Retirement Group

Latest statistics and disclosures from Retirement Group's latest quarterly 13F-HR filing:

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Positions held by Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Retirement Group

Retirement Group holds 710 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Retirement Group has 710 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Class B Cl B New (BRK.B) 17.7 $36M +32% 116k 308.90
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Invsc S P 500 Top 50 Etf S&p 500 Top 50 (XLG) 7.1 $15M +39% 52k 275.98
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Exxon Mobil Corporation (XOM) 6.4 $13M +11% 117k 110.30
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Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (TLT) 5.4 $11M +77% 110k 99.56
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Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 5.0 $10M +54% 134k 75.54
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Spdr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV) 4.3 $8.7M +24% 135k 64.72
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Spdr S&p 600 Small Cap Value Etf S&p 600 Smcp Val (SLYV) 4.1 $8.2M +25% 111k 74.22
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Ishares 1-3 Year Treasry Bond Etf 1 3 Yr Treas Bd (SHY) 3.5 $7.1M +3261% 88k 81.17
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Chevron Corporation (CVX) 2.8 $5.7M +36% 32k 179.48
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Vanguard Value Etf Value Etf (VTV) 2.6 $5.4M +137% 38k 140.38
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Caterpillar (CAT) 2.3 $4.7M -2% 20k 239.57
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Jefferies Finl Group (JEF) 1.8 $3.6M +27% 106k 34.28
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Vanguard Growth Etf Growth Etf (VUG) 1.3 $2.5M +506% 12k 213.10
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Spdr S&p 500 Etf Tr Unit (SPY) 1.3 $2.5M 6.6k 382.42
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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 1.2 $2.5M +61% 6.4k 384.21
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Vanguard Dividend Appreciation Etf Div App Etf (VIG) 1.2 $2.4M +496% 16k 151.86
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At&t (T) 1.0 $2.1M +9% 115k 18.41
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Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) 1.0 $2.1M +10% 46k 45.64
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Brookfield Corp F Class A Cl A Ltd Vt Sh (BN) 1.0 $2.0M NEW 62k 31.46
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Pimco Dynamic Income Cf SHS (PDI) 0.9 $1.9M +248% 102k 18.48
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Schwab Us Tips Etf Us Tips Etf (SCHP) 0.9 $1.8M +20% 35k 51.79
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ConocoPhillips (COP) 0.9 $1.8M +20% 15k 118.00
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Schwab Short Term Us Treasury Etf Sht Tm Us Tres (SCHO) 0.7 $1.5M +23% 31k 48.23
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Alibaba Group Hldg Ltd F Sponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA) 0.7 $1.4M +12% 16k 88.11
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Schwab Intermediate Term Us Trs Etf Intrm Trm Tres (SCHR) 0.7 $1.3M +28% 27k 49.22
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Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL) 0.6 $1.3M +10% 74k 17.47
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Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 0.6 $1.3M +26% 26k 50.02
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First Trust Preferred Sec Etf Iv Pfd Secs Inc Etf (FPE) 0.6 $1.2M +91% 73k 16.80
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Spdr Blackstone Senior Loan Etf Blkstn Gsosrln (SRLN) 0.6 $1.2M +55% 30k 40.90
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Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) 0.6 $1.2M -6% 27k 44.81
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Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.5 $1.1M +1218% 10k 108.17
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Amazon (AMZN) 0.5 $1.1M +43% 13k 83.97
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Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.5 $994k +5677% 5.2k 191.15
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First Trust Senior Loan Etf Senior Ln Fd (FTSL) 0.5 $975k +69% 22k 44.59
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Schwab International Equity Etf Intl Eqty Etf (SCHF) 0.5 $963k +30% 30k 32.20
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Apple (AAPL) 0.5 $922k +113% 7.1k 129.90
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Vanguard Energy Etf Energy Etf (VDE) 0.5 $914k +27% 7.5k 121.30
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Phillips 66 (PSX) 0.4 $891k +2% 8.6k 104.10
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Charles Schwab Us Reit Etf Us Reit Etf (SCHH) 0.4 $889k +26% 46k 19.29
