
RETIREMENT GROUP, LLC
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SCHW | 1K | $94.62K |
![]() | PAA | 1K | $22.20K |
![]() | PFX | 1K | $50.89K |
![]() | VTRS | 1K | $13.63K |
![]() | DVN | 1K | $55.70K |
![]() | OXY | 1K | $71.92K |
![]() | SOFI | 1K | $7.99K |
![]() | PM | 1K | $99.50K |
![]() | EVRG | 1K | $57.33K |
![]() | IBM | 1K | $192.04K |
![]() | PATH | 1K | $22.74K |
![]() | MRVI | 1K | $8.67K |
![]() | LAZR | 1K | $1.97K |
![]() | ACRE | 1K | $7.45K |
![]() | TSLA | 976 | $171.64K |
![]() | SPB | 950 | $84.56K |
![]() | VICI | 890 | $26.51K |
![]() | NHI | 850 | $53.41K |
![]() | WPC | 842 | $47.52K |
![]() | U | 836 | $22.32K |

The Charles Schwab Corporation
SCHW
Shares Held
1K
Value
$94.62K

Plains All American Pipeline, L.P.
PAA
Shares Held
1K
Value
$22.20K

PhenixFIN Corporation
PFX
Shares Held
1K
Value
$50.89K

Viatris Inc.
VTRS
Shares Held
1K
Value
$13.63K

Devon Energy Corporation
DVN
Shares Held
1K
Value
$55.70K

Occidental Petroleum Corporation
OXY
Shares Held
1K
Value
$71.92K

SoFi Technologies, Inc.
SOFI
Shares Held
1K
Value
$7.99K

Philip Morris International Inc.
PM
Shares Held
1K
Value
$99.50K

Evergy, Inc.
EVRG
Shares Held
1K
Value
$57.33K

International Business Machines Corporation
IBM
Shares Held
1K
Value
$192.04K

UiPath Inc.
PATH
Shares Held
1K
Value
$22.74K

Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
1K
Value
$8.67K

Luminar Technologies, Inc.
LAZR
Shares Held
1K
Value
$1.97K

Ares Commercial Real Estate Corporation
ACRE
Shares Held
1K
Value
$7.45K

Tesla, Inc.
TSLA
Shares Held
976
Value
$171.64K

Spectrum Brands Holdings, Inc.
SPB
Shares Held
950
Value
$84.56K

VICI Properties Inc.
VICI
Shares Held
890
Value
$26.51K

National Health Investors, Inc.
NHI
Shares Held
850
Value
$53.41K

W. P. Carey Inc.
WPC
Shares Held
842
Value
$47.52K

Unity Software Inc.
U
Shares Held
836
Value
$22.32K
