Retirement Wealth Solutions LLC Sells in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.84K
- 34.19%
$191.01 - $199.18 $1.31M - $1.36M
13.2K $2.61B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.46K
- 13.75%
$102.37 - $105.36 $252K - $260K
15.5K $1.57B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.03K
- 6.18%
$46.57 - $47.16 $188K - $190K
61.2K $2.85B
EFG
Msci Eafe Growth ETF

ETFs
-1.47K
- 14.78%
$112.91 - $117.61 $166K - $173K
8.49K $967M
Blackrock ETF Trust Ii
-2.65K
- 37.9%
N/A
4.34K $211M
MSFT
Microsoft Corp

Technology
-9
- 0.34%
$496.82 - $542.07 $4.47K - $4.88K
2.62K $1.27B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-903
- 87.84%
$102.72 - $103.6 $92.8K - $93.6K
125 $12.8M
ORCL
Oracle Corp

Technology
-98
- 14.08%
$217.57 - $313.0 $21.3K - $30.7K
598 $117M
META
Meta Platforms, Inc.

Communication Services
-39
- 16.96%
$609.01 - $751.67 $23.8K - $29.3K
191 $126M
URI
United Rentals, Inc.

Industrials
-4
- 3.2%
$806.61 - $1020.0 $3.23K - $4.08K
121 $97.9M
SAP
Sap Se

Technology
-56
- 57.73%
$238.9 - $280.46 $13.4K - $15.7K
41 $9.96M
Blackrock ETF Trust Ii
-198
- 1.72%
N/A
11.3K $598M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-397
- 75.62%
$29.81 - $42.36 $11.8K - $16.8K
128 $4.74M
PG
Procter & Gamble CO

Consumer Defensive
-68
- 12.36%
$145.5 - $153.18 $9.89K - $10.4K
482 $69.1M
LYV
Live Nation Entertainment, Inc.

Communication Services
-57
- 23.17%
$134.79 - $158.88 $7.68K - $9.06K
189 $26.9M
FSV
First Service Corp

Real Estate
-66
- 91.67%
$151.41 - $188.72 $9.99K - $12.5K
6 $934K
VEEV
Veeva Systems Inc

Healthcare
-14
- 13.21%
$283.73 - $306.22 $3.97K - $4.29K
92 $20.5M
NVDA
Nvidia Corp

Technology
-50
- 1.2%
$179.83 - $207.04 $8.99K - $10.4K
4.12K $768M
OLED
Universal Display Corp Pa

Technology
-58
- 74.36%
$116.83 - $151.38 $6.78K - $8.78K
20 $2.36M
Ge Vernova Inc
-14
- 53.85%
N/A
12 $7.85M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 8.47%
$910.94 - $954.99 $4.55K - $4.77K
54 $46.8M
MO
Altria Group, Inc.

Consumer Defensive
-64
- 12.98%
$56.38 - $66.65 $3.61K - $4.27K
429 $24.7M
VXF
Vanguard Extended Market ETF

ETFs
-18
- 0.1%
$204.22 - $215.05 $3.68K - $3.87K
17.4K $3.63B
VZ
Verizon Communications Inc

Communication Services
-92
- 8.98%
$38.4 - $43.83 $3.53K - $4.03K
932 $38M
MUB
Ishares National Muni Bond ETF

ETFs
-162
- 0.97%
$106.36 - $107.61 $17.2K - $17.4K
16.5K $1.77B
GWRE
Guidewire Software, Inc.

Technology
-28
- 84.85%
$215.32 - $254.23 $6.03K - $7.12K
5 $1.01M
Linde PLC
-5
- 6.17%
N/A
76 $32.4M
COIN
Coinbase Global, Inc.

Technology
-16
- 76.19%
$283.14 - $387.27 $4.53K - $6.2K
5 $1.13M
SE
Sea LTD

Consumer Cyclical
-18
- 28.57%
$140.04 - $192.69 $2.52K - $3.47K
45 $5.74M
Rb Global Inc
-47
- 50.54%
N/A
46 $4.73M
ADP
Automatic Data Processing Inc

Industrials
-14
- 32.56%
$250.9 - $292.94 $3.51K - $4.1K
29 $7.46M
CPRT
Copart Inc

Consumer Cyclical
-47
- 11.14%
$39.98 - $45.76 $1.88K - $2.15K
375 $14.7M
NET
Cloudflare, Inc.

Technology
-19
- 70.37%
$210.01 - $253.3 $3.99K - $4.81K
8 $1.58M
LKFN
Lakeland Financial Corp

Financial Services
-41
- 16.33%
$56.79 - $64.2 $2.33K - $2.63K
210 $12M
SONY
Sony Group Corp

Technology
-73
- 10.86%
$27.71 - $30.26 $2.02K - $2.21K
599 $15.3M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-80
- 33.47%
$37.99 - $44.74 $3.04K - $3.58K
159 $6.42M
SCHW
Schwab Charles Corp

Financial Services
-39
- 66.1%
$91.91 - $97.71 $3.58K - $3.81K
20 $2M
ETN
Eaton Corp PLC

Industrials
-9
- 69.23%
$352.39 - $387.75 $3.17K - $3.49K
4 $1.28M
EBAY
Ebay Inc

Consumer Cyclical
-36
- 80.0%
$80.85 - $99.58 $2.91K - $3.58K
9 $784K
T
At&T Inc.

Communication Services
-3
- 0.33%
$24.44 - $27.55 $73.3 - $82.7
919 $22.8M
APP
App Lovin Corp

Technology
-3
- 11.54%
$552.64 - $704.09 $1.66K - $2.11K
23 $15.5M
EVRG
Evergy, Inc.

Utilities
-40
- 54.79%
$75.56 - $78.73 $3.02K - $3.15K
33 $2.4M
CARR
Carrier Global Corp

Industrials
-51
- 78.46%
$54.1 - $60.75 $2.76K - $3.1K
14 $740K
ALL
Allstate Corp

Financial Services
-14
- 73.68%
$190.0 - $214.3 $2.66K - $3K
5 $1.04M
Smurfit Westrock PLC
-70
- 84.34%
N/A
13 $503K
EXP
Eagle Materials Inc

Basic Materials
-12
- 75.0%
$202.06 - $241.84 $2.42K - $2.9K
4 $827K
Atlassian Corporation
-18
- 90.0%
N/A
2 $325K
USFD
Us Foods Holding Corp.

Consumer Defensive
-31
- 15.66%
$71.4 - $77.21 $2.21K - $2.39K
167 $12.6M
KD
Kyndryl Holdings, Inc.

Technology
-79
- 55.63%
$25.59 - $30.63 $2.02K - $2.42K
63 $1.67M
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
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