Retirement Planning Group, LLC / Ny Top Holdings and 13F Report (2025) About Retirement Planning Group, LLC / NyInvestment ActivityRetirement Planning Group, LLC / Ny has $113.80 million in total holdings as of June 30, 2025.Retirement Planning Group, LLC / Ny owns shares of 77 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Retirement Planning Group, LLC / Ny has purchased 70 new stocks and bought additional shares in 48 stocks.Retirement Planning Group, LLC / Ny sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco QQQ $10,589,120JPMorgan Equity Premium Income ETF $9,804,610Invesco S&P 500 Revenue ETF $5,935,594Global X U.S. Infrastructure Development ETF $5,027,589Global X Nasdaq 100 Covered Call ETF $4,428,095 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $443,597 Holding91324P102 - UnitedHealth Group $242,684 Holding00214Q104 - ARK Innovation ETF $239,619 Holding69608A108 - PALANTIR TECHNOLOGIES INC $230,617 Holding64110L106 - Netflix $229,808 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 26,876 shares (about $1.53M)Schwab US Dividend Equity ETF 45,118 shares (about $1.20M)Global X Nasdaq 100 Covered Call ETF 69,434 shares (about $1.16M)Columbia Research Enhanced Core ETF 26,311 shares (about $967.98K)Invesco S&P 500 Revenue ETF 8,062 shares (about $840.79K) Largest Sales this Quarter GE HealthCare Technologies 5,401 shares (about $400.12K)Nuveen Core Equity Alpha Fund 6,887 shares (about $108.93K)Invesco Russell 1000 Dynamic Multifactor ETF 1,792 shares (about $103.54K)Invesco Dow Jones Industrial Average Dividend ETF 1,666 shares (about $88.61K)Financial Select Sector SPDR Fund 1,634 shares (about $85.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Planning Group, LLC / Ny Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$10,589,120$232,479 ▲2.2%19,1769.3%FinanceJEPIJPMorgan Equity Premium Income ETF$9,804,610$1,527,897 ▲18.5%172,4658.6%ETFRWLInvesco S&P 500 Revenue ETF$5,935,594$840,791 ▲16.5%56,9145.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$5,027,589$107,694 ▲2.2%115,0764.4%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$4,428,095$1,160,937 ▲35.5%264,8383.9%ManufacturingJCENuveen Core Equity Alpha Fund$4,425,755$108,932 ▼-2.4%279,8103.9%Financial ServicesXLFFinancial Select Sector SPDR Fund$4,021,761$85,573 ▼-2.1%76,7953.5%ETFRFDARiverFront Dynamic US Dividend Advantage ETF$3,950,711$72,047 ▼-1.8%68,1053.5%ETFFBNDFidelity Total Bond ETF$3,794,383$5,189 ▲0.1%82,6233.3%ETFPDIPIMCO Dynamic Income Fund$3,701,951$21,268 ▲0.6%193,0363.3%Financial ServicesLVHIFranklin International Low Volatility High Dividend Index ETF$3,636,412$64,546 ▲1.8%111,7183.2%ETFXLEEnergy Select Sector SPDR Fund$3,518,269$29,768 ▲0.9%41,4843.1%ETFRECSColumbia Research Enhanced Core ETF$3,312,666$967,977 ▲41.3%90,0432.9%ETFGEGE Aerospace$2,871,542$3,089 ▲0.1%11,1562.5%AerospaceHYDBiShares High Yield Systematic Bond ETF$2,668,956$8,783 ▲0.3%56,2182.3%ETFQQQMInvesco NASDAQ 100 ETF$2,648,337$752,126 ▲39.7%11,6622.3%ETFVONEVanguard Russell 1000 ETF$2,317,144$42,692 ▼-1.8%8,2502.0%ETFAAPLApple$2,101,385$38,983 ▲1.9%10,2421.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,071,109$1,195,628 ▲136.6%78,1551.8%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$1,851,627$88,613 ▼-4.6%34,8121.6%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,820,094$55,118 ▲3.1%47,9481.