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
AVGO
Broadcom Inc.

Technology
166
New
$159.67 - $250.0 $26.5K - $41.5K
166 $37.3M
COP
Conocophillips

Energy
346
New
$95.12 - $114.72 $32.9K - $39.7K
346 $35.3M
ABBV
Abb Vie Inc.

Healthcare
199
New
$164.99 - $203.87 $32.8K - $40.6K
199 $34.9M
UBER
Uber Technologies, Inc

Technology
527
New
$59.93 - $86.34 $31.6K - $45.5K
527 $34.8M
ACN
Accenture PLC

Technology
98
New
$343.9 - $376.86 $33.7K - $36.9K
98 $34.3M
WST
West Pharmaceutical Services Inc

Healthcare
103
New
$285.69 - $344.0 $29.4K - $35.4K
103 $34.2M
Linde PLC
82
New
N/A
82 $34M
CAT
Caterpillar Inc

Industrials
96
New
$360.37 - $416.88 $34.6K - $40K
96 $33.8M
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.12K
New
$30.35 - $32.25 $34K - $36.1K
1.12K $33.7M
PANW
Palo Alto Networks Inc

Technology
193
New
$181.96 - $405.9 $35.1K - $78.3K
193 $33.5M
AMD
Advanced Micro Devices Inc

Technology
272
New
$118.88 - $172.8 $32.3K - $47K
272 $31.6M
IDXX
Idexx Laboratories Inc

Healthcare
75
New
$406.92 - $495.42 $30.5K - $37.2K
75 $31.4M
VEEV
Veeva Systems Inc

Healthcare
143
New
$201.81 - $250.45 $28.9K - $35.8K
143 $31.1M
DDOG
Datadog, Inc.

Technology
216
New
$113.98 - $168.65 $24.6K - $36.4K
216 $30.3M
MNST
Monster Beverage Corp

Consumer Defensive
609
New
$49.24 - $56.38 $30K - $34.3K
609 $30.3M
BWXT
Bwx Technologies, Inc.

Industrials
263
New
$111.39 - $133.28 $29.3K - $35.1K
263 $30.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
617
New
$46.68 - $47.95 $28.8K - $29.6K
617 $28.9M
TXN
Texas Instruments Inc

Technology
142
New
N/A
142 $27M
PFE
Pfizer Inc

Healthcare
971
New
$24.8 - $30.19 $24.1K - $29.3K
971 $25.9M
FITB
Fifth Third Bancorp

Financial Services
616
New
$41.76 - $48.44 $25.7K - $29.8K
616 $25.3M
ENSG
Ensign Group, Inc

Healthcare
193
New
$132.78 - $156.91 $25.6K - $30.3K
193 $25.3M
SO
Southern CO

Utilities
310
New
$81.5 - $94.15 $25.3K - $29.2K
310 $25.2M
Smurfit Westrock PLC
484
New
N/A
484 $25.1M
IXUS
Ishares Tr

ETFs
383
New
$65.95 - $72.56 $25.3K - $27.8K
383 $25M
KMI
Kinder Morgan, Inc.

Energy
885
New
$22.59 - $28.54 $20K - $25.3K
885 $24.9M
EHC
Encompass Health Corp

Healthcare
266
New
$92.35 - $103.77 $24.6K - $27.6K
266 $24.2M
CSX
Csx Corp

Industrials
760
New
$31.58 - $36.88 $24K - $28K
760 $24.2M
SUB
Ishares Short Term National Mu

ETFs
229
New
$104.94 - $106.2 $24K - $24.3K
229 $24.1M
MO
Altria Group, Inc.

Consumer Defensive
472
New
$49.06 - $57.74 $23.2K - $27.3K
472 $24M
NXST
Nexstar Media Group, Inc.

Communication Services
158
New
$157.01 - $188.5 $24.8K - $29.8K
158 $23.7M
VV
Vanguard Large Cap ETF

ETFs
87
New
$260.27 - $280.65 $22.6K - $24.4K
87 $23.3M
LMAT
Lemaitre Vascular Inc

Healthcare
245
New
$85.64 - $107.97 $21K - $26.5K
245 $22.9M
NVS
Novartis Ag

Healthcare
229
New
$96.78 - $117.18 $22.2K - $26.8K
229 $22.7M
HLNE
Hamilton Lane Inc

Financial Services
156
New
$147.78 - $201.62 $23.1K - $31.5K
156 $21.9M
WFC
Wells Fargo & Company

Financial Services
302
New
$54.98 - $77.35 $16.6K - $23.4K
302 $21.1M
USB
Us Bancorp \De\

Financial Services
434
New
$43.98 - $53.66 $19.1K - $23.3K
434 $20.6M
GD
General Dynamics Corp

Industrials
79
New
$260.28 - $314.03 $20.6K - $24.8K
79 $20.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
240
New
$83.09 - $89.28 $19.9K - $21.4K
240 $20.4M
CLX
Clorox CO

Consumer Defensive
127
New
$156.51 - $169.74 $19.9K - $21.6K
127 $20M
T
At&T Inc.

Communication Services
918
New
$21.22 - $23.88 $19.5K - $21.9K
918 $19.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
553
New
$34.25 - $37.94 $18.9K - $21K
553 $19.8M
PLD
Prologis, Inc.

Real Estate
191
New
$101.4 - $126.96 $19.4K - $24.2K
191 $19.8M
AGM
Federal Agricultural Mortgage Corp

Financial Services
107
New
$181.72 - $216.45 $19.4K - $23.2K
107 $19.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
49
New
$370.24 - $418.94 $18.1K - $20.5K
49 $19.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
222
New
$87.25 - $95.52 $19.4K - $21.2K
222 $19.5M
AL
Air Lease Corp

Industrials
431
New
$42.79 - $52.16 $18.4K - $22.5K
431 $19.4M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
263
New
$74.71 - $79.24 $19.6K - $20.8K
263 $19.4M
ASX
Ase Technology Holding Co., Ltd.

Technology
1.84K
New
$9.49 - $10.74 $17.5K - $19.8K
1.84K $19.3M
MMM
3 M CO

Industrials
147
New
$124.74 - $137.12 $18.3K - $20.2K
147 $19.3M
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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