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Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.4 $866k +348% 21k 41.97
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Realty Income (O) 0.4 $852k +346% 13k 63.43
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Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.4 $802k +363% 4.6k 174.42
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Invsc Actvly Mng Optm Yd Dvrs Etf Optimum Yield (PDBC) 0.4 $794k +42% 54k 14.78
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Ishares Msci Intl Value Factor Etf Msci Intl Vlu Ft (IVLU) 0.4 $789k -13% 34k 23.16
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Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.4 $781k +259% 6.2k 125.06
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Microsoft Corporation (MSFT) 0.4 $761k +114% 4.0k 190.48
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NVIDIA Corporation (NVDA) 0.4 $755k +13% 5.2k 146.15
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Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV) 0.4 $747k -34% 11k 66.00
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Blackstone Com Cl A (BX) 0.3 $685k +37% 9.2k 74.17
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Abrdn Blmbrg All Cm Sg K 1 Fr Etf Bbrg All Comd K1 (BCI) 0.3 $662k +51% 30k 22.06
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Adobe Systems Incorporated (ADBE) 0.3 $622k +23% 1.8k 336.40
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Energy Select Sector Spdr Etf Energy (XLE) 0.3 $605k +867% 6.9k 87.49
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Altria (MO) 0.3 $600k +387% 5.6k 107.14
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Ishares Msci Usa Momntum Fct Etf Msci Usa Mmentm (MTUM) 0.3 $599k +78% 4.1k 145.99
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Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.3 $563k +280% 2.3k 241.94
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Abrdn Physical Silver Shares Etf Physcl Silvr Shs (SIVR) 0.3 $563k 25k 22.98
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Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE) 0.2 $504k +16% 21k 23.66
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Brookfield Asset Manag F Class A Cl A Ltd Vt Sh 0.2 $438k -66% 15k 28.68
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Invesco S P Ultra Dividend Rev Etf S&p Ultra Divide (RDIV) 0.2 $434k +5139% 10k 43.60
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Alps O Shares U S Qlty Divid Etf Oshares Us Qualt (OUSA) 0.2 $401k NEW 9.7k 41.45
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Ishares Iboxx Invt Grade Bond Etf Iboxx Inv Cp Etf (LQD) 0.2 $337k +1716% 3.2k 105.41
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Ishares Msci Eaf Min Vol Fct Etf Msci Eafe Min Vl (EFAV) 0.2 $332k +5122% 5.2k 63.58
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The Necessity Retail Rei Class A Com Class A (RTL) 0.2 $322k +3215% 54k 5.92
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Invesco S&p Midcap Quality Etf S&p Mdcp Quality (XMHQ) 0.1 $287k +67% 4.2k 68.97
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Ishrs 0-5 Year Inv Grd Crprat Etf 0-5yr Invt Gr Cp (SLQD) 0.1 $284k +418% 5.9k 47.81
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Alps Sector Dividend Dogs Etf Sectr Div Dogs (SDOG) 0.1 $283k NEW 5.5k 51.45
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Abbvie (ABBV) 0.1 $257k +332% 1.6k 161.84
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Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB) 0.1 $256k +37% 5.1k 49.79
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Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB) 0.1 $247k +101% 8.4k 29.39
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Warner Brothers Discover Com Ser A (WBD) 0.1 $242k +51% 26k 9.46
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Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL) 0.1 $233k -31% 2.6k 89.93
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Ishares Select Dividend Etf Select Divid Etf (DVY) 0.1 $232k +60% 1.9k 120.83
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Invsc Glbl Shrt Trm Hgh Yld Bnd Etf Gbl Srt Trm Hy (PGHY) 0.1 $222k NEW 12k 19.22
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Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.1 $221k +34% 2.5k 88.58
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.1 $221k +140% 2.5k 88.19
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Vanguard Total World Stock Etf Tt Wrld St Etf (VT) 0.1 $217k +908% 2.5k 86.11
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Inventrust Pptys Corp Com New (IVT) 0.1 $215k +2226% 9.1k 23.63
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Technology Select Sector Spdr Etf Technology (XLK) 0.1 $208k +8% 1.7k 124.48
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Ishares Silver Trust Etf Ishares (SLV) 0.1 $205k +8% 9.3k 22.04
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Sprott Physical Silver E Tr Unit (PSLV) 0.1 $202k 25k 8.25
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Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG) 0.1 $201k +74% 3.6k 55.54
