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Retirement Planning Group, Llc / Ny

Latest statistics and disclosures from Retirement Planning Group, Llc / Ny's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002057004

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Positions held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Retirement Planning Group, Llc / Ny

Retirement Planning Group, Llc / Ny holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.7	$9.7M	19k	511.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	7.9	$7.2M	124k	57.69	View chart
Nuveen Core Equity Alpha Fund (JCE)	5.1	$4.6M	292k	15.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	4.9	$4.4M	45k	97.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	4.7	$4.3M	106k	40.41	View chart
Alps Etf Tr Riverfrnt Dymc (RFDA)	4.3	$4.0M	71k	55.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.1	$3.7M	84k	44.87	View chart
Select Sector Spdr Tr Financial (XLF)	3.9	$3.6M	74k	48.33	View chart
Select Sector Spdr Tr Energy (XLE)	3.8	$3.5M	41k	85.66	View chart
Pimco Dynamic Income SHS (PDI)	3.8	$3.4M	187k	18.34	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.6	$3.3M	107k	30.52	View chart
Ishares Tr High Yld Systm B (HYDB)	2.9	$2.6M	56k	47.01	View chart
Apple (AAPL)	2.6	$2.4M	9.4k	250.41	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	2.6	$2.3M	128k	18.22	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.5	$2.3M	8.5k	266.73	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	2.1	$1.9M	38k	50.71	View chart
Ge Aerospace Com New (GE)	2.0	$1.8M	11k	166.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$1.6M	8.7k	178.08	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.6	$1.5M	42k	34.75	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.5	$1.4M	25k	54.23	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.5	$1.4M	39k	35.00	View chart
Anthem (ELV)	1.4	$1.3M	3.6k	368.91	View chart
Home Depot (HD)	1.4	$1.2M	3.2k	389.05	View chart
Exxon Mobil Corporation (XOM)	1.3	$1.2M	11k	107.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$920k	1.6k	588.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$891k	4.2k	210.46	View chart
Abbvie (ABBV)	0.8	$719k	4.0k	177.72	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.7	$654k	8.4k	78.18	View chart
Ishares Msci Gbl Etf New (PICK)	0.7	$624k	18k	34.99	View chart
At&t (T)	0.6	$553k	24k	22.77	View chart
Eli Lilly & Co. (LLY)	0.6	$544k	704.00	772.16	View chart
Microsoft Corporation (MSFT)	0.6	$535k	1.3k	421.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$525k	974.00	539.03	View chart
Verizon Communications (VZ)	0.6	$511k	13k	39.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.6	$511k	11k	45.76	View chart
Ge Vernova (GEV)	0.6	$507k	1.5k	328.93	View chart
Ishares Tr Us Consm Staples (IYK)	0.5	$493k	7.5k	65.59	View chart
Johnson & Johnson (JNJ)	0.5	$484k	3.3k	144.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$479k	17k	27.87	View chart
Wal-Mart Stores (WMT)	0.5	$475k	5.3k	90.35	View chart
Bank of America Corporation (BAC)	0.5	$473k	11k	43.95	View chart
Procter & Gamble Company (PG)	0.5	$450k	2.7k	167.62	View chart
NVIDIA Corporation (NVDA)	0.4	$398k	3.0k	134.34	View chart
Abbott Laboratories (ABT)	0.4	$368k	3.2k	113.11	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$349k	12k	29.60	View chart
Merck & Co (MRK)	0.4	$343k	3.4k	99.47	View chart
Deere & Company (DE)	0.3	$318k	750.00	423.75	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$316k	3.0k	104.89	View chart
Welltower Inc Com reit (WELL)	0.3	$312k	2.5k	126.03	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$288k	5.1k	56.38	View chart
Marathon Petroleum Corp (MPC)	0.3	$285k	2.0k	139.50	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.3	$283k	7.7k	36.89	View chart
JPMorgan Chase & Co. (JPM)	0.3	$259k	1.1k	239.75	View chart
Walt Disney Company (DIS)	0.3	$259k	2.3k	111.34	View chart
Chevron Corporation (CVX)	0.3	$259k	1.8k	144.87	View chart
Pfizer (PFE)	0.3	$258k	9.7k	26.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$257k	4.5k	57.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$238k	1.9k	127.61	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$238k	2.3k	103.38	View chart
International Business Machines (IBM)	0.3	$228k	1.0k	219.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$214k	1.2k	184.85	View chart
Ishares Tr Cybersecurity (IHAK)	0.2	$213k	4.4k	48.79	View chart
McDonald's Corporation (MCD)	0.2	$208k	716.00	289.83	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$200k	3.5k	56.77	View chart
Plug Power Com New (PLUG)	0.0	$38k	18k	2.13	View chart

Past Filings by Retirement Planning Group, Llc / Ny

SEC 13F filings are viewable for Retirement Planning Group, Llc / Ny going back to 2024

Retirement Planning Group, Llc / Ny 2024 Q4 filed Feb. 19, 2025

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