Sponsored

The Analysis of Retireful, LLC's Holdings & P&L

Currently, Retireful, LLC holds 84 types of securities in its portfolio with a total value $71.0M. In the most recent quarter, they have increased their positions in VDE (+15.6K shares, valued at $2.7M), VPU (+11.4K shares, valued at $2.3M), VV (+7.0K shares, valued at $2.1M); decreased their positions in N/A (-21.0K shares, valued at $4.0M), SPY (-2.9K shares, valued at $1.9M), N/A (-4.6K shares, valued at $1.3M); initiated new positions in VDE (+15.6K shares, valued at $2.7M), VPU (+11.4K shares, valued at $2.3M), VV (+7.0K shares, valued at $2.1M).

1M P&L

+3.8M+4.96%

3M P&L

-6.7M-7.75%

HY P&L

+6.4M+8.69%

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/A25.8M

40.3%

2Computer Hardware3.9M

6.2%

3Semiconductors2.6M

4.0%

Top Industries by Stock Count

1N/A32 stocks

41.6%

2Semiconductors4 stocks

5.2%

3Aerospace & Defense3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.8K shares-47.99%2026-03-312026-04-15

VDE VANGUARD WORLD FD15.6K sharesnew addition2026-03-312026-04-15

VPU VANGUARD WORLD FD11.4K sharesnew addition2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR48.4K shares-1.39%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T3.3K shares-46.48%2026-03-312026-04-15

WDC WESTERN DIGITAL CORP8.0K shares-5.88%2026-03-312026-04-15

VV VANGUARD INDEX FDS7.0K sharesnew addition2026-03-312026-04-15

VGT VANGUARD WORLD FD2.9K shares7.37%2026-03-312026-04-15

Sponsored

GLW CORNING INC14.0K shares5.08%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC5.3K shares78.52%2026-03-312026-04-15

BKR BAKER HUGHES COMPANY27.7K shares75.50%2026-03-312026-04-15

TPR TAPESTRY INC10.8K shares8.87%2026-03-312026-04-15

SCCO SOUTHERN COPPER CORP8.7K shares5.83%2026-03-312026-04-15

CAT CATERPILLAR INC2.0K shares5.59%2026-03-312026-04-15

FIX COMFORT SYS USA INC1.0K shares8.39%2026-03-312026-04-15

BIL SPDR SERIES TRUST14.1K shares-5.96%2026-03-312026-04-15

Sponsored

AMAT APPLIED MATLS INC3.7K shares8.74%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC9.3K shares64.26%2026-03-312026-04-15

WWD WOODWARD INC3.3K sharesnew addition2026-03-312026-04-15

TW TRADEWEB MKTS INC9.9K sharesnew addition2026-03-312026-04-15

XPO XPO INC5.7K sharesnew addition2026-03-312026-04-15

HON HONEYWELL INTL INC4.9K sharesnew addition2026-03-312026-04-15

WMT WALMART INC8.7K shares8.79%2026-03-312026-04-15

USFR WISDOMTREE TR20.5K sharesnew addition2026-03-312026-04-15

Sponsored

CW CURTISS WRIGHT CORP1.5K shares8.84%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO3.9K sharesnew addition2026-03-312026-04-15

GEV GE VERNOVA INC1.1K sharesnew addition2026-03-312026-04-15

SNDK SANDISK CORP1.5K sharesnew addition2026-03-312026-04-15

LNG CHENIERE ENERGY INC3.2K sharesnew addition2026-03-312026-04-15

MTZ MASTEC INC2.8K sharesnew addition2026-03-312026-04-15

FTAI AVIATION LTD FTAI AVIATION LTD3.6K sharesnew addition2026-03-312026-04-15

NVT NVENT ELEC PLC7.3K sharesnew addition2026-03-312026-04-15

Sponsored

ETR ENTERGY CORP NEW7.5K shares8.90%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC5.1K sharesnew addition2026-03-312026-04-15

LITE LUMENTUM HLDGS INC1.2K sharesnew addition2026-03-312026-04-15

TDY TELEDYNE TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-15

CIEN CIENA CORP2.1K sharesnew addition2026-03-312026-04-15

ROST ROSS STORES INC3.8K shares9.14%2026-03-312026-04-15

XLG INVESCO EXCHANGE TRADED FD T13.4K shares-1.63%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE16.0K sharesnew addition2026-03-312026-04-15

Sponsored

AOM ISHARES TR13.7K sharesnew addition2026-03-312026-04-15

GVI ISHARES TR6.1K shares-6.66%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F9.5K shares-4.76%2026-03-312026-04-15

