Retirement Planning Group, LLC / Ny Top Holdings and 13F Report (2025) About Retirement Planning Group, LLC / NyInvestment ActivityRetirement Planning Group, LLC / Ny has $90.85 million in total holdings as of December 31, 2024.Retirement Planning Group, LLC / Ny owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $9,688,911JPMorgan Equity Premium Income ETF $7,170,572Nuveen Core Equity Alpha Fund $4,641,085Invesco S&P 500 Revenue ETF $4,406,559Global X U.S. Infrastructure Development ETF $4,279,725 Sector AllocationMap of 500 Largest Holdings ofRetirement Planning Group, LLC / Ny Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$9,688,91118,95210.7%FinanceJEPIJPMorgan Equity Premium Income ETF$7,170,572124,2917.9%ETFJCENuveen Core Equity Alpha Fund$4,641,085291,8925.1%Financial ServicesRWLInvesco S&P 500 Revenue ETF$4,406,55945,0024.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$4,279,725105,9084.7%ETFRFDARiverFront Dynamic US Dividend Advantage ETF$3,951,93470,6764.3%ETFFBNDFidelity Total Bond ETF$3,745,56383,4764.1%ETFXLFFinancial Select Sector SPDR Fund$3,557,87273,6163.9%ETFXLEEnergy Select Sector SPDR Fund$3,467,06840,4753.8%ETFPDIPIMCO Dynamic Income Fund$3,428,394186,9353.8%Financial ServicesLVHIFranklin International Low Volatility High Dividend Index ETF$3,261,088106,8513.6%ETFHYDBiShares High Yield Bond Factor ETF$2,618,82255,7082.9%ETFAAPLApple$2,356,8929,4122.6%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$2,323,721127,5372.6%ManufacturingVONEVanguard Russell 1000$2,255,1738,4552.5%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$1,913,75837,7362.1%ETFGEGeneral Electric$1,833,91610,9952.0%TransportationQUALiShares MSCI USA Quality Factor ETF$1,550,1738,7051.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,451,89941,7811.6%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,360,93125,0961.5%ETFRECSColumbia Research Enhanced Core ETF$1,354,90638,7071.5%ETFELVElevance Health$1,310,7303,5531.4%MedicalHDHome Depot$1,227,0623,1541.4%Retail/WholesaleXOMExxon Mobil$1,219,43011,3361.3%Oils/EnergyIVViShares Core S&P 500 ETF$920,4231,5641.0%ETFQQQMInvesco NASDAQ 100 ETF$890,6504,2321.0%ETFABBVAbbVie$719,0524,0460.8%MedicalGEHCGE HealthCare Technologies$654,0288,3660.7%MedicalPICKiShares MSCI Global Metals & Mining Producers ETF$623,72117,8260.7%ETFTAT&T$553,13424,2920.6%Computer and TechnologyLLYEli Lilly and Company$543,6007040.6%MedicalMSFTMicrosoft$535,1131,2700.6%Computer and TechnologyVOOVanguard S&P 500 ETF$525,0149740.6%ETFVZVerizon Communications$511,36312,7870.6%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$510,58311,1580.6%ETFGE VERNOVA INC$506,8811,5410.6%COMIYKiShares U.S. Consumer Staples ETF$493,1747,5190.5%ETFJNJJohnson & Johnson$483,4783,3430.5%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$479,36817,2000.5%ETFWMTWalmart$474,7095,2540.5%Retail/WholesaleBACBank of America$473,43610,7720.5%FinancePGProcter & Gamble$450,2392,6860.5%Consumer StaplesNVDANVIDIA$398,4472,9660.4%Computer and TechnologyABTAbbott Laboratories$367,5063,2490.4%MedicalXCEMColumbia EM Core ex-China ETF$348,99311,7900.4%ETFMRKMerck & Co., Inc.$342,4743,4430.4%MedicalDEDeere & Company$317,8147500.3%Industrial ProductsSPGPInvesco S&P 500 GARP ETF$316,3613,0160.3%ETFWELLWelltower$312,0502,4760.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$288,1005,1100.3%ETFMPCMarathon Petroleum$284,7202,0410.3%Oils/EnergyHYFIAB High Yield ETF$283,0117,6710.3%ETFJPMJPMorgan Chase & Co.$258,9351,0800.3%FinanceDISWalt Disney$258,6372,3230.3%Consumer DiscretionaryCVXChevron$258,4501,7840.3%Oils/EnergyPFEPfizer$258,2079,7330.3%MedicalVEUVanguard FTSE All-World ex-US ETF$256,5724,4690.3%ETFVYMVanguard High Dividend Yield ETF$238,2531,8670.3%ETFITBiShares U.S. Home Construction ETF$238,1852,3040.3%ETFIBMInternational Business Machines$227,5061,0350.3%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$214,4211,1600.2%ETFIHAKiShares Cybersecurity and Tech ETF$213,2824,3710.2%ETFMCDMcDonald's$207,5157160.2%Retail/WholesaleARKKARK Innovation ETF$200,0013,5230.2%ETFPLUGPlug Power$38,27617,9700.0%Industrial ProductsShowing 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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