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
JBT
John Bean Technologies Corp

Industrials
2
+ 25.0%
N/A
10 $1.51M
DAR
Darling Ingredients Inc.

Consumer Defensive
6
+ 20.0%
$29.91 - $34.75 $179 - $209
36 $1.3M
JOBY
Joby Aviation, Inc.

Industrials
37
+ 88.1%
$14.32 - $19.57 $530 - $724
79 $1.04M
TFX
Teleflex Inc

Healthcare
3
+ 50.0%
$107.0 - $133.06 $321 - $399
9 $1.1M
SLM
Slm Corp

Financial Services
14
+ 50.0%
$25.19 - $28.45 $353 - $398
42 $1.14M
AR
Antero Resources Corp

Energy
10
+ 55.56%
$30.03 - $35.2 $300 - $352
28 $965K
BPOP
Popular, Inc.

Financial Services
3
+ 50.0%
$109.24 - $127.05 $328 - $381
9 $1.12M
G
Genpact LTD

Technology
5
+ 20.83%
$37.89 - $45.54 $189 - $228
29 $1.36M
SNA
Snap On Inc

Industrials
2
+ 11.11%
$327.33 - $349.13 $655 - $698
20 $6.75M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5
+ 100.0%
$82.82 - $104.04 $414 - $520
10 $844K
AOA
Ishares Tr Core Aggressive All

ETFs
2
+ 1.5%
$86.51 - $90.12 $173 - $180
135 $12.1M
PRGS
Progress Software Corp

Technology
9
+ 16.98%
$41.83 - $46.87 $376 - $422
62 $2.66M
ROKU
Roku, Inc

Communication Services
2
+ 14.29%
$92.02 - $108.63 $184 - $217
16 $1.74M
HST
Host Hotels & Resorts, Inc.

Real Estate
9
+ 3.61%
$15.82 - $18.18 $142 - $164
258 $4.57M
PKI
Perkinelmer Inc

Healthcare
2
+ 13.33%
N/A
17 $1.65M
SANM
Sanmina Corp

Technology
1
+ 20.0%
$114.08 - $177.76 $114 - $178
6 $901K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
2
+ 28.57%
$114.57 - $132.96 $229 - $266
9 $1.19M
MRNA
Moderna, Inc.

Healthcare
6
+ 15.79%
$23.56 - $28.49 $141 - $171
44 $1.3M
ACA
Arcosa, Inc.

Industrials
2
+ 25.0%
$89.15 - $102.0 $178 - $204
10 $1.06M
Liberty Media Corp Del
4
+ 50.0%
N/A
12 $1.07M
PCG
Pg&E Corp

Utilities
17
+ 45.95%
$15.63 - $16.81 $266 - $286
54 $868K
Bunge Global Sa
3
+ 60.0%
N/A
8 $713K
CRTO
Criteo S.A.

Communication Services
15
+ 300.0%
$19.65 - $22.88 $295 - $343
20 $413K
ALLY
Ally Financial Inc.

Financial Services
4
+ 22.22%
$36.96 - $41.81 $148 - $167
22 $997K
AES
Aes Corp

Utilities
10
+ 8.7%
$13.44 - $15.37 $134 - $154
125 $1.79M
EA
Electronic Arts Inc.

Communication Services
1
+ 4.0%
$199.89 - $202.0 $200 - $202
26 $5.31M
EXC
Exelon Corp

Utilities
8
+ 13.11%
$44.97 - $48.24 $360 - $386
69 $3.01M
AL
Air Lease Corp

Industrials
1
+ 0.25%
$63.5 - $63.9 $63.5 - $63.9
394 $25.3M
APA
Apa Corp

Energy
10
+ 12.82%
$21.66 - $25.12 $217 - $251
88 $2.15M
EXLS
Exl Service Holdings, Inc.

Technology
8
+ 15.69%
$38.54 - $43.71 $308 - $350
59 $2.5M
CVBF
Cvb Financial Corp

Financial Services
14
+ 77.78%
$18.05 - $19.28 $253 - $270
32 $596K
ABCB
Ameris Bancorp

Financial Services
3
+ 13.64%
$69.41 - $74.91 $208 - $225
25 $1.86M
GNL
Global Net Lease, Inc.

Real Estate
27
+ 150.0%
$7.55 - $8.19 $204 - $221
45 $387K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1
+ 25.0%
$85.04 - $106.29 $85 - $106
5 $616K
ANDE
Andersons, Inc.

Consumer Defensive
2
+ 22.22%
$40.23 - $51.48 $80.5 - $103
11 $585K
LSCC
Lattice Semiconductor Corp

Technology
3
+ 14.29%
$62.51 - $74.58 $188 - $224
24 $1.77M
INCY
Incyte Corp

Healthcare
1
+ 11.11%
$83.8 - $108.26 $83.8 - $108
10 $988K
SEM
Select Medical Holdings Corp

Healthcare
12
+ 75.0%
$12.92 - $14.29 $155 - $171
28 $416K
RRC
Range Resources Corp

Energy
7
+ 43.75%
$34.6 - $39.73 $242 - $278
23 $811K
ASB
Associated Banc Corp

Financial Services
8
+ 15.69%
$24.11 - $26.6 $193 - $213
59 $1.52M
Zacks Trust
5
+ 4.24%
N/A
123 $3.67M
PSTG
Pure Storage, Inc.

Technology
15
+ 31.25%
$83.96 - $98.7 $1.26K - $1.48K
63 $4.22M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 20.0%
$151.39 - $166.89 $151 - $167
6 $980K
CRI
Carters Inc

Consumer Cyclical
3
+ 15.0%
$27.46 - $33.44 $82.4 - $100
23 $746K
WMB
Williams Companies, Inc.

Energy
4
+ 20.0%
$56.51 - $64.48 $226 - $258
24 $1.44M
Super Micro Computer Inc
11
+ 137.5%
N/A
19 $557K
ETR
Entergy Corp

Utilities
2
+ 11.76%
$93.4 - $97.65 $187 - $195
19 $1.76M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 300.0%
$17.23 - $19.16 $155 - $172
12 $228K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 25.0%
$120.24 - $132.64 $120 - $133
5 $700K
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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