Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $118 Billion
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.98B
$8.01 Million 0.01% of portfolio
92
Q4 2024 New
$6.68B
$12.6 Million 0.01% of portfolio
341
Q4 2024 New
$2.45B
$13.1 Million 0.01% of portfolio
286
Q4 2024 New
$4.23B
$17.2 Million 0.01% of portfolio
200
Q4 2024 New
$2.13B
$10 Million 0.01% of portfolio
375
Q4 2024 New
$3.51B
$124,000 0.0% of portfolio
2
Q4 2024 New
$5.29B
$26,000 0.0% of portfolio
0
Q4 2024 New
$5.76B
$1.95 Million 0.0% of portfolio
71
Q4 2024 New
$4.66B
$86,000 0.0% of portfolio
2
Q4 2024 New
$3.86B
$5.05 Million 0.0% of portfolio
206
Q4 2024 New
$2.13B
$3.03 Million 0.0% of portfolio
120
Q4 2024 New
$5.59B
$1.21 Million 0.0% of portfolio
58
Q4 2024 New
$2.51B
$1.6 Million 0.0% of portfolio
31
Q4 2024 New
$2.41B
$962,000 0.0% of portfolio
38
Q4 2024 New
$6.1B
$3.65 Million 0.0% of portfolio
71
Q4 2024 New
$8.42B
$3.42 Million 0.0% of portfolio
10
Q4 2024 New
$4.31B
$2.07 Million 0.0% of portfolio
23
Q4 2024 New
$3.91B
$3.44 Million 0.0% of portfolio
52
Q4 2024 New
$5.35B
$45,000 0.0% of portfolio
1
Q4 2024 New
$7.33B
$3.02 Million 0.0% of portfolio
27
Q4 2024 New
$3.81B
$2.28 Million 0.0% of portfolio
33
Q4 2024 New
$3.86B
$2.1 Million 0.0% of portfolio
61
Q4 2024 New
$3.11B
$18,000 0.0% of portfolio
1
Q4 2024 New
$2.55B
$3.55 Million 0.0% of portfolio
76
Q4 2024 New
$4.23B
$173,000 0.0% of portfolio
1
Q4 2024 New
$7.59B
$3.23 Million 0.0% of portfolio
24
Q4 2024 New
$2.04B
$4.57 Million 0.0% of portfolio
382
Q4 2024 New
$5.33B
$3.26 Million 0.0% of portfolio
76
Q4 2024 New
$5.2B
$1.53 Million 0.0% of portfolio
46
Q4 2024 New
$3.93B
$845,000 0.0% of portfolio
47
Q4 2024 New
$2.24B
$4.28 Million 0.0% of portfolio
163
Q4 2024 New
$5.01B
$2.31 Million 0.0% of portfolio
70
Q4 2024 New
$2.31B
$4.64 Million 0.0% of portfolio
202
Q4 2024 New
$4B
$421,000 0.0% of portfolio
27
Q4 2024 New
$2.39B
$5.21 Million 0.0% of portfolio
137
Q4 2024 New
$6.73B
$14,000 0.0% of portfolio
0
Q4 2024 New
$5.42B
$3.32 Million 0.0% of portfolio
22
Q4 2024 New
$4.92B
$3.89 Million 0.0% of portfolio
40
Q4 2024 New
$6.18B
$23,000 0.0% of portfolio
1
Q4 2024 New
$2.42B
$4.34 Million 0.0% of portfolio
97
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 439
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 439 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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