RP

RETIREMENT PLANNING GROUP, LLC / NY

13F
RETIREMENT PLANNING GROUP, LLC / NY
Last update 2025-04-22 69 Stocks (7 new)
Value $98.00 Mil Turnover 10 %
Countries:
Top Holdings: QQQ(8.98%)JEPI(8.49%)RWL(4.95%)PAVE(4.34%)JCE(4.27%)
Summary Stock Picks Current Portfolio
RETIREMENT PLANNING GROUP, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ
INVESCO QQQ Trust
18,755
8,794.4
-1.04%
8.980
-0.11%
0.000
+23.48%
+9.95%
357,470.4
 
JEPI
JPMorgan Equity Premium Income ETF
145,589
8,319.0
+17.14%
8.490
+1.24%
0.020
+8.16%
+3.80%
41,271.6
 
RWL
Invesco S&P 500 Revenue ETF
48,852
4,852.9
+8.56%
4.950
+0.39%
0.090
+11.02%
+8.22%
5,900.3
 
PAVE
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
112,611
4,248.8
+6.33%
4.340
+0.26%
0.060
+25.09%
+14.22%
9,112.5
 
JCE
Nuveen Core Equity Alpha Fund
286,697
4,182.9
-1.78%
4.270
-0.09%
1.700
+15.28%
+1.78%
260.9
Asset Management
XLF
Financial Select Sector SPDR
78,429
3,906.6
+6.54%
3.990
+0.24%
0.010
+10.84%
+9.83%
51,745.2
 
XLE
The Energy Select Sector SPDR Fund
41,133
3,843.8
+1.63%
3.920
+0.06%
0.010
+6.81%
+2.09%
27,330.9
 
PDI
PIMCO Dynamic Income Fund
191,927
3,800.2
+2.67%
3.880
+0.10%
0.050
+8.93%
+13.00%
7,231.7
Asset Management
FBND
Fidelity Total Bond ETF
82,510
3,766.6
-1.16%
3.840
-0.05%
0.020
+2.46%
+3.97%
19,373.1
 
RFDA
RiverFront Dynamic US Dividend Advantage ETF
RiverFront Dynamic US Dividend Advantage ETF
69,347
3,684.0
-1.88%
3.760
-0.08%
5.210
+17.90%
+7.74%
80.4
 

RETIREMENT PLANNING GROUP, LLC / NY's Historical Top Holdings Breakdowns

RETIREMENT PLANNING GROUP, LLC / NY's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+1.24%
●
56.17 ($58.26) 59.71
$57.15
-1.91%
Add 17.14%
145,589
21,298
QYLD
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
2025-03-31
Add
Add
+1.15%
●
16.57 ($17.94) 18.85
$16.63
-7.30%
Add 53.21%
195,404
67,867
ELV
Elevance Health Inc
2025-03-31
Reduce
Reduce
-1.09%
●
365.83 ($401.43) 436.25
$286.46
-28.64%
Reduce -75.51%
870
-2,683
SCHD
Schwab US Dividend Equity ETF
2025-03-31
New Buy
New Buy
+0.94%
●
27.01 ($27.88) 28.54
$27.28
-2.15%
New holding
33,037
33,037
RECS
Columbia Research Enhanced Core ETF
2025-03-31
Add
Add
+0.85%
●
32.64 ($34.78) 36.12
$37.84
8.81%
Add 64.65%
63,732
25,025
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Add
Add
+0.81%
●
192.82 ($209.18) 222.1
$230.89
10.38%
Add 97.31%
8,350
4,118
SPGP
Invesco S&P 500 GARP ETF
2025-03-31
Add
Add
+0.57%
●
96.88 ($105.33) 111.25
$110.34
4.76%
Add 187.83%
8,681
5,665
GEV
GE Vernova Inc
2025-03-31
Add
Add
+0.41%
●
270.13 ($348.71) 437.71
$620.10
77.83%
Add 86.31%
2,871
1,330
RWL
Invesco S&P 500 Revenue ETF
2025-03-31
Add
Add
+0.39%
●
96.9 ($101.03) 104.39
$105.17
4.10%
Add 8.56%
48,852
3,850
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
New Buy
New Buy
+0.28%
●
25.77 ($26.84) 27.6
$28.27
5.33%
New holding
10,435
10,435

RETIREMENT PLANNING GROUP, LLC / NY Total Holding History ($B)

To

RETIREMENT PLANNING GROUP, LLC / NY's Asset Allocation

To

RETIREMENT PLANNING GROUP, LLC / NY Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RETIREMENT PLANNING GROUP, LLC / NY's Hypothetical Growth since 2025-03-31

RETIREMENT PLANNING GROUP, LLC / NY's Yearly Returns

Year Portfolio % % Excess Gain %

RETIREMENT PLANNING GROUP, LLC / NY's Holdings Heat Map

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RETIREMENT PLANNING GROUP, LLC / NY's Holdings Bubble Chart

RETIREMENT PLANNING GROUP, LLC / NY News

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