Holdings
Prepared Retirement Institute LLC
As of Jun 30, 2026, Prepared Retirement Institute LLC reported 30 positions worth US$18.8M. Largest: Microsoft Corp., Apple Inc and Abbvie Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 7,149 | US$2.67M | +8 | Jun 30, 2026 |
| Apple Inc | 6,343 | US$1.84M | −1 | Jun 30, 2026 |
| Abbvie Inc. | 5,962 | US$1.5M | +6 | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,279 | US$1.27M | +1,881 | Jun 30, 2026 |
| Nvidia Corporation | 5,373 | US$1.08M | +4 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,872 | US$1.03M | −18 | Jun 30, 2026 |
| Merck & Company, Inc. | 7,753 | US$996K | +8 | Jun 30, 2026 |
| Allstate Corporation (the) | 2,847 | US$677K | no change | Jun 30, 2026 |
| Johnson & Johnson | 2,641 | US$671K | +68 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,655 | US$542K | +9 | Jun 30, 2026 |