Retirement Wealth Solutions LLC New Holdings in Q4 2024

Retirement Wealth Solutions LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
3.32K
New
$41.82 - $47.36 $139K - $157K
3.32K $137M
MCD
Mcdonalds Corp

Consumer Cyclical
474
New
$288.47 - $316.54 $137K - $150K
474 $134M
IXC
Ishares Tr Global Energy ETF

ETFs
3.3K
New
$36.95 - $43.06 $122K - $142K
3.3K $130M
LLY
Eli Lilly & CO

Healthcare
149
New
$727.2 - $932.06 $108K - $139K
149 $119M
MA
Mastercard Inc

Financial Services
219
New
$491.3 - $536.15 $108K - $117K
219 $110M
BMO
Bank Of Montreal

Financial Services
1.09K
New
$89.75 - $103.39 $97.5K - $112K
1.09K $106M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236
New
$442.29 - $483.08 $104K - $114K
236 $104M
ORCL
Oracle Corp

Technology
656
New
$165.41 - $192.43 $109K - $126K
656 $101M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.99K
New
$49.79 - $51.14 $99K - $102K
1.99K $98.8M
CSCO
Cisco Systems, Inc.

Technology
1.64K
New
$52.45 - $60.02 $85.8K - $98.2K
1.64K $96.1M
PG
Procter & Gamble CO

Consumer Defensive
552
New
$161.05 - $179.7 $88.9K - $99.2K
552 $87.6M
URI
United Rentals, Inc.

Industrials
120
New
$704.44 - $880.32 $84.5K - $106K
120 $80.5M
VB
Vanguard Small Cap ETF

ETFs
321
New
$233.76 - $261.58 $75K - $84K
321 $76.5M
JPM
Jpmorgan Chase & CO

Financial Services
313
New
$205.18 - $250.29 $64.2K - $78.3K
313 $75.1M
JNJ
Johnson & Johnson

Healthcare
512
New
$143.34 - $165.86 $73.4K - $84.9K
512 $72.7M
PEP
Pepsico Inc

Consumer Defensive
505
New
$151.29 - $176.1 $76.4K - $88.9K
505 $72.1M
CRM
Salesforce, Inc.

Technology
212
New
$270.87 - $367.87 $57.4K - $78K
212 $67.3M
MRK
Merck & Co., Inc.

Healthcare
650
New
$96.31 - $114.76 $62.6K - $74.6K
650 $64.5M
NOW
Service Now, Inc.

Technology
62
New
$867.18 - $1148.42 $53.8K - $71.2K
62 $63.5M
WMT
Walmart Inc.

Consumer Defensive
676
New
$79.1 - $95.7 $53.5K - $64.7K
676 $62.9M
UNH
Unitedhealth Group Inc

Healthcare
120
New
$485.52 - $625.25 $58.3K - $75K
120 $62.4M
AMAT
Applied Materials Inc

Technology
363
New
$161.44 - $213.89 $58.6K - $77.6K
363 $62.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
337
New
$183.23 - $199.79 $61.7K - $67.3K
337 $61.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.68K
New
$22.39 - $23.45 $60K - $62.8K
2.68K $59.7M
INTU
Intuit Inc

Technology
93
New
$602.01 - $706.25 $56K - $65.7K
93 $58.1M
CG
Carlyle Group Inc.

Financial Services
1.14K
New
$43.2 - $54.81 $49K - $62.2K
1.14K $57.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
995
New
$55.73 - $66.16 $55.5K - $65.8K
995 $56.2M
COST
Costco Wholesale Corp

Consumer Defensive
59
New
$873.59 - $994.69 $51.5K - $58.7K
59 $55.5M
CPRT
Copart Inc

Consumer Cyclical
977
New
$51.36 - $63.8 $50.2K - $62.3K
977 $54.4M
PM
Philip Morris International Inc.

Consumer Defensive
458
New
$118.38 - $133.06 $54.2K - $60.9K
458 $53.7M
QCOM
Qualcomm Inc

Technology
340
New
$150.4 - $178.04 $51.1K - $60.5K
340 $53.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
183
New
$278.49 - $315.16 $51K - $57.7K
183 $52.5M
DIS
Walt Disney CO

Communication Services
464
New
$92.39 - $117.6 $42.9K - $54.6K
464 $50.4M
VIG
Vanguard Dividend Appreciation

ETFs
251
New
N/A
251 $48.4M
Lam Research Corp
625
New
N/A
625 $46.7M
VZ
Verizon Communications Inc

Communication Services
1.23K
New
$39.6 - $45.21 $48.9K - $55.8K
1.23K $46.7M
PH
Parker Hannifin Corp

Industrials
74
New
$621.74 - $709.46 $46K - $52.5K
74 $46.6M
XOM
Exxon Mobil Corp

Energy
430
New
$105.51 - $125.37 $45.4K - $53.9K
430 $45.8M
A
Agilent Technologies, Inc.

Healthcare
332
New
$125.69 - $146.56 $41.7K - $48.7K
332 $45.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38
New
$1146.59 - $1270.6 $43.6K - $48.3K
38 $45.5M
Blackrock Inc
47
New
N/A
47 $45M
TRU
Trans Union

Industrials
510
New
$92.71 - $108.67 $47.3K - $55.4K
510 $44.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
339
New
$109.06 - $140.54 $37K - $47.6K
339 $43.6M
VHT
Vanguard Health Care ETF

ETFs
166
New
$250.81 - $283.3 $41.6K - $47K
166 $42.7M
BAC
Bank Of America Corp

Financial Services
941
New
$39.22 - $47.77 $36.9K - $45K
941 $42.4M
MLM
Martin Marietta Materials Inc

Basic Materials
81
New
$516.5 - $619.58 $41.8K - $50.2K
81 $41.4M
APO
Apollo Global Management, Inc.

Financial Services
251
New
$131.36 - $178.61 $33K - $44.8K
251 $39.1M
KO
Coca Cola CO

Consumer Defensive
613
New
$61.74 - $71.71 $37.8K - $44K
613 $37.4M
PRU
Prudential Financial Inc

Financial Services
327
New
$114.59 - $129.52 $37.5K - $42.4K
327 $37.4M
Activity Summary
Buys All Purchases 439 New Holdings 439 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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