RLY SSGA ACTIVE ETF TR11.3K sharesnew addition2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares6.48%2026-03-312026-04-15

NEM NEWMONT CORP3.7K shares-4.74%2026-03-312026-04-15

CWB SPDR SERIES TRUST4.2K shares-10.91%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T5.1K shares-4.76%2026-03-312026-04-15

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-04-15

CMI CUMMINS INC704 shares-4.74%2026-03-312026-04-15

IWY ISHARES TR1.4K sharesnew addition2026-03-312026-04-15

PH PARKER-HANNIFIN CORP417 shares-4.58%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.3K shares-78.05%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC750 shares-4.70%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS4.6K sharesnew addition2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares4.29%2026-03-312026-04-15

Sponsored

LVHI LEGG MASON ETF INVT9.0K sharesnew addition2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR11.9K sharesnew addition2026-03-312026-04-15

IWD ISHARES TR1.7K sharesnew addition2026-03-312026-04-15

MGK VANGUARD WORLD FD939 shares13.41%2026-03-312026-04-15

LGLV SPDR SERIES TRUST2.0K sharesnew addition2026-03-312026-04-15

IWF ISHARES TR846 shares-4.73%2026-03-312026-04-15

GOVT ISHARES TR15.7K sharesnew addition2026-03-312026-04-15

GAL SSGA ACTIVE ETF TR7.1K shares-6.66%2026-03-312026-04-15

Sponsored

TIP ISHARES TR3.1K shares-8.51%2026-03-312026-04-15

KLAC KLA CORP229 shares-4.58%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR12.8K sharesnew addition2026-03-312026-04-15

INCM FRANKLIN TEMPLETON ETF TR11.2K sharesnew addition2026-03-312026-04-15

FCX FREEPORT MCMORAN INC5.5K shares5.84%2026-03-312026-04-15

VTRS VIATRIS INC23.4K shares6.01%2026-03-312026-04-15

JCPB J P MORGAN EXCHANGE TRADED F6.4K sharesnew addition2026-03-312026-04-15

NVDA NVIDIA CORPORATION1.7K shares-68.66%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP1.7K sharesnew addition2026-03-312026-04-15

USMV ISHARES TR3.1K sharesnew addition2026-03-312026-04-15

ADI ANALOG DEVICES INC862 shares-4.75%2026-03-312026-04-15

KEY KEYCORP13.6K shares5.78%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC321 sharesnew addition2026-03-312026-04-15

GM GENERAL MTRS CO3.6K shares-73.93%2026-03-312026-04-15

RTX RTX CORPORATION1.4K shares-4.74%2026-03-312026-04-15

CAH CARDINAL HEALTH INC1.3K shares-4.72%2026-03-312026-04-15

Sponsored

BARRICK MNG CORP BARRICK MNG CORP6.5K shares5.54%2026-03-312026-04-15

CHRW C H ROBINSON WORLDWIDE IN1.6K shares-76.90%2026-03-312026-04-15

CENCORA INC CENCORA INC712 shares-4.69%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.1K shares-79.20%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T

