Retirement Planning Group, LLC / Ny - Q12026 Holdings

Retirement Planning Group, LLC / Ny holds 94 stocks with a total portfolio value of $ 155.19M as of Q12026. In Q12026, Retirement Planning Group, LLC / Ny added 8 new positions, increased stakes in 54 stocks, reduced 29 holdings, and fully exited 1 position. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 8.92% of the total portfolio.