The Analysis of RETIREMENT PLANNING GROUP, LLC / NY's Holdings
Currently, RETIREMENT PLANNING GROUP, LLC / NY holds 87 types of securities in its portfolio with a total value $133.7M. In the most recent quarter, they have increased their positions in NVDA (+10.7K shares, valued at $2.0M), JEPI (+24.6K shares, valued at $1.4M), JEPQ (+22.9K shares, valued at $1.3M); decreased their positions in PG (-1.3K shares, valued at $203.7K), JCE (-9.1K shares, valued at $146.3K), RFDA (-2.3K shares, valued at $142.6K); initiated new positions in AMZN (+2.7K shares, valued at $584.0K), XLG (+9.3K shares, valued at $533.4K), V (+1.3K shares, valued at $439.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR19.5K shares1.53%2025-09-302025-10-28
JEPI J P MORGAN EXCHANGE TRADED F197.1K shares14.27%2025-09-302025-10-28 RWL INVESCO EXCH TRADED FD TR II61.2K shares7.50%2025-09-302025-10-28 PAVE GLOBAL X FDS115.8K shares0.67%2025-09-302025-10-28 QYLD GLOBAL X FDS271.4K shares2.47%2025-09-302025-10-28 JCE NUVEEN CORE EQUITY ALPHA FD270.7K shares-3.26%2025-09-302025-10-28 RECS COLUMBIA ETF TR I104.3K shares15.83%2025-09-302025-10-28 RFDA ALPS ETF TR65.8K shares-3.33%2025-09-302025-10-28 XLF SELECT SECTOR SPDR TR76.2K shares-0.84%2025-09-302025-10-28 FBND FIDELITY MERRIMACK STR TR87.0K shares5.30%2025-09-302025-10-28 LVHI LEGG MASON ETF INVT115.9K shares3.71%2025-09-302025-10-28 PDI PIMCO DYNAMIC INCOME FD193.7K shares0.35%2025-09-302025-10-28 QQQM INVESCO EXCH TRADED FD TR II15.3K shares31.38%2025-09-302025-10-28 XLE SELECT SECTOR SPDR TR42.1K shares1.57%2025-09-302025-10-28 GE GE AEROSPACE11.2K shares0.09%2025-09-302025-10-28 NVDA NVIDIA CORPORATION16.4K shares190.71%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR109.6K shares40.19%2025-09-302025-10-28 AAPL APPLE INC11.4K shares11.00%2025-09-302025-10-28 HYDB ISHARES TR55.9K shares-0.51%2025-09-302025-10-28 VONE VANGUARD SCOTTSDALE FDS8.0K shares-3.45%2025-09-302025-10-28 HEFA ISHARES TR51.3K shares7.04%2025-09-302025-10-28 JEPQ J P MORGAN EXCHANGE TRADED F33.6K shares214.29%2025-09-302025-10-28 DJD INVESCO EXCHANGE TRADED FD T32.9K shares-5.60%2025-09-302025-10-28 GEV GE VERNOVA INC2.9K shares0.03%2025-09-302025-10-28 QUAL ISHARES TR8.6K shares0.17%2025-09-302025-10-28 MSFT MICROSOFT CORP3.0K shares24.72%2025-09-302025-10-28 HD HOME DEPOT INC3.3K shares3.32%2025-09-302025-10-28 OMFL INVESCO EXCH TRD SLF IDX FD21.9K shares-2.78%2025-09-302025-10-28 XOM EXXON MOBIL CORP11.7K shares2.78%2025-09-302025-10-28 IVV ISHARES TR1.8K shares4.51%2025-09-302025-10-28 SPGP INVESCO EXCHANGE TRADED FD T9.1K shares0.70%2025-09-302025-10-28 ABBV ABBVIE INC4.1K shares0.15%2025-09-302025-10-28 SCHG SCHWAB STRATEGIC TR27.7K shares10.63%2025-09-302025-10-28 VOO VANGUARD INDEX FDS1.4K shares19.32%2025-09-302025-10-28 T AT&T INC26.0K shares-0.54%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.2.3K shares0.35%2025-09-302025-10-28 PICK ISHARES INC15.2K shares-2.91%2025-09-302025-10-28 FTEC FIDELITY COVINGTON TRUST2.9K shares9.04%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC14.5K