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:

Search and click to pin securities to the top

Page 4 of 4

Sort by:

Walt Disney Co

DIS|254687106

Shares:2.7K

Value:$261.7K

% of Portfolio:0.3% ($261.7K/$98.3M)

Philip Morris International Inc.

PM|718172109

Shares:1.6K

Value:$260.8K

% of Portfolio:0.3% ($260.8K/$98.3M)

PFIZER INC

PFE|717081103

Shares:9.9K

Value:$251.5K

% of Portfolio:0.3% ($251.5K/$98.3M)

921946406

VYM|921946406

Shares:1.9K

Value:$241.3K

% of Portfolio:0.2% ($241.3K/$98.3M)

922908611

VBR|922908611

Shares:1.3K

Value:$241.3K

% of Portfolio:0.2% ($241.3K/$98.3M)

MCDONALDS CORP

MCD|580135101

Shares:716

Value:$223.7K

% of Portfolio:0.2% ($223.7K/$98.3M)

Marvell Technology, Inc.

MRVL|573874104

Shares:3.6K

Value:$220.4K

% of Portfolio:0.2% ($220.4K/$98.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.7K

Value:$219.9K

% of Portfolio:0.2% ($219.9K/$98.3M)

69374H881

Shares:3.9K

Value:$214.0K

% of Portfolio:0.2% ($214.0K/$98.3M)

PLUG POWER INC

PLUG|72919P202

Shares:18.5K

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$98.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	2.7K	QoQ +14.11% (+328) YoY-	All Managers (Combined)	$261.7K	0.3% ($261.7K/$98.3M)	QoQ +1.18% (+$3.1K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$260.8K	0.3% ($260.8K/$98.3M)	QoQ NEW(+$260.8K) YoY-
PFIZER INC(PFEcusip717081103)	9.9K	QoQ +1.99% (-194) YoY-	All Managers (Combined)	$251.5K	0.3% ($251.5K/$98.3M)	QoQ -2.57% (-$6.7K) YoY-
(VYMcusip921946406)	1.9K	QoQ +0.21% (+4) YoY-	All Managers (Combined)	$241.3K	0.2% ($241.3K/$98.3M)	QoQ +1.29% (+$3.1K) YoY-
(VBRcusip922908611)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$241.3K	0.2% ($241.3K/$98.3M)	QoQ NEW(+$241.3K) YoY-
MCDONALDS CORP(MCDcusip580135101)	716	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$223.7K	0.2% ($223.7K/$98.3M)	QoQ +7.77% (+$16.1K) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$220.4K	0.2% ($220.4K/$98.3M)	QoQ NEW(+$220.4K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	3.7K	QoQ NEW(+3.7K) YoY-	All Managers (Combined)	$219.9K	0.2% ($219.9K/$98.3M)	QoQ NEW(+$219.9K) YoY-
(cusip69374H881)✕	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$214.0K	0.2% ($214.0K/$98.3M)	QoQ NEW(+$214.0K) YoY-
PLUG POWER INC(PLUGcusip72919P202)	18.5K	QoQ +3.17% (-570) YoY-	All Managers (Combined)	$25.0K	0.0% ($25.0K/$98.3M)	QoQ -34.60% (-$13.2K) YoY-