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Retirement Group

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

Top 5 stock holdings are BRK.B, XLG, XOM, SHY, TLT, and represent 41.31% of Retirement Group's stock portfolio.
Added to shares of these 10 stocks: XLG (+$18M), TLT, CVX, BRK.B, CGDV, SHY, XLI, SLV, VYM, RSP.
Started 36 new stock positions in LEN, NOW, CLM, EMHY, ACWX, XLY, MJ, GCI, VGSH, FTRE.
Reduced shares in these 10 stocks: XOM, XLU, PDI, SCHD, GLD, SDY, IEF, American Finance Trust Inc ltd partnership, SDOG, XLP.
Sold out of its positions in ABBNY, AVAV, American Finance Trust Inc ltd partnership, BUD, AZN, SAN, BDX, BHP, BLK, CSX.
Retirement Group was a net buyer of stock by $18M.
Retirement Group has $232M in assets under management (AUM), dropping by -3.01%.
Central Index Key (CIK): 0001740491

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Portfolio Holdings for Retirement Group

Retirement Group holds 778 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Retirement Group has 778 total positions. Only the first 250 positions are shown.

Sign up to view all of the Retirement Group Sept. 30, 2023 positions
Download the Retirement Group September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Class B Cl B New (BRK.B)	19.3	$45M		128k	350.30	View chart
Invsc S P 500 Top 50 Etf S&p 500 Top 50 (XLG)	8.4	$20M	+947%	576k	33.96	View chart
Exxon Mobil Corporation (XOM)	5.2	$12M	-15%	102k	117.58	View chart
Ishares 1-3 Year Treasrybond Etf 1 3 Yr Treas Bd (SHY)	4.3	$10M	+7%	124k	80.97	View chart
Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (TLT)	4.1	$9.5M	+13%	107k	88.69	View chart
Spdr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV)	3.9	$9.1M	+2%	141k	64.86	View chart
Spdr S&p 600 Small Cap Value Etf S&p 600 Smcp Val (SLYV)	3.7	$8.5M	+2%	117k	72.37	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	3.5	$8.2M	-11%	116k	70.76	View chart
Chevron Corporation (CVX)	2.8	$6.5M	+15%	39k	168.62	View chart
Vanguard Value Etf Value Etf (VTV)	2.2	$5.2M		38k	137.93	View chart
Caterpillar (CAT)	2.2	$5.2M		19k	273.00	View chart
Jefferies Finl Group (JEF)	2.1	$4.8M	+2%	132k	36.63	View chart
Apple (AAPL)	1.7	$4.0M		23k	171.21	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.4	$3.2M		12k	272.31	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.3	$2.9M		6.8k	429.43	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	1.1	$2.6M	+16%	6.2k	427.48	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	1.1	$2.6M	+2%	83k	31.27	View chart
NVIDIA Corporation (NVDA)	1.1	$2.6M	+14%	5.9k	435.02	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	1.0	$2.4M		15k	155.38	View chart
Schwab Us Aggregate Bondetf Us Aggregate B (SCHZ)	0.9	$2.0M		46k	44.23	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA)	0.8	$1.8M	+18%	21k	86.74	View chart
Amazon (AMZN)	0.8	$1.8M	+4%	14k	127.12	View chart
At&t (T)	0.7	$1.7M		112k	15.02	View chart
Schwab Us Tips Etf Us Tips Etf (SCHP)	0.7	$1.7M	-2%	33k	50.49	View chart
ConocoPhillips (COP)	0.7	$1.5M		13k	119.80	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.7	$1.5M	+49%	15k	103.32	View chart
Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL)	0.6	$1.5M		82k	17.69	View chart
Spdr Blackstone Senior Loan Etf Blkstn Gsosrln (SRLN)	0.5	$1.2M	-4%	28k	41.93	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.5	$1.2M		5.6k	212.40	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.5	$1.1M		8.8k	126.74	View chart
Alps O Shares U S Qlty Divid Etf Oshares Us Qualt (OUSA)	0.4	$1.0M	+4%	25k	41.93	View chart
First Trust Preferred Sec Income Etf Pfd Secs Inc Etf (FPE)	0.4	$988k	-4%	62k	15.97	View chart
Spdr Gold Shares Etf Gold Shs (GLD)	0.4	$985k	-49%	5.7k	171.45	View chart
First Trust Senior Loan Etf Senior Ln Fd (FTSL)	0.4	$982k		22k	45.74	View chart
Adobe Systems Incorporated (ADBE)	0.4	$948k		1.9k	509.90	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	0.4	$884k		20k	43.72	View chart
Blackstone Com Cl A (BX)	0.4	$864k		8.1k	107.14	View chart
Schwab Short Term Us Treasury Etf Sht Tm Us Tres (SCHO)	0.4	$854k	-7%	18k	47.89	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.4	$849k	-3%	25k	33.96	View chart
Amplify Cwp Enhanced Divinm Etf Tr Cwp Enhanced Div (DIVO)	0.4	$848k	+6%	24k	34.73	View chart
Charles Schwab Us Reit Etf Us Reit Etf (SCHH)	0.4	$825k	-2%	47k	17.75	View chart
Energy Select Sector Spdr Etf Energy (XLE)	0.4	$817k	+8%	9.0k	90.39	View chart
Brookfield Asset Manag Fclass A Cl A Ltd Vt Sh	0.3	$812k	+6%	24k	33.34	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.3	$802k		4.5k	176.74	View chart
Abrdn Blmbrg All Cm Sg K1 Fr Etf Bbrg All Comd K1 (BCI)	0.3	$777k	+2%	37k	21.11	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.3	$767k		15k	49.85	View chart
Ishares Silver Trust Etf Ishares (SLV)	0.3	$746k	+294%	37k	20.34	View chart
Schwab Intermediate Termus Trs Etf Intrm Trm Tres (SCHR)	0.3	$740k	-6%	15k	47.94	View chart
Capital Group Dividend Value Etf Shs Creation Uni (CGDV)	0.3	$711k	NEW	27k	26.47	View chart
Phillips 66 (PSX)	0.3	$698k		5.8k	120.16	View chart
Realty Income (O)	0.3	$694k		14k	49.94	View chart
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.3	$640k	+260%	4.5k	141.69	View chart
Ishares Msci Intl Value Factor Etf Msci Intl Vlu Ft (IVLU)	0.3	$614k		24k	25.36	View chart
Select Sector Industrialspdr Etf Sbi Int-inds (XLI)	0.3	$597k	+16725%	5.9k	101.38	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.2	$579k	-2%	53k	10.95	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.2	$564k	+2%	24k	23.94	View chart
Imgp Dbi Managed Futuresstrtgy Etf Imgp Dbi Managed (DBMF)	0.2	$561k	+16%	19k	28.90	View chart
Invsc Actvly Mng Optm Yddvrs Etf Iv Optimum Yield (PDBC)	0.2	$546k		37k	14.95	View chart
Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH)	0.2	$532k	-3%	2.1k	249.35	View chart
Abrdn Physical Silver Shares Etf Physcl Silvr Shs (SIVR)	0.2	$517k		24k	21.26	View chart
Invesco S And P Midcap Qualty Etf S&p Mdcp Quality (XMHQ)	0.2	$511k	+28%	6.3k	80.54	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.2	$491k	-2%	7.6k	64.46	View chart
Barings Bdc (BBDC)	0.2	$468k	+24%	53k	8.91	View chart