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Analog Devices (ADI) 0.1 $199k 1.2k 164.33
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Invesco Variable Rate Preferred Etf Var Rate Pfd (VRP) 0.1 $196k +8% 8.8k 22.35
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Pacer Us Cash Cows 100 Etf Cash Cows Etf (HERD) 0.1 $193k NEW 4.2k 46.21
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Barings Bdc (BBDC) 0.1 $191k +46% 24k 8.13
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Alerian Mlp Etf Alerian Mlp (AMLP) 0.1 $189k +114% 5.0k 38.07
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Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.1 $188k -65% 2.1k 90.95
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Waste Management (WM) 0.1 $185k NEW 1.2k 156.51
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Wheaton Precious Metals Corp (WPM) 0.1 $184k 4.7k 39.15
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Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.1 $182k +15% 1.9k 96.81
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Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.1 $175k +58% 1.9k 94.54
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Spdr Bloomberg Convrtbl Secrs Etf Iv BLMBRG BRC CNVRT (CWB) 0.1 $173k +52% 2.7k 64.29
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Pfizer (PFE) 0.1 $172k -76% 3.4k 51.11
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Invesco S&p 500 High Dividend Low Volatility Etf S&p500 Hdl Vol (SPHD) 0.1 $169k +459% 3.9k 43.74
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Verizon Communications (VZ) 0.1 $169k +176% 4.3k 39.51
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Select Sector Uti Select Spdr Etf Sbi Int-utils (XLU) 0.1 $158k +293% 2.2k 70.41
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $150k NEW 20k 7.54
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Amplify Cwp Enhanced Div Inm Etf Tr Cwp Enhanced Div (DIVO) 0.1 $148k NEW 4.1k 35.88
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Ishares Esg Aware Msci Usa Etf Iv Xtrck Jp Mrg Esg (ESHY) 0.1 $146k +151% 1.7k 84.64
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Allianzim Us Large Cap Buff10 Etf Allianzim U S La (SIXJ) 0.1 $140k NEW 5.1k 27.71
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Northrop Grumman Corporation (NOC) 0.1 $139k NEW 254.00 547.24
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Invesco Cef Income Composite Etf Cef Inm Compsi (PCEF) 0.1 $138k +40% 7.6k 18.07
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Bank of America Corporation (BAC) 0.1 $138k +161% 4.2k 33.09
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Ishares Us Medical Devices Etf U.s. Med Dvc Etf (IHI) 0.1 $135k +16% 2.6k 52.43
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Spdr Fund Consumer Staples Etf Sbi Cons Stpls (XLP) 0.1 $134k +138% 1.8k 74.53
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Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY) 0.1 $133k NEW 6.0k 22.35
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Ishares High Yield Corporat Bond Etf 0-5yr Hi Yl Cp (SHYG) 0.1 $129k +538% 3.2k 40.73
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Vaneck Gold Miners Etf Gold Miners Etf (GDX) 0.1 $127k 4.4k 28.64
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Philip Morris International (PM) 0.1 $122k +620% 1.2k 101.41
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $121k +155% 1.5k 82.31
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Xenia Hotels & Resorts (XHR) 0.1 $118k +1735% 9.0k 13.18
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Spdr Gold Shares Etf Gold Shs (GLD) 0.1 $116k 682.00 170.09
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Amgen (AMGN) 0.1 $116k +975% 441.00 263.04
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Kite Realty Grp Tr Reit Com New (KRG) 0.1 $116k +237% 5.5k 21.13
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Spdr Bloomberg Int Grd Flt Rt Etf Blomberg Brc Inv (FLRN) 0.1 $112k +186% 3.7k 30.50
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Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM) 0.1 $109k +22% 1.7k 65.54
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Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR) 0.1 $107k -26% 674.00 158.75
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Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL) 0.1 $105k -14% 920.00 114.13
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Academy Sports & Outdoor (ASO) 0.1 $103k NEW 2.0k 52.66
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Ishares Msci Usa Min Vol Fctr Etf Msci Usa Min Vol (USMV) 0.1 $103k +72% 1.4k 72.43
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Meta Platforms Inc Class A Cl A (META) 0.0 $100k -9% 830.00 120.48
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Invsc Sp 500 Eql Wght Cnsmr Stpl Etf S&p500 Eql Wgt (RSP) 0.0 $99k +683% 580.00 170.00
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Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA) 0.0 $98k +15% 1.2k 82.63