shares9.95%2025-09-302025-10-28 WMT WALMART INC5.9K shares6.31%2025-09-302025-10-28 LLY ELI LILLY & CO797 shares11.62%2025-09-302025-10-28 AMZN AMAZON COM INC2.7K sharesnew addition2025-09-302025-10-28 RWJ INVESCO EXCH TRADED FD TR II12.0K shares2.85%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP INC1.7K shares113.37%2025-09-302025-10-28 BAC BANK AMERICA CORP11.0K shares0.31%2025-09-302025-10-28 VBR VANGUARD INDEX FDS2.6K shares29.57%2025-09-302025-10-28 XLG INVESCO EXCHANGE TRADED FD T9.3K sharesnew addition2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR762 shares6.28%2025-09-302025-10-28 SCHV SCHWAB STRATEGIC TR17.4K shares49.37%2025-09-302025-10-28 XCEM COLUMBIA ETF TR II13.0K shares0.50%2025-09-302025-10-28 IYK ISHARES TR6.7K shares-0.89%2025-09-302025-10-28 WELL WELLTOWER INC2.5K shares0.04%2025-09-302025-10-28 V VISA INC1.3K sharesnew addition2025-09-302025-10-28 ABT ABBOTT LABS3.3K shares0.00%2025-09-302025-10-28 DE DEERE & CO885 shares18.00%2025-09-302025-10-28 MPC MARATHON PETE CORP2.0K shares0.00%2025-09-302025-10-28 VTI VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC2.0K shares18.79%2025-09-302025-10-28 CVX CHEVRON CORP NEW2.3K shares0.18%2025-09-302025-10-28 VYM VANGUARD WHITEHALL FDS2.4K shares23.55%2025-09-302025-10-28 MRK MERCK & CO INC3.9K shares15.68%2025-09-302025-10-28 VEU VANGUARD INTL EQUITY INDEX F4.5K shares0.51%2025-09-302025-10-28 META META PLATFORMS INC435 sharesnew addition2025-09-302025-10-28 MRVL MARVELL TECHNOLOGY INC3.8K shares1.53%2025-09-302025-10-28 DIV GLOBAL X FDS17.8K sharesnew addition2025-09-302025-10-28 ARKK ARK ETF TR3.6K shares6.10%2025-09-302025-10-28 TSLA TESLA INC685 sharesnew addition2025-09-302025-10-28 EFT EATON VANCE FLTING RATE INC25.6K sharesnew addition2025-09-302025-10-28 HIMU BLACKROCK ETF TRUST II5.8K shares0.24%2025-09-302025-10-28 HYFI AB ACTIVE ETFS INC7.5K shares0.72%2025-09-302025-10-28 ELV ELEVANCE HEALTH INC FORMERLY878 shares0.46%2025-09-302025-10-28 DIA SPDR DOW JONES INDL AVERAGE609 sharesnew addition2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS976 shares-13.48%2025-09-302025-10-28 PM PHILIP MORRIS INTL INC1.6K shares0.24%2025-09-302025-10-28 SIXG ETF SER SOLUTIONS4.0K shares0.00%2025-09-302025-10-28 COWZ PACER FDS TR4.2K shares1.65%2025-09-302025-10-28 FYEE FIDELITY GREENWOOD STREET TR8.6K sharesnew addition2025-09-302025-10-28 MO ALTRIA GROUP INC3.6K shares-2.61%2025-09-302025-10-28 GEHC GE HEALTHCARE TECHNOLOGIES I3.0K shares-0.23%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO1.4K shares-47.78%2025-09-302025-10-28 SOXQ INVESCO EXCH TRADED FD TR II4.4K sharesnew addition2025-09-302025-10-28 ITB ISHARES TR2.1K sharesnew addition2025-09-302025-10-28 MCD MCDONALDS CORP716 shares0.00%2025-09-302025-10-28 VXF VANGUARD INDEX FDS991 sharesnew addition2025-09-302025-10-28 NFLX NETFLIX INC172 shares0.00%2025-09-302025-10-28 IHAK ISHARES TR3.9K shares0.00%2025-09-302025-10-28 PLUG PLUG POWER INC17.3K shares1.38%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available