Retirement Wealth Solutions LLC Purchases in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
2
+ 8.0%
$936.19 - $1075.45 $1.87K - $2.15K
27 $28.9M
CVNA
Carvana Co.

Consumer Cyclical
9
+ 64.29%
$290.14 - $395.41 $2.61K - $3.56K
23 $9.71M
WBD
Warner Bros. Discovery, Inc.

Communication Services
140
+ 341.46%
$17.1 - $23.05 $2.39K - $3.23K
181 $5.22M
ICVT
Ishares Tr Convertible Bond Et

ETFs
47
+ 27.17%
$98.1 - $103.73 $4.61K - $4.88K
220 $21.7M
VTV
Vanguard Value ETF

ETFs
3
+ 0.36%
$182.87 - $189.72 $549 - $569
826 $158M
Zacks Trust
123
+ 16.92%
N/A
850 $22.5M
F
Ford Motor CO

Consumer Cyclical
319
+ 31900.0%
$11.41 - $13.84 $3.64K - $4.41K
320 $4.2M
ZECP
Zacks Tr Earnings Constant Por

ETFs
72
+ 5.61%
$33.26 - $34.85 $2.39K - $2.51K
1.36K $47.1M
CEG
Constellation Energy Corp

Utilities
9
+ 31.03%
$335.74 - $401.43 $3.02K - $3.61K
38 $13.4M
SNY
Sanofi

Healthcare
72
+ 80.9%
$48.09 - $52.34 $3.46K - $3.77K
161 $7.8M
Gsk PLC
61
+ 73.49%
N/A
144 $7.06M
NOK
Nokia Corp

Technology
456
+ 146.62%
$4.82 - $7.77 $2.2K - $3.54K
767 $4.96M
Coherent Corp
4
+ 11.43%
N/A
39 $7.2M
PUK
Prudential PLC

Financial Services
108
New
$26.76 - $28.99 $2.89K - $3.13K
108 $3.36M
CVX
Chevron Corp

Energy
23
+ 31.94%
$148.9 - $157.72 $3.42K - $3.63K
95 $14.5M
RELX
Relx PLC

Communication Services
102
+ 91.07%
$41.33 - $47.07 $4.22K - $4.8K
214 $8.65M
RBLX
Roblox Corp

Communication Services
47
+ 522.22%
$101.27 - $138.56 $4.76K - $6.51K
56 $4.54M
JLL
Jones Lang Lasalle Inc

Real Estate
7
+ 35.0%
$283.23 - $316.99 $1.98K - $2.22K
27 $9.09M
NEM
Newmont Corp

Basic Materials
22
+ 37.29%
$78.63 - $98.27 $1.73K - $2.16K
81 $8.09M
WDC
Western Digital Corp

Technology
18
New
$113.13 - $174.22 $2.04K - $3.14K
18 $3.1M
Natwest Group PLC
11
+ 1.32%
N/A
842 $14.7M
AXP
American Express CO

Financial Services
8
New
$316.26 - $372.77 $2.53K - $2.98K
8 $2.96M
UPS
United Parcel Service Inc

Industrials
29
New
$82.87 - $97.4 $2.4K - $2.82K
29 $2.88M
AIG
American International Group, Inc.

Financial Services
33
New
$76.15 - $84.05 $2.51K - $2.77K
33 $2.82M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
181
+ 30.47%
$14.62 - $15.79 $2.65K - $2.86K
775 $12.3M
V
Visa Inc.

Financial Services
8
New
$325.75 - $352.42 $2.61K - $2.82K
8 $2.81M
UTHR
United Therapeutics Corp

Healthcare
4
+ 44.44%
$415.34 - $466.4 $1.66K - $1.87K
13 $6.34M
CSGS
Csg Systems International Inc

Technology
31
+ 281.82%
$62.99 - $78.68 $1.95K - $2.44K
42 $3.22M
CMCSA
Comcast Corp

Communication Services
108
+ 21.26%
$26.98 - $31.09 $2.91K - $3.36K
616 $18.4M
BP
Bp PLC

Energy
70
+ 1166.67%
$32.78 - $37.35 $2.29K - $2.61K
76 $2.64M
TOST
Toast, Inc.

Technology
68
+ 425.0%
$34.39 - $39.02 $2.34K - $2.65K
84 $2.98M
EMB
Ishares Tr

ETFs
3
+ 0.16%
$94.63 - $97.03 $284 - $291
1.88K $181M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
42
+ 300.0%
$38.94 - $47.57 $1.64K - $2K
56 $2.93M
C
Citigroup Inc

Financial Services
1
+ 0.68%
$93.93 - $102.87 $93.9 - $103
147 $17.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
New
$482.23 - $557.53 $2.41K - $2.79K
5 $2.34M
IGM
Ishares Expanded Tech Sector E

ETFs
18
New
$124.25 - $135.72 $2.24K - $2.44K
18 $2.33M
TWLO
Twilio Inc

Communication Services
10
+ 47.62%
$102.7 - $136.1 $1.03K - $1.36K
31 $4.41M
JHG
Janus Henderson Group PLC

Financial Services
45
+ 136.36%
$41.13 - $46.35 $1.85K - $2.09K
78 $3.71M
OMF
One Main Holdings, Inc.

Financial Services
25
+ 54.35%
$52.15 - $61.38 $1.3K - $1.53K
71 $4.8M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 40.0%
$744.6 - $838.97 $1.49K - $1.68K
7 $6.15M
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 0.54%
$58.09 - $69.91 $58.1 - $69.9
187 $13.2M
NRZ
New Residential Investment Corp.

Real Estate
190
New
N/A
190 $2.07M
AEIS
Advanced Energy Industries Inc

Industrials
4
+ 13.33%
$169.62 - $225.8 $678 - $903
34 $7.12M
MFG
Mizuho Financial Group Inc

Financial Services
268
+ 339.24%
$6.09 - $7.05 $1.63K - $1.89K
347 $2.54M
FDX
Fedex Corp

Industrials
6
+ 150.0%
$224.63 - $268.67 $1.35K - $1.61K
10 $2.89M
UNF
Unifirst Corp

Industrials
9
+ 128.57%
$150.02 - $173.37 $1.35K - $1.56K
16 $3.07M
INSM
Insmed Inc

Healthcare
4
+ 10.53%
$147.28 - $194.39 $589 - $778
42 $7.31M
ENS
Ener Sys

Industrials
12
New
$109.34 - $138.83 $1.31K - $1.67K
12 $1.76M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
23
New
$52.86 - $66.62 $1.22K - $1.53K
23 $1.76M
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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