Retirement Wealth Solutions
Latest statistics and disclosures from Retirement Wealth Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, IVV, VWO, BNDX, and represent 43.21% of Retirement Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: OEF, DYNF, IEMG, BAI, ITA, BRK.B, TLH, IVE, IVW, IVV.
- Started 421 new stock positions in DAL, IIPR, EW, HIMS, EQT, VST, CINF, VTS, KALU, MCHP.
- Reduced shares in these 10 stocks: IYW, EFG, MUB, VOO, IUSB, VEA, EMXC, HEFA, EFV, VCRB.
- Sold out of its positions in AKAM, Cencora, ANSS, ASH, BCE, BDX, BIO, CHX, ENOV, CNXC.
- Retirement Wealth Solutions was a net buyer of stock by $7.2M.
- Retirement Wealth Solutions has $152M in assets under management (AUM), dropping by 11.08%.
- Central Index Key (CIK): 0002044741
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Portfolio Holdings for Retirement Wealth Solutions
Retirement Wealth Solutions holds 831 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Retirement Wealth Solutions has 831 total positions. Only the first 250 positions are shown.
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- Download the Retirement Wealth Solutions September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.7 | $25M | 41k | 612.38 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.9 | $15M | -2% | 250k | 59.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $13M | +3% | 19k | 669.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $6.5M | 120k | 54.18 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.0 | $6.2M | 125k | 49.46 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.9 | $5.9M | +30% | 100k | 59.20 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.6 | $5.4M | 69k | 78.91 |
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|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $4.8M | +12% | 40k | 120.72 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.8 | $4.2M | -3% | 62k | 67.83 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $3.9M | 20k | 194.50 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $3.9M | +17% | 19k | 206.51 |
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $3.8M | +49% | 57k | 65.92 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.4 | $3.7M | +73% | 11k | 332.84 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.4 | $3.6M | 17k | 209.34 |
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|
| Ishares Tr Core Total Usd (IUSB) | 2.0 | $3.0M | -10% | 65k | 46.71 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.7 | $2.5M | 54k | 46.96 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $2.4M | 31k | 78.09 |
|
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.6 | $2.4M | 34k | 70.85 |
|
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.5 | $2.3M | +14% | 61k | 37.86 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $2.2M | 22k | 100.25 |
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|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.2 | $1.8M | +51% | 18k | 102.99 |
|
| Ishares Tr National Mun Etf (MUB) | 1.2 | $1.8M | -21% | 17k | 106.49 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.1 | $1.7M | +204% | 51k | 34.16 |
|
| Microsoft Corporation (MSFT) | 0.9 | $1.4M | 2.6k | 517.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.4M | 16k | 87.31 |
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|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.2M | +880% | 2.3k | 502.74 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.2M | NEW | 5.5k | 209.26 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $1.1M | -44% | 10k | 113.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.1M | 17k | 65.26 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $1.0M | +74% | 14k | 72.77 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $992k | +17% | 3.9k | 256.45 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $969k | -49% | 4.9k | 195.86 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $813k | +10% | 8.5k | 95.15 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $806k | 2.5k | 328.11 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $777k | 4.2k | 186.56 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $666k | +7% | 13k | 51.23 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $650k | 8.7k | 74.37 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $614k | +11% | 12k | 53.24 |
|
| Apple (AAPL) | 0.4 | $584k | +4% | 2.3k | 254.59 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $529k | 7.2k | 73.46 |
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| Amazon (AMZN) | 0.3 | $427k | -3% | 1.9k | 219.57 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $363k | NEW | 9.6k | 37.78 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.2 | $344k | -11% | 7.0k | 49.19 |
|
| EXACT Sciences Corporation (EXAS) | 0.2 | $318k | 5.8k | 54.71 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $279k | -49% | 4.1k | 67.51 |
