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The Analysis of Prepared Retirement Institute LLC's Holdings & P&L

Currently, Prepared Retirement Institute LLC holds 79 types of securities in its portfolio with a total value $201.5K. In the most recent quarter, they have decreased their positions in VIG (-113.2K shares, valued at $N/A), SCHD (-584.1K shares, valued at $N/A), FELG (-374.8K shares, valued at $N/A); initiated new positions in MSTR (+N/A shares, valued at $2.2K), CVX (+N/A shares, valued at $342), VZ (+N/A shares, valued at $233); completely sold out of VIG (previously valued at $24.9M), SCHD (previously valued at $16.0M), FELG (previously valued at $15.6M).

1M P&L

+N/A+0.00%

3M P&L

+N/A+0.00%

HY P&L

+N/A+0.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A174.9K

91.3%

2Software - Infrastructure2.6K

1.4%

3Software - Application2.2K

1.2%

Top Industries by Stock Count

1N/A46 stocks

65.7%

2Drug Manufacturers - General2 stocks

2.9%

3Oil & Gas Integrated2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDSN/A sharesSold all2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TRN/A sharesSold all2026-03-312026-04-30

FELG FIDELITY COVINGTON TRUSTN/A sharesSold all2026-03-312026-04-30

IHDG WISDOMTREE TRN/A sharesSold all2026-03-312026-04-30

CMBS ISHARES TRN/A sharesSold all2026-03-312026-04-30

VTI VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDSN/A sharesSold all2026-03-312026-04-30

SPYG SPDR SERIES TRUSTN/A sharesSold all2026-03-312026-04-30

Sponsored

BND VANGUARD BD INDEX FDSN/A sharesSold all2026-03-312026-04-30

VB VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

FALN ISHARES TRN/A sharesSold all2026-03-312026-04-30

DIVI FRANKLIN TEMPLETON ETF TRN/A sharesSold all2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

SHY ISHARES TRN/A sharesSold all2026-03-312026-04-30

DIVB ISHARES TRN/A sharesSold all2026-03-312026-04-30

MSFT MICROSOFT CORPN/A sharesSold all2026-03-312026-04-30

Sponsored

IAGG ISHARES TRN/A sharesSold all2026-03-312026-04-30

MSTR STRATEGY INCN/A sharesnew addition2026-03-312026-04-30

SPC TRUST FOR PROFESSIONAL MANAGN/A sharesSold all2026-03-312026-04-30

ITA ISHARES TRN/A sharesSold all2026-03-312026-04-30

PFFD GLOBAL X FDSN/A sharesSold all2026-03-312026-04-30

VUG VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

UDIV FRANKLIN TEMPLETON ETF TRN/A sharesSold all2026-03-312026-04-30

AAPL APPLE INCN/A sharesSold all2026-03-312026-04-30

Sponsored

SVAL ISHARES TRN/A sharesSold all2026-03-312026-04-30

ABBV ABBVIE INCN/A sharesSold all2026-03-312026-04-30

DVY ISHARES TRN/A sharesSold all2026-03-312026-04-30

XOM EXXON MOBIL CORPN/A sharesSold all2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLCN/A sharesSold all2026-03-312026-04-30

NVDA NVIDIA CORPORATIONN/A sharesSold all2026-03-312026-04-30

MERCK & CO INC MERCK & CO INCN/A sharesSold all2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF TN/A sharesSold all2026-03-312026-04-30

Sponsored

IVV ISHARES TRN/A sharesSold all2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FDN/A sharesSold all2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDSN/A sharesSold all2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD TN/A sharesSold all2026-03-312026-04-30

XLF SELECT SECTOR SPDR TRN/A sharesSold all2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FDN/A sharesSold all2026-03-312026-04-30

