RETIREMENT PLANNING GROUP, LLC / NY 13F Portfolio
RETIREMENT PLANNING GROUP, LLC / NY runs RETIREMENT PLANNING GROUP, LLC / NY and currently holds 108 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $183.54M. Their top holdings are JEPI, QQQ, RWL, SCHD, RECS. The top five represent 29.6% of reported portfolio weight. RETIREMENT PLANNING GROUP, LLC / NY ranks #867 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RETIREMENT PLANNING GROUP, LLC / NY initiated 15 new positions. They added to 50 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.50%.
Portfolio Value
$183.54M
Alpha Score
23.4
#867 of 1000
Holdings
108
RETIREMENT PLANNING GROUP, LLC / NY Current 13F Holdings
Reported holdings from RETIREMENT PLANNING GROUP, LLC / NY's latest SEC 13F filing, ranked by portfolio weight.
108 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JEPI J P MORGAN EXCHANGE TRADED F | 8.22% | $57.22 | $56.76 | -0.81% | Added +9.34% |
 QQQ INVESCO QQQ TR | 7.20% | $513.45 | $751.27 | +46.32% | Trimmed -2.67% |
 RWL INVESCO EXCH TRADED FD TR II | 6.01% | $105.20 | $132.36 | +25.82% | Added +9.21% |
 SCHD SCHWAB STRATEGIC TR | 4.13% | $28.40 | $33.03 | +16.29% | Added +19.71% |
 RECS COLUMBIA ETF TR I | 4.05% | $37.79 | $45.81 | +21.22% | Added +18.10% |
 QQQM INVESCO EXCH TRADED FD TR II | 3.91% | $234.38 | $309.39 | +32.00% | Added +13.70% |
 PAVE GLOBAL X FDS | 3.87% | $40.86 | $53.44 | +30.79% | Added +1.63% |
 JEPQ J P MORGAN EXCHANGE TRADED F | 3.56% | $57.86 | $61.09 | +5.58% | Added +22.77% |
 AAPL APPLE INC | 3.42% | $260.42 | $336.68 | +29.28% | Added +5.40% |
 LVHI LEGG MASON ETF INVT | 3.01% | $32.11 | $41.79 | +30.15% | Added +6.50% |
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