Retirement Wealth Solutions LLC New Holdings in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7.21K
New
$45.48 - $45.92 $328K - $331K
7.21K $329M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
819
New
N/A
819 $73.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
New
$459.47 - $491.71 $9.19K - $9.83K
20 $9.47M
Unilever PLC
136
New
N/A
136 $8.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
New
$524.58 - $588.02 $7.34K - $8.23K
14 $8.11M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
153
New
$50.15 - $51.72 $7.67K - $7.91K
153 $7.6M
Sandisk Corp
21
New
N/A
21 $4.99M
RYAAY
Ryanair Holdings PLC

Industrials
66
New
$59.06 - $65.0 $3.9K - $4.29K
66 $4.77M
PUK
Prudential PLC

Financial Services
108
New
$26.76 - $28.99 $2.89K - $3.13K
108 $3.36M
WDC
Western Digital Corp

Technology
18
New
$113.13 - $174.22 $2.04K - $3.14K
18 $3.1M
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
V
Visa Inc.

Financial Services
8
New
$325.75 - $352.42 $2.61K - $2.82K
8 $2.81M
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
NRZ
New Residential Investment Corp.

Real Estate
190
New
N/A
190 $2.07M
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
TECH
Bio Techne Corp

Healthcare
28
New
$57.41 - $66.06 $1.61K - $1.85K
28 $1.65M
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
LII
Lennox International Inc

Industrials
3
New
$471.5 - $554.58 $1.41K - $1.66K
3 $1.46M
LCII
Lci Industries

Consumer Cyclical
12
New
$84.77 - $110.46 $1.02K - $1.33K
12 $1.46M
FOUR
Shift4 Payments, Inc.

Technology
18
New
$66.15 - $79.5 $1.19K - $1.43K
18 $1.13M
Lxp Industrial Trust
21
New
N/A
21 $1.04M
RTX
Raytheon Technologies Corp

Industrials
5
New
$157.0 - $179.44 $785 - $897
5 $917K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
11
New
$58.51 - $64.76 $644 - $712
11 $705K
CELH
Celsius Holdings, Inc.

Consumer Defensive
15
New
$41.52 - $64.86 $623 - $973
15 $687K
ALCC
Alt C Acquisition Corp.

Financial Services
8
New
N/A
8 $575K
RKT
Rocket Companies, Inc.

Financial Services
29
New
$15.61 - $19.59 $453 - $568
29 $562K
CVS
Cvs Health Corp

Healthcare
7
New
$76.69 - $83.04 $537 - $581
7 $556K
Nextpower Inc
5
New
N/A
5 $436K
GMAB
Genmab A/S

Healthcare
14
New
$28.61 - $33.56 $401 - $470
14 $432K
Magnum Ice Cream CO Nv
24
New
N/A
24 $381K
Veon LTD
7
New
N/A
7 $368K
DUOL
Duolingo, Inc.

Technology
2
New
$185.07 - $347.27 $370 - $695
2 $351K
F&G Annuities & Life Inc
10
New
N/A
10 $322K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
20
New
$15.66 - $19.57 $313 - $391
20 $302K
Galaxy Digital Inc.
6
New
N/A
6 $135K
GPC
Genuine Parts CO

Consumer Cyclical
1
New
$122.69 - $140.39 $123 - $140
1 $123K
NICE
Nice Ltd.

Technology
1
New
$123.99 - $139.19 $124 - $139
1 $114K
PSO
Pearson PLC

Communication Services
5
New
$13.06 - $14.98 $65.3 - $74.9
5 $71K
FCX
Freeport Mcmoran Inc

Basic Materials
1
New
$38.65 - $43.31 $38.7 - $43.3
1 $51K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
0
New
$58.83 - $63.18 $0 - $0
0 $21K
KIM
Kimco Realty Corp

Real Estate
0
New
$20.24 - $22.41 $0 - $0
0 $1K
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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