13F Filings History of Retirement Group, LLC

Latest 13F report
Q1 2024 - 30 Apr 2024
Value $
$278,372,976
Signature - Title
Ronald Harpootlian - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Retirement Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Group, LLC reported 847 stock holdings with total value $278,372,976 as of Q1 2024. Top holdings included BRKB, XLG, XOM, SHY, and MDYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 847 $278,372,976 +$25,558,629 -$16,824,920 +$8,733,709 BRKB, XLG, XOM, SHY, MDYV 13F-HR 30 Apr 2024, 14:32
Q4 2023 837 $245,714,621 +$10,507,729 -$18,310,031 -$7,802,302 BRKB, XLG, SHY, XOM, MDYV 13F-HR 14 Feb 2024, 14:24
Q3 2023 796 $238,700,205 +$29,993,533 -$11,299,741 +$18,693,792 BRKB, XLG, XOM, SHY, TLT 13F-HR 06 Nov 2023, 11:45
Q2 2023 814 $239,172,115 +$14,830,778 -$4,358,355 +$10,472,423 BRKB, XLG, XOM, TLT, SCHD 13F-HR 15 Aug 2023, 11:36
Q1 2023 691 $218,381,000 +$16,428,834 -$9,891,671 +$6,537,163 BRKB, XLG, XOM, SCHD, TLT 13F-HR 12 May 2023, 12:08
Q4 2022 637 $205,279,000 +$71,293,056 -$4,290,333 +$67,002,723 BRKB, XLG, XOM, TLT, SCHD 13F-HR 15 Feb 2023, 15:08
Q3 2022 466 $124,645,000 +$1,999,003 -$104,256,723 -$102,257,720 BRKB, XLG, XOM, TLT, MDYV 13F-HR 14 Nov 2022, 14:25
Q2 2022 754 $240,786,000 +$34,979,385 -$12,635,355 +$22,344,030 BRKB, XLG, SPY, SLYV, MDYV 13F-HR 04 Aug 2022, 15:06
Q1 2022 757 $257,506,000 +$38,568,523 -$13,306,880 +$25,261,643 BRKB, XLG, MDYV, SLYV, XOM 13F-HR 06 May 2022, 12:41
Q4 2021 723 $227,576,000 +$22,574,545 -$25,228,673 -$2,654,128 BRKB, XLG, MDYV, SLYV, SCHD 13F-HR 09 Feb 2022, 15:38
Q3 2021 646 $215,539,000 +$18,644,088 -$6,571,354 +$12,072,734 BRKB, XLG, SLYV, MDYV, CVX 13F-HR 15 Nov 2021, 20:59
Q2 2021 656 $207,147,000 +$15,561,563 -$43,015,360 -$27,453,797 BRKB, XLG, SLYV, MDYV, XOM 13F-HR 17 Aug 2021, 17:02
Q1 2021 726 $219,722,000 +$28,775,134 -$15,910,357 +$12,864,777 BRKB, XLG, SLYV, MDYV, CVX 13F-HR 03 May 2021, 19:44
Q4 2020 640 $193,155,852 +$27,391,792 -$30,950,602 -$3,558,810 BRKB, XLG, SLYV, MDYV, SPY 13F-HR 22 Feb 2021, 15:54
Q3 2020 648 $178,113,000 +$15,635,096 -$7,291,415 +$8,343,681 BRKB, XLG, QQQ, IVV, MDYV Restatement 15 Nov 2021, 18:43
Q2 2020 636 $161,150,000 +$35,208,637 -$16,251,015 +$18,957,622 BRKB, XLG, MDYV, CVX, SLYV 13F-HR 08 Sep 2021, 14:46
Q4 2019 639 $153,556,000 $0 $0 $0 BRKB, XLG, SLYV, MDYV, CVX 13F-HR 30 Aug 2021, 14:12