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Adams Express Company shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2026-06-30 $519k 20k 25.55

More positions owned by Retirement Planning Group, Llc / Ny

J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Nasdaq 100 Cover (QYLD)
Ge Aerospace Com New (GE)
Nuveen Core Equity Alpha Fund (JCE)
Alps Etf Tr Dynam Us Etf (RFDA)
Select Sector Spdr Tr St Str Energ Etf (XLE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding Adams Express Company

Lazard Asset Management
Raymond James Financial
Morgan Stanley
Bensler
Cohen & Steers Capital Management
LPL Financial
Royal Bank of Canada
Blue Bell Private Wealth Management
Stifel Financial
Advisors Asset Management
Waterfront Wealth
Arq Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Wealth Enhancement Advisory Services

View all funds holding Adams Express Company