Retirement Group, LLC 13F Filings

Retirement Group, LLC 13F Filings

2 weeks from now

Retirement Group, LLC reported 847 holdings with total value $279 M as of Q1 2024. Top holdings included BRK-B, XLG, XOM, SHY, and MDYV. Retirement Group, LLC 13F Portfolio Filings Most recent 13F Q1 2024. Location San Diego, CA CIK 0001740491 All SEC filings …

13f.info

RETIREMENT GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Retirement Group is based out of San Diego. Retirement Group is a large advisory firm with 1775 clients and discretionary assets under management (AUM) of $544,452,358 (Form ADV from 2024-03-28). Whalewisdom has at least 18 13F filings

whalewisdom.com

Retirement Group, Llc 13F Filings - Sensamarket.com

2 weeks from now

Retirement Group, Llc reported 847 holdings with total value $279.27M as of Q1 2024. Top holdings included BRK/B, XLG, XOM, SHY. ... Retirement Group, LLC 13F Portfolio Filings. Most recent 13F. Q1 2024. Location. san diego, CA. CIK. 0001740491. All SEC filings. View on …

sensamarket.com

Retirement Group, LLC Q1 2024 13F Top Portfolio Holdings

2 weeks from now

Feb 14, 2024  · Retirement Group, LLC reported 847 holdings with total value $279 M as of Q1 2024. Top holdings included BRK-B, XLG, XOM, SHY, and MDYV. Retirement Group, LLC Q1 2024 13F Holdings Location San Diego, CA Holdings as of 3/31/2024 Value ($000) $279,272 …

13f.info

RETIREMENT GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Retirement Group is a large advisory firm with 1775 clients and discretionary assets under management (AUM) of $544,452,358 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $279,271,765 in managed 13F securities and a top 10 holdings …

whalewisdomalpha.com

Retirement Group LLC Top Holdings 13F Filings

2 weeks from now

A list of the top 50 holdings of Retirement Group LLC, derived from Retirement Group LLC 13F filings. Home: Articles: Latest Filings: All Funds: Stocks Being Bought: Stocks Being Sold: Insider Buying: Info: Size ($ in 1000's) At 09/30/2024: $0 ... as per the latest 13f filing made by . In the …

holdingschannel.com

Retirement Planning Group, LLC 13F Filings

2 weeks from now

Retirement Planning Group, LLC reported 264 holdings with total value $1.84 B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Retirement Planning Group, LLC 13F Portfolio Filings Most recent 13F Q3 2024. Location Leawood, KS CIK 0001508195 …

13f.info

RETIREMENT PLANNING GROUP, LLC Top 13F Holdings

2 weeks from now

Retirement Planning Group is a large advisory firm with 2880 clients and discretionary assets under management (AUM) of $2,602,940,189 (Form ADV from 2024-10-25). Their last reported 13F filing for Q3 2024 included $1,835,555,671 in managed 13F securities and a top 10 …

whalewisdom.com

RETIREMENT WEALTH SOLUTIONS LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Retirement Wealth Solutions is a large advisory firm with 164 clients and discretionary assets under management (AUM) of $140,735,000 (Form ADV from 2024-09-12). Their last reported 13F filing for Q4 2024 included $118,276,208 in managed 13F securities …

whalewisdom.com

FLOYD FINANCIAL GROUP LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Floyd Financial Group is based out of Springfield. Floyd Financial Group is a large advisory firm with 567 clients and discretionary assets under management (AUM) of $118,290,651 (Form ADV from 2024-10-03). Their last reported 13F filing for Q4 2024 …

whalewisdom.com

See Which Of The Latest 13F Filers Holds Home Depot

2 weeks from now

18 hours ago  · Householder Group Estate & Retirement Specialist LLC: Existing-1,676-$696: Walker Asset Management LLC ... While looking at individual 13F filings can sometimes be misleading due to the long-only ...

nasdaq.com