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,574,848$10,238 ▼-0.6%8,6141.4%ETFGE VERNOVA INC$1,519,764$529 ▲0.0%2,8721.3%COMOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,302,491$103,543 ▼-7.4%22,5421.1%ETFXOMExxon Mobil$1,224,324$6,684 ▼-0.5%11,3571.1%EnergyMSFTMicrosoft$1,201,349$455,667 ▲61.1%2,4151.1%Computer and TechnologyHDHome Depot$1,171,949$1,833 ▲0.2%3,1961.0%Retail/WholesaleIVViShares Core S&P 500 ETF$1,087,201$90,652 ▲9.1%1,7511.0%ETFSPGPInvesco S&P 500 GARP ETF$972,132$37,158 ▲4.0%9,0260.9%ETFNVDANVIDIA$889,572$176,650 ▲24.8%5,6300.8%Computer and TechnologyABBVAbbVie$756,6510.0%4,0760.7%MedicalTAT&T$756,182$28,362 ▲3.9%26,1290.7%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$732,073$28,480 ▲4.0%25,0620.6%ETFVOOVanguard S&P 500 ETF$657,737$66,116 ▲11.2%1,1540.6%ETFJPMJPMorgan Chase & Co.$654,686$95,970 ▲17.2%2,2580.6%FinancePICKiShares MSCI Global Metals & Mining Producers ETF$589,945$51,926 ▼-8.1%15,6900.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$581,160$299,529 ▲106.4%10,6830.5%ETFVZVerizon Communications$569,707$2,726 ▲0.5%13,1660.5%Computer and TechnologyLLYEli Lilly and Company$556,754$6,238 ▲1.1%7140.5%MedicalWMTWalmart$547,215$98 ▲0.0%5,5960.5%Retail/WholesaleFTECFidelity MSCI Information Technology Index ETF$525,785$122,276 ▲30.3%2,6660.5%ETFJNJJohnson & Johnson$521,889$5,804 ▲1.1%3,4170.5%MedicalBACBank of America$517,342$994 ▲0.2%10,9330.5%FinanceRWJInvesco S&P SmallCap 600 Revenue ETF$503,789$14,025 ▲2.9%11,6380.4%ETFIYKiShares U.S. Consumer Staples ETF$475,904$38,272 ▼-7.4%6,7520.4%ETFABTAbbott Laboratories$443,758$952 ▼-0.2%3,2630.4%MedicalSPYSPDR S&P 500 ETF Trust$443,597$443,597 ▲New Holding7170.4%FinancePGProcter & Gamble$442,072$12,107 ▲2.8%2,7750.4%Consumer StaplesXCEMColumbia EM Core ex-China ETF$440,689$9,229 ▲2.1%12,8930.4%ETFVBRVanguard Small-Cap Value ETF$398,875$145,170 ▲57.2%2,0360.4%ETFDEDeere & Company$381,7700.0%7500.3%IndustrialsWELLWelltower$380,6350.0%2,4760.3%FinanceELVElevance Health$339,757$1,555 ▲0.5%8740.3%MedicalMPCMarathon Petroleum$339,0310.0%2,0410.3%EnergyIBMInternational Business Machines$332,401$884 ▼-0.3%1,1280.3%Computer and TechnologyDISWalt Disney$328,483$1,494 ▼-0.5%2,6390.3%Consumer DiscretionaryCVXChevron$323,534$59,580 ▲22.6%2,2590.3%EnergySCHVSchwab U.S. Large-Cap Value ETF$323,031$34,284 ▲11.9%11,6740.3%ETFVEUVanguard FTSE All-World ex-US ETF$303,511$2,151 ▲0.7%4,5150.3%ETFPMPhilip Morris International$300,568$366 ▼-0.1%1,6410.3%Consumer StaplesMRVLMarvell Technology$288,107$10,992 ▲4.0%3,7220.3%Computer and TechnologyBLACKROCK ETF TRUST II$283,417$3,988 ▼-1.4%5,8280.2%ISHARES HIGH YIEHYFIAB High Yield ETF$280,048$2,286 ▲0.8%7,4730.2%ETFMRKMerck & Co., Inc.$267,997$1,114 ▲0.4%3,3680.2%MedicalVYMVanguard High Dividend Yield ETF$259,841$10,399 ▲4.2%1,9490.2%ETFUNHUnitedHealth Group$242,684$242,684 ▲New Holding7780.2%MedicalPFEPfizer$242,270$1,648 ▲0.7%9,9950.2%MedicalARKKARK Innovation ETF$239,619$239,619 ▲New Holding3,4090.2%ETFPALANTIR TECHNOLOGIES INC$230,617$230,617 ▲New Holding1,6920.2%CL ACOWZPacer US Cash Cows 100 ETF$229,994$14,657 ▲6.8%4,1740.2%ETFNFLXNetflix$229,808$229,808 ▲New Holding1720.2%Consumer DiscretionaryGEHCGE HealthCare Technologies$222,986$400,115 ▼-64.2%3,0100.2%MedicalMOAltria Group$218,515$417 ▲0.2%3,6720.2%Consumer StaplesFIVGDefiance Next Gen Connectivity ETF$212,394$212,394 ▲New Holding4,0260.2%ETFMCDMcDonald's$209,2280.0%7160.2%Retail/WholesaleIHAKiShares Cybersecurity and Tech ETF$208,661$208,661 ▲New Holding3,9210.2%ETFPLUGPlug Power$25,412$2,213 ▼-8.0%17,0550.0%IndustrialsShowing 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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