|
| Fidelity National Information Services (FIS) | 0.2 | $276k | 4.2k | 65.94 |
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|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $265k | 1.1k | 242.00 |
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| Home Depot (HD) | 0.1 | $206k | 509.00 | 405.18 |
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| Oracle Corporation (ORCL) | 0.1 | $196k | 696.00 | 281.32 |
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| Broadcom (AVGO) | 0.1 | $184k | -2% | 558.00 | 329.96 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $178k | +10% | 1.9k | 95.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $175k | -44% | 1.8k | 95.13 |
|
| Meta Platforms Cl A (META) | 0.1 | $169k | -11% | 230.00 | 734.38 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $167k | -48% | 4.2k | 39.61 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $154k | 823.00 | 186.58 |
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| McDonald's Corporation (MCD) | 0.1 | $145k | 478.00 | 303.89 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $142k | 1.1k | 130.25 |
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| Eli Lilly & Co. (LLY) | 0.1 | $125k | +10% | 164.00 | 761.95 |
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| United Rentals (URI) | 0.1 | $119k | +4% | 125.00 | 954.66 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $116k | -2% | 204.00 | 567.97 |
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| Cisco Systems (CSCO) | 0.1 | $110k | -2% | 1.6k | 68.41 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $106k | 1.0k | 103.36 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $102k | 2.0k | 50.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $99k | 314.00 | 314.96 |
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| Tesla Motors (TSLA) | 0.1 | $96k | NEW | 216.00 | 444.72 |
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| Johnson & Johnson (JNJ) | 0.1 | $96k | 516.00 | 185.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $92k | +527% | 364.00 | 253.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $91k | +266% | 374.00 | 243.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $90k | +52% | 306.00 | 293.77 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $85k | NEW | 1.8k | 46.12 |
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| Procter & Gamble Company (PG) | 0.1 | $85k | 550.00 | 153.68 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $83k | 3.6k | 23.12 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $76k | 158.00 | 480.76 |
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| Philip Morris International (PM) | 0.0 | $75k | 465.00 | 162.13 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $72k | NEW | 1.2k | 58.21 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $70k | -25% | 94.00 | 746.64 |
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| Wal-Mart Stores (WMT) | 0.0 | $70k | 678.00 | 103.05 |
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| Applied Materials (AMAT) | 0.0 | $69k | 338.00 | 204.59 |
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| Pepsi (PEP) | 0.0 | $68k | -4% | 487.00 | 140.36 |
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| O'reilly Automotive (ORLY) | 0.0 | $68k | -2% | 630.00 | 107.81 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $66k | 450.00 | 145.65 |
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| Carlyle Group (CG) | 0.0 | $62k | -11% | 993.00 | 62.72 |
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| Intuit (INTU) | 0.0 | $62k | 90.00 | 684.77 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $60k | NEW | 1.3k | 44.69 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $59k | 701.00 | 84.66 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $57k | -71% | 729.00 | 78.41 |
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| Merck & Co (MRK) | 0.0 | $57k | -9% | 675.00 | 83.89 |
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| Qualcomm (QCOM) | 0.0 | $57k | 340.00 | 166.36 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $56k | -7% | 461.00 | 122.32 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $56k | 74.00 | 758.16 |
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| Servicenow (NOW) | 0.0 | $55k | 60.00 | 920.28 |
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| Blackrock (BLK) | 0.0 | $55k | 47.00 | 1169.28 |
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| IDEXX Laboratories (IDXX) | 0.0 | $55k | -25% | 86.00 | 638.90 |
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| Costco Wholesale Corporation (COST) | 0.0 | $55k | -16% | 59.00 | 929.95 |
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| Walt Disney Company (DIS) | 0.0 | $55k | +2% | 478.00 | 114.51 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $53k | NEW | 1.7k | 31.53 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $49k | 431.00 | 112.75 |
