Retirement Planning Group, LLC / Ny Top Holdings and 13F Report (2025) About Retirement Planning Group, LLC / NyInvestment ActivityRetirement Planning Group, LLC / Ny has $98.27 million in total holdings as of March 31, 2025.Retirement Planning Group, LLC / Ny owns shares of 70 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Retirement Planning Group, LLC / Ny has purchased 65 new stocks and bought additional shares in 45 stocks.Retirement Planning Group, LLC / Ny sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $8,794,383JPMorgan Equity Premium Income ETF $8,318,979Invesco S&P 500 Revenue ETF $4,852,950Global X U.S. Infrastructure Development ETF $4,248,825Nuveen Core Equity Alpha Fund $4,182,915 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $923,725 Holding092528843 - BLACKROCK ETF TRUST II $292,722 Holding808524409 - Schwab U.S. Large-Cap Value ETF $277,374 Holding718172109 - Philip Morris International $260,811 Holding922908611 - Vanguard Small-Cap Value ETF $241,279 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 21,298 shares (about $1.22M)Global X Nasdaq 100 Covered Call ETF 67,867 shares (about $1.13M)Schwab US Dividend Equity ETF 33,037 shares (about $923.73K)Columbia Research Enhanced Core ETF 25,025 shares (about $831.09K)Invesco NASDAQ 100 ETF 4,118 shares (about $794.88K) Largest Sales this Quarter Elevance Health 2,683 shares (about $1.17M)Invesco QQQ 197 shares (about $92.38K)Nuveen Core Equity Alpha Fund 5,195 shares (about $75.80K)RiverFront Dynamic US Dividend Advantage ETF 1,329 shares (about $70.60K)Invesco Dow Jones Industrial Average Dividend ETF 1,258 shares (about $66.46K) 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$8,794,383$92,375 ▼-1.0%18,7558.9%FinanceJEPIJPMorgan Equity Premium Income ETF$8,318,979$1,216,971 ▲17.1%145,5898.5%ETFRWLInvesco S&P 500 Revenue ETF$4,852,950$382,458 ▲8.6%48,8524.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$4,248,825$252,905 ▲6.3%112,6114.3%ETFJCENuveen Core Equity Alpha Fund$4,182,915$75,795 ▼-1.8%286,6974.3%Financial ServicesXLFFinancial Select Sector SPDR Fund$3,906,548$239,735 ▲6.5%78,4294.0%ETFXLEEnergy Select Sector SPDR Fund$3,843,851$61,490 ▲1.6%41,1333.9%ETFPDIPIMCO Dynamic Income Fund$3,800,162$98,842 ▲2.7%191,9273.9%Financial ServicesFBNDFidelity Total Bond ETF$3,766,566$44,098 ▼-1.2%82,5103.8%ETFRFDARiverFront Dynamic US Dividend Advantage ETF$3,683,983$70,602 ▼-1.9%69,3473.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$3,552,112$93,355 ▲2.7%109,7353.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$3,249,566$1,128,627 ▲53.2%195,4043.3%ManufacturingHYDBiShares High Yield Bond Factor ETF$2,638,572$15,304 ▲0.6%56,0332.7%ETFAAPLApple$2,232,955$142,170 ▲6.8%10,0522.3%Computer and TechnologyGEGE Aerospace$2,230,411$29,822 ▲1.4%11,1442.3%IndustrialsVONEVanguard Russell 1000$2,132,820$13,454 ▼-0.6%8,4022.2%ETFRECSColumbia Research Enhanced Core ETF$2,116,555$831,086 ▲64.7%63,7322.2%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$1,927,135$66,460 ▼-3.3%36,4782.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,687,337$171,107 ▲11.3%46,4961.7%ETFQQQMInvesco NASDAQ 100 ETF$1,611,755$794,875 ▲97.3%8,3501.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,481,659$5,981 ▼-0.4%8,6701.5%ETFXOMExxon Mobil$1,358,027$9,871 ▲0.7%11,4191.4%EnergyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,297,228$40,622 ▼-3.0%24,3341.3%ETFHDHome Depot$1,169,606$13,562 ▲1.2%3,1911.