Retirement Planning Group, LLC

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, LLC
Data Enrichment
58% identified
172 identified124 unidentified

Holdings

296 positions
Manager:
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Page 6 of 15
Evergy, Inc.
Shares:21.1K
Value:$1.5M
46432F339
Shares:8.5K
Value:$1.4M
78463X202
Shares:25.9K
Value:$1.4M
464287572
Shares:14.4K
Value:$1.4M
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
Shares:88.1K
Value:$1.4M
37954Y715
Shares:47.2K
Value:$1.3M
92647N568
Shares:17.0K
Value:$1.3M
464288406
Shares:18.0K
Value:$1.3M
VERIZON COMMUNICATIONS INC
Shares:28.8K
Value:$1.3M
922908595
Shares:5.1K
Value:$1.3M
STARBUCKS CORP
Shares:12.5K
Value:$1.2M
89157W707
Shares:46.7K
Value:$1.2M
09290C103
Shares:24.8K
Value:$1.2M
CrowdStrike Holdings, Inc.
Shares:3.4K
Value:$1.2M
VISA INC.
Shares:3.3K
Value:$1.2M
464287689
Shares:3.6K
Value:$1.1M
00162Q452
Shares:21.6K
Value:$1.1M
ONEOK INC /NEW/
Shares:11.3K
Value:$1.1M
316092501
Shares:16.1K
Value:$1.1M
464286392
Shares:7.3K
Value:$1.1M