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| Bank of America Corporation (BAC) | 0.0 | $49k | 942.00 | 51.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $48k | +145% | 196.00 | 242.97 |
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| Abbvie (ABBV) | 0.0 | $46k | 200.00 | 231.04 |
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| Caterpillar (CAT) | 0.0 | $46k | 97.00 | 474.94 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $46k | -19% | 341.00 | 133.88 |
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| Verizon Communications (VZ) | 0.0 | $45k | -18% | 1.0k | 43.96 |
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| UnitedHealth (UNH) | 0.0 | $45k | -34% | 130.00 | 345.72 |
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| Uber Technologies (UBER) | 0.0 | $45k | -10% | 456.00 | 97.97 |
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| Zacks Trust Earngs Constant (ZECP) | 0.0 | $43k | 1.3k | 33.62 |
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| Coca-Cola Company (KO) | 0.0 | $41k | 613.00 | 66.29 |
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| Live Nation Entertainment (LYV) | 0.0 | $40k | -22% | 246.00 | 163.40 |
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| Bwx Technologies (BWXT) | 0.0 | $40k | -10% | 214.00 | 184.55 |
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| Linde SHS (LIN) | 0.0 | $39k | 81.00 | 475.00 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $38k | -18% | 813.00 | 46.32 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $37k | NEW | 115.00 | 320.04 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $36k | +17% | 277.00 | 128.24 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $35k | 440.00 | 78.34 |
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| Martin Marietta Materials (MLM) | 0.0 | $34k | -7% | 53.00 | 635.42 |
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| MetLife (MET) | 0.0 | $33k | 400.00 | 82.31 |
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| Altria (MO) | 0.0 | $33k | +3% | 493.00 | 66.13 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $32k | 389.00 | 82.67 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $32k | 103.00 | 310.12 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $32k | NEW | 447.00 | 70.98 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $32k | -7% | 106.00 | 297.92 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $31k | NEW | 172.00 | 182.42 |
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| Encompass Health Corp (EHC) | 0.0 | $31k | 245.00 | 127.24 |
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| Prudential Financial (PRU) | 0.0 | $31k | -8% | 299.00 | 103.72 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $31k | +11% | 574.00 | 53.06 |
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| salesforce (CRM) | 0.0 | $30k | -20% | 126.00 | 236.56 |
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| Ensign (ENSG) | 0.0 | $30k | -11% | 171.00 | 172.88 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $29k | -7% | 146.00 | 198.14 |
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| Southern Company (SO) | 0.0 | $29k | -2% | 301.00 | 94.63 |
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| Intel Corporation (INTC) | 0.0 | $28k | 837.00 | 33.57 |
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| Netflix (NFLX) | 0.0 | $28k | NEW | 23.00 | 1198.96 |
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| General Dynamics Corporation (GD) | 0.0 | $27k | 79.00 | 340.71 |
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| Fifth Third Ban (FITB) | 0.0 | $27k | -3% | 598.00 | 44.55 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $27k | 243.00 | 109.15 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $27k | -49% | 127.00 | 208.72 |
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| At&t (T) | 0.0 | $26k | 922.00 | 28.24 |
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| Sap Se Spon Adr (SAP) | 0.0 | $26k | +246% | 97.00 | 267.22 |
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| Cummins (CMI) | 0.0 | $26k | +8% | 61.00 | 424.54 |
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| Wells Fargo & Company (WFC) | 0.0 | $26k | 308.00 | 83.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $26k | +26% | 158.00 | 161.79 |
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| Air Lease Corp Cl A (AL) | 0.0 | $25k | -9% | 393.00 | 63.65 |
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| Kinder Morgan (KMI) | 0.0 | $25k | 881.00 | 28.32 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $24k | +525% | 25.00 | 968.12 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $24k | 300.00 | 79.67 |
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| ConocoPhillips (COP) | 0.0 | $23k | -29% | 245.00 | 94.45 |
