Retirement-Planning-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
296
Total Value
2132482698
Accession Number
0001085146-25-002020
Form Type
13F-HR
Manager Name
Retirement-Planning-Group
Data Enrichment
58% identified
172 identified124 unidentified

Holdings

296 positions
Manager:
Search and click to pin securities to the top
Page 11 of 15
41653L503
Shares:12.0K
Value:$462.9K
922042775
Shares:7.6K
Value:$462.3K
ADVANCED MICRO DEVICES INC
Shares:4.4K
Value:$454.0K
AMERICAN EXPRESS CO
Shares:1.6K
Value:$443.3K
ABBOTT LABORATORIES
Shares:3.3K
Value:$442.0K
464287796
Shares:8.7K
Value:$429.5K
464288182
Shares:5.8K
Value:$427.7K
921910733
Shares:4.4K
Value:$427.0K
78463X889
Shares:11.7K
Value:$424.9K
Merck & Co., Inc.
Shares:4.6K
Value:$416.1K
33734X176
Shares:3.1K
Value:$414.0K
808524607
Shares:17.5K
Value:$411.0K
AT&T INC.
Shares:14.4K
Value:$408.5K
45782C318
Shares:11.3K
Value:$403.4K
922042742
Shares:3.5K
Value:$401.2K
808524789
Shares:17.4K
Value:$400.9K
45782C664
Shares:9.5K
Value:$396.1K
26922B642
Shares:17.3K
Value:$394.4K
464287614
Shares:1.1K
Value:$387.7K
ELI LILLY & Co
Shares:465
Value:$383.6K