Retireful, LLC Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Retireful, LLCInvestment ActivityRetireful, LLC has $240.53 million in total holdings as of March 31, 2024.Retireful, LLC owns shares of 90 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 54.14% of the portfolio was purchased this quarter.About 54.43% of the portfolio was sold this quarter.This quarter, Retireful, LLC has purchased 88 new stocks and bought additional shares in 9 stocks.Retireful, LLC sold shares of 25 stocks and completely divested from 54 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,282,698Invesco S&P 500 Equal Weight ETF $16,539,997VanEck Morningstar Wide Moat ETF $7,031,079Goldman Sachs TreasuryAccess 0-1 Year ETF $5,590,819First Trust Morningstar Dividend Leaders Index $5,558,744 Largest New Holdings this Quarter First Trust Morningstar Dividend Leaders Index $5,558,744 HoldingUnited Rentals $4,053,359 HoldingWaste Management $3,771,902 HoldingiShares Core Moderate Allocation ETF $3,311,429 HoldingInvesco Preferred ETF $2,984,565 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 28,851 shares (about $15.09M)First Trust Morningstar Dividend Leaders Index 144,458 shares (about $5.56M)United Rentals 5,621 shares (about $4.05M)Waste Management 17,696 shares (about $3.77M)Consumer Discretionary Select Sector SPDR Fund 18,417 shares (about $3.39M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 80,288 shares (about $13.60M)WisdomTree Bloomberg Floating Rate Treasury Fund 87,916 shares (about $4.42M)Technology Select Sector SPDR Fund 11,676 shares (about $2.43M)Target 8,779 shares (about $1.56M)Dell Technologies 13,344 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetireful, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$26,282,698$15,091,092 ▲134.8%50,24710.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$16,539,997$13,598,379 ▼-45.1%97,6566.9%ETFMOATVanEck Morningstar Wide Moat ETF$7,031,079$94,934 ▼-1.3%78,2102.9%ETFGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$5,590,819$596,159 ▼-9.6%55,4152.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$5,558,744$5,558,744 ▲New Holding144,4582.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,542,609$1,205,885 ▼-17.9%60,3772.3%ETFVDEVanguard Energy ETF$4,557,479$381,272 ▼-7.7%34,6051.9%ETFXLKTechnology Select Sector SPDR Fund$4,336,806$2,431,760 ▼-35.9%20,8231.8%ETFDXCMDexCom$4,173,344$2,484,117 ▲147.1%30,0891.7%MedicalURIUnited Rentals$4,053,359$4,053,359 ▲New Holding5,6211.7%ConstructionMETAMeta Platforms$3,931,741$2,003,503 ▲103.9%8,0971.6%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$3,800,087$3,386,702 ▲819.3%20,6651.6%FinanceHUBSHubSpot$3,795,700$2,332,683 ▲159.4%6,0581.6%Computer and TechnologyWMWaste Management$3,771,902$3,771,902 ▲New Holding17,6961.6%Business ServicesLRCXLam Research$3,724,028$815,147 ▼-18.0%3,8331.5%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,694,988$385,889 ▼-9.5%44,2091.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,521,214$375,149 ▼-9.6%35,4141.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,406,818$363,362 ▼-9.6%33,8281.4%ETFAOMiShares Core Moderate Allocation ETF$3,311,429$3,311,429 ▲New Holding77,4061.4%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$3,295,333$351,723 ▼-9.6%117,9011.4%ETFICVTiShares Convertible Bond ETF$3,103,631$2,747,669 ▲771.9%38,8781.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$3,054,387$2,704,671 ▲773.4%41,8181.3%ETFPGXInvesco Preferred ETF$2,984,565$2,984,565 ▲New Holding251,2261.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,969,675$4,421,296 ▼-59.8%59,0511.2%FinanceAORiShares Core Growth Allocation ETF$2,810,945$2,810,945 ▲New Holding50,4931.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,807,384$1,029,481 ▼-26.8%34,8701.2%ETFKKRKKR & Co. Inc.$2,802,461$37,818 ▼-1.3%27,8631.2%FinanceDALDelta Air Lines$2,707,001$2,707,001 ▲New Holding56,5491.1%TransportationANETArista Networks$2,703,774$35,958 ▼-1.3%9,3241.1%Computer and TechnologyALGNAlign Technology$2,634,837$35,415 ▼-1.3%8,0351.1%MedicalAPOApollo Global Management$2,536,872$34,185 ▼-1.3%22,5601.1%FinanceRACEFerrari$2,528,452$2,528,452 ▲New Holding5,8001.1%Auto/Tires/TrucksPCARPACCAR$2,492,047$2,492,047 ▲New Holding20,1151.0%Auto/Tires/TrucksHRLHormel Foods$2,441,288$2,441,288 ▲New Holding69,9711.0%Consumer StaplesMRKMerck & Co., Inc.$2,438,040$2,438,040 ▲New Holding18,4771.0%MedicalEMREmerson Electric$2,437,509$2,437,509 ▲New Holding21,4911.0%Industrial ProductsNFLXNetflix$2,397,739$2,397,739 ▲New Holding3,9481.0%Consumer DiscretionaryCOSTCostco Wholesale$2,388,374$2,388,374 ▲New Holding3,2601.0%Consumer DefensivePFEPfizer$2,360,554$2,360,554 ▲New Holding85,0651.0%MedicalGWWW.W. Grainger$2,354,032$2,354,032 ▲New Holding2,3141.0%Industrial ProductsAMATApplied Materials$2,342,154$2,342,154 ▲New Holding11,3571.