Retirement Wealth Solutions LLC New Holdings in Q4 2024

Retirement Wealth Solutions LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44.9K
New
$521.84 - $558.82 $23.4M - $25.1M
44.9K $24B
VEA
Vanguard Ftse Developed Market

ETFs
262K
New
$47.57 - $52.44 $12.5M - $13.7M
262K $12.4B
IVV
Ishares Core S&P 500 ETF

ETFs
21K
New
$570.51 - $610.59 $12M - $12.8M
21K $12.2B
BNDX
Vanguard Total International B

ETFs
123K
New
$48.91 - $50.61 $6.04M - $6.25M
123K $5.99B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
67K
New
$77.02 - $78.58 $5.16M - $5.27M
67K $5.16B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
117K
New
$44.04 - $49.49 $5.14M - $5.78M
117K $5B
VXF
Vanguard Extended Market ETF

ETFs
20.2K
New
$179.17 - $207.15 $3.62M - $4.18M
20.2K $3.81B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
61.4K
New
$49.03 - $53.35 $3.01M - $3.27M
61.4K $3.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
30.2K
New
$94.43 - $105.47 $2.85M - $3.19M
30.2K $3.05B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
58.4K
New
$45.07 - $47.1 $2.63M - $2.75M
58.4K $2.62B
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.3K
New
$176.42 - $186.91 $2.34M - $2.48M
13.3K $2.34B
EFV
Msci Eafe Value ETF

ETFs
44.1K
New
$51.78 - $57.15 $2.28M - $2.52M
44.1K $2.29B
EFG
Msci Eafe Growth ETF

ETFs
23.5K
New
$96.83 - $106.88 $2.28M - $2.51M
23.5K $2.27B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30.2K
New
$74.5 - $78.37 $2.25M - $2.37M
30.2K $2.23B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
32.8K
New
$68.25 - $75.42 $2.24M - $2.47M
32.8K $2.2B
MUB
Ishares National Muni Bond ETF

ETFs
20.2K
New
$105.78 - $108.7 $2.14M - $2.2M
20.2K $2.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.5K
New
$96.64 - $101.23 $2.08M - $2.17M
21.5K $2.06B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
27.7K
New
$55.45 - $61.08 $1.54M - $1.69M
27.7K $1.53B
IYW
Ishares Dj Us Tech ETF

ETFs
8.58K
New
$148.14 - $166.23 $1.27M - $1.43M
8.58K $1.35B
IEFA
Ishares Tr

ETFs
17.7K
New
$70.06 - $77.43 $1.24M - $1.37M
17.7K $1.24B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.78K
New
$124.61 - $133.96 $970K - $1.04M
7.78K $994M
MSFT
Microsoft Corp

Technology
2.33K
New
$406.35 - $454.46 $945K - $1.06M
2.33K $974M
IVE
Ishares S&P 500 Value ETF

ETFs
4.86K
New
$189.5 - $206.17 $920K - $1M
4.86K $914M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.6K
New
$61.68 - $67.87 $902K - $993K
14.6K $905M
VTI
Vanguard Total Stock Market Et

ETFs
2.44K
New
$280.04 - $302.45 $683K - $738K
2.44K $701M
MBB
Ishares Tr

ETFs
7.74K
New
$91.26 - $95.82 $706K - $741K
7.74K $700M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.29K
New
$71.75 - $75.11 $595K - $623K
8.29K $590M
OEF
Ishares S&P 100 ETF

ETFs
2.03K
New
N/A
2.03K $579M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.37K
New
$201.32 - $217.44 $478K - $516K
2.37K $491M
Blackrock ETF Trust Ii
8.34K
New
N/A
8.34K $433M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.85K
New
$58.88 - $64.8 $403K - $444K
6.85K $399M
AAPL
Apple Inc.

Technology
1.62K
New
$221.69 - $259.02 $359K - $419K
1.62K $383M
VUG
Vanguard Growth ETF

ETFs
860
New
$378.79 - $428.11 $326K - $368K
860 $350M
EXAS
Exact Sciences Corp

Healthcare
5.78K
New
$49.33 - $71.97 $285K - $416K
5.78K $327M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.78K
New
$87.1 - $98.49 $329K - $372K
3.78K $323M
IEMG
Ishares Inc

ETFs
6.19K
New
N/A
6.19K $317M
FIS
Fidelity National Information Services, Inc.

Technology
3.99K
New
$80.14 - $90.95 $320K - $363K
3.99K $308M
NVDA
Nvidia Corp

Technology
2.24K
New
$117.0 - $148.88 $262K - $334K
2.24K $305M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
New
$180.88 - $232.93 $239K - $307K
1.32K $289M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.93K
New
$99.04 - $109.59 $290K - $321K
2.93K $286M
VTV
Vanguard Value ETF

ETFs
1.62K
New
$168.32 - $181.87 $272K - $294K
1.62K $271M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.66K
New
$34.42 - $35.88 $264K - $275K
7.66K $268M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
New
$216.13 - $242.4 $226K - $254K
1.05K $227M
HD
Home Depot, Inc.

Consumer Cyclical
508
New
$385.02 - $431.37 $196K - $219K
508 $198M
IAU
Ishares Gold Trust

ETFs
3.48K
New
$48.37 - $52.65 $168K - $183K
3.48K $177M
IFRA
Ishares Tr

ETFs
3.81K
New
$45.94 - $51.71 $175K - $197K
3.81K $173M
META
Meta Platforms, Inc.

Communication Services
273
New
$554.08 - $632.68 $151K - $173K
273 $168M
VGT
Vanguard Information Technolog

ETFs
229
New
$571.78 - $647.97 $131K - $148K
229 $140M
IEV
Ishares Tr Europe ETF

ETFs
2.64K
New
$52.03 - $57.63 $137K - $152K
2.64K $138M
Activity Summary
Buys All Purchases 439 New Holdings 439 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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