Holdings
Retirement Planning Group, LLC / NY
As of Jun 30, 2026, Retirement Planning Group, LLC / NY reported 50 positions worth US$41.4M. Largest: Apple Inc, Ge Aerospace and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,675 | US$6.27M | +1,110 | Jun 30, 2026 |
| Ge Aerospace | 11,447 | US$4.28M | +254 | Jun 30, 2026 |
| Nvidia Corporation | 19,006 | US$3.8M | +430 | Jun 30, 2026 |
| Ge Vernova Inc. | 3,006 | US$3.53M | +81 | Jun 30, 2026 |
| Exxon Mobil Corporation | 12,019 | US$1.64M | +4 | Jun 30, 2026 |
| Microsoft Corp. | 3,293 | US$1.23M | +379 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 3,416 | US$1.2M | +102 | Jun 30, 2026 |
| Marvell Technology, Inc. | 3,491 | US$1.04M | −133 | Jun 30, 2026 |
| Abbvie Inc. | 4,079 | US$1.03M | +1 | Jun 30, 2026 |
| Lam Research Corporation | 2,225 | US$965K | +2 | Jun 30, 2026 |