Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024

Retirement Planning Group has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.66 Billion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $148M, Amplify ETF Tr Amplify Cwp Enh with a value of $148M, Vanguard Dividend Appreciation with a value of $136M, Schwab Strategic Tr Us Broad M with a value of $131M, and Goldman Sachs ETF Tr Activebet with a value of $122M.

Examining the 13F form we can see an increase of $79.6M in the current position value, from $1.58B to 1.66B.

Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.

Portfolio value $1.66 Billion
ETFs: $1.52 Billion
Technology: $50.4 Million
Consumer Defensive: $38.8 Million
Financial Services: $15.6 Million
Consumer Cyclical: $10.3 Million
Communication Services: $9.54 Million
Energy: $4.62 Million
Healthcare: $4.54 Million
Other: $6.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.2B
$514,000 0.03% of portfolio
5,450
Q4 2024 Reduced 14.19%
$164B
$465,000 0.03% of portfolio
3,853
Q4 2024 Reduced 0.93%
$339B
$340,000 0.02% of portfolio
7,741
Q4 2024 Added 0.9%
$83.6B
$320,000 0.02% of portfolio
892
Q4 2024 Added 0.34%
$42.4B
$303,000 0.02% of portfolio
7,392
Q4 2024 Added 0.48%
$187B
$370,000 0.02% of portfolio
16,259
Q4 2024 Added 30.83%
$38.5B
$339,000 0.02% of portfolio
4,883
Q4 2024 Added 0.41%
$22.5B
$273,000 0.02% of portfolio
1,398
Q3 2023 New
$129B
$297,000 0.02% of portfolio
3,269
Q4 2024 Reduced 1.68%
$18.5B
$362,000 0.02% of portfolio
2,231
Q2 2024 Reduced 4.04%
$11.7B
$324,000 0.02% of portfolio
1,810
Q3 2023 Added 13.76%
$13B
$353,000 0.02% of portfolio
6,151
Q4 2024 Added 15.93%
$96.5B
$409,000 0.02% of portfolio
4,980
Q4 2024 Added 0.79%
$3.93B
$326,000 0.02% of portfolio
14,509
Q3 2023 Added 13.03%
$533B
$356,000 0.02% of portfolio
677
Q4 2024 Added 4.64%
$36.2B
$401,000 0.02% of portfolio
6,302
Q4 2024 Reduced 7.43%
$178B
$385,000 0.02% of portfolio
2,512
Q4 2024 Added 79.04%
$883B
$281,000 0.02% of portfolio
364
Q4 2024 Added 5.2%
$40.7B
$317,000 0.02% of portfolio
3,754
Q4 2024 Added 0.43%
$241B
$353,000 0.02% of portfolio
3,123
Q4 2024 Reduced 0.45%
$146B
$329,000 0.02% of portfolio
12,423
Q4 2024 Added 1.7%
$70B
$209,000 0.01% of portfolio
2,727
Q4 2024 New
$445B
$206,000 0.01% of portfolio
409
Q4 2024 New
$42.4B
$202,000 0.01% of portfolio
4,097
Q4 2024 Added 1.21%
$11.1B
$232,000 0.01% of portfolio
11,822
Q4 2024 Reduced 1.87%
$0
$151,000 0.01% of portfolio
10,139
Q3 2024 New
$38.4B
$206,000 0.01% of portfolio
1,114
Q3 2024 New
$5.36B
$246,000 0.01% of portfolio
1,831
Q4 2024 Added 0.16%
$118B
$206,000 0.01% of portfolio
973
Q4 2024 New
$151B
$247,000 0.01% of portfolio
1,002
Q4 2024 Added 17.47%
$292B
$201,000 0.01% of portfolio
602
Q4 2024 New
$205B
$235,000 0.01% of portfolio
452
Q4 2024 Added 1.35%
$49.8B
$210,000 0.01% of portfolio
200
Q3 2024 New
$60.5B
$216,000 0.01% of portfolio
900
Q4 2024 Added 4.53%
$67.9B
$223,000 0.01% of portfolio
2,198
Q4 2024 Added 2.42%
$97.2B
$218,000 0.01% of portfolio
1,235
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.89%
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 61.61%
-
$0 0.0% of portfolio
-
Q1 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.12%
$109M
$28,000 0.0% of portfolio
18,000
Q4 2024 Added 23.29%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 26.09%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 48.52%
-
$0 0.0% of portfolio
-
Q4 2024 Added 98.0%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $1.66 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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