Retirement Group, LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - Apr 30, 2024
Value $
$279M
Signature - Title
Ronald Harpootlian - Chief Compliance Officer
Location
5414 Oberlin Dr #220, San Diego, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 846 $279M +$25.6M -$16.9M +$8.71M BRKB, XLG, XOM, SHY, MDYV 13F-HR 4/30/2024, 02:32 PM
Q4 2023 837 $247M +$10.8M -$15.5M -$4.7M BRKB, XLG, SHY, XOM, MDYV 13F-HR 2/14/2024, 02:24 PM
Q3 2023 777 $227M +$28.4M -$11.2M +$17.2M BRKB, XLG, XOM, SHY, TLT 13F-HR 11/6/2023, 11:45 AM
Q2 2023 808 $238M +$14.8M -$3.99M +$10.8M BRKB, XLG, XOM, TLT, SCHD 13F-HR 8/15/2023, 11:36 AM
Q1 2023 679 $216M +$16.3M -$9.88M +$6.38M BRKB, XLG, XOM, SCHD, TLT 13F-HR 5/12/2023, 12:08 PM
Q4 2022 625 $205M +$70.9M -$4.29M +$66.6M BRKB, XLG, XOM, TLT, SCHD 13F-HR 2/15/2023, 03:08 PM
Q3 2022 466 $125M +$1.99M -$96.9M -$94.9M BRKB, XLG, XOM, TLT, MDYV 13F-HR 11/14/2022, 02:25 PM
Q2 2022 671 $230M +$31.6M -$11.1M +$20.5M BRKB, XLG, SPY, SLYV, MDYV 13F-HR 8/4/2022, 03:06 PM
Q1 2022 667 $237M +$37.6M -$13.2M +$24.4M BRKB, XLG, MDYV, SLYV, SCHD 13F-HR 5/6/2022, 12:41 PM
Q4 2021 639 $215M +$21.4M -$25.2M -$3.8M BRKB, XLG, MDYV, SLYV, SCHD 13F-HR 2/9/2022, 03:38 PM
Q3 2021 547 $201M +$18.6M -$6.01M +$12.6M BRKB, XLG, SLYV, MDYV, CVX 13F-HR 11/15/2021, 08:59 PM
Q2 2021 624 $207M +$15.6M -$43M -$27.4M BRKB, XLG, SLYV, MDYV, XOM 13F-HR 8/17/2021, 05:02 PM
Q1 2021 694 $220M +$28.8M -$15.9M +$12.9M BRKB, XLG, SLYV, MDYV, CVX 13F-HR 5/3/2021, 07:44 PM
Q4 2020 605 $193M +$27.5M -$31.1M -$3.59M BRKB, XLG, SLYV, MDYV, SPY 13F-HR 2/22/2021, 03:54 PM
Q3 2020 617 $178M +$15.6M -$7.31M +$8.34M BRKB, XLG, QQQ, IVV, MDYV Restatement 11/15/2021, 06:43 PM
Q2 2020 605 $161M +$35.2M -$16.3M +$19M BRKB, XLG, MDYV, CVX, SLYV 13F-HR 9/8/2021, 02:46 PM
Q4 2019 608 $154M $0 $0 BRKB, XLG, SLYV, MDYV, CVX 13F-HR 8/30/2021, 02:12 PM