Institutions / Retirement Planning Group, LLC / Ny / Activity
Activity — Retirement Planning Group, LLC / Ny
108 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 316188309 Common stock | $-3.57M | -78K -90.72% | 7,986 0.20% of portfolio | low |
| Q2 2026 as of | New | 19761L748 Common stock | $3.47M | +116K | 115,780 1.89% of portfolio | low |
| Q2 2026 as of | Add | 46654Q203 Common stock | $2.39M | +39K +57.74% | 106,324 3.56% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $2.14M | +68K +39.36% | 239,184 4.13% of portfolio | low |
| Q2 2026 as of | Add | 19761L706 Common stock | $2.14M | +49K +40.41% | 171,662 4.05% of portfolio | low |
| Q2 2026 as of | Add | 46641Q332 Common stock | $2.08M | +37K +16.01% | 267,107 8.22% of portfolio | low |
| Q2 2026 as of | Add | 46138G698 Common stock | $2.04M | +16K +22.75% | 86,318 6.01% of portfolio | low |
| Q2 2026 as of | Add | 46138G649 Common stock | $1.84M | +6K +34.45% | 23,707 3.91% of portfolio | low |
| Q2 2026 as of | Add | 92189F676 Common stock | $962.2K | +1K +194.82% | 2,220 0.79% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-852.2K | -1K -6.06% | 17,930 7.20% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $700.9K | +607 | 607 0.38% of portfolio | low |
| Q2 2026 as of | Add | 52468L505 Common stock | $674.2K | +17K +13.90% | 136,096 3.01% of portfolio | low |
| Q2 2026 as of | Add | 922908611 Common stock | $567.1K | +2K +57.77% | 6,374 0.84% of portfolio | low |
| Q2 2026 as of | New | Intel Corp Common stock | $559.2K | +4K | 4,005 0.30% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $540.5K | +3K +16.57% | 19,006 2.07% of portfolio | low |
| Q2 2026 as of | New | 301505475 Common stock | $527.8K | +8K | 7,743 0.29% of portfolio | low |
| Q2 2026 as of | New | ADX Adams Diversified Equity Fund, Inc. Closed-End Fund | $518.8K | +20K | 20,305 0.28% of portfolio | low |
| Q2 2026 as of | New | 092528108 Common stock | $518.1K | +23K | 23,077 0.28% of portfolio | low |
| Q2 2026 as of | Trim | PDI PIMCO Dynamic Income Fund Closed-End Fund | $-500.6K | -30K -15.75% | 158,117 1.46% of portfolio | low |
| Q2 2026 as of | New | Cisco Systems, Inc. Common stock | $451.1K | +4K | 3,841 0.25% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $426.6K | +570 +74.61% | 1,334 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 00162Q528 Common stock | $-419.2K | -6K -9.24% | 58,513 2.24% of portfolio | low |
| Q2 2026 as of | New | 87975E776 Common stock | $372.1K | +12K | 12,250 0.20% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $363.0K | +625 | 625 0.20% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $349.5K | +1K +5.90% | 21,675 3.42% of portfolio | low |
| Q2 2026 as of | Trim | JCE Nuveen Core Equity Alpha Fund Closed-End Fund | $-301.2K | -18K -6.72% | 250,109 2.28% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $299.7K | +2K | 1,754 0.16% of portfolio | low |
| Q2 2026 as of | New | Alphabet Inc. Common stock | $288.9K | +808 | 808 0.16% of portfolio | low |
| Q2 2026 as of | Exit | 00039J608 Common stock | $-287.4K | -8K -100.00% | 0 | low |
| Q2 2026 as of | New | 87975E602 Common stock | $266.6K | +4K | 4,240 0.15% of portfolio | low |
| Q2 2026 as of | New | Nucor Corp Common stock | $262.6K | +1K | 1,176 0.14% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De Common stock | $262.4K | +363 | 363 0.14% of portfolio | low |
| Q2 2026 as of | Exit | GE HealthCare Technologies Inc. Common stock | $-253.0K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | 78463V107 Common stock | $246.5K | +669 | 669 0.13% of portfolio | low |
| Q2 2026 as of | Exit | 31624J729 Common stock | $-244.4K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | 46434G764 Common stock | $244.2K | +2K | 2,387 0.13% of portfolio | low |
| Q2 2026 as of | New | Netflix Inc Common stock | $243.3K | +3K | 3,407 0.13% of portfolio | low |
| Q2 2026 as of | New | Starbucks Corp Common stock | $236.4K | +2K | 2,313 0.13% of portfolio | low |
| Q2 2026 as of | New | 46435U135 Common stock | $235.4K | +4K | 3,878 0.13% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $232.1K | +310 +16.99% | 2,135 0.87% of portfolio | low |
| Q2 2026 as of | New | 922042775 Common stock | $228.7K | +3K | 2,731 0.12% of portfolio | low |
| Q2 2026 as of | New | Oklo Inc. Common stock | $227.5K | +4K | 4,347 0.12% of portfolio | low |
| Q2 2026 as of | New | Mastercard Inc Common stock | $219.2K | +427 | 427 0.12% of portfolio | low |
| Q2 2026 as of | New | 464288752 Common stock | $215.0K | +2K | 2,058 0.12% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $211.9K | +199 | 199 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y506 Common stock | $-209.5K | -4K -4.85% | 77,317 2.24% of portfolio | low |
| Q2 2026 as of | Add | 46434V803 Common stock | $182.1K | +4K +6.97% | 59,555 1.52% of portfolio | low |
| Q2 2026 as of | Trim | 46137V605 Common stock | $-176.0K | -3K -8.69% | 29,164 1.01% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $161.9K | +434 +15.18% | 3,293 0.67% of portfolio | low |
| Q2 2026 as of | Trim | 46138J619 Common stock | $-160.7K | -2K -10.95% | 19,062 0.71% of portfolio | low |