Microsoft Corporation (MSFT)	0.2	$452k	+6%	4.4k	103.29	View chart
Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.2	$421k	-63%	3.7k	115.02	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.2	$407k	+14%	3.1k	130.86	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	0.2	$382k	+16%	2.9k	131.85	View chart
Invesco S P Ultra Dividend Rev Etf S&p Ultra Divide (RDIV)	0.2	$362k		9.7k	37.20	View chart
Global Net Lease Incorpo Com New (GNL)	0.2	$352k	+8776%	37k	9.61	View chart
Fidelity High Dividend Etf High Divid Etf (FDVV)	0.2	$352k	+329%	9.1k	38.59	View chart
Altria (MO)	0.1	$348k		6.6k	52.95	View chart
Ishares Semiconductor Etf Iv Phlx Semicnd Etf (SOXX)	0.1	$343k		724.00	473.87	View chart
Ishares Msci Eaf Min Volfct Etf Msci Eafe Min Vl (EFAV)	0.1	$329k		5.0k	65.22	View chart
Ishares Iboxx Invt Gradebond Etf Iboxx Inv Cp Etf (LQD)	0.1	$322k	-27%	3.2k	102.02	View chart
Ishares Msci Usa Momntumfct Etf Msci Usa Mmentm (MTUM)	0.1	$321k	+2%	2.3k	139.69	View chart
Meta Platforms Inc Class A Cl A (META)	0.1	$319k	+23%	1.1k	300.21	View chart
Technology Select Sectorspdr Etf Technology (XLK)	0.1	$315k		1.9k	163.95	View chart
Wells Fargo & Company (WFC)	0.1	$307k		7.5k	40.86	View chart
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)	0.1	$303k	+184%	13k	23.98	View chart
First Trust Morningstar Div Ldrs Etf SHS (FDL)	0.1	$301k	-19%	9.0k	33.44	View chart
Spdr S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)	0.1	$300k	+340%	7.3k	41.26	View chart
Vitesse Energy Common Stock (VTS)	0.1	$288k	-4%	13k	22.89	View chart
Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL)	0.1	$278k		3.1k	88.55	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$276k		3.8k	72.73	View chart
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)	0.1	$265k	-12%	5.4k	49.53	View chart
Allianzim Us Large Cap Buff10 Etf Allianzim U S La (SIXJ)	0.1	$264k		8.5k	30.86	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	0.1	$258k		6.1k	42.20	View chart
Pacer Us Cash Cows 100 Etf Cash Cows Etf (HERD)	0.1	$234k	+13%	4.7k	49.43	View chart
Abbvie (ABBV)	0.1	$233k		1.6k	149.01	View chart
Pfizer (PFE)	0.1	$230k	+92%	6.9k	33.17	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$228k	+5%	9.6k	23.81	View chart
Ishare Robot Artif Intelmultsec Etf Robotics Artif (IRBO)	0.1	$227k	+11%	7.4k	30.54	View chart
PG&E Corporation (PCG)	0.1	$226k		14k	16.13	View chart
Alps Sector Dividend Dogs Etf Sectr Div Dogs (SDOG)	0.1	$222k	-38%	4.7k	47.03	View chart
Warner Brothers Discover Com Ser A (WBD)	0.1	$217k	-11%	20k	10.86	View chart
Glbl X Fnd Glb X Nsdq 100 Cvd Etf Iv Nasdaq 100 Cover (QYLD)	0.1	$211k	NEW	13k	16.77	View chart
Tesla Motors (TSLA)	0.1	$210k	+32%	839.00	250.34	View chart
Ingersoll Rand (IR)	0.1	$210k		6.2k	33.61	View chart
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)	0.1	$206k		2.2k	93.18	View chart
Invesco Global Ex Us Crpt Bd Etf Gbl Srt Trm Hy (PGHY)	0.1	$204k	-2%	11k	18.89	View chart
Invsc Variable Rate Preferred Etf Iv Var Rate Pfd (VRP)	0.1	$202k	+9%	9.0k	22.37	View chart
Vanguard Intrmdiat Trm Trsry Etf Inter Term Treas (VGIT)	0.1	$198k		3.5k	57.15	View chart
