Retirement Wealth Solutions LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24B, Vanguard Ftse Developed Market with a value of $12.4B, Ishares Core S&P 500 ETF with a value of $12.2B, Vanguard Total International B with a value of $5.99B, and Vanguard Bd Index Fd Inc Short with a value of $5.16B.
Examining the 13F form we can see an increase of $118B in the current position value.
Retirement Wealth Solutions LLC is based out at Marshfield, WI
Below you can find more details about Retirement Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$118 Billion
ETFs: $109 Billion
Technology: $2.94 Billion
Healthcare: $1.14 Billion
Consumer Cyclical: $983 Million
Financial Services: $978 Million
Industrials: $633 Million
Consumer Defensive: $571 Million
Communication Services: $399 Million
Other: $608 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions