
RETIREMENT GUYS FORMULA LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | IRT | 12K | $204.47K |
![]() | AEP | 11K | $1.29M |
![]() | GOOG | 11K | $2.76M |
![]() | AMZN | 11K | $2.41M |
![]() | AMAT | 10K | $2.14M |
![]() | MRK | 10K | $873.41K |
![]() | UNH | 10K | $3.55M |
![]() | DUK | 10K | $1.26M |
![]() | T | 10K | $287.56K |
![]() | UL | 10K | $576.52K |
![]() | NVS | 10K | $1.22M |
![]() | MGY | 9K | $203.07K |
![]() | ORCL | 8K | $2.38M |
![]() | CLX | 8K | $1.04M |
![]() | KMB | 8K | $1.04M |
![]() | ABT | 8K | $1.10M |
![]() | PEP | 8K | $1.14M |
![]() | AWK | 8K | $1.08M |
![]() | DTE | 7K | $997.54K |
![]() | XOM | 7K | $790.96K |

Independence Realty Trust, Inc.
IRT
Shares Held
12K
Value
$204.47K

American Electric Power Company, Inc.
AEP
Shares Held
11K
Value
$1.29M

Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.76M

Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.41M

Applied Materials, Inc.
AMAT
Shares Held
10K
Value
$2.14M

Merck & Co., Inc.
MRK
Shares Held
10K
Value
$873.41K

UnitedHealth Group Incorporated
UNH
Shares Held
10K
Value
$3.55M

Duke Energy Corporation
DUK
Shares Held
10K
Value
$1.26M

AT&T Inc.
T
Shares Held
10K
Value
$287.56K

Unilever PLC
UL
Shares Held
10K
Value
$576.52K

Novartis AG
NVS
Shares Held
10K
Value
$1.22M

Magnolia Oil & Gas Corporation
MGY
Shares Held
9K
Value
$203.07K

Oracle Corporation
ORCL
Shares Held
8K
Value
$2.38M

The Clorox Company
CLX
Shares Held
8K
Value
$1.04M

Kimberly-Clark Corporation
KMB
Shares Held
8K
Value
$1.04M

Abbott Laboratories
ABT
Shares Held
8K
Value
$1.10M

PepsiCo, Inc.
PEP
Shares Held
8K
Value
$1.14M

American Water Works Company, Inc.
AWK
Shares Held
8K
Value
$1.08M

DTE Energy Company
DTE
Shares Held
7K
Value
$997.54K

Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$790.96K
