Retirement Wealth Solutions

Latest statistics and disclosures from Retirement Wealth Solutions's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Retirement Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Retirement Wealth Solutions

Retirement Wealth Solutions holds 439 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.3 $24M 45k 533.89
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.5 $12M 262k 47.53
 View chart
Ishares Tr Core S&p500 Etf (IVV) 10.3 $12M 21k 583.33
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $6.0M 123k 48.53
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $5.2M 67k 76.98
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $5.0M 117k 42.81
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $3.8M 20k 188.96
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.6 $3.1M 61k 50.75
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 2.6 $3.1M 30k 101.08
 View chart
Ishares Tr Core Total Usd (IUSB) 2.2 $2.6M 58k 44.77
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.0 $2.4M 53k 44.77
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $2.3M 13k 176.35
 View chart
Ishares Tr Eafe Value Etf (EFV) 1.9 $2.3M 44k 51.88
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 1.9 $2.3M 24k 96.71
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $2.2M 30k 73.92
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 1.9 $2.2M 33k 67.09
 View chart
Ishares Tr National Mun Etf (MUB) 1.8 $2.1M 20k 105.65
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.1M 22k 95.94
 View chart
Ishares Msci Emrg Chn (EMXC) 1.3 $1.5M 28k 55.35
 View chart
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.4M 8.6k 157.86
 View chart
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.2M 18k 69.75
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $994k 7.8k 127.70
 View chart
Microsoft Corporation (MSFT) 0.8 $974k 2.3k 419.01
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $914k 4.9k 188.17
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $905k 15k 61.89
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $701k 2.4k 287.33
 View chart
Ishares Tr Mbs Etf (MBB) 0.6 $700k 7.7k 90.51
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $590k 8.3k 71.24
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.5 $579k 2.0k 285.72
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $491k 2.4k 206.90
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $433k 8.3k 51.94
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $399k 6.8k 58.23
 View chart
Apple (AAPL) 0.3 $383k 1.6k 236.85
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.3 $350k 860.00 407.32
 View chart
EXACT Sciences Corporation (EXAS) 0.3 $327k 5.8k 56.50
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $323k 3.8k 85.46
 View chart
Ishares Core Msci Emkt (IEMG) 0.3 $317k 6.2k 51.19
 View chart
Fidelity National Information Services (FIS) 0.3 $308k 4.0k 77.13
 View chart
NVIDIA Corporation (NVDA) 0.3 $305k 2.2k 135.92
 View chart
Amazon (AMZN) 0.2 $289k 1.3k 218.94
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $287k 2.9k 97.67
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $271k 1.6k 167.74
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $268k 7.7k 34.92
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $227k 1.0k 216.80
 View chart
Home Depot (HD) 0.2 $198k 508.00 389.58
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $177k 3.5k 50.78
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.1 $173k 3.8k 45.32
 View chart
Meta Platforms Cl A (META) 0.1 $168k 273.00 615.86
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $141k 229.00 613.44
 View chart
Ishares Tr Europe Etf (IEV) 0.1 $138k 2.6k 52.28
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $137k 3.3k 41.09
 View chart
McDonald's Corporation (MCD) 0.1 $134k 474.00 282.50
 View chart
Ishares Tr Global Energ Etf (IXC) 0.1 $130k 3.3k 39.34
 View chart
Eli Lilly & Co. (LLY) 0.1 $119k 149.00 799.52
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $110k 219.00 503.62
 View chart
Bank Of Montreal Cadcom (BMO) 0.1 $106k 1.1k 97.44
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $105k 236.00 442.66
