Filer Name: RETIREMENT PLANNING GROUP, LLC / NY
CIK: 2057004
Period: 2024-12-31
Filed At: 2025-02-19
Number of Holdings: 65
Portfolio Value: $0.09B

Retirement Planning Group, Llc / Ny Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QQQ US INVESCO QQQ TRUST SERIES 1 18,952 $10M 10.66% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 124,291 $7M 7.89% - -
JCE US NUVEEN CORE EQUITY ALPHA 291,892 $5M 5.11% - -
RWL US INVESCO S&P 500 REVENUE ETF 45,002 $4M 4.85% - -
PAVE US GLOBAL X US INFRASTRUCTURE 105,908 $4M 4.71% - -
RFDA US RIVERFRONT DYNAMIC US DV ETF 70,676 $4M 4.35% - -
FBND US FIDELITY TOTAL BOND ETF 83,476 $4M 4.12% - -
XLF US FINANCIAL SELECT SECTOR SPDR 73,616 $4M 3.92% - -
XLE US ENERGY SELECT SECTOR SPDR 40,475 $3M 3.82% - -
PDI US PIMCO DYNAMIC INCOME FUND 186,935 $3M 3.77% - -
LVHI US FRANKLIN INTERNATIONAL LOW V 106,851 $3M 3.59% - -
HYDB US ISHARES HIGH YIELD SYSTEMATI 55,708 $3M 2.88% - -
AAPL US APPLE INC 9,412 $2M 2.59% - -
QYLD US GLOBAL X NASD 100 COV CALL 127,537 $2M 2.56% - -
VONE US VANGUARD RUSSELL 1000 8,455 $2M 2.48% - -
DJD US INVESCO DOW JONES INDUSTRIAL 37,736 $2M 2.11% - -
GE US GENERAL ELECTRIC 10,995 $2M 2.02% - -
QUAL US ISHARES MSCI USA QUALITY FAC 8,705 $2M 1.71% - -
HEFA US ISHA CURR HEDGED MSCI EAFE 41,781 $1M 1.60% - -
OMFL US INVESCO RUSSELL 1000 DYN M/F 25,096 $1M 1.50% - -
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