Retirement Group, LLC
CIK 1740491
13F portfolio (2024-Q1)
$279M
Positions
846
As reported on this filer's Form 13F for 2024-Q1, filed 2024-04-30. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | BRK.B | BERKSHIRE HATHAWAY INC DEL |
| 2 | XLG | INVESCO EXCHANGE TRADED FD T |
| 3 | XOM | EXXON MOBIL CORP |
| 4 | SHY | ISHARES TR |
| 5 | MDYV | SPDR SERIES TRUST |
Top holdings — weights and history with Pro
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