Institutions / Retirement Planning Group, LLC / Ny / Activity
Activity — Retirement Planning Group, LLC / Ny
24 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 19761L748 Common stock | $3.47M | +116K | 115,780 1.89% 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 | New | Intel Corp Common stock | $559.2K | +4K | 4,005 0.30% 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 | New | Cisco Systems, Inc. Common stock | $451.1K | +4K | 3,841 0.25% 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 | 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 | 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 | New | 78463V107 Common stock | $246.5K | +669 | 669 0.13% of portfolio | 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 | 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 |