Prepared Retirement Institute LLC Top Holdings and 13F Report (2025) About Prepared Retirement Institute LLCInvestment ActivityPrepared Retirement Institute LLC has $156.65 million in total holdings as of March 31, 2025.Prepared Retirement Institute LLC owns shares of 85 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 8.31% of the portfolio was purchased this quarter.About 18.52% of the portfolio was sold this quarter.This quarter, Prepared Retirement Institute LLC has purchased 79 new stocks and bought additional shares in 20 stocks.Prepared Retirement Institute LLC sold shares of 46 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $20,529,084Schwab US Dividend Equity ETF $15,137,833SPDR Portfolio S&P 500 Growth ETF $12,837,428WisdomTree International Hedged Quality Dividend Growth Fund $9,889,747Vanguard Total Bond Market ETF $8,897,271 Largest New Holdings this Quarter 31609A305 - FIDELITY COVINGTON TRUST $4,587,217 Holding46429B366 - iShares CMBS ETF $2,883,312 Holding33738R506 - First Trust NASDAQ Rising Dividend Achievers $630,430 Holding69374H881 - Pacer US Cash Cows 100 ETF $426,697 Holding78463V107 - SPDR Gold Shares $337,700 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 145,626 shares (about $4.59M)iShares CMBS ETF 60,069 shares (about $2.88M)First Trust NASDAQ Rising Dividend Achievers 10,769 shares (about $630.43K)Vanguard Short-Term Corporate Bond ETF 6,012 shares (about $474.59K)Pacer US Cash Cows 100 ETF 7,792 shares (about $426.70K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 65,290 shares (about $5.25M)CrossingBridge Pre-Merger SPAC ETF 177,501 shares (about $3.72M)Schwab US Dividend Equity ETF 101,981 shares (about $2.85M)Vanguard Total Bond Market ETF 33,742 shares (about $2.48M)Vanguard Dividend Appreciation ETF 12,623 shares (about $2.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrepared Retirement Institute LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$20,529,084$2,448,747 ▼-10.7%105,82513.1%ETFSCHDSchwab US Dividend Equity ETF$15,137,833$2,851,391 ▼-15.9%541,4109.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,837,428$5,247,361 ▼-29.0%159,7298.2%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$9,889,747$2,110,285 ▼-17.6%227,8746.3%FinanceBNDVanguard Total Bond Market ETF$8,897,271$2,478,344 ▼-21.8%121,1345.7%ETFSPCCrossingBridge Pre-Merger SPAC ETF$7,124,369$3,720,422 ▼-34.3%339,9034.5%ETFFALNiShares Fallen Angels USD Bond ETF$6,374,351$1,130,081 ▼-15.1%237,9384.1%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$5,411,613$126,319 ▲2.4%66,1893.5%ETFVTIVanguard Total Stock Market ETF$5,198,585$391,096 ▼-7.0%18,9153.3%ETFVOOVanguard S&P 500 ETF$4,987,683$397,781 ▼-7.4%9,7053.2%ETFVBVanguard Small-Cap ETF$4,825,341$806,737 ▼-14.3%21,7603.1%ETFFIDELITY COVINGTON TRUST$4,587,217$4,587,217 ▲New Holding145,6262.9%ENHANCED LARGESHYiShares 1-3 Year Treasury Bond ETF$4,359,646$759,548 ▼-14.8%52,6972.8%ManufacturingDIVIFranklin International Core Dividend Tilt Index ETF$3,676,763$209,944 ▲6.1%112,8192.3%ETFCMBSiShares CMBS ETF$2,883,312$2,883,312 ▲New Holding60,0691.8%ETFPFFDGlobal X U.S. Preferred ETF$2,513,305$1,220,467 ▼-32.7%132,0011.6%ETFMSFTMicrosoft$1,971,054$149,772 ▼-7.1%5,2511.3%Computer and TechnologyVUGVanguard Growth ETF$1,860,464$338,570 ▼-15.4%5,0171.2%ETFDIVBiShares Core Dividend ETF$1,691,955$216,789 ▲14.7%34,8711.1%ETFDGROiShares Core Dividend Growth ETF$1,436,750$276,588 ▼-16.1%23,2560.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,428,187$270,700 ▲23.4%28,5690.9%ETFABBVAbbVie$1,353,943$83,390 ▼-5.8%6,4620.9%MedicalAAPLApple$1,331,215$72,192 ▲5.7%5,9930.8%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,264,170$59,415 ▲4.9%7,2980.8%ETFIVViShares Core S&P 500 ETF$1,257,532$157,894 ▼-11.2%2,2380.8%ETFXOMExxon Mobil$862,291$68,389 ▼-7.3%7,2500.6%EnergySPYSPDR S&P 500 ETF Trust$805,876$34,673 ▼-4.1%1,4410.