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| Banco Santander Adr (SAN) | 0.0 | $23k | NEW | 2.2k | 10.48 |
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| International Business Machines (IBM) | 0.0 | $23k | 81.00 | 282.44 |
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| Shell Spon Ads (SHEL) | 0.0 | $22k | +31% | 312.00 | 71.57 |
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| Valmont Industries (VMI) | 0.0 | $22k | 57.00 | 387.74 |
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| CSX Corporation (CSX) | 0.0 | $21k | -21% | 598.00 | 35.49 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $21k | +37% | 109.00 | 191.09 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $21k | -52% | 525.00 | 39.19 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $21k | 186.00 | 109.95 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $20k | 224.00 | 90.22 |
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| Monster Beverage Corp (MNST) | 0.0 | $20k | -46% | 298.00 | 67.31 |
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| LeMaitre Vascular (LMAT) | 0.0 | $20k | -8% | 223.00 | 87.64 |
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| Materion Corporation (MTRN) | 0.0 | $20k | 162.00 | 120.56 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $19k | +140% | 672.00 | 28.79 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $19k | 168.00 | 113.02 |
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| Copart (CPRT) | 0.0 | $19k | -47% | 422.00 | 44.97 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $19k | NEW | 26.00 | 718.58 |
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| Standex Int'l (SXI) | 0.0 | $19k | -6% | 88.00 | 210.75 |
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| Zacks Trust Quality Internat | 0.0 | $18k | NEW | 727.00 | 25.24 |
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| Cigna Corp (CI) | 0.0 | $18k | -38% | 62.00 | 289.89 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $18k | 133.00 | 134.44 |
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| Apollo Global Mgmt (APO) | 0.0 | $18k | -22% | 133.00 | 132.99 |
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| PriceSmart (PSMT) | 0.0 | $18k | -9% | 145.00 | 121.19 |
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| Zacks Trust Small/mid Cap (SMIZ) | 0.0 | $17k | 464.00 | 37.35 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $17k | +13% | 173.00 | 100.03 |
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| PNC Financial Services (PNC) | 0.0 | $17k | 85.00 | 201.89 |
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| Littelfuse (LFUS) | 0.0 | $17k | 66.00 | 259.56 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $17k | -2% | 206.00 | 83.10 |
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| L3harris Technologies (LHX) | 0.0 | $17k | 56.00 | 305.41 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $17k | -16% | 1.5k | 11.09 |
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| Us Bancorp Del Com New (USB) | 0.0 | $17k | -20% | 345.00 | 48.37 |
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| Norfolk Southern (NSC) | 0.0 | $17k | -24% | 55.00 | 300.42 |
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| CRA International (CRAI) | 0.0 | $17k | -13% | 79.00 | 208.65 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $16k | -9% | 98.00 | 167.65 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $16k | -2% | 251.00 | 64.26 |
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| Ge Vernova (GEV) | 0.0 | $16k | +1200% | 26.00 | 615.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $16k | -36% | 508.00 | 31.44 |
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| Clorox Company (CLX) | 0.0 | $16k | 127.00 | 123.31 |
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| Public Service Enterprise (PEG) | 0.0 | $15k | 184.00 | 83.26 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $15k | 31.00 | 491.68 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $15k | +29% | 198.00 | 76.62 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $15k | -15% | 121.00 | 122.50 |
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| Citigroup Com New (C) | 0.0 | $15k | 146.00 | 101.42 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $15k | -2% | 109.00 | 135.10 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $15k | +243% | 189.00 | 76.72 |
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| Enbridge (ENB) | 0.0 | $15k | -36% | 287.00 | 50.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $15k | 24.00 | 602.92 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $14k | -27% | 301.00 | 46.66 |
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| Home BancShares (HOMB) | 0.0 | $14k | -24% | 490.00 | 28.28 |
