Retireful, LLC Top Holdings and 13F Report (2024) About Retireful, LLCInvestment ActivityRetireful, LLC has $135.13 million in total holdings as of September 30, 2024.Retireful, LLC owns shares of 66 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 49.74% of the portfolio was purchased this quarter.About 111.29% of the portfolio was sold this quarter.This quarter, Retireful, LLC has purchased 93 new stocks and bought additional shares in 3 stocks.Retireful, LLC sold shares of 24 stocks and completely divested from 66 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $17,172,307SPDR S&P 500 ETF Trust $9,288,601Real Estate Select Sector SPDR Fund $6,047,291Industrial Select Sector SPDR Fund $6,026,538Goldman Sachs Access Treasury 0-1 Year ETF $5,986,210 Largest New Holdings this Quarter Real Estate Select Sector SPDR Fund $6,047,291 HoldingSPDR SSGA US Large Cap Low Volatility Index ETF $5,367,468 HoldingFirst Trust Morningstar Dividend Leaders Index $4,871,695 HoldingSPDR Bloomberg Convertible Securities ETF $4,361,877 HoldingPIMCO ETF TR $2,756,273 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 61,095 shares (about $10.95M)Real Estate Select Sector SPDR Fund 135,377 shares (about $6.05M)SPDR SSGA US Large Cap Low Volatility Index ETF 31,717 shares (about $5.37M)First Trust Morningstar Dividend Leaders Index 116,131 shares (about $4.87M)SPDR Bloomberg Convertible Securities ETF 56,951 shares (about $4.36M) Largest Sales this Quarter Vanguard Large-Cap ETF 16,545 shares (about $4.36M)Technology Select Sector SPDR Fund 18,487 shares (about $4.17M)Costco Wholesale 3,891 shares (about $3.45M)SPDR S&P 500 ETF Trust 5,579 shares (about $3.20M)Goldman Sachs Access Treasury 0-1 Year ETF 24,678 shares (about $2.47M) 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 PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$17,172,307$10,945,780 ▲175.8%95,84912.7%ETFSPYSPDR S&P 500 ETF Trust$9,288,601$3,201,007 ▼-25.6%16,1896.9%FinanceXLREReal Estate Select Sector SPDR Fund$6,047,291$6,047,291 ▲New Holding135,3774.5%ETFXLIIndustrial Select Sector SPDR Fund$6,026,538$2,331,735 ▲63.1%44,4964.5%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$5,986,210$2,474,957 ▼-29.3%59,6894.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,853,530$1,123,479 ▼-16.1%63,7574.3%ETFSCHXSchwab US Large-Cap ETF$5,580,255$607,868 ▼-9.8%82,2444.1%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$5,367,468$5,367,468 ▲New Holding31,7174.0%ETFFDLFirst Trust Morningstar Dividend Leaders Index$4,871,695$4,871,695 ▲New Holding116,1313.6%ETFCWBSPDR Bloomberg Convertible Securities ETF$4,361,877$4,361,877 ▲New Holding56,9513.2%ETFVVVanguard Large-Cap ETF$4,002,798$4,356,133 ▼-52.1%15,2033.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,477,505$6,383 ▼-0.2%34,3222.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,035,692$460,020 ▼-13.2%33,2462.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,872,937$435,110 ▼-13.2%28,5242.1%ETFPIMCO ETF TR$2,756,273$2,756,273 ▲New Holding29,1332.0%ACTIVE BD ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,500,303$378,910 ▼-13.2%49,7871.9%FinanceXLGInvesco S&P 500 Top 50 ETF$2,347,697$755,442 ▼-24.3%49,3941.7%ETFVPUVanguard Utilities ETF$2,328,093$2,328,093 ▲New Holding13,3761.7%ETFVDCVanguard Consumer Staples ETF$2,209,925$2,209,925 ▲New Holding10,1151.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,048,944$2,048,944 ▲New Holding24,4651.5%ETFHNDLStrategy Shares NASDAQ 7 HANDL ETF$1,891,740$1,891,740 ▲New Holding85,0221.4%ManufacturingTIPiShares TIPS Bond ETF$1,878,984$325,555 ▼-14.8%17,0091.4%ETFINKMSPDR SSgA Income Allocation ETF$1,623,945$1,623,945 ▲New Holding49,5381.2%ETFIUSBiShares Core Total USD Bond Market ETF$1,518,206$1,518,206 ▲New Holding32,2201.1%ManufacturingTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$1,430,782$216,959 ▼-13.2%75,5031.