Retirement-Planning-Group-Llc--Ny

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  "T",
  "PDI",
  null,
  "HD",
  "MCD",
  "HEFA",
  null,
  null,
  null,
  null,
  "JCE",
  null,
  "MPC",
  "MRVL",
  "MSFT",
  "GE",
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "IBM",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "PLUG",
  null,
  null,
  null,
  "VEU",
  "VONE",
  "VBR",
  "VOO",
  "WMT",
  "WELL",
  "SCHD",
  "SCHG",
  null,
  null,
  "GEV",
  "BAC",
  "CVX",
  "DE",
  "QQQ",
  "DIS",
  "ELV",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 70
Total Value: 98274963
Accession Number: 0001951757-25-000395
Form Type: 13F-HR
CIK: retirement-planning-group-llc--ny
Manager Name: Retirement-Planning-Group-Llc--Ny

Data Enrichment

64% identified

45 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $98.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

NVDA|67066G104

Shares:4.5K

Value:$489.0K

% of Portfolio:0.5% ($489.0K/$98.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.9K

Value:$472.8K

% of Portfolio:0.5% ($472.8K/$98.3M)

46138G664

Shares:11.3K

Value:$460.5K

% of Portfolio:0.5% ($460.5K/$98.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$459.9K

% of Portfolio:0.5% ($459.9K/$98.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:10.9K

Value:$455.4K

% of Portfolio:0.5% ($455.4K/$98.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.3K

Value:$433.7K

% of Portfolio:0.4% ($433.7K/$98.3M)

WELLTOWER INC.

WELL|95040Q104

Shares:2.5K

Value:$379.3K

% of Portfolio:0.4% ($379.3K/$98.3M)

Elevance Health, Inc.

ELV|036752103

Shares:870

Value:$378.2K

% of Portfolio:0.4% ($378.2K/$98.3M)

19762B202

Shares:12.6K

Value:$372.8K

% of Portfolio:0.4% ($372.8K/$98.3M)

DEERE & CO

DE|244199105

Shares:750

Value:$352.1K

% of Portfolio:0.4% ($352.1K/$98.3M)

316092808

Shares:2.0K

Value:$330.0K

% of Portfolio:0.3% ($330.0K/$98.3M)

CHEVRON CORP

CVX|166764100

Shares:1.8K

Value:$308.4K

% of Portfolio:0.3% ($308.4K/$98.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.4K

Value:$301.0K

% of Portfolio:0.3% ($301.0K/$98.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.0K

Value:$297.4K

% of Portfolio:0.3% ($297.4K/$98.3M)

092528843

Shares:5.9K

Value:$292.7K

% of Portfolio:0.3% ($292.7K/$98.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$281.1K

% of Portfolio:0.3% ($281.1K/$98.3M)

808524409

Shares:10.4K

Value:$277.4K

% of Portfolio:0.3% ($277.4K/$98.3M)

00039J608

Shares:7.4K

Value:$273.1K

% of Portfolio:0.3% ($273.1K/$98.3M)

922042775

VEU|922042775

Shares:4.5K

Value:$271.9K

% of Portfolio:0.3% ($271.9K/$98.3M)

46654Q203

Shares:5.2K

Value:$268.1K

% of Portfolio:0.3% ($268.1K/$98.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	4.5K	QoQ +52.12% (+1.5K) YoY-	All Managers (Combined)	$489.0K	0.5% ($489.0K/$98.3M)	QoQ +22.72% (+$90.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.9K	QoQ +78.42% (+847) YoY-	All Managers (Combined)	$472.8K	0.5% ($472.8K/$98.3M)	QoQ +82.58% (+$213.8K) YoY-
(cusip46138G664)✕	11.3K	QoQ +1.39% (-156) YoY-	All Managers (Combined)	$460.5K	0.5% ($460.5K/$98.3M)	QoQ -9.80% (-$50.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ +0.48% (+13) YoY-	All Managers (Combined)	$459.9K	0.5% ($459.9K/$98.3M)	QoQ +2.15% (+$9.7K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	10.9K	QoQ +1.29% (-140) YoY-	All Managers (Combined)	$455.4K	0.5% ($455.4K/$98.3M)	QoQ -3.81% (-$18.1K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	3.3K	QoQ +0.64% (+21) YoY-	All Managers (Combined)	$433.7K	0.4% ($433.7K/$98.3M)	QoQ +18.02% (+$66.2K) YoY-
WELLTOWER INC.(WELLcusip95040Q104)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$379.3K	0.4% ($379.3K/$98.3M)	QoQ +21.56% (+$67.3K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	870	QoQ -75.51% (-2.7K) YoY-	All Managers (Combined)	$378.2K	0.4% ($378.2K/$98.3M)	QoQ -71.14% (-$932.5K) YoY-
(cusip19762B202)✕	12.6K	QoQ +7.06% (+833) YoY-	All Managers (Combined)	$372.8K	0.4% ($372.8K/$98.3M)	QoQ +6.82% (+$23.8K) YoY-
DEERE & CO(DEcusip244199105)	750	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$352.1K	0.4% ($352.1K/$98.3M)	QoQ +10.77% (+$34.3K) YoY-
(cusip316092808)✕	2.0K	QoQ +76.37% (+886) YoY-	All Managers (Combined)	$330.0K	0.3% ($330.0K/$98.3M)	QoQ +53.90% (+$115.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.8K	QoQ +3.30% (+59) YoY-	All Managers (Combined)	$308.4K	0.3% ($308.4K/$98.3M)	QoQ +19.32% (+$49.9K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	3.4K	QoQ -2.58% (-89) YoY-	All Managers (Combined)	$301.0K	0.3% ($301.0K/$98.3M)	QoQ -12.09% (-$41.4K) YoY-
Marathon Petroleum Corp(MPCcusip56585A102)	2.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$297.4K	0.3% ($297.4K/$98.3M)	QoQ +4.43% (+$12.6K) YoY-
(cusip092528843)✕	5.9K	QoQ NEW(+5.9K) YoY-	All Managers (Combined)	$292.7K	0.3% ($292.7K/$98.3M)	QoQ NEW(+$292.7K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ +9.27% (+96) YoY-	All Managers (Combined)	$281.1K	0.3% ($281.1K/$98.3M)	QoQ +23.57% (+$53.6K) YoY-
(cusip808524409)✕	10.4K	QoQ NEW(+10.4K) YoY-	All Managers (Combined)	$277.4K	0.3% ($277.4K/$98.3M)	QoQ NEW(+$277.4K) YoY-
(cusip00039J608)✕	7.4K	QoQ -3.37% (-259) YoY-	All Managers (Combined)	$273.1K	0.3% ($273.1K/$98.3M)	QoQ -3.51% (-$9.9K) YoY-
(VEUcusip922042775)	4.5K	QoQ +0.31% (+14) YoY-	All Managers (Combined)	$271.9K	0.3% ($271.9K/$98.3M)	QoQ +5.98% (+$15.4K) YoY-
(cusip46654Q203)✕	5.2K	QoQ +1.31% (-67) YoY-	All Managers (Combined)	$268.1K	0.3% ($268.1K/$98.3M)	QoQ -6.95% (-$20.0K) YoY-