Costco Wholesale Corporation (COST)	0.1	$191k	+13%	337.00	565.60	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$191k		4.7k	40.55	View chart
Fs Kkr Capital Corp (FSK)	0.1	$188k	+333%	9.6k	19.69	View chart
Highland Global mf closed and mf open (HGLB)	0.1	$187k	+10%	6.2k	30.10	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB)	0.1	$183k		3.7k	49.82	View chart
Ishares Esg Aware Msci Usa Etf Xtrck Jp Mrg Esg (ESHY)	0.1	$183k	+15%	1.9k	93.90	View chart
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE)	0.1	$180k		2.0k	90.70	View chart
Sprott Physical Silver E Tr Unit (PSLV)	0.1	$178k	-4%	24k	7.58	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.1	$172k	+5%	1.6k	107.64	View chart
Spdr Bloomberg Convrtbl Secrs Etf BLMBRG BRC CNVRT (CWB)	0.1	$171k		2.5k	67.81	View chart
Global X Superdividend Us Etf Globx Supdv Us (DIV)	0.1	$166k	+40%	10k	16.20	View chart
Kinder Morgan (KMI)	0.1	$166k		10k	16.58	View chart
Invesco S&p 500 High Dividend Low Volatility Etf S&p500 Hdl Vol (SPHD)	0.1	$155k	+2%	4.0k	39.19	View chart
Spdr Fund Consumer Staples Etf Sbi Cons Stpls (XLP)	0.1	$155k	-45%	2.3k	68.81	View chart
Ishares High Yield Corporat Bond Etf 0-5yr Hi Yl Cp (SHYG)	0.1	$154k		3.7k	41.03	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$153k	+27%	2.9k	53.55	View chart
Ishrs 0-5 Year Inv Grd Crprat Etf 0-5yr Invt Gr Cp (SLQD)	0.1	$151k		3.2k	47.99	View chart
Verizon Communications (VZ)	0.1	$151k	-7%	4.7k	32.41	View chart
Pimco Dynamic Income Cf SHS (PDI)	0.1	$148k	-88%	8.6k	17.28	View chart
Advanced Micro Devices (AMD)	0.1	$148k	+6%	1.4k	102.82	View chart
Waste Management (WM)	0.1	$147k		962.00	152.44	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$147k		20k	7.37	View chart
Ishares Us Medical Devices Etf U.s. Med Dvc Etf (IHI)	0.1	$141k	+15%	2.9k	48.50	View chart
Spdr Portfolio High Yield Bnd Etf Portfli High Yld (SPHY)	0.1	$133k		6.0k	22.42	View chart
Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU)	0.1	$129k	-93%	2.2k	58.93	View chart
Amgen (AMGN)	0.1	$123k		459.00	268.76	View chart
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)	0.1	$123k		4.2k	29.32	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.1	$120k	+3%	1.6k	75.68	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.1	$119k		4.4k	26.91	View chart
Bank of America Corporation (BAC)	0.1	$118k		4.3k	27.38	View chart
Kite Realty Grp Tr Reit Com New (KRG)	0.1	$118k		5.5k	21.42	View chart
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)	0.0	$113k		855.00	131.84	View chart
Xenia Hotels & Resorts (XHR)	0.0	$112k	+6%	9.5k	11.78	View chart
Invesco Cef Income Composite Etf Cef Inm Compsi (PCEF)	0.0	$110k	-11%	6.5k	17.10	View chart
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)	0.0	$110k	NEW	1.9k	57.59	View chart
Philip Morris International (PM)	0.0	$110k		1.2k	92.58	View chart
Enterprise Products Partners (EPD)	0.0	$106k	+9%	3.9k	27.37	View chart
Schwab Fundamental Us Large Co Etf Schwab Fdt Us Lg (FNDX)	0.0	$106k		1.9k	55.97	View chart
