RETIREMENT GROUP, LLC
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JEF | 134K | $5.91M |
 | BRK-B | 129K | $54.10M |
 | XOM | 99K | $11.55M |
 | T | 90K | $1.59M |
 | BN | 83K | $3.49M |
 | BBDC | 63K | $586.30K |
 | CVX | 44K | $6.90M |
 | GNL | 36K | $276.52K |
 | BAM | 26K | $1.09M |
 | AAPL | 23K | $3.94M |
 | BABA | 21K | $1.50M |
 | PFE | 18K | $511.18K |
 | WBD | 16K | $135.44K |
 | O | 15K | $803.56K |
 | AMZN | 14K | $2.53M |
 | PCG | 14K | $234.64K |
 | OCGN | 13K | $21.50K |
 | COP | 13K | $1.64M |
 | IVT | 13K | $330.17K |
 | VTS | 12K | $275.03K |
Jefferies Financial Group Inc.
JEF
Shares Held
134K
Value
$5.91M
Berkshire Hathaway Inc.
BRK-B
Shares Held
129K
Value
$54.10M
Exxon Mobil Corporation
XOM
Shares Held
99K
Value
$11.55M
AT&T Inc.
T
Shares Held
90K
Value
$1.59M
Brookfield Corporation
BN
Shares Held
83K
Value
$3.49M
Barings BDC, Inc.
BBDC
Shares Held
63K
Value
$586.30K
Chevron Corporation
CVX
Shares Held
44K
Value
$6.90M
Global Net Lease, Inc.
GNL
Shares Held
36K
Value
$276.52K
Brookfield Asset Management Ltd.
BAM
Shares Held
26K
Value
$1.09M
Apple Inc.
AAPL
Shares Held
23K
Value
$3.94M
Alibaba Group Holding Limited
BABA
Shares Held
21K
Value
$1.50M
Pfizer Inc.
PFE
Shares Held
18K
Value
$511.18K
Warner Bros. Discovery, Inc.
WBD
Shares Held
16K
Value
$135.44K
Realty Income Corporation
O
Shares Held
15K
Value
$803.56K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.53M
Pacific Gas & Electric Co.
PCG
Shares Held
14K
Value
$234.64K
Ocugen, Inc.
OCGN
Shares Held
13K
Value
$21.50K
ConocoPhillips
COP
Shares Held
13K
Value
$1.64M
InvenTrust Properties Corp.
IVT
Shares Held
13K
Value
$330.17K
Vitesse Energy, Inc.
VTS
Shares Held
12K
Value
$275.03K