 View chart
Oracle Corporation (ORCL) 0.1 $101k 656.00 154.50
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $99k 2.0k 49.71
 View chart
Cisco Systems (CSCO) 0.1 $96k 1.6k 58.74
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $92k 1.0k 88.81
 View chart
Procter & Gamble Company (PG) 0.1 $88k 552.00 158.61
 View chart
United Rentals (URI) 0.1 $81k 120.00 670.94
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $77k 321.00 238.20
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $75k 313.00 239.85
 View chart
Johnson & Johnson (JNJ) 0.1 $73k 512.00 142.05
 View chart
Pepsi (PEP) 0.1 $72k 505.00 142.72
 View chart
salesforce (CRM) 0.1 $67k 212.00 317.36
 View chart
Merck & Co (MRK) 0.1 $65k 650.00 99.19
 View chart
Servicenow (NOW) 0.1 $64k 62.00 1024.58
 View chart
Wal-Mart Stores (WMT) 0.1 $63k 676.00 93.02
 View chart
UnitedHealth (UNH) 0.1 $62k 120.00 519.92
 View chart
Applied Materials (AMAT) 0.1 $62k 363.00 171.46
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $62k 337.00 183.57
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $60k 2.7k 22.27
 View chart
Intuit (INTU) 0.0 $58k 93.00 624.53
 View chart
Carlyle Group (CG) 0.0 $57k 1.1k 50.30
 View chart
Chipotle Mexican Grill (CMG) 0.0 $56k 995.00 56.50
 View chart
Costco Wholesale Corporation (COST) 0.0 $56k 59.00 940.59
 View chart
Copart (CPRT) 0.0 $54k 977.00 55.64
 View chart
Philip Morris International (PM) 0.0 $54k 458.00 117.15
 View chart
Qualcomm (QCOM) 0.0 $53k 340.00 156.98
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $53k 183.00 287.10
 View chart
Walt Disney Company (DIS) 0.0 $50k 464.00 108.65
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $48k 251.00 192.84
 View chart
Lam Research Corp Com New (LRCX) 0.0 $47k 625.00 74.69
 View chart
Verizon Communications (VZ) 0.0 $47k 1.2k 37.82
 View chart
Parker-Hannifin Corporation (PH) 0.0 $47k 74.00 630.04
 View chart
Exxon Mobil Corporation (XOM) 0.0 $46k 430.00 106.46
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $46k 332.00 137.39
 View chart
O'reilly Automotive (ORLY) 0.0 $46k 38.00 1197.61
 View chart
Blackrock (BLK) 0.0 $45k 47.00 957.11
 View chart
Transunion (TRU) 0.0 $44k 510.00 86.74
 View chart
Live Nation Entertainment (LYV) 0.0 $44k 339.00 128.51
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $43k 166.00 257.48
 View chart
Bank of America Corporation (BAC) 0.0 $42k 941.00 45.09
 View chart
Martin Marietta Materials (MLM) 0.0 $41k 81.00 511.14
 View chart
Apollo Global Mgmt (APO) 0.0 $39k 251.00 155.65
 View chart
Coca-Cola Company (KO) 0.0 $37k 613.00 61.08
 View chart
Prudential Financial (PRU) 0.0 $37k 327.00 114.39
 View chart
Broadcom (AVGO) 0.0 $37k 166.00 224.78
 View chart
ConocoPhillips (COP) 0.0 $35k 346.00 101.90
 View chart
Abbvie (ABBV) 0.0 $35k 199.00 175.20
 View chart
Uber Technologies (UBER) 0.0 $35k 527.00 65.97
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $34k 98.00 349.80
 View chart
West Pharmaceutical Services (WST) 0.0 $34k 103.00 331.74
 View chart
Linde SHS (LIN) 0.0 $34k 82.00 414.16
 View chart
Caterpillar (CAT) 0.0 $34k 96.00 352.50
 View chart
Zacks Trust Earngs Constant (ZECP) 0.0 $34k 1.1k 30.12
 View chart
Palo Alto Networks (PANW) 0.0 $34k 193.00 173.42
 View chart
MetLife (MET) 0.0 $32k 399.00 80.33
 View chart
Advanced Micro Devices (AMD) 0.0 $32k 272.00 116.04
 View chart
IDEXX Laboratories (IDXX) 0.0 $31k 75.00 418.05
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $31k 143.00 217.76
 View chart
Datadog Cl A Com (DDOG) 0.0 $30k 216.00 140.42
 View chart
Monster Beverage Corp (MNST) 0.0 $30k 609.00 49.74
 View chart
Bwx Technologies (BWXT) 0.0 $30k 263.00 114.71
 View chart
Ishares Tr High Yld Systm B (HYDB) 0.0 $29k 617.00 46.89
 View chart
Texas Instruments Incorporated (TXN) 0.0 $27k 142.00 190.46
 View chart
Pfizer (PFE) 0.0 $26k 971.00 26.71
 View chart
Fifth Third Ban (FITB) 0.0 $25k 616.00 41.14
 View chart
Ensign (ENSG) 0.0 $25k 193.00 130.98
 View chart
Southern Company (SO) 0.0 $25k 310.00 81.21
 View chart
Smurfit Westrock SHS (SW) 0.0 $25k 484.00 51.77
 View chart
Ishares Tr Core Msci Total (IXUS) 0.0 $25k 383.00 65.39
 View chart
