services
5.68K
+ 40.28%
$26.94 - $29.62 $153K - $168K
19.8K $558K
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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