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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
200
New
$12.61 - $15.33 $2.52K - $3.07K
200 $2.7M
LYG
Lloyds Banking Group PLC

Financial Services
1.04K
New
$2.67 - $3.23 $2.77K - $3.36K
1.04K $2.68M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
259
New
$9.25 - $10.62 $2.4K - $2.75K
259 $2.62M
INTC
Intel Corp

Technology
136
New
$19.07 - $26.23 $2.59K - $3.57K
136 $2.61M
ALB
Albemarle Corp

Basic Materials
30
New
$86.08 - $111.3 $2.58K - $3.34K
30 $2.56M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28
New
$88.59 - $94.57 $2.48K - $2.65K
28 $2.41M
SEE
Sealed Air Corp

Consumer Cyclical
70
New
$33.59 - $37.3 $2.35K - $2.61K
70 $2.31M
ASH
Ashland Global Holdings Inc

Basic Materials
33
New
$70.93 - $87.79 $2.34K - $2.9K
33 $2.28M
ICLR
Icon PLC

Healthcare
10
New
$187.22 - $297.57 $1.87K - $2.98K
10 $2.18M
HP
Helmerich & Payne, Inc.

Energy
61
New
$30.3 - $36.81 $1.85K - $2.25K
61 $2.1M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
49
New
$43.37 - $51.46 $2.13K - $2.52K
49 $2.07M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
171
New
$9.95 - $12.23 $1.7K - $2.09K
171 $2.02M
Zacks Trust
80
New
N/A
80 $1.97M
CHX
Champion X Corp

Energy
71
New
$25.79 - $32.51 $1.83K - $2.31K
71 $1.95M
HLN
Haleon PLC

Healthcare
208
New
$9.23 - $10.71 $1.92K - $2.23K
208 $1.89M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$362.95 - $502.38 $1.45K - $2.01K
4 $1.84M
DOW
Dow Inc.

Basic Materials
44
New
$39.1 - $55.34 $1.72K - $2.43K
44 $1.69M
ZD
Ziff Davis, Inc.

Communication Services
31
New
$43.77 - $59.99 $1.36K - $1.86K
31 $1.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
31
New
$49.87 - $52.46 $1.55K - $1.63K
31 $1.54M
MUR
Murphy Oil Corp

Energy
46
New
$28.14 - $36.09 $1.29K - $1.66K
46 $1.53M
TT
Trane Technologies PLC

Industrials
4
New
$369.35 - $419.14 $1.48K - $1.68K
4 $1.51M
ALC
Alcon Inc

Healthcare
18
New
$83.87 - $99.15 $1.51K - $1.78K
18 $1.5M
CNC
Centene Corp

Healthcare
24
New
$56.71 - $73.94 $1.36K - $1.77K
24 $1.48M
CHKP
Check Point Software Technologies LTD

Technology
7
New
$170.18 - $209.01 $1.19K - $1.46K
7 $1.27M
COLD
Americold Realty Trust

Real Estate
58
New
$21.03 - $27.78 $1.22K - $1.61K
58 $1.21M
KHC
Kraft Heinz CO

Consumer Defensive
38
New
$30.1 - $36.02 $1.14K - $1.37K
38 $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
10
New
$106.33 - $110.69 $1.06K - $1.11K
10 $1.01M
RTO
Rentokil Initial PLC

Industrials
42
New
$22.92 - $26.98 $963 - $1.13K
42 $985K
ZLAB
Zai Lab LTD

Healthcare
38
New
$24.61 - $33.18 $935 - $1.26K
38 $962K
UPS
United Parcel Service Inc

Industrials
7
New
$122.65 - $138.35 $859 - $968
7 $863K
XRAY
Dentsply Sirona Inc.

Healthcare
47
New
$17.26 - $26.12 $811 - $1.23K
47 $845K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
57
New
$12.74 - $14.23 $726 - $811
57 $769K
IYE
Ishares Tr

ETFs
15
New
$43.93 - $51.37 $659 - $771
15 $683K
GE
General Electric CO

Industrials
3
New
$159.95 - $194.23 $480 - $583
3 $518K
OGN
Organon & Co.

Healthcare
27
New
$14.44 - $18.83 $390 - $508
27 $421K
EQIX
Equinix Inc

Real Estate
0
New
$865.69 - $985.0 $0 - $0
0 $401K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
New
$278.19 - $315.36 $278 - $315
1 $285K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
11
New
$24.66 - $27.63 $271 - $304
11 $280K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8
New
$33.39 - $37.66 $267 - $301
8 $255K
GOOGL
Alphabet Inc.

Communication Services
1
New
$161.86 - $196.66 $162 - $197
1 $224K
IXN
Ishares Global Information Tec

ETFs
3
New
$80.67 - $87.84 $242 - $264
3 $218K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
New
$126.68 - $134.74 $127 - $135
1 $185K
BCE
Bce Inc

Communication Services
8
New
$22.53 - $34.84 $180 - $279
8 $184K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
New
$113.92 - $127.38 $228 - $255
2 $177K
IPAR
Inter Parfums Inc

Consumer Defensive
1
New
$118.08 - $139.92 $118 - $140
1 $173K
CVX
Chevron Corp

Energy
1
New
$141.15 - $162.53 $141 - $163
1 $168K
DLR
Digital Realty Trust, Inc.

Real Estate
1
New
$156.46 - $195.69 $156 - $196
1 $158K
VLUE
Ishares Msci Usa Value Factor

ETFs
1
New
$104.01 - $115.38 $104 - $115
1 $154K
EXR
Extra Space Storage Inc.

Real Estate
1
New
$142.35 - $178.32 $142 - $178
1 $144K
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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