Retirement Wealth Solutions LLC Reduced Holdings in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-1
- 33.33%
$216.37 - $237.41 $216 - $237
2 $463K
AVB
Avalonbay Communities Inc

Real Estate
-1
- 50.0%
$173.92 - $191.37 $174 - $191
1 $182K
ESRT
Empire State Realty Trust, Inc.

Real Estate
-24
- 57.14%
$7.16 - $7.97 $172 - $191
18 $118K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-16
- 5.69%
$24.91 - $28.63 $399 - $458
265 $7.89M
ATKR
Atkore Inc.

Industrials
-3
- 75.0%
$61.61 - $70.0 $185 - $210
1 $64K
ALK
Alaska Air Group, Inc.

Industrials
-4
- 9.09%
$40.42 - $49.42 $162 - $198
40 $2.01M
ING
Ing Groep Nv

Financial Services
-15
- 11.54%
$23.66 - $26.51 $355 - $398
115 $3.22M
GPN
Global Payments Inc

Industrials
-2
- 40.0%
$74.11 - $88.53 $148 - $177
3 $233K
D
Dominion Energy, Inc

Utilities
-2
- 15.38%
$58.49 - $61.69 $117 - $123
11 $645K
TGT
Target Corp

Consumer Defensive
-2
- 28.57%
$85.53 - $97.77 $171 - $196
5 $489K
UCBI
United Community Banks Inc

Financial Services
-4
- 15.38%
N/A
22 $687K
ED
Consolidated Edison Inc

Utilities
-1
- 4.76%
$96.11 - $102.39 $96.1 - $102
20 $1.99M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-4
- 20.0%
$15.48 - $18.81 $61.9 - $75.2
16 $252K
PPL
Ppl Corp

Utilities
-2
- 20.0%
$36.25 - $37.97 $72.5 - $75.9
8 $281K
AAT
American Assets Trust, Inc.

Real Estate
-2
- 6.67%
$18.85 - $20.4 $37.7 - $40.8
28 $531K
RLI
Rli Corp

Financial Services
-1
- 11.11%
$58.43 - $65.35 $58.4 - $65.4
8 $512K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1
- 9.09%
$26.27 - $27.38 $26.3 - $27.4
10 $260K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1
- 11.11%
$50.72 - $55.51 $50.7 - $55.5
8 $469K
RF
Regions Financial Corp

Financial Services
-1
- 4.17%
$23.35 - $26.39 $23.4 - $26.4
23 $624K
MDT
Medtronic PLC

Healthcare
-1
- 0.86%
$90.06 - $98.43 $90.1 - $98.4
115 $11M
EMN
Eastman Chemical CO

Basic Materials
-1
- 2.44%
$57.89 - $64.37 $57.9 - $64.4
40 $2.58M
AXS
Axis Capital Holdings LTD

Financial Services
-1
- 5.26%
$88.25 - $102.69 $88.3 - $103
18 $1.93M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-1
- 1.85%
$26.39 - $29.7 $26.4 - $29.7
53 $1.71M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-6
- 4.55%
$15.2 - $17.48 $91.2 - $105
126 $2.44M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1
- 2.56%
$79.4 - $86.54 $79.4 - $86.5
38 $3.72M
FITB
Fifth Third Bancorp

Financial Services
-18
- 3.01%
$40.36 - $44.41 $726 - $799
580 $27.1M
UBS
Ubs Group Ag

Financial Services
-9
- 3.69%
$37.56 - $41.1 $338 - $370
235 $10.9M
PRU
Prudential Financial Inc

Financial Services
-14
- 4.68%
$99.13 - $107.85 $1.39K - $1.51K
285 $32.2M
HSBC
Hsbc Holdings PLC

Financial Services
-28
- 6.26%
$65.67 - $73.49 $1.84K - $2.06K
419 $33M
FIS
Fidelity National Information Services, Inc.

Technology
-13
- 0.31%
$61.5 - $68.57 $800 - $891
4.17K $277M
USB
Us Bancorp \De\

Financial Services
-4
- 1.16%
$45.28 - $48.26 $181 - $193
341 $18.2M
Rocket Lab Corp
-5
- 5.05%
N/A
94 $6.56M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3
- 0.52%
$50.39 - $55.82 $151 - $167
571 $32.3M
INTC
Intel Corp

Technology
-13
- 1.55%
$34.71 - $41.53 $451 - $540
824 $30.4M
SAN
Banco Santander, S.A.

Financial Services
-26
- 1.18%
$9.65 - $11.03 $251 - $287
2.18K $25.5M
IDXX
Idexx Laboratories Inc

Healthcare
-1
- 1.16%
$616.15 - $722.94 $616 - $723
85 $57.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.1%
$213.04 - $254.0 $426 - $508
1.94K $448M
IAU
Ishares Gold Trust

ETFs
-1.05K
- 7.6%
$72.65 - $82.5 $76.2K - $86.5K
12.7K $1.03B
VEA
Vanguard Ftse Developed Market

ETFs
-4.18K
- 1.67%
$59.18 - $62.09 $247K - $259K
246K $15.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-79
- 0.19%
$600.51 - $631.95 $47.4K - $49.9K
41.3K $25.9B
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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