Prepared Retirement Institute LLC Top Holdings and 13F Report (2025) About Prepared Retirement Institute LLCInvestment ActivityPrepared Retirement Institute LLC has $175.17 million in total holdings as of December 31, 2024.Prepared Retirement Institute LLC owns shares of 79 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 14.41% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Prepared Retirement Institute LLC has purchased 80 new stocks and bought additional shares in 49 stocks.Prepared Retirement Institute LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $23,195,695SPDR Portfolio S&P 500 Growth ETF $19,779,197Schwab US Dividend Equity ETF $17,577,445WisdomTree International Hedged Quality Dividend Growth Fund $12,019,360Vanguard Total Bond Market ETF $11,137,159 Largest New Holdings this Quarter Financial Select Sector SPDR Fund $443,838 HoldingiShares U.S. Aerospace & Defense ETF $357,099 HoldingVanguard High Dividend Yield ETF $230,238 HoldingSchwab U.S. Large-Cap Growth ETF $200,886 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 442,336 shares (about $12.08M)Vanguard Dividend Appreciation ETF 11,064 shares (about $2.17M)Vanguard Total Stock Market ETF 3,412 shares (about $988.84K)WisdomTree International Hedged Quality Dividend Growth Fund 21,544 shares (about $936.52K)Vanguard Total Bond Market ETF 12,943 shares (about $930.73K) Largest Sales this Quarter Apple 1,479 shares (about $370.39K)Microsoft 539 shares (about $227.20K)iShares Floating Rate Bond ETF 2,665 shares (about $135.59K)iShares Core Dividend Growth ETF 1,850 shares (about $113.48K)Vanguard Growth ETF 244 shares (about $100.15K) 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$23,195,695$2,166,665 ▲10.3%118,44813.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$19,779,197$915,568 ▲4.9%225,01911.3%ETFSCHDSchwab US Dividend Equity ETF$17,577,445$12,084,622 ▲220.0%643,39110.0%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$12,019,360$936,517 ▲8.5%276,4986.9%FinanceBNDVanguard Total Bond Market ETF$11,137,159$930,733 ▲9.1%154,8766.4%ETFSPCCrossingBridge Pre-Merger SPAC ETF$10,689,562$676,470 ▲6.8%517,4046.1%ETFFALNiShares Fallen Angels USD Bond ETF$7,482,030$529,713 ▲7.6%280,1214.3%ManufacturingVBVanguard Small-Cap ETF$6,102,743$502,194 ▲9.0%25,3983.5%ETFVTIVanguard Total Stock Market ETF$5,894,213$988,841 ▲20.2%20,3383.4%ETFVOOVanguard S&P 500 ETF$5,646,442$663,844 ▲13.3%10,4793.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,188,965$827,261 ▲19.0%64,6443.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,072,758$241,759 ▲5.0%61,8782.9%ManufacturingPFFDGlobal X U.S. Preferred ETF$3,825,931$28,855 ▼-0.7%196,1012.2%ETFDIVIFranklin International Core Dividend Tilt Index ETF$3,192,360$676,272 ▲26.9%106,3771.8%ETFVUGVanguard Growth ETF$2,434,056$100,153 ▼-4.0%5,9301.4%ETFMSFTMicrosoft$2,381,630$227,203 ▼-8.7%5,6501.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,701,134$113,478 ▼-6.3%27,7331.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,509,977$5,255 ▲0.3%43,9590.9%FinanceIVViShares Core S&P 500 ETF$1,482,885$2,943 ▼-0.2%2,5190.8%ETFDIVBiShares Core Dividend ETF$1,441,102$254,917 ▲21.5%30,4030.8%ETFAAPLApple$1,419,443$370,387 ▼-20.7%5,6680.8%Computer and TechnologyABBVAbbVie$1,219,015$14,394 ▲1.2%6,8600.7%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,218,747$188,551 ▲18.3%6,9550.7%ETFIAGGiShares Core International Aggregate Bond ETF$1,155,830$148,709 ▲14.8%23,1540.7%ETFFLOTiShares Floating Rate Bond ETF$899,093$135,594 ▼-13.1%17,6710.5%ETFSPYSPDR S&P 500 ETF Trust$880,739$586 ▲0.1%1,5030.5%FinanceXOMExxon Mobil$841,764$3,012 ▲0.4%7,8250.5%Oils/EnergySVALiShares US Small Cap Value Factor ETF$777,551$156,329 ▲25.2%23,9390.4%ETFMRKMerck & Co., Inc.