Ishares Us Oil Gas Exl Prod Etf Int Rt Hd Long (IGBH)	0.0	$105k	+90%	1.1k	97.53	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.0	$105k		1.5k	68.42	View chart
Iron Mountain (IRM)	0.0	$102k		1.7k	59.44	View chart
Ishares Global Tech Etf Global Tech Etf (IXN)	0.0	$100k		1.7k	57.83	View chart
Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.0	$97k		1.1k	91.31	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	0.0	$96k		1.9k	50.60	View chart
Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR)	0.0	$94k	-10%	589.00	159.54	View chart
Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA)	0.0	$94k		1.0k	89.94	View chart
Analog Devices (ADI)	0.0	$93k	-29%	534.00	174.98	View chart
Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT)	0.0	$93k	+19%	1.2k	75.82	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Blomberg Brc Inv (FLRN)	0.0	$93k	-4%	3.0k	30.72	View chart
Ishares Msci Usa Min Volfctr Etf Msci Usa Min Vol (USMV)	0.0	$92k		1.3k	72.40	View chart
Pacer Industrial Real Estate Etf Bnchmrk Indstr (INDS)	0.0	$87k		2.5k	35.10	View chart
Cisco Systems (CSCO)	0.0	$86k	+11%	513.00	167.37	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.0	$84k		1.3k	64.35	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.0	$81k	-13%	529.00	153.84	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.0	$78k		375.00	208.21	View chart
Docusign Us Midcap Divid (DON)	0.0	$78k		1.8k	42.00	View chart
Activision Blizzard (ATVI)	0.0	$77k		825.00	93.63	View chart
Pacer Us Small Cap Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.0	$77k		1.9k	41.70	View chart
Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA)	0.0	$77k	-2%	1.6k	48.49	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.0	$77k		587.00	130.96	View chart
Global X Superdividend Etf Glb X Superdiv	0.0	$76k	+45%	3.4k	21.91	View chart
Spectrum Brands Holding (SPB)	0.0	$75k	-3%	955.00	78.35	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$74k	+13%	5.3k	14.03	View chart
UnitedHealth (UNH)	0.0	$74k		146.00	504.19	View chart
Wisdomtree Europe Hedgedeqty Etf Europe Hedged Eq (HEDJ)	0.0	$71k	+148%	1.8k	39.50	View chart
Occidental Petroleum Corporation (OXY)	0.0	$71k	NEW	1.1k	64.91	View chart
Ishares Global Reit Etf Global Reit Etf (REET)	0.0	$70k		3.3k	21.17	View chart
Ishares Gold Etf Ishares	0.0	$70k		2.0k	34.99	View chart
Invsc Variable Rt Invstmnt Etf Iv Var Rate Invt (VRIG)	0.0	$69k		2.8k	24.94	View chart
Invesco S&p Smallcap Lowvolatility Etf S&p Smlcp Low (XSLV)	0.0	$69k		1.7k	39.43	View chart
Ishares Core Conservative Alloc Etf Conser Alloc Etf (AOK)	0.0	$68k		2.0k	33.96	View chart
Viper Energy Partners Com Unt Rp Int (VNOM)	0.0	$66k		2.4k	27.88	View chart
Fuelcell Energy (FCEL)	0.0	$65k	+275%	1.5k	43.56	View chart
Palantir Technologies Inclass A Cl A (PLTR)	0.0	$64k		4.0k	16.00	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$62k		150.00	414.90	View chart
Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM)	0.0	$62k	-41%	915.00	67.68	View chart
Dow (DOW)	0.0	$61k		1.2k	51.56	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$59k	+277%	408.00	144.98	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$59k	-32%	7.7k	7.68	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.0	$58k		619.00	94.11	View chart