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$775,191$474,587 ▲157.9%9,8200.5%ETFXLFFinancial Select Sector SPDR Fund$773,251$315,845 ▲69.1%15,5240.5%ETFDESWisdomTree U.S. SmallCap Dividend Fund$747,076$657,874 ▼-46.8%23,3750.5%FinanceTE CONNECTIVITY PLC$690,4900.0%4,8860.4%ORD SHSSVALiShares US Small Cap Value Factor ETF$661,562$56,740 ▼-7.9%22,0480.4%ETFABTAbbott Laboratories$651,1790.0%4,9090.4%MedicalMRKMerck & Co., Inc.$649,852$42,187 ▼-6.1%7,2400.4%MedicalALLAllstate$642,745$82,828 ▼-11.4%3,1040.4%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$630,430$630,430 ▲New Holding10,7690.4%ManufacturingNVDANVIDIA$610,937$6,828 ▲1.1%5,6370.4%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$533,762$368,314 ▼-40.8%10,4560.3%ETFMETAMeta Platforms$533,191$4,611 ▼-0.9%9250.3%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$510,015$133,820 ▲35.6%3,3310.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$486,926$28,802 ▼-5.6%16,8720.3%ManufacturingSCHBSchwab US Broad Market ETF$461,433$169,248 ▲57.9%21,4320.3%ETFAPDAir Products and Chemicals$437,788$2,360 ▲0.5%1,4840.3%Basic MaterialsCIBRFirst Trust Nasdaq Cybersecurity ETF$430,860$140,491 ▲48.4%6,8390.3%ManufacturingCOWZPacer US Cash Cows 100 ETF$426,697$426,697 ▲New Holding7,7920.3%ETFMCDMcDonald's$410,114$20,615 ▼-4.8%1,3130.3%Retail/WholesaleAMLPAlerian MLP ETF$367,673$91,983 ▼-20.0%7,0790.2%ETFJPMJPMorgan Chase & Co.$366,631$100,302 ▼-21.5%1,4950.2%FinancePPLPPL$352,808$93,059 ▼-20.9%9,7700.2%UtilitiesFVALFidelity Value Factor ETF$351,910$1,251 ▲0.4%5,9060.2%ETFVOVanguard Mid-Cap ETF$344,3250.0%1,3310.2%ETFSCHASchwab US Small-Cap ETF$341,065$15,581 ▼-4.4%14,5570.2%ETFGLDSPDR Gold Shares$337,700$337,700 ▲New Holding1,1720.2%FinancePFEPfizer$329,745$46,701 ▼-12.4%13,0130.2%MedicalVUSBVanguard Ultra-Short Bond ETF$323,360$323,360 ▲New Holding6,4860.2%ETFVXUSVanguard Total International Stock ETF$321,368$214,680 ▼-40.0%5,1750.2%ETFIBMInternational Business Machines$315,946$76,811 ▼-19.6%1,2710.2%Computer and TechnologyBRK.BBerkshire Hathaway$308,896$22,368 ▲7.8%5800.2%FinanceVGKVanguard FTSE Europe ETF$301,720$301,720 ▲New Holding4,2970.2%ETFDFSDiscover Financial Services$299,0660.0%1,7520.2%FinanceCAHCardinal Health$298,416$77,153 ▼-20.5%2,1660.2%MedicalCAPITAL GROUP CORE BALANCED$294,000$294,000 ▲New Holding9,4900.2%SHSVZVerizon Communications$288,444$30,890 ▼-9.7%6,3590.2%Computer and TechnologyTSLATesla$287,927$12,958 ▼-4.3%1,1110.2%Auto/Tires/TrucksMSMorgan Stanley$284,667$350 ▲0.1%2,4400.2%FinanceUDIVFranklin U.S. Core Dividend Tilt Index ETF$282,578$282,578 ▲New Holding6,4620.2%ETFVXFVanguard Extended Market ETF$282,1620.0%1,6380.2%ETFGOOGAlphabet$279,541$6,250 ▲2.3%1,7890.2%Computer and TechnologyDEEDFirst Trust TCW Securitized Plus ETF$278,245$4,334 ▼-1.5%13,1620.2%ETFLDOSLeidos$277,3020.0%2,0550.2%AerospaceORCLOracle$272,705$140 ▲0.1%1,9510.2%Computer and TechnologyCVXChevron$271,533$69,431 ▼-20.4%1,6230.2%EnergyAMZNAmazon.com$268,457$76,294 ▼-22.1%1,4110.2%Retail/WholesaleGDGeneral Dynamics$268,209$26,439 ▼-9.0%9840.2%AerospaceWMTWalmart$256,610$86,034 ▼-25.1%2,9230.2%Retail/WholesaleCMCSAComcast$248,235$248,235 ▲New Holding6,7270.2%Consumer DiscretionaryMMM3M$247,286$1,028 ▲0.4%1,6840.2%Multi-Sector ConglomeratesUSMViShares MSCI USA Min Vol Factor ETF$236,117$236,117 ▲New Holding2,5210.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$231,275$231,275 ▲New Holding2,8960.1%ManufacturingFDHYFidelity High Yield Factor ETF$224,682$3,795 ▲1.7%4,6770.1%ETFJNJJohnson & Johnson$218,711$80,421 ▼-26.9%1,3190.1%MedicalVYMVanguard High Dividend Yield ETF$212,179$20,637 ▼-8.9%1,6450.1%ETFABNBAirbnb$210,847$1,911 ▼-0.9%1,7650.1%Consumer DiscretionaryLMTLockheed Martin$205,4870.0%4600.1%AerospaceIXUSiShares Core MSCI Total International Stock ETF$203,915$58,361 ▼-22.3%2,9210.1%ManufacturingHDHome Depot$0$441,833 ▼-100.0%00.0%Retail/WholesalePFFiShares Preferred and Income Securities ETF$0$400,329 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$344,375 ▼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$284,476 ▼-100.0%00.0%ETFTAT&T$0$225,446 ▼-100.0%00.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$0$200,886 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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