Retirement Group, LLC
PensionTop Portfolio Positions
440 positions ·
$122,722,684 total
· as of Mar 31, 2024
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
128,646 | $54,098,215 | 44.08% | |
| XOM |
Exxon Mobil Corp
Energy
|
99,387 | $11,552,744 | 9.41% | |
| CVX |
Chevron Corp
Energy
|
43,760 | $6,902,702 | 5.62% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
133,962 | $5,907,724 | 4.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,819 | $5,691,764 | 4.64% | |
| AAPL |
Apple Inc.
Technology
|
22,984 | $3,941,296 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,023 | $2,529,468 | 2.06% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
83,382 | $2,327,466 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
4,709 | $1,981,170 | 1.61% | |
| COP |
Conocophillips
Energy
|
12,884 | $1,639,875 | 1.34% |
Portfolio Trend
16 quarters · across all stocks
Holdings in IDXG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-03-31 | $0 | 1,000 | Shares | Sole | 2021-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||