Merck & Co (MRK)	0.0	$58k	+15%	1.6k	35.58	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.0	$57k		817.00	69.82	View chart
United States 12 Month Oil Etf Unit Ben Int (USL)	0.0	$57k		1.4k	40.10	View chart
Invesco Total Return Bond Etf Total Return (GTO)	0.0	$56k		1.3k	44.62	View chart
Charles Schwab Corporation (SCHW)	0.0	$56k	-26%	1.0k	54.90	View chart
Ishares Msci Kld 400 Social Indx Etf Msci Kld400 Soc (DSI)	0.0	$55k		679.00	81.41	View chart
3M Company (MMM)	0.0	$55k	+60%	589.00	93.62	View chart
Ishares S&p Smll Cap 600grth Etf S&P SML 600 GWT (IJT)	0.0	$55k		500.00	109.68	View chart
Liberty All Star Equity Com New (USB)	0.0	$55k	+820%	9.3k	5.92	View chart
Invsc Dow Jones Indstrl Avg Div Etf Dj Indl Avg Dv (DJD)	0.0	$54k		1.3k	41.34	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$54k		4.5k	11.97	View chart
Emerson Electric (EMR)	0.0	$54k		558.00	96.57	View chart
New York Community Ban (NYCB)	0.0	$54k		4.8k	11.34	View chart
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)	0.0	$54k	+5%	1.0k	52.49	View chart
Ishares Msci Eafe Growthetf Eafe Value Etf (EFV)	0.0	$53k	+2%	605.00	86.86	View chart
Jpmorgan Ultra Short Income Etf Ultra Shrt Inc (JPST)	0.0	$52k	-5%	1.0k	50.18	View chart
Vaneck Oil Services Etf Oil Svcs Etf (OIH)	0.0	$52k	NEW	150.00	345.04	View chart
Enbridge (ENB)	0.0	$52k		1.5k	33.54	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$51k		4.0k	12.61	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.0	$50k		480.00	103.72	View chart
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)	0.0	$49k		687.00	71.33	View chart
Lennar Corp Class A Cl A (LEN)	0.0	$49k	NEW	432.00	112.23	View chart
Brit Amer Tobacco Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI)	0.0	$48k	+132%	1.5k	31.41	View chart
Home Depot (HD)	0.0	$48k	-20%	159.00	302.16	View chart
Mastercard Inc Class A Cl A (MA)	0.0	$47k	-9%	120.00	394.27	View chart
Automatic Data Processing (ADP)	0.0	$47k	+105%	197.00	240.06	View chart
Frkln Intl Lw Vlty Hg Div Indx Etf Franklin Intl Lw (LVHI)	0.0	$47k	+13%	1.7k	27.26	View chart
Vanguard Health Care Etf Health Car Etf (VHT)	0.0	$47k	-8%	200.00	235.10	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM)	0.0	$47k	+2%	1.2k	37.48	View chart
Ameren Corporation (AEE)	0.0	$46k		619.00	74.83	View chart
Nuveen Esg Small Cap Etf Nuveen Esg Smlcp (NUSC)	0.0	$46k		1.3k	34.82	View chart
Deere & Company (DE)	0.0	$45k	+93%	120.00	377.64	View chart
Amplify High Income Etf High Income (YYY)	0.0	$45k		4.1k	11.11	View chart
Ishares Core S&p Total Us Stock Mark Core S&p Ttl Stk (ITOT)	0.0	$45k		478.00	94.19	View chart
National Health Investors (NHI)	0.0	$44k		850.00	51.36	View chart
Key (KEY)	0.0	$44k		4.1k	10.76	View chart
Devon Energy Corporation (DVN)	0.0	$44k	+720%	911.00	47.70	View chart
Ishares Iboxx High Yieldbond Etf Iboxx Hi Yd Etf (HYG)	0.0	$43k	+10%	589.00	73.72	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.0	$43k	+20%	585.00	73.63	View chart