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Global X Superdividend Us Etf Globx Supdv Us (DIV) 0.0 $96k NEW 5.1k 18.82
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Pacer Industrial Real Estate Etf Bnchmrk Indstr (INDS) 0.0 $93k NEW 2.5k 36.88
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Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Ssga Us Lrg Etf (LGLV) 0.0 $93k +18% 686.00 135.57
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Invesco S&p Smallcap Low Volatility Etf S&p Smlcp Low (XSLV) 0.0 $92k +93% 2.1k 44.88
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Invesco Total Return Bond Etf Total Return (GTO) 0.0 $91k +33% 2.0k 46.43
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Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.0 $90k -54% 619.00 145.40
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Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP) 0.0 $89k +3976% 1.1k 83.96
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Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.0 $88k +206% 1.5k 58.39
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Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) 0.0 $85k +169% 1.9k 44.93
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Eaton Vance Risk Managed Diversified (ETJ) 0.0 $85k +60% 11k 7.48
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Iron Mountain (IRM) 0.0 $84k +2% 1.7k 49.91
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Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA) 0.0 $83k -78% 1.8k 46.97
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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $83k +1384% 1.4k 61.44
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Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE) 0.0 $79k NEW 587.00 134.58
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UnitedHealth (UNH) 0.0 $77k 146.00 527.40
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Ishares Global Tech Etf Global Tech Etf (IXN) 0.0 $77k +56% 1.7k 44.61
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Aam S&p 500 High Dividend Value Etf Aam S&p 500 (SPDV) 0.0 $76k NEW 2.6k 29.23
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Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.0 $76k +48% 373.00 203.75
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Invsc Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.0 $76k 1.5k 49.58
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Ishares Global Reit Etf Global Reit Etf (REET) 0.0 $75k NEW 3.3k 22.63
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Invsc S P Midcap Low Volatility Etf S&p Midcp Low (XMLV) 0.0 $75k +29% 1.4k 53.46
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Viper Energy Partners Com Unt Rp Int (VNOM) 0.0 $75k -28% 2.4k 31.67
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Costco Wholesale Corporation (COST) 0.0 $75k +25% 164.00 457.32
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Ishares Semiconductor Etf Iv Phlx Semicnd Etf (SOXX) 0.0 $75k +127% 216.00 347.22
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Advanced Micro Devices (AMD) 0.0 $74k 1.1k 64.40
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Pimco Active Bond Etf Active Bd Etf (BOND) 0.0 $72k +100% 800.00 90.00
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Enterprise Products Partners (EPD) 0.0 $72k 3.0k 23.99
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Kinder Morgan (KMI) 0.0 $72k +3% 4.0k 18.05
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Key (KEY) 0.0 $71k NEW 4.1k 17.53
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Spdr S&p Global Dividend Etf S&p Glbdiv Etf (WDIV) 0.0 $71k -6% 1.2k 59.02
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Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) 0.0 $67k +12% 1.0k 65.37
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Ishares Core Conservative Allocation Conser Alloc Etf (AOK) 0.0 $67k NEW 2.0k 33.50
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Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.0 $67k +96% 191.00 350.79
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Invsc Variable Rt Invstmnt Etf Iv Var Rate Invt (VRIG) 0.0 $67k +109% 2.7k 24.69
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Pacer Us Small Cap Cash Cows 100 Etf Us Cash Cows 100 (COWZ) 0.0 $67k +340% 1.9k 36.22
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $67k 5.4k 12.32
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Cisco Systems (CSCO) 0.0 $63k +301% 631.00 100.00
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Johnson & Johnson (JNJ) 0.0 $63k 358.00 175.98
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Dow (DOW) 0.0 $60k +479% 1.2k 50.51
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Enbridge (ENB) 0.0 $60k 1.5k 39.09
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Ishares Msci Eafe Growth Etf Eafe Value Etf (EFV) 0.0 $60k +17% 683.00 87.72
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Global X Superdividend Etf Glb X Superdiv 0.0 $57k NEW 2.4k 24.10
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Tesla Motors (TSLA) 0.0 $57k +63% 461.00 123.64
