Stock Taper

RETIREMENT GROUP, LLC

Latest 13F filing data - Q1 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Jefferies Financial Group Inc.JEF133.96K$5.91M
Berkshire Hathaway Inc.BRK-B128.65K$54.1M
Exxon Mobil CorporationXOM99.39K$11.55M
AT&T Inc.T90.14K$1.59M
Brookfield CorporationBN83.38K$3.49M
Barings BDC, Inc.BBDC63.04K$586.3K
Chevron CorporationCVX43.76K$6.9M
Global Net Lease, Inc.GNL35.59K$276.52K
Brookfield Asset Management Ltd.BAM25.87K$1.09M
Apple Inc.AAPL22.98K$3.94M
Alibaba Group Holding LimitedBABA20.76K$1.5M
Pfizer Inc.PFE18.42K$511.18K
Warner Bros. Discovery, Inc.WBD15.51K$135.44K
Realty Income CorporationO14.85K$803.56K
Amazon.com, Inc.AMZN14.02K$2.53M
PG&E CorporationPCG14K$234.64K
Ocugen, Inc.OCGN13.11K$21.5K
ConocoPhillipsCOP12.88K$1.64M
InvenTrust Properties Corp.IVT12.84K$330.17K
Vitesse Energy, Inc.VTS11.59K$275.03K