Johnson & Johnson (JNJ)	0.0	$43k	-14%	275.00	155.86	View chart
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA)	0.0	$42k		125.00	335.78	View chart
Vgrd Itc Etf Dv Int-term Corp (VCIT)	0.0	$42k		551.00	76.04	View chart
Spdr S&p Homebuilders Etf S&p Homebuild (XHB)	0.0	$42k		545.00	76.57	View chart
Capital Group Global Grwt Eqy Etf Shs Creation Uni (CGGO)	0.0	$42k		1.8k	22.92	View chart
Invsc Zacks Mid Cap Etf Zacks Mid Cap (CZA)	0.0	$42k		488.00	85.22	View chart
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.0	$41k	+326%	452.00	90.94	View chart
Spdr S&p Global Dividendetf S&p Glbdiv Etf (WDIV)	0.0	$41k		744.00	54.58	View chart
Stratgy Shars Nasdaq 7handl Indx Etf Ns 7handl Idx (HNDL)	0.0	$40k		2.1k	19.11	View chart
Select Str Financial Select Spdr Etf Sbi Int-finl (XLF)	0.0	$39k	+32%	1.2k	33.16	View chart
Cornerstone Strategic Value (CLM)	0.0	$38k	NEW	4.8k	8.05	View chart
Vanguard Total Interntl Stock Etf Iv Vg Tl Intl Stk F (VXUS)	0.0	$38k	-25%	704.00	53.51	View chart
Cardinal Health (CAH)	0.0	$37k	-6%	431.00	86.82	View chart
Invesco Financial Preferred Etf Finl Pfd Etf (PGF)	0.0	$37k	-9%	2.7k	14.06	View chart
Ishares Global Comm Services Etf Gbl Comm Svc Etf (IXP)	0.0	$37k		538.00	68.31	View chart
Fortinet (FTNT)	0.0	$36k		615.00	58.68	View chart
W.W. Grainger (GWW)	0.0	$36k		52.00	685.62	View chart
Coca-Cola Company (KO)	0.0	$36k	+15%	636.00	55.95	View chart
Pimco Active Bond Etf Active Bd Etf (BOND)	0.0	$35k		400.00	87.90	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$35k		510.00	68.92	View chart
salesforce (CRM)	0.0	$35k	-31%	172.00	202.78	View chart
Comcast Corp Class A Cl A (CMCSA)	0.0	$35k		784.00	44.34	View chart
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)	0.0	$35k		682.00	50.89	View chart
Vanguard Shrt Inf Prot Sec Index Etf Strm Infproidx (VTIP)	0.0	$33k		705.00	47.28	View chart
McDonald's Corporation (MCD)	0.0	$33k	-5%	126.00	263.44	View chart
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.0	$33k	+13%	380.00	86.90	View chart
Invsc S P Midcap Low Volatility Etf S&p Midcp Low (XMLV)	0.0	$33k		670.00	49.17	View chart
Vgrd Ltc Etf Dv Lg-term Cor Bd (VCLT)	0.0	$33k		455.00	71.62	View chart
Oneok (OKE)	0.0	$33k	+28%	513.00	63.43	View chart

Past Filings by Retirement Group

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

Retirement Group 2023 Q3 filed Nov. 6, 2023
Retirement Group 2023 Q2 filed Aug. 15, 2023
Retirement Group 2023 Q1 filed May 12, 2023
Retirement Group 2022 Q4 filed Feb. 15, 2023
Retirement Group 2022 Q3 filed Nov. 14, 2022
Retirement Group 2022 Q2 filed Aug. 4, 2022
Retirement Group 2022 Q1 filed May 6, 2022
Retirement Group 2021 Q4 filed Feb. 9, 2022
Retirement Group 2020 Q3 restated filed Nov. 16, 2021
Retirement Group 2021 Q3 filed Nov. 16, 2021
Retirement Group 2020 Q2 filed Sept. 8, 2021
Retirement Group 2020 Q3 filed Sept. 8, 2021
Retirement Group 2019 Q4 filed Aug. 30, 2021
Retirement Group 2021 Q2 filed Aug. 17, 2021
Retirement Group 2021 Q1 filed May 4, 2021
Retirement Group 2020 Q4 filed Feb. 22, 2021

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