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| Firstservice Corp (FSV) | 0.0 | $14k | -6% | 72.00 | 190.50 |
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| Abbott Laboratories (ABT) | 0.0 | $14k | 102.00 | 134.01 |
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| American Electric Power Company (AEP) | 0.0 | $13k | 119.00 | 112.50 |
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| Citizens Financial (CFG) | 0.0 | $13k | 251.00 | 53.19 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $13k | NEW | 156.00 | 84.12 |
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| Clear Secure Com Cl A (YOU) | 0.0 | $13k | -19% | 386.00 | 33.38 |
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| WESCO International (WCC) | 0.0 | $13k | 60.00 | 211.50 |
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| Automatic Data Processing (ADP) | 0.0 | $13k | 43.00 | 293.51 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $13k | NEW | 226.00 | 55.75 |
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| Cohen & Steers (CNS) | 0.0 | $12k | -5% | 189.00 | 65.44 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $12k | 115.00 | 107.21 |
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| Patrick Industries (PATK) | 0.0 | $12k | -9% | 119.00 | 103.44 |
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| Datadog Cl A Com (DDOG) | 0.0 | $12k | -77% | 85.00 | 142.40 |
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| Kinsale Cap Group (KNSL) | 0.0 | $12k | -17% | 28.00 | 426.18 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $12k | +128% | 831.00 | 14.15 |
|
| Gilead Sciences (GILD) | 0.0 | $12k | 106.00 | 110.79 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $12k | 133.00 | 88.23 |
|
|
| Tetra Tech (TTEK) | 0.0 | $12k | -20% | 348.00 | 33.36 |
|
| Technipfmc (FTI) | 0.0 | $12k | -16% | 292.00 | 39.45 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $11k | +186% | 206.00 | 55.49 |
|
| Sea Sponsord Ads (SE) | 0.0 | $11k | +61% | 63.00 | 178.73 |
|
| Wingstop (WING) | 0.0 | $11k | -15% | 45.00 | 249.80 |
|
| Chevron Corporation (CVX) | 0.0 | $11k | +7100% | 72.00 | 155.75 |
|
| Universal Display Corporation (OLED) | 0.0 | $11k | -13% | 78.00 | 143.60 |
|
| Iradimed (IRMD) | 0.0 | $11k | -8% | 157.00 | 71.17 |
|
| Travel Leisure Ord (TNL) | 0.0 | $11k | -40% | 186.00 | 59.56 |
|
| Medtronic SHS (MDT) | 0.0 | $11k | -32% | 116.00 | 95.24 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $11k | -22% | 45.00 | 238.16 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $11k | 174.00 | 60.35 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $11k | 607.00 | 17.27 |
|
|
| Silgan Holdings (SLGN) | 0.0 | $10k | -7% | 239.00 | 43.01 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $10k | -20% | 57.00 | 177.14 |
|
| Rb Global (RBA) | 0.0 | $10k | +106% | 93.00 | 108.37 |
|
| Ubs Group SHS (UBS) | 0.0 | $10k | NEW | 244.00 | 41.00 |
|
| Palo Alto Networks (PANW) | 0.0 | $10k | 49.00 | 203.63 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $9.9k | +98% | 513.00 | 19.25 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $9.8k | +170% | 165.00 | 59.69 |
|
| Constellation Energy (CEG) | 0.0 | $9.5k | NEW | 29.00 | 329.10 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $9.5k | -18% | 384.00 | 24.78 |
|
| Cognex Corporation (CGNX) | 0.0 | $9.5k | -38% | 210.00 | 45.30 |
|
| Lithia Motors (LAD) | 0.0 | $9.5k | -3% | 30.00 | 316.00 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $9.5k | -30% | 21.00 | 451.43 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $9.5k | +144% | 594.00 | 15.94 |
|
| Balchem Corporation (BCPC) | 0.0 | $9.4k | +34% | 63.00 | 149.25 |
|
| Esab Corporation (ESAB) | 0.0 | $9.2k | 82.00 | 111.74 |
|
|
| Pfizer (PFE) | 0.0 | $9.0k | -66% | 351.00 | 25.50 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $8.8k | +9% | 56.00 | 157.57 |
|
| Stifel Financial (SF) | 0.0 | $8.7k | +37% | 77.00 | 113.57 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $8.4k | +26% | 253.00 | 33.35 |
|
| Cabot Corporation (CBT) | 0.0 | $8.3k | -35% | 109.00 | 76.35 |
|
| Raymond James Financial (RJF) | 0.0 | $8.3k | +6% | 48.00 | 172.50 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $8.2k | 171.00 | 47.85 |
|
|
| Prologis (PLD) | 0.0 | $8.2k | -62% | 71.00 | 115.15 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $8.1k | NEW | 193.00 | 42.13 |
|
| KAR Auction Services (KAR) | 0.0 | $8.1k | -33% | 281.00 | 28.78 |
|
| Ufp Industries (UFPI) | 0.0 | $7.8k | -16% | 84.00 | 93.17 |
|
| Unilever Spon Adr New (UL) | 0.0 | $7.7k | +109% | 130.00 | 59.28 |
|
Past Filings by Retirement Wealth Solutions
SEC 13F filings are viewable for Retirement Wealth Solutions going back to 2024
- Retirement Wealth Solutions 2025 Q3 filed Oct. 8, 2025
- Retirement Wealth Solutions 2025 Q2 filed July 7, 2025
- Retirement Wealth Solutions 2025 Q1 filed April 8, 2025
- Retirement Wealth Solutions 2024 Q4 filed Jan. 15, 2025