Retirement Wealth Solutions LLC Incresed Positions in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
6.79K
+ 36.3%
$202.52 - $212.07 $1.37M - $1.44M
25.5K $5.4B
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 5.9%
$656.2 - $690.71 $736K - $775K
20.2K $13.8B
IEMG
Ishares Inc

ETFs
13.2K
+ 23.16%
N/A
70.4K $4.73B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.18K
+ 56.37%
$245.79 - $258.02 $536K - $563K
6.05K $1.51B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.33K
+ 5.82%
$118.29 - $126.28 $276K - $295K
42.4K $5.23B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.54K
+ 2.53%
$57.9 - $61.26 $147K - $155K
103K $6.25B
Blackrock ETF Trust
6.97K
+ 11.38%
N/A
68.2K $2.63B
EXAS
Exact Sciences Corp

Healthcare
19
+ 0.33%
$56.19 - $69.63 $1.07K - $1.32K
5.83K $592M
EFV
Msci Eafe Value ETF

ETFs
334
+ 0.54%
$66.73 - $70.99 $22.3K - $23.7K
62.6K $4.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.17K
+ 9.68%
$99.87 - $101.27 $217K - $220K
24.6K $2.46B
IYW
Ishares Dj Us Tech ETF

ETFs
765
+ 15.46%
$192.8 - $211.27 $147K - $162K
5.71K $1.14B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.87K
+ 2.72%
$78.65 - $79.19 $147K - $148K
70.6K $5.56B
IEFA
Ishares Tr

ETFs
894
+ 5.77%
$86.09 - $89.88 $77K - $80.4K
16.4K $1.47B
LLY
Eli Lilly & CO

Healthcare
21
+ 12.8%
$799.57 - $1025.28 $16.8K - $21.5K
185 $199M
ITA
Ishares Tr

ETFs
189
+ 3.43%
$205.04 - $218.9 $38.8K - $41.4K
5.69K $1.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
821
+ 4.81%
$63.25 - $66.24 $51.9K - $54.4K
17.9K $1.18B
VTI
Vanguard Total Stock Market Et

ETFs
145
+ 5.9%
$321.8 - $337.95 $46.7K - $49K
2.6K $872M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
519
+ 7.21%
$72.17 - $75.74 $37.5K - $39.3K
7.72K $582M
VO
Vanguard Mid Cap ETF

ETFs
186
+ 60.78%
$286.27 - $296.23 $53.2K - $55.1K
492 $143M
GOOG
Alphabet Inc.

Communication Services
115
+ 58.67%
$237.49 - $291.74 $27.3K - $33.6K
311 $97.5M
AAPL
Apple Inc.

Technology
11
+ 0.48%
$245.27 - $275.25 $2.7K - $3.03K
2.3K $626M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
590
+ 1.1%
$46.85 - $47.44 $27.6K - $28K
54.2K $2.55B
BNDX
Vanguard Total International B

ETFs
3.61K
+ 2.9%
$49.3 - $49.91 $178K - $180K
128K $6.19B
GOOGL
Alphabet Inc.

Communication Services
7
+ 1.87%
$236.57 - $291.31 $1.66K - $2.04K
381 $119M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
433
+ 1.38%
$77.73 - $78.84 $33.7K - $34.1K
31.7K $2.47B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
286
+ 15.55%
$92.34 - $95.43 $26.4K - $27.3K
2.13K $200M
BND
Vanguard Bd Index Fd Inc Total

ETFs
335
+ 3.83%
$74.09 - $75.1 $24.8K - $25.2K
9.08K $672M
AMAT
Applied Materials Inc

Technology
8
+ 2.37%
$209.95 - $240.89 $1.68K - $1.93K
346 $88.9M
MU
Micron Technology Inc

Technology
53
+ 407.69%
$181.6 - $253.3 $9.62K - $13.4K
66 $18.8M
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.59%
$82.49 - $92.93 $330 - $372
679 $71.5M
IWM
Ishares Russell 2000 ETF

ETFs
34
+ 3.11%
$236.79 - $250.33 $8.05K - $8.51K
1.13K $278M
JNJ
Johnson & Johnson

Healthcare
7
+ 1.36%
$185.98 - $199.58 $1.3K - $1.4K
523 $108M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.99%
$475.68 - $513.11 $10.9K - $11.8K
2.34K $1.17B
AZN
Astrazeneca PLC

Healthcare
73
+ 38.62%
$81.15 - $89.4 $5.92K - $6.53K
262 $24.1M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
272
+ 53.02%
$18.04 - $21.83 $4.91K - $5.94K
785 $18.3M
RIO
Rio Tinto PLC

Basic Materials
94
+ 494.74%
$65.44 - $72.58 $6.15K - $6.82K
113 $9.04M
MT
Arcelor Mittal

Basic Materials
159
+ 935.29%
$36.91 - $40.93 $5.87K - $6.51K
176 $8.02M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
154
+ 80.63%
$33.18 - $38.64 $5.11K - $5.95K
345 $13.3M
CMI
Cummins Inc

Industrials
1
+ 1.64%
$407.98 - $484.34 $408 - $484
62 $31.8M
BCS
Barclays PLC

Financial Services
151
+ 44.15%
$19.36 - $22.51 $2.92K - $3.4K
493 $12.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
57
+ 1900.0%
$88.67 - $92.06 $5.05K - $5.25K
60 $5.25M
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
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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