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,323,870$2,323,870 ▲New Holding17,0811.0%Computer and TechnologyNSCNorfolk Southern$2,278,283$2,278,283 ▲New Holding8,9390.9%TransportationSYKStryker$2,272,475$2,272,475 ▲New Holding6,3500.9%MedicalMPWRMonolithic Power Systems$2,263,260$2,263,260 ▲New Holding3,3410.9%Computer and TechnologyMSCIMSCI$2,252,449$2,252,449 ▲New Holding4,0190.9%Computer and TechnologyMELIMercadoLibre$2,230,141$2,230,141 ▲New Holding1,4750.9%Retail/WholesaleCRWDCrowdStrike$2,059,791$53,218 ▼-2.5%6,4250.9%Computer and TechnologyFICOFair Isaac$2,038,114$27,491 ▼-1.3%1,6310.8%Computer and TechnologyCTASCintas$2,006,815$2,006,815 ▲New Holding2,9210.8%Industrial ProductsDELLDell Technologies$1,939,071$1,522,684 ▼-44.0%16,9930.8%Computer and TechnologyASMLASML$1,825,454$1,825,454 ▲New Holding1,8810.8%Computer and TechnologyAXPAmerican Express$1,688,321$43,716 ▼-2.5%7,4150.7%FinanceXRTSPDR S&P Retail ETF$1,635,409$1,635,409 ▲New Holding20,7040.7%ETFKCESPDR S&P Capital Markets ETF$1,613,698$1,613,698 ▲New Holding14,5970.7%ETFXMESPDR S&P Metals & Mining ETF$1,602,905$1,602,905 ▲New Holding26,5910.7%ETFNOWServiceNow$1,517,938$38,120 ▼-2.4%1,9910.6%Computer and TechnologyKEYSKeysight Technologies$1,429,939$36,906 ▼-2.5%9,1440.6%Computer and TechnologyHESHess$1,423,368$1,423,368 ▲New Holding9,3250.6%Oils/EnergySQBlock$1,420,944$1,420,944 ▲New Holding16,8000.6%Business ServicesTGTTarget$1,348,391$1,555,727 ▼-53.6%7,6090.6%Retail/WholesaleFERGFerguson$1,338,321$1,338,321 ▲New Holding6,1270.6%Industrial ProductsAMPAmeriprise Financial$1,310,936$1,310,936 ▲New Holding2,9900.5%FinanceAPHAmphenol$1,310,491$1,310,491 ▲New Holding11,3610.5%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$1,305,057$1,305,057 ▲New Holding9,2880.5%ETFBRK.BBerkshire Hathaway$1,297,725$1,297,725 ▲New Holding3,0860.5%FinanceCOFCapital One Financial$1,281,347$1,469,246 ▼-53.4%8,6060.5%FinanceKKellanova$1,255,969$1,255,969 ▲New Holding21,9230.5%Consumer DiscretionaryFTNTFortinet$1,253,898$1,253,898 ▲New Holding18,3560.5%Computer and TechnologyWFCWells Fargo & Company$1,253,269$1,253,269 ▲New Holding21,6230.5%FinanceMCHPMicrochip Technology$1,251,185$1,251,185 ▲New Holding13,9470.5%Computer and TechnologyLINDE PLC$1,221,162$1,221,162 ▲New Holding2,6300.5%SHSONOnsemi$1,184,670$1,184,670 ▲New Holding16,1070.5%Computer and TechnologyGPNGlobal Payments$1,174,337$1,174,337 ▲New Holding8,7860.5%IndustrialsADBEAdobe$1,159,571$121,609 ▲11.7%2,2980.5%Computer and TechnologyANSSANSYS$1,151,530$1,151,530 ▲New Holding3,3170.5%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,095,571$206,968 ▲23.3%21,2320.5%ManufacturingMDLZMondelez International$1,094,170$1,094,170 ▲New Holding15,6310.5%Consumer StaplesRWLInvesco S&P 500 Revenue ETF$642,144$642,144 ▲New Holding6,8510.3%ETFFBCGFidelity Blue Chip Growth ETF$636,025$636,025 ▲New Holding16,5330.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$635,675$635,675 ▲New Holding4,3650.3%ETFNVDANVIDIA$633,396$633,396 ▲New Holding7010.3%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$631,837$631,837 ▲New Holding4,0570.3%ETFJQUAJPMorgan US Quality Factor ETF$630,210$630,210 ▲New Holding11,9200.3%ETFFTCSFirst Trust Capital Strength ETF$627,558$627,558 ▲New Holding7,3270.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$626,472$626,472 ▲New Holding1,5750.3%FinanceIWYiShares Russell Top 200 Growth ETF$624,320$624,320 ▲New Holding3,2000.3%ETFSHViShares Short Treasury Bond ETF$614,492$614,492 ▲New Holding5,5590.3%ETFSCHBSchwab US Broad Market ETF$554,029$554,029 ▲New Holding9,0750.2%ETFQUALiShares MSCI USA Quality Factor ETF$345,792$345,792 ▲New Holding2,1040.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$0$6,295,050 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$4,385,251 ▼-100.0%00.0%ETFAMDAdvanced Micro Devices$0$4,382,647 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$3,900,178 ▼-100.0%00.0%Computer and TechnologyAOKiShares Core Conservative Allocation ETF$0$3,639,148 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$3,409,008 ▼-100.0%00.0%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$0$2,973,636 ▼-100.0%00.0%ETFZSZscaler$0$2,540,185 ▼-100.0%00.0%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$0$2,421,900 ▼-100.0%00.0%ManufacturingAAgilent Technologies$0$2,327,084 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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