Retirement Wealth Solutions LLC Incresed Positions in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1
+ 7.69%
$89.98 - $107.11 $90 - $107
14 $1.52M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4
+ 21.05%
$64.1 - $74.94 $256 - $300
23 $1.55M
ADC
Agree Realty Corp

Real Estate
2
+ 22.22%
$70.22 - $75.76 $140 - $152
11 $793K
EW
Edwards Lifesciences Corp

Healthcare
1
+ 11.11%
$72.65 - $86.3 $72.7 - $86.3
10 $853K
FTNT
Fortinet, Inc.

Technology
2
+ 50.0%
$80.54 - $87.52 $161 - $175
6 $477K
SHAK
Shake Shack Inc.

Consumer Cyclical
3
+ 33.33%
$86.76 - $96.79 $260 - $290
12 $975K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
1
+ 9.09%
$50.35 - $58.41 $50.4 - $58.4
12 $709K
VLO
Valero Energy Corp

Energy
1
+ 16.67%
$156.39 - $181.76 $156 - $182
7 $1.14M
UPST
Upstart Holdings, Inc.

Financial Services
5
+ 33.33%
$37.29 - $52.88 $186 - $264
20 $875K
IIPR
Innovative Industrial Properties Inc

Real Estate
3
+ 60.0%
$48.43 - $56.64 $145 - $170
8 $379K
MUR
Murphy Oil Corp

Energy
1
+ 3.45%
$26.57 - $30.68 $26.6 - $30.7
30 $938K
THC
Tenet Healthcare Corp

Healthcare
1
+ 4.55%
$189.58 - $216.17 $190 - $216
23 $4.57M
BNL
Broadstone Net Lease, Inc.

Real Estate
7
+ 17.95%
$17.75 - $18.83 $124 - $132
46 $800K
PRVA
Privia Health Group, Inc.

Healthcare
5
+ 26.32%
$23.41 - $26.4 $117 - $132
24 $570K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.87%
$106.22 - $106.81 $106 - $107
116 $12.4M
CBU
Community Bank System, Inc.

Financial Services
2
+ 10.0%
$55.01 - $59.01 $110 - $118
22 $1.26M
EQT
Eqt Corp

Energy
2
+ 8.7%
$51.8 - $60.84 $104 - $122
25 $1.34M
NVST
Envista Holdings Corp

Healthcare
1
+ 2.13%
$19.06 - $20.85 $19.1 - $20.9
48 $1.04M
TTD
Trade Desk, Inc.

Technology
4
+ 66.67%
$41.93 - $54.13 $168 - $217
10 $380K
CDAY
Ceridian Hcm Holding Inc.

Technology
1
+ 4.0%
N/A
26 $1.8M
AN
Autonation, Inc.

Consumer Cyclical
1
+ 9.09%
$190.8 - $224.38 $191 - $224
12 $2.48M
LYFT
Lyft, Inc.

Technology
12
+ 19.35%
$19.25 - $24.57 $231 - $295
74 $1.43M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1
+ 9.09%
$88.26 - $94.73 $88.3 - $94.7
12 $1.08M
CMS
Cms Energy Corp

Utilities
1
+ 20.0%
$71.83 - $75.31 $71.8 - $75.3
6 $420K
AIR
Aar Corp

Industrials
2
+ 11.76%
$78.32 - $86.48 $157 - $173
19 $1.57M
BBY
Best Buy CO Inc

Consumer Cyclical
1
+ 50.0%
$70.43 - $84.0 $70.4 - $84
3 $201K
Aptiv PLC
3
+ 16.67%
N/A
21 $1.6M
OTIS
Otis Worldwide Corp

Industrials
1
+ 9.09%
$88.77 - $93.38 $88.8 - $93.4
12 $1.05M
BLDR
Builders First Source, Inc.

Industrials
2
+ 20.0%
$103.44 - $129.54 $207 - $259
12 $1.24M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 100.0%
$122.29 - $132.67 $122 - $133
2 $206K
BKR
Baker Hughes CO

Energy
4
+ 7.55%
$44.47 - $49.08 $178 - $196
57 $2.6M
AFG
American Financial Group Inc

Financial Services
2
+ 6.67%
$129.81 - $148.71 $260 - $297
32 $4.37M
OWL
Blue Owl Capital Inc.

Financial Services
4
+ 13.33%
$13.77 - $17.17 $55.1 - $68.7
34 $508K
OGE
Oge Energy Corp.

Utilities
1
+ 6.25%
$44.05 - $47.04 $44.1 - $47
17 $726K
SPG
Simon Property Group Inc

Real Estate
1
+ 6.25%
$173.35 - $185.76 $173 - $186
17 $3.07M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 2.56%
$23.72 - $26.28 $23.7 - $26.3
40 $972K
ACLS
Axcelis Technologies Inc

Technology
2
+ 10.53%
$79.19 - $94.76 $158 - $190
21 $1.69M
IONQ
Ion Q, Inc.

Technology
2
+ 8.7%
$45.4 - $82.09 $90.8 - $164
25 $1.12M
DDOG
Datadog, Inc.

Technology
1
+ 1.18%
$151.17 - $199.72 $151 - $200
86 $11.7M
Talen Energy Corp
1
+ 6.25%
N/A
17 $6.37M
PLTR
Palantir Technologies Inc.

Technology
2
+ 1.16%
$172.14 - $207.18 $344 - $414
174 $30.9M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.43%
$144.33 - $160.86 $289 - $322
467 $74.9M
REZI
Resideo Technologies, Inc.

Industrials
4
+ 5.19%
$30.39 - $44.5 $122 - $178
81 $2.85M
MPC
Marathon Petroleum Corp

Energy
1
+ 4.55%
$180.89 - $200.13 $181 - $200
23 $3.74M
HOOD
Robinhood Markets, Inc.

Technology
3
+ 8.11%
$121.53 - $152.46 $365 - $457
40 $4.52M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.81%
$55.57 - $63.17 $55.6 - $63.2
124 $6.68M
CG
Carlyle Group Inc.

Financial Services
2
+ 0.2%
$51.16 - $63.48 $102 - $127
995 $58.8M
NOW
Service Now, Inc.

Technology
220
+ 366.67%
$835.79 - $946.29 $184K - $208K
280 $42.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
376
+ 1.1%
$70.19 - $72.57 $26.4K - $27.3K
34.5K $2.4B
Activity Summary
Buys All Purchases 349 New Holdings 47 Increased Positions 302 Sells All Sells 193 Reductions 191 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

Follow Retirement Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email