$766,957$24,471 ▼-3.1%7,7100.4%MedicalNVDANVIDIA$748,532$28,335 ▲3.9%5,5740.4%Computer and TechnologyTE CONNECTIVITY PLC$698,551$2,573 ▼-0.4%4,8860.4%ORD SHSALLAllstate$675,536$77,116 ▲12.9%3,5040.4%FinanceABTAbbott Laboratories$555,2570.0%4,9090.3%MedicalMETAMeta Platforms$546,113$12,292 ▲2.3%9330.3%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$512,340$573 ▲0.1%17,8700.3%ManufacturingVXUSVanguard Total International Stock ETF$508,684$196,826 ▲63.1%8,6320.3%ETFTSLATesla$468,858$90,864 ▲24.0%1,1610.3%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$456,517$75,527 ▲19.8%1,9040.3%FinanceXLFFinancial Select Sector SPDR Fund$443,838$443,838 ▲New Holding9,1830.3%ETFHDHome Depot$441,833$1,556 ▲0.4%1,1360.3%Retail/WholesaleAPDAir Products and Chemicals$428,073$2,320 ▲0.5%1,4760.2%Basic MaterialsAMLPAlerian MLP ETF$426,234$385 ▲0.1%8,8500.2%ETFPPLPPL$400,790$552 ▲0.1%12,3470.2%UtilitiesPFFiShares Preferred and Income Securities ETF$400,329$16,695 ▼-4.0%12,7330.2%ETFMCDMcDonald's$399,8210.0%1,3790.2%Retail/WholesaleAMZNAmazon.com$397,5350.0%1,8120.2%Retail/WholesalePFEPfizer$394,118$12,336 ▼-3.0%14,8560.2%MedicalSCHASchwab US Small-Cap ETF$393,638$174,192 ▲79.4%15,2220.2%ETFFVALFidelity Value Factor ETF$362,074$1,354 ▲0.4%5,8850.2%ETFITAiShares U.S. Aerospace & Defense ETF$357,099$357,099 ▲New Holding2,4570.2%ETFWMTWalmart$352,6360.0%3,9030.2%Retail/WholesaleVOVanguard Mid-Cap ETF$351,449$264 ▲0.1%1,3310.2%ETFIBMInternational Business Machines$347,242$879 ▲0.3%1,5800.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$344,375$27,293 ▲8.6%8580.2%ETFGOOGAlphabet$333,1150.0%1,7490.2%Computer and TechnologyORCLOracle$324,948$24,996 ▲8.3%1,9500.2%Computer and TechnologyCAHCardinal Health$322,422$828 ▲0.3%2,7260.2%MedicalVXFVanguard Extended Market ETF$311,187$45,405 ▼-12.7%1,6380.2%ETFSCHBSchwab US Broad Market ETF$308,051$205,723 ▲201.0%13,5710.2%ETFMSMorgan Stanley$306,3800.0%2,4370.2%FinanceDFSDiscover Financial Services$303,4990.0%1,7520.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$297,062$23,949 ▼-7.5%3,8080.2%ETFLDOSLeidos$296,0430.0%2,0550.2%AerospaceCVXChevron$295,184$1,159 ▲0.4%2,0380.2%Oils/EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$292,418$67,125 ▲29.8%4,6090.2%ManufacturingGDGeneral Dynamics$284,784$790 ▲0.3%1,0810.2%AerospaceVONGVanguard Russell 1000 Growth ETF$284,476$16,114 ▲6.0%2,7540.2%ETFVZVerizon Communications$281,536$1,400 ▲0.5%7,0400.2%Computer and TechnologyDEEDFirst Trust TCW Securitized Plus ETF$276,438$35,757 ▼-11.5%13,3670.2%ETFJNJJohnson & Johnson$260,884$55,098 ▲26.8%1,8040.1%MedicalIXUSiShares Core MSCI Total International Stock ETF$248,4880.0%3,7570.1%ManufacturingBRK.BBerkshire Hathaway$243,865$13,145 ▲5.7%5380.1%FinanceABNBAirbnb$234,0410.0%1,7810.1%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$230,238$230,238 ▲New Holding1,8050.1%ETFTAT&T$225,446$2,436 ▼-1.1%9,9010.1%Computer and TechnologyLMTLockheed Martin$223,5320.0%4600.1%AerospaceFDHYFidelity High Yield Factor ETF$221,877$3,426 ▲1.6%4,5980.1%ETFMMM3M$216,515$15,364 ▲7.6%1,6770.1%Multi-Sector ConglomeratesSCHGSchwab U.S. Large-Cap Growth ETF$200,886$200,886 ▲New Holding7,2080.1%ETFXLPConsumer Staples Select Sector SPDR Fund$0$254,225 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$240,282 ▼-100.0%00.0%ETFCEGConstellation Energy$0$218,716 ▼-100.0%00.0%Oils/EnergyVNQVanguard Real Estate ETF$0$209,161 ▼-100.0%00.0%ETFSDOTSadot Group$0$16,960 ▼-100.0%00.0%Consumer StaplesShowing 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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