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,178,741$415,561 ▼-26.1%23,2310.9%ETFVEEVVeeva Systems$904,959$904,959 ▲New Holding4,3120.7%Computer and TechnologyISRGIntuitive Surgical$859,723$300,657 ▼-25.9%1,7500.6%MedicalNOWServiceNow$855,931$281,733 ▼-24.8%9570.6%Computer and TechnologyMSIMotorola Solutions$850,700$299,454 ▼-26.0%1,8920.6%Computer and TechnologyMETAMeta Platforms$843,777$843,777 ▲New Holding1,4740.6%Computer and TechnologyCRMSalesforce$841,111$841,111 ▲New Holding3,0730.6%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$833,812$294,037 ▼-26.1%12,3950.6%ETFSPGIS&P Global$816,776$816,776 ▲New Holding1,5810.6%Business ServicesBROBrown & Brown$813,882$286,351 ▼-26.0%7,8560.6%FinanceBLDRBuilders FirstSource$801,805$801,805 ▲New Holding4,1360.6%Retail/WholesaleFCNCAFirst Citizens BancShares$800,813$800,813 ▲New Holding4350.6%FinanceBAXBaxter International$778,081$778,081 ▲New Holding20,4920.6%MedicalIWFiShares Russell 1000 Growth ETF$772,907$270,273 ▼-25.9%2,0590.6%ETFCOSTCostco Wholesale$768,613$3,449,450 ▼-81.8%8670.6%Retail/WholesaleCAHCardinal Health$759,825$759,825 ▲New Holding6,8750.6%MedicalAONAON$759,448$759,448 ▲New Holding2,1950.6%FinanceREGNRegeneron Pharmaceuticals$750,585$750,585 ▲New Holding7140.6%MedicalRMDResMed$742,369$742,369 ▲New Holding3,0410.5%MedicalINTUIntuit$740,232$740,232 ▲New Holding1,1920.5%Computer and TechnologyBKBank of New York Mellon$724,205$724,205 ▲New Holding10,0780.5%FinanceMSFTMicrosoft$707,844$247,853 ▼-25.9%1,6450.5%Computer and TechnologyVRSKVerisk Analytics$707,682$245,987 ▼-25.8%2,6410.5%Business ServicesCORPAY INC$701,521$701,521 ▲New Holding2,2430.5%COM SHSIRMIron Mountain$700,028$700,028 ▲New Holding5,8910.5%FinanceURIUnited Rentals$697,178$697,178 ▲New Holding8610.5%ConstructionWMTWalmart$644,385$644,385 ▲New Holding7,9800.5%Retail/WholesaleNFLXNetflix$640,471$640,471 ▲New Holding9030.5%Consumer DiscretionaryDOORDASH INC$620,305$620,305 ▲New Holding4,3460.5%CL AFTNTFortinet$619,702$619,702 ▲New Holding7,9910.5%Computer and TechnologyGPNGlobal Payments$610,014$610,014 ▲New Holding5,9560.5%Business ServicesADBEAdobe$552,989$552,989 ▲New Holding1,0680.4%Computer and TechnologyFERGUSON ENTERPRISES INC$529,586$529,586 ▲New Holding2,6670.4%COMMON STOCK NEWXLKTechnology Select Sector SPDR Fund$482,223$4,173,622 ▼-89.6%2,1360.4%ETFIWYiShares Russell Top 200 Growth ETF$477,288$13,863 ▲3.0%2,1690.4%ETFCOWZPacer US Cash Cows 100 ETF$471,199$471,199 ▲New Holding8,1480.3%ETFUSMCPrincipal U.S. Mega-Cap ETF$467,945$467,945 ▲New Holding8,2110.3%ManufacturingRWLInvesco S&P 500 Revenue ETF$464,361$464,361 ▲New Holding4,7350.3%ETFPFMInvesco Dividend Achievers ETF$461,078$461,078 ▲New Holding9,9050.3%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$449,732$449,732 ▲New Holding7,6200.3%ETFBSVVanguard Short-Term Bond ETF$449,399$1,787,602 ▼-79.9%5,7110.3%ETFIWBiShares Russell 1000 ETF$0$5,677,658 ▼-100.0%00.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$0$5,307,980 ▼-100.0%00.0%ETFVOXVanguard Communication Services ETF$0$3,951,691 ▼-100.0%00.0%ETFVISVanguard Industrials ETF$0$3,572,992 ▼-100.0%00.0%ETFGOOGLAlphabet$0$3,209,301 ▼-100.0%00.0%Computer and TechnologyRLYSPDR SSgA Multi-Asset Real Return ETF$0$3,162,778 ▼-100.0%00.0%ETFHEIHEICO$0$3,083,582 ▼-100.0%00.0%AerospaceCEGConstellation Energy$0$3,054,864 ▼-100.0%00.0%Oils/EnergyCRWDCrowdStrike$0$2,979,302 ▼-100.0%00.0%Computer and TechnologyWABWestinghouse Air Brake Technologies$0$2,949,687 ▼-100.0%00.0%TransportationNVDANVIDIA$0$2,486,119 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$2,348,173 ▼-100.0%00.0%Computer and TechnologyUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$2,263,015 ▼-100.0%00.0%ManufacturingSNAPSnap$0$2,191,590 ▼-100.0%00.0%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$0$2,173,532 ▼-100.0%00.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$0$2,138,840 ▼-100.0%00.0%FinanceAXPAmerican Express$0$2,136,975 ▼-100.0%00.0%FinanceICVTiShares Convertible Bond ETF$0$2,133,389 ▼-100.0%00.0%ETFAMATApplied Materials$0$2,122,730 ▼-100.0%00.0%Computer and TechnologyBAHBooz Allen Hamilton$0$2,093,348 ▼-100.0%00.0%Business ServicesTJXTJX Companies$0$2,092,781 ▼-100.0%00.0%Retail/WholesaleDELLDell Technologies$0$2,090,164 ▼-100.0%00.0%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$0$2,082,990 ▼-100.0%00.0%ETFGRMNGarmin$0$2,056,865 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$2,052,458 ▼-100.0%00.0%MedicalJJacobs Solutions$0$2,045,774 ▼-100.0%00.0%Business ServicesSTXSeagate Technology$0$2,042,474 ▼-100.0%00.0%Computer and TechnologySYKStryker$0$2,037,417 ▼-100.0%00.0%MedicalKLACKLA$0$2,033,242 ▼-100.0%00.0%Computer and TechnologyTXNTexas Instruments$0$2,028,753 ▼-100.0%00.0%Computer and TechnologyAZNAstraZeneca$0$2,019,395 ▼-100.0%00.0%MedicalCSLCarlisle Companies$0$2,012,678 ▼-100.0%00.0%Multi-Sector ConglomeratesPSTGPure Storage$0$1,948,838 ▼-100.0%00.0%Computer and TechnologyNTAPNetApp$0$1,935,993 ▼-100.0%00.0%Computer and TechnologyShowing 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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