StockDriftsStockDriftsTop 50 Retirement Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 19.37% | 128.6K | $54.1M | +0.18%(+228) | — | 2024-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 8.83% | 585.3K | $24.7M | +0.28%(+1.61K) | — | 2024-03-31 | |
| XOM | EXXON MOBIL CORP | 4.14% | 99.4K | $11.6M | -4.28%(-4.44K) | — | 2024-03-31 | |
| SHY | ISHARES TR | 3.98% | 135.8K | $11.1M | +2.37%(+3.14K) | — | 2024-03-31 | |
| MDYV | SPDR SER TR | 3.8% | 139.6K | $10.6M | -0.51%(-717) | — | 2024-03-31 | |
| SLYV | SPDR SER TR | 3.46% | 116.6K | $9.7M | +0.57%(+666) | — | 2024-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3.41% | 423.8K | $9.5M | new | — | 2024-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.22% | 111.5K | $9.0M | +2.34%(+2.55K) | — | 2024-03-31 | |
| CVX | CHEVRON CORP NEW | 2.47% | 43.8K | $6.9M | +0.07%(+29) | — | 2024-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.18% | 37.3K | $6.1M | +1.03%(+382) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Retirement Group, Llc reports $279.27M in US-listed equity holdings across 847 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (19.4%), XLG (8.8%) and XOM (4.1%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Retirement Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1740491). View Retirement Group, Llc’s 13F filings on SEC