Retirement Planning Group New Holdings in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
1.76K
New
$104.88 - $168.89 $184K - $297K
1.76K $293K
FTA
First Tr Large Cap Value

ETFs
3.47K
New
$78.13 - $83.78 $271K - $290K
3.47K $288K
CSX
Csx Corp

Industrials
8.03K
New
$32.05 - $36.52 $257K - $293K
8.03K $285K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.77K
New
$55.81 - $60.32 $266K - $288K
4.77K $283K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.38K
New
$60.99 - $64.39 $267K - $282K
4.38K $282K
TFC
Truist Financial Corp

Financial Services
6.1K
New
$42.83 - $47.07 $261K - $287K
6.1K $278K
XLU
Utilities Sector Spdr

ETFs
3.14K
New
$81.14 - $87.32 $254K - $274K
3.14K $273K
GE
General Electric CO

Industrials
888
New
$244.75 - $305.63 $217K - $271K
888 $267K
EPD
Enterprise Products Partners L.P.

Energy
8.54K
New
$30.74 - $32.14 $262K - $274K
8.54K $266K
TMO
Thermo Fisher Scientific Inc.

Healthcare
550
New
$404.94 - $499.99 $223K - $275K
550 $266K
MLM
Martin Marietta Materials Inc

Basic Materials
417
New
$546.36 - $631.12 $228K - $263K
417 $262K
IYM
Ishares Tr

ETFs
1.75K
New
$138.95 - $150.69 $243K - $263K
1.75K $258K
ETN
Eaton Corp PLC

Industrials
673
New
$342.99 - $392.76 $231K - $264K
673 $251K
PSX
Phillips 66

Energy
1.8K
New
$118.37 - $139.46 $213K - $251K
1.8K $245K
AIT
Applied Industrial Technologies Inc

Industrials
936
New
$242.14 - $275.72 $227K - $258K
936 $244K
MMM
3 M CO

Industrials
1.57K
New
$144.41 - $160.2 $226K - $251K
1.57K $243K
FXN
First Tr Exchange Traded Fd Fi

ETFs
14.9K
New
$15.15 - $16.8 $226K - $251K
14.9K $243K
CRSP
Crispr Therapeutics Ag

Healthcare
3.72K
New
$48.51 - $68.14 $180K - $253K
3.72K $241K
CMI
Cummins Inc

Industrials
566
New
$327.85 - $426.39 $186K - $241K
566 $239K
INTC
Intel Corp

Technology
7.09K
New
$19.31 - $35.5 $137K - $252K
7.09K $237K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.93K
New
$59.29 - $62.87 $233K - $247K
3.93K $235K
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.15K
New
$41.97 - $45.5 $216K - $234K
5.15K $234K
EWC
Ishares Msci Canada ETF

ETFs
4.63K
New
$45.86 - $50.88 $212K - $235K
4.63K $233K
QRVO
Qorvo, Inc.

Technology
2.55K
New
$83.6 - $96.31 $213K - $246K
2.55K $232K
BMY
Bristol Myers Squibb CO

Healthcare
5.11K
New
$43.31 - $48.98 $221K - $250K
5.11K $230K
IAUM
I Shares Gold Trust Micro

ETFs
5.95K
New
$32.6 - $38.5 $194K - $229K
5.95K $229K
TMUS
T Mobile Us, Inc.

Communication Services
949
New
$226.02 - $259.01 $214K - $246K
949 $227K
IYK
Ishares U.S. Consumer Staples

ETFs
3.32K
New
$67.65 - $71.68 $225K - $238K
3.32K $227K
LHX
L3 Harris Technologies, Inc.

Industrials
742
New
$252.18 - $305.41 $187K - $227K
742 $226K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.37K
New
$148.97 - $165.88 $203K - $226K
1.37K $224K
WFC
Wells Fargo & Company

Financial Services
2.68K
New
$77.05 - $85.16 $206K - $228K
2.68K $224K
MPC
Marathon Petroleum Corp

Energy
1.15K
New
$158.59 - $198.69 $183K - $229K
1.15K $222K
IVE
Ishares S&P 500 Value ETF

ETFs
1.05K
New
$194.44 - $206.51 $204K - $217K
1.05K $216K
EEM
Ishares Msci Emerging Markets

ETFs
4.01K
New
$48.07 - $53.4 $193K - $214K
4.01K $214K
FLAX
Franklin Templeton ETF Tr Fran

ETFs
7.39K
New
$25.89 - $29.04 $191K - $215K
7.39K $213K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3K
New
$63.98 - $72.59 $192K - $218K
3K $213K
DHR
Danaher Corp

Healthcare
1.07K
New
$181.46 - $212.2 $194K - $227K
1.07K $211K
NKE
Nike, Inc.

Consumer Cyclical
3.02K
New
$69.24 - $79.24 $209K - $239K
3.02K $210K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.95K
New
$89.32 - $107.82 $174K - $210K
1.95K $210K
C
Citigroup Inc

Financial Services
2.05K
New
$85.57 - $103.49 $175K - $212K
2.05K $207K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.58K
New
$42.04 - $45.23 $192K - $207K
4.58K $206K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.29K
New
$60.9 - $70.75 $201K - $233K
3.29K $205K
SRE
Sempra Energy

Utilities
2.28K
New
$74.14 - $89.98 $169K - $205K
2.28K $204K
OXY
Occidental Petroleum Corp

Energy
4.26K
New
$42.54 - $48.1 $181K - $205K
4.26K $201K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
628
New
$284.45 - $324.95 $179K - $204K
628 $200K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.03K
New
N/A
3.03K $189K
F
Ford Motor CO

Consumer Cyclical
10.9K
New
$10.82 - $12.09 $118K - $132K
10.9K $130K
EXK
Endeavour Silver Corp

Basic Materials
15K
New
$4.84 - $7.92 $72.6K - $119K
15K $117K
ADV
Advantage Solutions Inc.

Communication Services
11.5K
New
$1.3 - $1.96 $15K - $22.6K
11.5K $17K
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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