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Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $57k +5% 791.00 72.06
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Invesco Dow Jones Industrial Average Dividend Etf Dj Indl Avg Dv (DJD) 0.0 $56k NEW 1.3k 43.85
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Fidelity High Dividend Etf High Divid Etf (FDVV) 0.0 $56k 1.5k 37.33
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Ameren Corporation (AEE) 0.0 $55k NEW 624.00 88.14
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Emerson Electric (EMR) 0.0 $54k NEW 558.00 96.77
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Ishares S&p Smll Cap 600 Grth Etf S&P SML 600 GWT (IJT) 0.0 $54k NEW 500.00 108.00
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Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $53k 4.0k 13.21
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Liberty All Star Equity Com New (USB) 0.0 $53k +5041% 9.3k 5.70
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Invesco Financial Preferred Etf Finl Pfd Etf (PGF) 0.0 $50k 3.5k 14.31
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Vanguard Health Care Etf Health Car Etf (VHT) 0.0 $50k NEW 200.00 250.00
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Vaneck Preferred Securt Ex Fncl Etf Pfd Secs Ex Finl (PFXF) 0.0 $50k +58% 3.0k 16.73
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Fidelity Limited Term Bond Etf Msci Matls Index (FMAT) 0.0 $49k 1.0k 47.57
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Ishares Msci Kld 400 Social Indx Etf Msci Kld400 Soc (DSI) 0.0 $49k +654% 679.00 72.16
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Vanguard Total International Stock E Vg Tl Intl Stk F (VXUS) 0.0 $48k 926.00 51.84
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Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI) 0.0 $48k +104% 687.00 69.87
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Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $48k 150.00 320.00
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Fuelcell Energy (FCEL) 0.0 $47k -25% 1.0k 45.17
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Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) 0.0 $47k +38% 729.00 64.47
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Amplify High Income Etf High Income (YYY) 0.0 $47k NEW 4.1k 11.53
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Pinnacle West Capital Corporation (PNW) 0.0 $46k +200% 600.00 76.67
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Oneok (OKE) 0.0 $46k +133% 700.00 65.71
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Home Depot (HD) 0.0 $46k -71% 147.00 312.93
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Nuveen Esg Small Cap Etf Nuveen Esg Smlcp (NUSC) 0.0 $45k +356% 1.3k 33.91
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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI) 0.0 $44k +232% 802.00 54.86
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Ishares Gold Etf Ishares 0.0 $44k +128% 1.3k 34.24
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Invsc Zacks Mid Cap Etf Zacks Mid Cap (CZA) 0.0 $43k -3% 488.00 88.11
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Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM) 0.0 $43k +62% 1.2k 35.36
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Mastercard Inc Class A Cl A (MA) 0.0 $42k NEW 120.00 350.00
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Vanguard Intermediate Term Cor Etf Int-term Corp (VCIT) 0.0 $42k +12% 541.00 77.63
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $41k 3.5k 11.88
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Ishares Total Us Stock Market Etf Core S&p Ttl Stk (ITOT) 0.0 $41k +291% 478.00 85.77
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Stratgy Shars Nasdaq 7handl Indx Etf Ns 7handl Idx (HNDL) 0.0 $41k +59% 2.1k 19.76
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New York Community Ban (NYCB) 0.0 $40k NEW 4.7k 8.54
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NetApp (NTAP) 0.0 $40k +15% 660.00 60.61
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Nextera Energy (NEE) 0.0 $40k 479.00 83.51
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Ishares Iboxx High Yield Bond Etf Iboxx Hi Yd Etf (HYG) 0.0 $39k +926% 534.00 73.03
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Fs Kkr Capital Corp (FSK) 0.0 $39k NEW 2.2k 17.72
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McDonald's Corporation (MCD) 0.0 $37k NEW 140.00 264.29
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Blackrock Science Techno SHS (BST) 0.0 $35k NEW 1.2k 28.52
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Coca-Cola Company (KO) 0.0 $35k +51% 550.00 63.64
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Cardinal Health (CAH) 0.0 $35k +1539% 459.00 76.25
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Spdr S&p Homebuilders Etf S&p Homebuild (XHB) 0.0 $35k +35% 573.00 61.08
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Ishares Global Comm Services Etf Gbl Comm Svc Etf (IXP) 0.0 $35k NEW 642.00 54.52
