• 13F History

RETIREMENT PLANNING GROUP, LLC / NY

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$98.3M
Signature - Title
David Kopyc - Chief Compliance Officer
Location
Malta, NY
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT PLANNING GROUP, LLC / NY. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT PLANNING GROUP, LLC / NY reported 70 stock holdings with total value $98.3M as of Q1 2025. Top holdings included QQQ, JEPI, RWL, PAVE, and JCE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 70 $98.3M +$10.1M -$2.29M +$7.85M QQQ, JEPI, RWL, PAVE, JCE 13F-HR 4/22/2025, 08:36 AM
Q4 2024 65 $90.9M $0 $0 QQQ, JEPI, JCE, RWL, PAVE 13F-HR 2/19/2025, 09:58 AM