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
PEAK
Healthpeak Properties, Inc.

Real Estate
407
New
N/A
407 $8M
WINA
Winmark Corp

Consumer Cyclical
21
New
$352.4 - $422.31 $7.4K - $8.87K
21 $7.86M
PGR
Progressive Corp

Financial Services
33
New
$239.6 - $268.88 $7.91K - $8.87K
33 $7.84M
Bgc Group Inc
819
New
N/A
819 $7.76M
CBRE
Cbre Group, Inc.

Real Estate
62
New
$119.22 - $140.71 $7.39K - $8.72K
62 $7.67M
LGND
Ligand Pharmaceuticals Inc

Healthcare
72
New
$99.95 - $129.9 $7.2K - $9.35K
72 $7.65M
IWP
Ishares Russell Mid Cap Growth

ETFs
60
New
$116.4 - $138.52 $6.98K - $8.31K
60 $7.62M
WPC
W. P. Carey Inc.

Real Estate
140
New
$53.44 - $61.33 $7.48K - $8.59K
140 $7.57M
SAP
Sap Se

Technology
30
New
$218.13 - $255.54 $6.54K - $7.67K
30 $7.55M
PATK
Patrick Industries Inc

Consumer Cyclical
90
New
$82.71 - $146.16 $7.44K - $13.2K
90 $7.5M
CCI
Crown Castle International Corp

Real Estate
88
New
$89.78 - $119.11 $7.9K - $10.5K
88 $7.45M
BCPC
Balchem Corp

Basic Materials
46
New
$163.0 - $183.41 $7.5K - $8.44K
46 $7.16M
RSG
Republic Services, Inc.

Industrials
34
New
$198.0 - $218.75 $6.73K - $7.44K
34 $7.1M
NSP
Insperity, Inc.

Industrials
94
New
$72.51 - $88.91 $6.82K - $8.36K
94 $7.08M
HLI
Houlihan Lokey, Inc.

Financial Services
42
New
$158.81 - $190.49 $6.67K - $8K
42 $7.02M
RJF
Raymond James Financial Inc

Financial Services
45
New
$123.0 - $170.1 $5.54K - $7.65K
45 $6.87M
RGA
Reinsurance Group Of America Inc

Financial Services
32
New
$201.26 - $231.95 $6.44K - $7.42K
32 $6.81M
IWS
Ishares Russell Midcap Value E

ETFs
53
New
$128.08 - $140.32 $6.79K - $7.44K
53 $6.77M
MDLZ
Mondelez International, Inc.

Consumer Defensive
120
New
$59.25 - $72.99 $7.11K - $8.76K
120 $6.77M
NVO
Novo Nordisk A S

Healthcare
78
New
$85.0 - $120.04 $6.63K - $9.36K
78 $6.73M
MAS
Masco Corp

Industrials
92
New
$72.52 - $85.73 $6.67K - $7.89K
92 $6.63M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
102
New
$60.13 - $67.31 $6.13K - $6.87K
102 $6.05M
YUM
Yum Brands Inc

Consumer Cyclical
49
New
$130.36 - $139.54 $6.39K - $6.84K
49 $6.04M
KEYS
Keysight Technologies, Inc.

Technology
36
New
$149.01 - $172.53 $5.36K - $6.21K
36 $5.81M
SF
Stifel Financial Corp

Financial Services
55
New
$93.4 - $117.72 $5.14K - $6.47K
55 $5.75M
DRI
Darden Restaurants Inc

Consumer Cyclical
32
New
$155.96 - $188.66 $4.99K - $6.04K
32 $5.74M
SONY
Sony Group Corp

Technology
280
New
$17.53 - $96.8 $4.91K - $27.1K
280 $5.7M
BHP
Bhp Group LTD

Basic Materials
116
New
$48.78 - $62.43 $5.66K - $7.24K
116 $5.63M
ABC
Amerisourcebergen Corp

Healthcare
24
New
N/A
24 $5.58M
Atmus Filtration Technologie
140
New
N/A
140 $5.48M
ENTG
Entegris Inc

Technology
55
New
$97.67 - $112.92 $5.37K - $6.21K
55 $5.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
37
New
$148.29 - $166.93 $5.49K - $6.18K
37 $5.36M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
62
New
$84.34 - $95.14 $5.23K - $5.9K
62 $5.27M
FRME
First Merchants Corp

Financial Services
137
New
$35.52 - $44.97 $4.87K - $6.16K
137 $5.21M
ASML
Asml Holding Nv

Technology
7
New
$658.43 - $872.27 $4.61K - $6.11K
7 $5.17M
AZN
Astrazeneca PLC

Healthcare
77
New
$63.2 - $79.58 $4.87K - $6.13K
77 $5.16M
ANSS
Ansys Inc

Technology
15
New
$313.05 - $361.45 $4.7K - $5.42K
15 $5.07M
VRRM
Verra Mobility Corp

Industrials
206
New
$22.68 - $27.76 $4.67K - $5.72K
206 $5.05M
SNA
Snap On Inc

Industrials
15
New
$285.44 - $371.35 $4.28K - $5.57K
15 $5.05M
Canadian Pacific Kansas City
67
New
N/A
67 $5.01M
CMI
Cummins Inc

Industrials
14
New
$324.93 - $383.42 $4.55K - $5.37K
14 $4.98M
DHI
Horton D R Inc

Consumer Cyclical
36
New
$137.24 - $194.56 $4.94K - $7K
36 $4.94M
HSTM
Healthstream Inc

Healthcare
154
New
$28.11 - $33.16 $4.33K - $5.11K
154 $4.83M
DELL
Dell Technologies Inc.

Technology
42
New
$111.96 - $144.21 $4.7K - $6.06K
42 $4.82M
DOV
Dover Corp

Industrials
26
New
$184.72 - $206.51 $4.8K - $5.37K
26 $4.76M
VONV
Vanguard Russell 1000 Value Et

ETFs
59
New
$80.87 - $87.69 $4.77K - $5.17K
59 $4.76M
PPBI
Pacific Premier Bancorp Inc

Financial Services
202
New
$23.81 - $29.11 $4.81K - $5.88K
202 $4.64M
ARGX
Argenx Se

Healthcare
7
New
$520.52 - $638.33 $3.64K - $4.47K
7 $4.59M
RELX
Relx PLC

Communication Services
99
New
$44.45 - $48.63 $4.4K - $4.81K
99 $4.59M
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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