JNJ JOHNSON & JOHNSONN/A sharesSold all2026-03-312026-04-30

DGRO ISHARES TRN/A sharesSold all2026-03-312026-04-30

Sponsored

ALL ALLSTATE CORPN/A sharesSold all2026-03-312026-04-30

GLD SPDR GOLD TRN/A sharesSold all2026-03-312026-04-30

VXUS VANGUARD STAR FDSN/A sharesSold all2026-03-312026-04-30

CGBL CAPITAL GROUP CORE BALANCEDN/A sharesSold all2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TRN/A sharesSold all2026-03-312026-04-30

SLV ISHARES SILVER TRN/A sharesSold all2026-03-312026-04-30

VGK VANGUARD INTL EQUITY INDEX FN/A sharesSold all2026-03-312026-04-30

COWZ PACER FDS TRN/A sharesSold all2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INCN/A sharesSold all2026-03-312026-04-30

ABT ABBOTT LABORATORIESN/A sharesSold all2026-03-312026-04-30

JPM JPMORGAN CHASE & CON/A sharesSold all2026-03-312026-04-30

TSLA TESLA INCN/A sharesSold all2026-03-312026-04-30

META META PLATFORMS INCN/A sharesSold all2026-03-312026-04-30

ALPS ETF TR ALPS ETF TRN/A sharesSold all2026-03-312026-04-30

FVAL FIDELITY COVINGTON TRUSTN/A sharesSold all2026-03-312026-04-30

DES WISDOMTREE TRN/A sharesSold all2026-03-312026-04-30

Sponsored

VO VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

AMZN AMAZON COM INCN/A sharesSold all2026-03-312026-04-30

ALPHABET INC ALPHABET INCN/A sharesSold all2026-03-312026-04-30

CVX CHEVRON CORPORATIONN/A sharesnew addition2026-03-312026-04-30

IDV ISHARES TRN/A sharesSold all2026-03-312026-04-30

VUSB VANGUARD BD INDEX FDSN/A sharesSold all2026-03-312026-04-30

MS MORGAN STANLEYN/A sharesSold all2026-03-312026-04-30

COF CAPITAL ONE FINL CORPN/A sharesSold all2026-03-312026-04-30

Sponsored

PPL PPL CORPN/A sharesSold all2026-03-312026-04-30

CAH CARDINAL HEALTH INCN/A sharesSold all2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DELN/A sharesSold all2026-03-312026-04-30

WMT WALMART INCN/A sharesSold all2026-03-312026-04-30

VXF VANGUARD INDEX FDSN/A sharesSold all2026-03-312026-04-30

LDOS LEIDOS HOLDINGS INCN/A sharesSold all2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORPN/A sharesSold all2026-03-312026-04-30

MCD MCDONALDS CORPN/A sharesSold all2026-03-312026-04-30

Sponsored

SCHG SCHWAB STRATEGIC TRN/A sharesSold all2026-03-312026-04-30

DGRW WISDOMTREE TRN/A sharesSold all2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORPN/A sharesSold all2026-03-312026-04-30

FDHY FIDELITY COVINGTON TRUSTN/A sharesSold all2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INCN/A sharesnew addition2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHSN/A sharesSold all2026-03-312026-04-30

FLOT ISHARES TRN/A sharesSold all2026-03-312026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

FELG

FIDELITY COVINGTON TRUST

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

IHDG

WISDOMTREE TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

CMBS

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

FALN

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

DIVI

FRANKLIN TEMPLETON ETF TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SHY

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

DIVB

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

IAGG

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

MSTR

STRATEGY INC

New

SharesN/A

Event2026-03-31

Filed2026-04-30

SPC

TRUST FOR PROFESSIONAL MANAG

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

ITA

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

PFFD

GLOBAL X FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

UDIV

FRANKLIN TEMPLETON ETF TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SVAL

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

TE CONNECTIVITY PLC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

RDVY

FIRST TR EXCHANGE TRADED FD

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SCOTTSDALE FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

CIBR

FIRST TR EXCHANGE-TRADED FD

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

ALL

ALLSTATE CORP

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

CGBL

CAPITAL GROUP CORE BALANCED

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

SLV

ISHARES SILVER TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

VGK

VANGUARD INTL EQUITY INDEX F

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

COWZ

PACER FDS TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

ALPHABET INC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-30