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
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.41%
$104.54 - $112.64 $105 - $113
244 $28.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
11
+ 183.33%
$164.17 - $186.43 $1.81K - $2.05K
17 $2.75M
BYD
Boyd Gaming Corp

Consumer Cyclical
20
+ 95.24%
$76.81 - $87.03 $1.54K - $1.74K
41 $3.48M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
87
+ 2.42%
$23.04 - $23.36 $2K - $2.03K
3.68K $84.6M
TECH
Bio Techne Corp

Healthcare
28
New
$57.41 - $66.06 $1.61K - $1.85K
28 $1.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23
+ 1.13%
$49.98 - $50.59 $1.15K - $1.16K
2.06K $103M
ROK
Rockwell Automation, Inc

Industrials
4
New
$333.75 - $394.54 $1.34K - $1.58K
4 $1.56M
HUM
Humana Inc

Healthcare
6
New
$236.74 - $298.04 $1.42K - $1.79K
6 $1.54M
MRVL
Marvell Technology, Inc.

Technology
18
New
$81.05 - $93.74 $1.46K - $1.69K
18 $1.53M
ALB
Albemarle Corp

Basic Materials
3
+ 16.67%
$84.47 - $115.14 $253 - $345
21 $2.97M
HWM
Howmet Aerospace Inc.

Industrials
7
+ 140.0%
$184.09 - $209.74 $1.29K - $1.47K
12 $2.46M
CAH
Cardinal Health Inc

Healthcare
1
+ 3.85%
$153.27 - $206.06 $153 - $206
27 $5.55M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.63%
$470.44 - $504.26 $470 - $504
159 $77.4M
LCII
Lci Industries

Consumer Cyclical
12
New
$84.77 - $110.46 $1.02K - $1.33K
12 $1.46M
LII
Lennox International Inc

Industrials
3
New
$471.5 - $554.58 $1.41K - $1.66K
3 $1.46M
IXUS
Ishares Tr

ETFs
8
+ 2.06%
$81.21 - $85.27 $650 - $682
397 $33.6M
LOGI
Logitech International S.A.

Technology
14
+ 1400.0%
$101.71 - $122.99 $1.42K - $1.72K
15 $1.5M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
2
+ 5.13%
$34.6 - $42.39 $69.2 - $84.8
41 $2.72M
KRYS
Krystal Biotech, Inc.

Healthcare
5
+ 250.0%
$179.61 - $206.16 $898 - $1.03K
7 $1.73M
KEYS
Keysight Technologies, Inc.

Technology
2
+ 5.88%
$159.49 - $186.18 $319 - $372
36 $7.32M
ACN
Accenture PLC

Technology
3
+ 13.04%
$234.02 - $253.35 $702 - $760
26 $6.98M
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 47.37%
$136.63 - $154.8 $1.23K - $1.39K
28 $3.97M
FIX
Comfort Systems Usa Inc

Industrials
1
+ 33.33%
$790.72 - $1010.64 $791 - $1.01K
4 $3.73M
UAL
United Airlines Holdings, Inc.

Industrials
9
+ 56.25%
$90.77 - $104.05 $817 - $936
25 $2.8M
TROW
Price T Rowe Group Inc

Financial Services
12
+ 200.0%
$101.07 - $106.13 $1.21K - $1.27K
18 $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.21%
$293.81 - $310.11 $294 - $310
479 $146M
CHK
Chesapeake Energy Corp

Energy
10
+ 41.67%
N/A
34 $3.75M
PLD
Prologis, Inc.

Real Estate
2
+ 2.82%
$111.23 - $127.18 $222 - $254
73 $9.38M
SKYW
Skywest Inc

Industrials
12
+ 52.17%
$95.04 - $101.89 $1.14K - $1.22K
35 $3.52M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
19
+ 11.59%
$12.5 - $18.02 $238 - $342
183 $3.61M
ABC
Amerisourcebergen Corp

Healthcare
2
+ 10.0%
N/A
22 $7.35M
MMSI
Merit Medical Systems Inc

Healthcare
11
+ 29.73%
$78.99 - $89.39 $869 - $983
48 $4.23M
FOUR
Shift4 Payments, Inc.

Technology
18
New
$66.15 - $79.5 $1.19K - $1.43K
18 $1.13M
AGNC
Agnc Investment Corp.

Real Estate
94
+ 71.76%
$9.88 - $10.34 $929 - $972
225 $2.41M
E
Eni Spa

Energy
25
+ 44.64%
$34.03 - $38.22 $851 - $956
81 $3.07M
HI
Hillenbrand, Inc.

Industrials
30
+ 103.45%
$24.57 - $31.68 $737 - $950
59 $1.87M
ASTS
Ast Space Mobile, Inc.

Communication Services
2
+ 5.0%
$56.94 - $99.21 $114 - $198
42 $3.05M
FYBR
Frontier Communications Parent, Inc.

Communication Services
28
+ 147.37%
$37.31 - $37.96 $1.04K - $1.06K
47 $1.79M
SNOW
Snowflake Inc.

Technology
5
+ 166.67%
$230.55 - $277.14 $1.15K - $1.39K
8 $1.76M
VIAV
Viavi Solutions Inc.

Technology
41
+ 66.13%
$12.27 - $18.16 $503 - $745
103 $1.84M
Lxp Industrial Trust
21
New
N/A
21 $1.04M
AZTA
Azenta, Inc.

Healthcare
26
+ 66.67%
$29.37 - $32.45 $764 - $844
65 $2.16M
VOD
Vodafone Group Public LTD CO

Communication Services
78
+ 7800.0%
$11.17 - $12.67 $871 - $988
79 $1.04M
NUE
Nucor Corp

Basic Materials
1
+ 3.23%
$131.78 - $154.43 $132 - $154
32 $5.22M
Zacks Trust
32
+ 6.9%
N/A
496 $18.3M
ILMN
Illumina, Inc.

Healthcare
2
+ 10.0%
$91.0 - $123.54 $182 - $247
22 $2.89M
TOL
Toll Brothers, Inc.

Consumer Cyclical
8
+ 24.24%
$127.26 - $142.72 $1.02K - $1.14K
41 $5.55M
STX
Seagate Technology Holdings PLC

Technology
3
+ 75.0%
$211.63 - $293.99 $635 - $882
7 $1.93M
CROX
Crocs, Inc.

Consumer Cyclical
11
+ 110.0%
$73.39 - $87.29 $807 - $960
21 $1.8M
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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