Retirement Financial Solutions, LLC Portfolio Holdings by Sector
Retirement Financial Solutions, LLC
- $165 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VO VBR SPSM IEF QQQM HEDJ SHYG 24 stocks |
$147 Million
88.95% of portfolio
|
  3  
|
  21  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$11.5 Million
6.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
SAIC 1 stocks |
$1.76 Million
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.12 Million
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$734,960
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$579,835
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$504,902
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$410,096
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$409,753
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$305,558
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$297,926
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$232,986
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
FBRT 1 stocks |
$225,812
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$201,436
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|