Retirement Group, LLC Buys iShares 20+ Year Treasury Bond ETF, Alibaba Group Holding, PowerShares QQQ Trust Ser 1, Sells Fidelity Limited Term Bond ETF, iShares MSCI USA ESG Optimized ETF, Strategy Shares Nasdaq 7HANDL Index ETF

Investment company Retirement Group, LLC (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, Alibaba Group Holding, PowerShares QQQ Trust Ser 1, Intel Corp, Lockheed Martin Corp, sells Fidelity Limited Term Bond ETF, iShares MSCI USA ESG Optimized ETF, Strategy Shares Nasdaq 7HANDL Index ETF, Enterprise Products Partners LP, Vanguard Information Technology ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Retirement Group, LLC. As of 2021Q3, Retirement Group, LLC owns 663 stocks with a total value of $217 million. These are the details of the buys and sells.

For the details of Retirement Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/retirement+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Retirement Group, LLC
  1. Berkshire Hathaway Inc (BRK.B) - 98,835 shares, 12.41% of the total portfolio. Shares added by 2.53%
  2. Invesco S&P 500 Top 50 ETF (XLG) - 53,254 shares, 8.08% of the total portfolio. Shares added by 2.04%
  3. SPDR S&P 600 Small Cap Value ETF (SLYV) - 121,318 shares, 4.57% of the total portfolio. Shares added by 3.80%
  4. SPDR S&P 400 Mid Cap Value ETF (MDYV) - 143,782 shares, 4.38% of the total portfolio. Shares added by 3.19%
  5. Chevron Corp (CVX) - 83,558 shares, 3.90% of the total portfolio. Shares added by 16.39%
New Purchase: FedEx Corp (FDX)

Retirement Group, LLC initiated holding in FedEx Corp. The purchase prices were between $219.29 and $299.67, with an estimated average price of $271.73. The stock is now traded at around $250.770000. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,640 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Retirement Group, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $102.300000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,429 shares as of 2021-09-30.

New Purchase: iShares Core Conservative Allocation ETF (AOK)

Retirement Group, LLC initiated holding in iShares Core Conservative Allocation ETF. The purchase prices were between $39.41 and $40.29, with an estimated average price of $39.91. The stock is now traded at around $40.078000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,000 shares as of 2021-09-30.

New Purchase: iShares US & Intl High Yield Corp Bond ETF (GHYG)

Retirement Group, LLC initiated holding in iShares US & Intl High Yield Corp Bond ETF. The purchase prices were between $49.41 and $50.37, with an estimated average price of $49.89. The stock is now traded at around $49.340000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,690 shares as of 2021-09-30.

New Purchase: Cassava Sciences Inc (SAVA)

Retirement Group, LLC initiated holding in Cassava Sciences Inc. The purchase prices were between $41.79 and $135.3, with an estimated average price of $83.05. The stock is now traded at around $47.891600. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,050 shares as of 2021-09-30.

New Purchase: Northern Trust Corp (NTRS)

Retirement Group, LLC initiated holding in Northern Trust Corp. The purchase prices were between $104.51 and $121.03, with an estimated average price of $113.64. The stock is now traded at around $124.050000. The impact to a portfolio due to this purchase was 0.03%. The holding were 500 shares as of 2021-09-30.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Retirement Group, LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 5646.37%. The purchase prices were between $143.45 and $151.4, with an estimated average price of $147.93. The stock is now traded at around $144.975000. The impact to a portfolio due to this purchase was 2.63%. The holding were 40,397 shares as of 2021-09-30.

Added: Alibaba Group Holding Ltd (BABA)

Retirement Group, LLC added to a holding in Alibaba Group Holding Ltd by 5601.57%. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $163.805000. The impact to a portfolio due to this purchase was 0.73%. The holding were 10,890 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Retirement Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 29.92%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $397.385000. The impact to a portfolio due to this purchase was 0.5%. The holding were 16,612 shares as of 2021-09-30.

Added: Intel Corp (INTC)

Retirement Group, LLC added to a holding in Intel Corp by 205.68%. The purchase prices were between $52.01 and $56.87, with an estimated average price of $54.24. The stock is now traded at around $50.830000. The impact to a portfolio due to this purchase was 0.32%. The holding were 19,316 shares as of 2021-09-30.

Added: Walmart Inc (WMT)

Retirement Group, LLC added to a holding in Walmart Inc by 540.73%. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $143.200000. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,632 shares as of 2021-09-30.

Added: Lockheed Martin Corp (LMT)

Retirement Group, LLC added to a holding in Lockheed Martin Corp by 3739.22%. The purchase prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $342.600000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,958 shares as of 2021-09-30.

Sold Out: Fidelity Limited Term Bond ETF (FLTB)

Retirement Group, LLC sold out a holding in Fidelity Limited Term Bond ETF. The sale prices were between $52.16 and $52.46, with an estimated average price of $52.34.

Sold Out: iShares MSCI USA ESG Optimized ETF (ESGU)

Retirement Group, LLC sold out a holding in iShares MSCI USA ESG Optimized ETF. The sale prices were between $97.33 and $103.79, with an estimated average price of $101.04.

Sold Out: Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)

Retirement Group, LLC sold out a holding in Strategy Shares Nasdaq 7HANDL Index ETF. The sale prices were between $24.65 and $25.49, with an estimated average price of $25.15.

Sold Out: Rhythm Pharmaceuticals Inc (RYTM)

Retirement Group, LLC sold out a holding in Rhythm Pharmaceuticals Inc. The sale prices were between $11.68 and $20.72, with an estimated average price of $15.32.

Sold Out: Liberty All Star Equity Fund (USA)

Retirement Group, LLC sold out a holding in Liberty All Star Equity Fund. The sale prices were between $8.29 and $9.19, with an estimated average price of $8.72.

Sold Out: iShares MSCI EM ESG Select ETF (ESGE)

Retirement Group, LLC sold out a holding in iShares MSCI EM ESG Select ETF. The sale prices were between $40.74 and $44.79, with an estimated average price of $42.74.



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