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Showing Q1 2024 data
Retirement Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Retirement Group, LLC
•CIK: 1740491•Filing: Q1 2024
**Retirement Group, LLC** manages $279M across a diversified portfolio of 846 positions. The strategy exhibits significant conviction in established value names, anchored by a substantial $54.1M allocation to BRK/B. Further notable concentrations include $24.7M in XLG and $11.6M in XOM, suggesting a focus on defensive growth and cyclical value plays. The top ten holdings represent a disciplined deployment of capital across sectors ranging from financials to energy.
Total AUM
$279.3M
QoQ Performance
+12.7%
Positions
582
Top 10 Concentration
56.6%
Latest Filing
Q1 2024
Top Holdings Allocation
BRK/B
XLG
BRK/B19.4%
XLG8.8%
XOM4.1%
SHY4.0%
MDYV3.8%
SLYV3.5%
CGCP3.4%
SCHD3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.1%
Financial23.8%
Technology4.9%
Energy4.9%
ETF1.6%
Consumer1.2%
Communication0.6%
Healthcare0.4%
🚪 Exited Positionssold since Q4 2023
—
GENERAL ELECTRIC CO
SOLD
$309.4K
+640 more exited positions
Changes from Q4 2023
NEW8 new positions
↑92 increased
↓60 decreased
Historical Filings
Q1 2024Q4 2023