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Vanguard Long Term Cor Bd Etf Lg-term Cor Bd (VCLT) 0.0 $34k NEW 455.00 74.73
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Invesco Senior Loan Etf Sr Ln Etf (BKLN) 0.0 $34k 1.7k 20.58
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Vanguard Short Inflation Prot Etf Iv Strm Infproidx (VTIP) 0.0 $33k +69% 705.00 46.81
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Indexiq Merger Arbitrage Etf Iq Mrgr Arb Etf (MNA) 0.0 $32k NEW 1.0k 32.00
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Ford Motor Company (F) 0.0 $31k +82% 2.7k 11.52
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Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) 0.0 $31k +49% 766.00 40.47
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Las Vegas Sands (LVS) 0.0 $31k NEW 655.00 47.33
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Select Str Financial Select Spdr Etf Sbi Int-finl (XLF) 0.0 $30k +122% 878.00 34.17
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Sprott Physical Gold Etv Unit (PHYS) 0.0 $30k 2.1k 14.02
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Ishares Global Energy Etf Iv Global Energ Etf (IXC) 0.0 $30k NEW 775.00 38.71
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Fortinet (FTNT) 0.0 $30k NEW 615.00 48.78
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Procter & Gamble Company (PG) 0.0 $30k +50% 200.00 150.00
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Gilead Sciences (GILD) 0.0 $30k +3% 345.00 86.96
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Ocugen Oshs Gbl Inter 0.0 $29k NEW 23k 1.28
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Vanguard Mortgage Backed Sec Etf Mortg-back Sec (VMBS) 0.0 $28k +792% 625.00 44.80
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W.W. Grainger (GWW) 0.0 $28k +2450% 51.00 549.02
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Spdr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG) 0.0 $27k NEW 535.00 50.47
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Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG) 0.0 $27k +52% 581.00 46.47
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Spdr S&p 600 Small Cap Growth Etf S&P 600 SMCP GRW (SLYG) 0.0 $27k NEW 376.00 71.81
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Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.0 $27k 249.00 108.43
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Southern Company (SO) 0.0 $27k +130% 184.00 145.63
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Consolidated Edison (ED) 0.0 $26k +74% 271.00 95.94
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Select Sector Health Care Spdr Etf Sbi Healthcare (XLV) 0.0 $26k NEW 192.00 135.42
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Ishrs Us And Intl High Yield Bd Etf Us Intl Hgh Yld (GHYG) 0.0 $26k NEW 640.00 40.62
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Wisdomtree Us Qlt Div Grw Etf Us Qtly Div Grt (DGRW) 0.0 $26k 435.00 59.77
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Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.0 $26k NEW 662.00 39.27
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Jpmorgan Ultra Short Income Etf Ultra Shrt Inc (JPST) 0.0 $26k 519.00 50.10
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Xtrackers Msci Al Cha Eqy Etf Xtrack Msci Chna (CN) 0.0 $26k NEW 918.00 28.32
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Mondelez Intl Class A Cl A (MDLZ) 0.0 $25k NEW 378.00 66.14
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Wal-Mart Stores (WMT) 0.0 $25k +47% 174.00 143.68
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Target Corporation (TGT) 0.0 $25k +6% 170.00 147.06
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Merck & Co (MRK) 0.0 $25k +80% 735.00 33.74
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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.0 $24k +1130% 160.00 150.00
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Spectrum Brands Holding (SPB) 0.0 $24k +64% 400.00 60.00
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Ishares Msci Usa Size Factor Etf Msci Usa Sze Ft (SIZE) 0.0 $24k NEW 210.00 114.29
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salesforce (CRM) 0.0 $24k +628% 182.00 131.87
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Comcast Corp New Class A Cl A (CMCSA) 0.0 $24k +183% 680.00 35.29
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Wisdomtree Yld Enhn U S Shrt Trm Etf Yield Enhanced (SHAG) 0.0 $24k 518.00 46.33
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Vaneck Rare Earth Str Mtl Etf Rare Earth/strtg (REMX) 0.0 $23k NEW 300.00 76.67
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Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) 0.0 $23k +103% 167.00 137.72
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Spdr Dow Jone Global Real Estate Etf Dj Glb Rl Es Etf (RWO) 0.0 $23k 573.00 40.14
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Past Filings by Retirement Group

SEC 13F filings are viewable for Retirement Group going back to 2020