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$923,725$923,725 ▲New Holding33,0370.9%ETFIVViShares Core S&P 500 ETF$901,639$23,033 ▲2.6%1,6050.9%ETFGE VERNOVA INC$876,482$406,033 ▲86.3%2,8710.9%COMSPGPInvesco S&P 500 GARP ETF$867,105$565,851 ▲187.8%8,6810.9%ETFABBVAbbVie$853,935$6,285 ▲0.7%4,0760.9%MedicalTAT&T$711,201$24,236 ▲3.5%25,1490.7%Computer and TechnologyGEHCGE HealthCare Technologies$678,849$3,632 ▲0.5%8,4110.7%MedicalPICKiShares MSCI Global Metals & Mining Producers ETF$612,502$27,089 ▼-4.2%17,0710.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$603,130$172,448 ▲40.0%24,0870.6%ETFVZVerizon Communications$594,357$14,334 ▲2.5%13,1030.6%Computer and TechnologyLLYEli Lilly and Company$582,728$1,651 ▲0.3%7060.6%MedicalMSFTMicrosoft$562,539$85,938 ▲18.0%1,4990.6%Computer and TechnologyJNJJohnson & Johnson$560,390$5,970 ▲1.1%3,3790.6%MedicalVOOVanguard S&P 500 ETF$533,638$32,903 ▲6.6%1,0380.5%ETFIYKiShares U.S. Consumer Staples ETF$522,112$16,032 ▼-3.0%7,2950.5%ETFWMTWalmart$491,166$29,935 ▲6.5%5,5950.5%Retail/WholesaleNVDANVIDIA$488,995$167,550 ▲52.1%4,5120.5%Computer and TechnologyJPMJPMorgan Chase & Co.$472,774$207,805 ▲78.4%1,9270.5%FinanceRWJInvesco S&P SmallCap 600 Revenue ETF$460,497$6,349 ▲1.4%11,3140.5%ETFPGProcter & Gamble$459,927$2,215 ▲0.5%2,6990.5%Consumer StaplesBACBank of America$455,375$5,842 ▲1.3%10,9120.5%FinanceABTAbbott Laboratories$433,749$2,786 ▲0.6%3,2700.4%MedicalWELLWelltower$379,3480.0%2,4760.4%FinanceELVElevance Health$378,211$1,166,368 ▼-75.5%8700.4%MedicalXCEMColumbia EM Core ex-China ETF$372,826$24,603 ▲7.1%12,6230.4%ETFDEDeere & Company$352,0660.0%7500.4%IndustrialsFTECFidelity MSCI Information Technology Index ETF$330,007$142,906 ▲76.4%2,0460.3%ETFCVXChevron$308,398$9,873 ▲3.3%1,8430.3%EnergyMRKMerck & Co., Inc.$301,038$7,988 ▼-2.6%3,3540.3%MedicalMPCMarathon Petroleum$297,3530.0%2,0410.3%EnergyBLACKROCK ETF TRUST II$292,722$292,722 ▲New Holding5,9100.3%ISHARES HIGH YIEIBMInternational Business Machines$281,142$23,864 ▲9.3%1,1310.3%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$277,374$277,374 ▲New Holding10,4350.3%ETFHYFIAB High Yield ETF$273,068$9,542 ▼-3.4%7,4120.3%ETFVEUVanguard FTSE All-World ex-US ETF$271,930$849 ▲0.3%4,4830.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$268,060$3,469 ▲1.3%5,1770.3%ETFDISWalt Disney$261,691$32,378 ▲14.1%2,6510.3%Consumer DiscretionaryPMPhilip Morris International$260,811$260,811 ▲New Holding1,6430.3%Consumer StaplesPFEPfizer$251,548$4,916 ▲2.0%9,9270.3%MedicalVYMVanguard High Dividend Yield ETF$241,344$516 ▲0.2%1,8710.2%ETFVBRVanguard Small-Cap Value ETF$241,279$241,279 ▲New Holding1,2950.2%ETFMCDMcDonald's$223,6500.0%7160.2%Retail/WholesaleMRVLMarvell Technology$220,421$220,421 ▲New Holding3,5800.2%Computer and TechnologyMOAltria Group$219,944$219,944 ▲New Holding3,6650.2%Consumer StaplesCOWZPacer US Cash Cows 100 ETF$213,988$213,988 ▲New Holding3,9080.2%ETFPLUGPlug Power$25,029$770 ▲3.2%18,5400.0%IndustrialsITBiShares U.S. Home Construction ETF$0$238,185 ▼-100.0%00.0%ETFIHAKiShares Cybersecurity and Tech ETF$0$213,282 ▼-100.0%00.0%ETFARKKARK Innovation ETF$0$200,001 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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