RETIREMENT PLANNING GROUP, LLC / NY

RETIREMENT PLANNING GROUP, LLC / NY manages $147M across a diversified portfolio of 87 positions. The strategy exhibits a clear tilt toward income-generating and defensive equity exposure, evidenced by top holdings such as JEPI ($13.3M) and QYLD ($4.8M). Significant allocations are also directed toward broad market indices and technology plays, including NDQ ($11.7M) and AAPL ($5.6M). This positioning suggests a focus on capital preservation coupled with consistent yield generation.

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