RETIREMENT PLANNING GROUP, LLC Top 13F Holdings
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 …
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RETIREMENT PLANNING GROUP, LLC Top 13F Holdings
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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 …
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Retirement Planning Group, LLC - 13F
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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 …
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Retirement Planning Group, LLC Q3 2024 13F Top Portfolio Holdings
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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 …
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$1.84Billion Retirement Planning Group, LLC Q3 2024 13F …
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Retirement Planning Group, LLC reported 264 stock holdings with total value $1.84B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Open main menu. …
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RETIREMENT WEALTH SOLUTIONS LLC Top 13F Holdings
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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 …
whalewisdom.com
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S.E.E.D. Planning Group LLC Grows Holdings In The Estée Lauder ...
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1 day ago · S.E.E.D. Planning Group LLC increased its holdings in The Estée Lauder Companies Inc. (NYSE:EL - Free Report) by 16.2% during the fourth quarter, according to the company in …
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Retirement Planning Group, LLC Q2 2024 13F Top Portfolio Holdings
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Retirement Planning Group, LLC reported 231 holdings with total value $1.57 B as of Q2 2024. Top holdings included SPGP, VIG, DIVO, SCHB, and GSLC. Retirement Planning Group, LLC …
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Applied Materials, Inc. (NASDAQ:AMAT) Stock Holdings
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1 day ago · S.E.E.D. Planning Group LLC lifted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 65.4% in the 4th quarter, according to the company in its …
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Retirement Planning Group, LLC Q3 2023 13F Top Portfolio Holdings
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Retirement Planning Group, LLC reported 158 holdings with total value $942 M as of Q3 2023. Top holdings included SPGP, SCHB, VIG, DIVO, and GSLC. Retirement Planning Group, LLC …
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UnitedHealth Group Incorporated (NYSE:UNH) Shares
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1 day ago · S.E.E.D. Planning Group LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 9.4% during the 4th quarter, according to the company in its …
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Retirement Planning Group, LLC Q1 2024 13F Top Portfolio Holdings
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Retirement Planning Group, LLC reported 213 holdings with total value $1.31 B as of Q1 2024. Top holdings included SPGP, SCHB, VIG, DIVO, and GSLC. Retirement Planning Group, LLC …
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S.E.E.D. Planning Group LLC Raises Stake In Corteva, Inc
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1 day ago · The fund owned 96,103 shares of the company's stock after buying an additional 33,886 shares during the period. Corteva comprises about 1.8% of S.E.E.D. Planning Group …
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Retirement Planning Group, LLC Q2 2023 13F Top Portfolio Holdings
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Retirement Planning Group, LLC reported 161 holdings with total value $1.00 B as of Q2 2023. Top holdings included SCHB, CDC, SPGP, VIG, and GSLC. Retirement Planning Group, LLC …
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S.E.E.D. Planning Group LLC Has $3.96 Million Holdings In
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1 day ago · S.E.E.D. Planning Group LLC trimmed its holdings in Ecolab Inc. (NYSE:ECL - Free Report) by 60.2% in the fourth quarter, according to the company in its most recent Form 13F …
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Retirement Planning Group Q2 2021 13F Top Portfolio Holdings
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Retirement Planning Group reported 85 holdings with total value $871 M as of Q2 2021. Top holdings included SCHB, XT, VOO, GSLC, and BND. Retirement Planning Group ... Num …
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S.E.E.D. Planning Group LLC Raises Stock Holdings In ... - MarketBeat
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1 day ago · S.E.E.D. Planning Group LLC boosted its holdings in shares of American Tower Co. (NYSE:AMT - Free Report) by 14.3% in the fourth quarter, according to the company in its …
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Enbridge Inc. (NYSE:ENB) Position Reduced By S.E.E.D. Planning …
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1 day ago · S.E.E.D. Planning Group LLC decreased its holdings in Enbridge Inc. (NYSE:ENB - Free Report) (TSE:ENB) by 4.3% in the 4th quarter, according to its most recent Form 13F …
marketbeat.com
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