-47.99%

Shares22.8K

Event2026-03-31

Filed2026-04-15

VDE

VANGUARD WORLD FD

New

Shares15.6K

Event2026-03-31

Filed2026-04-15

VPU

VANGUARD WORLD FD

New

Shares11.4K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

-1.39%

Shares48.4K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-46.48%

Shares3.3K

Event2026-03-31

Filed2026-04-15

WDC

WESTERN DIGITAL CORP

-5.88%

Shares8.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

New

Shares7.0K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

7.37%

Shares2.9K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

5.08%

Shares14.0K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

78.52%

Shares5.3K

Event2026-03-31

Filed2026-04-15

BKR

BAKER HUGHES COMPANY

75.50%

Shares27.7K

Event2026-03-31

Filed2026-04-15

TPR

TAPESTRY INC

8.87%

Shares10.8K

Event2026-03-31

Filed2026-04-15

SCCO

SOUTHERN COPPER CORP

5.83%

Shares8.7K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

5.59%

Shares2.0K

Event2026-03-31

Filed2026-04-15

FIX

COMFORT SYS USA INC

8.39%

Shares1.0K

Event2026-03-31

Filed2026-04-15

BIL

SPDR SERIES TRUST

-5.96%

Shares14.1K

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

8.74%

Shares3.7K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELEC PWR CO INC

64.26%

Shares9.3K

Event2026-03-31

Filed2026-04-15

WWD

WOODWARD INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-15

TRADEWEB MKTS INC

New

Shares9.9K

Event2026-03-31

Filed2026-04-15

XPO

XPO INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

8.79%

Shares8.7K

Event2026-03-31

Filed2026-04-15

USFR

WISDOMTREE TR

New

Shares20.5K

Event2026-03-31

Filed2026-04-15

CURTISS WRIGHT CORP

8.84%

Shares1.5K

Event2026-03-31

Filed2026-04-15

VRT

VERTIV HOLDINGS CO

New

Shares3.9K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-15

SNDK

SANDISK CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-15

LNG

CHENIERE ENERGY INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-15

MTZ

MASTEC INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-15

FTAI AVIATION LTD

New

Shares3.6K

Event2026-03-31

Filed2026-04-15

NVT

NVENT ELEC PLC

New

Shares7.3K

Event2026-03-31

Filed2026-04-15

ETR

ENTERGY CORP NEW

8.90%

Shares7.5K

Event2026-03-31

Filed2026-04-15

DELL

DELL TECHNOLOGIES INC

New

Shares5.1K

Event2026-03-31

Filed2026-04-15

LITE

LUMENTUM HLDGS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-15

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-15

CIEN

CIENA CORP

New

Shares2.1K

Event2026-03-31

Filed2026-04-15

ROST

ROSS STORES INC

9.14%

Shares3.8K

Event2026-03-31

Filed2026-04-15

XLG

INVESCO EXCHANGE TRADED FD T

-1.63%

Shares13.4K

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares16.0K

Event2026-03-31

Filed2026-04-15

AOM

ISHARES TR

New

Shares13.7K

Event2026-03-31

Filed2026-04-15

GVI

ISHARES TR

-6.66%

Shares6.1K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

-4.76%

Shares9.5K

Event2026-03-31

Filed2026-04-15

RLY

SSGA ACTIVE ETF TR

New

Shares11.3K

Event2026-03-31

Filed2026-04-15

SEAGATE TECHNOLOGY HLDNGS PL

6.48%

Shares1.0K

Event2026-03-31

Filed2026-04-15

NEM

NEWMONT CORP

-4.74%

Shares3.7K

Event2026-03-31

Filed2026-04-15

CWB

SPDR SERIES TRUST

-10.91%

Shares4.2K

Event2026-03-31

Filed2026-04-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-4.76%

Shares5.1K

Event2026-03-31

Filed2026-04-15

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-03-31

Filed2026-04-15

CMI

CUMMINS INC

-4.74%

Shares704

Event2026-03-31

Filed2026-04-15

IWY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-15

PARKER-HANNIFIN CORP

-4.58%

Shares417

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-78.05%

Shares1.3K

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

-4.70%

Shares750

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

New

Shares4.6K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

4.29%

Shares1.7K

Event2026-03-31

Filed2026-04-15

LVHI

LEGG MASON ETF INVT

New

Shares9.0K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

13.41%

Shares939

Event2026-03-31

Filed2026-04-15

LGLV

SPDR SERIES TRUST

New

Shares2.0K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

-4.73%

Shares846

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

New

Shares15.7K

Event2026-03-31

Filed2026-04-15

GAL

SSGA ACTIVE ETF TR

-6.66%

Shares7.1K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

-8.51%

Shares3.1K

Event2026-03-31

Filed2026-04-15

KLAC

KLA CORP

-4.58%

Shares229

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

New

Shares12.8K

Event2026-03-31

Filed2026-04-15

INCM

FRANKLIN TEMPLETON ETF TR

New

Shares11.2K

Event2026-03-31

Filed2026-04-15

FCX

FREEPORT MCMORAN INC

5.84%

Shares5.5K

Event2026-03-31

Filed2026-04-15

VTRS

VIATRIS INC

6.01%

Shares23.4K

Event2026-03-31

Filed2026-04-15

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares6.4K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-68.66%

Shares1.7K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-15

ADI

ANALOG DEVICES INC

-4.75%

Shares862

Event2026-03-31

Filed2026-04-15

KEY

KEYCORP

5.78%

Shares13.6K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

New

Shares321

Event2026-03-31

Filed2026-04-15

GENERAL MTRS CO

-73.93%

Shares3.6K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

-4.74%

Shares1.4K

Event2026-03-31

Filed2026-04-15

CAH

CARDINAL HEALTH INC

-4.72%

Shares1.3K

Event2026-03-31

Filed2026-04-15

BARRICK MNG CORP

5.54%

Shares6.5K

Event2026-03-31

Filed2026-04-15

CHRW

C H ROBINSON WORLDWIDE IN

-76.90%

Shares1.6K

Event2026-03-31

Filed2026-04-15

CENCORA INC

-4.69%

Shares712

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

-79.20%

Shares1.1K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available