Kinder Morgan (KMI) 0.0 $25k 885.00 28.14
 View chart
Encompass Health Corp (EHC) 0.0 $24k 266.00 91.11
 View chart
CSX Corporation (CSX) 0.0 $24k 760.00 31.79
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $24k 229.00 105.12
 View chart
Altria (MO) 0.0 $24k 472.00 50.92
 View chart
Nexstar Media Group Common Stock (NXST) 0.0 $24k 158.00 150.15
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $23k 87.00 267.47
 View chart
LeMaitre Vascular (LMAT) 0.0 $23k 245.00 93.57
 View chart
Novartis Sponsored Adr (NVS) 0.0 $23k 229.00 99.08
 View chart
Hamilton Lane Cl A (HLNE) 0.0 $22k 156.00 140.13
 View chart
Wells Fargo & Company (WFC) 0.0 $21k 302.00 69.96
 View chart
Us Bancorp Del Com New (USB) 0.0 $21k 434.00 47.35
 View chart
General Dynamics Corporation (GD) 0.0 $20k 79.00 257.99
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.0 $20k 240.00 84.88
 View chart
Clorox Company (CLX) 0.0 $20k 127.00 157.57
 View chart
At&t (T) 0.0 $20k 918.00 21.69
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $20k 553.00 35.89
 View chart
Prologis (PLD) 0.0 $20k 191.00 103.59
 View chart
Federal Agric Mtg Corp CL C (AGM) 0.0 $20k 107.00 183.22
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $20k 49.00 398.16
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $20k 222.00 87.64
 View chart
Air Lease Corp Cl A (AL) 0.0 $19k 431.00 45.07
 View chart
Coca-cola Europacific Partne SHS (CCEP) 0.0 $19k 263.00 73.58
 View chart
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $19k 1.8k 10.49
 View chart
3M Company (MMM) 0.0 $19k 147.00 131.21
 View chart
Gaming & Leisure Pptys (GLPI) 0.0 $19k 413.00 45.60
 View chart
Northern Oil And Gas Inc Mn (NOG) 0.0 $19k 466.00 39.93
 View chart
Standex Int'l (SXI) 0.0 $19k 104.00 178.14
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $18k 243.00 75.38
 View chart
International Business Machines (IBM) 0.0 $18k 81.00 219.42
 View chart
Home BancShares (HOMB) 0.0 $18k 651.00 27.22
 View chart
Dt Midstream Common Stock (DTM) 0.0 $17k 168.00 103.46
 View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.0 $17k 232.00 74.50
 View chart
Valmont Industries (VMI) 0.0 $17k 57.00 302.26
 View chart
Cohen & Steers (CNS) 0.0 $17k 200.00 85.94
 View chart
CRA International (CRAI) 0.0 $17k 96.00 178.65
 View chart
Norfolk Southern (NSC) 0.0 $17k 73.00 233.95
 View chart
Hexcel Corporation (HXL) 0.0 $17k 264.00 64.48
 View chart
Lakeland Financial Corporation (LKFN) 0.0 $17k 256.00 65.98
 View chart
Lamar Advertising Cl A (LAMR) 0.0 $17k 142.00 118.94
 View chart
UMH Properties (UMH) 0.0 $17k 941.00 17.58
 View chart
Shell Spon Ads (SHEL) 0.0 $16k 250.00 64.99
 View chart
Atlas Energy Solutions Com New (AESI) 0.0 $16k 744.00 21.76
 View chart
U.S. Physical Therapy (USPH) 0.0 $16k 186.00 86.90
 View chart
PNC Financial Services (PNC) 0.0 $16k 85.00 189.26
 View chart
UniFirst Corporation (UNF) 0.0 $16k 73.00 220.29
 View chart
Chemed Corp Com Stk (CHE) 0.0 $16k 30.00 524.63
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $16k 80.00 193.84
 View chart
Travel Leisure Ord (TNL) 0.0 $16k 310.00 50.00
 View chart
Public Service Enterprise (PEG) 0.0 $15k 183.00 84.25
 View chart
Schneider National CL B (SNDR) 0.0 $15k 537.00 28.26
 View chart
Cigna Corp (CI) 0.0 $15k 54.00 279.80
 View chart
Cabot Corporation (CBT) 0.0 $15k 170.00 86.64
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $15k 186.00 78.66
 View chart
Wingstop (WING) 0.0 $15k 53.00 272.77
 View chart
PriceSmart (PSMT) 0.0 $14k 160.00 89.25
 View chart
Utz Brands Com Cl A (UTZ) 0.0 $14k 1.1k 13.44
 View chart
Lockheed Martin Corporation (LMT) 0.0 $14k 30.00 474.90
 View chart
Tetra Tech (TTEK) 0.0 $14k 347.00 41.05
 View chart
Kinsale Cap Group (KNSL) 0.0 $14k 34.00 417.12
 View chart
Power Integrations (POWI) 0.0 $14k 236.00 59.97
 View chart
Napco Security Systems (NSSC) 0.0 $14k 415.00 33.78
 View chart
Casey's General Stores (CASY) 0.0 $14k 36.00 383.69
 View chart
Medtronic SHS (MDT) 0.0 $14k 171.00 80.66
 View chart
Wyndham Hotels And Resorts (WH) 0.0 $14k 137.00 100.50
 View chart
Eastman Chemical Company (EMN) 0.0 $14k 157.00 87.05
 View chart
Colliers International Group sub vtg (CIGI) 0.0 $13k 77.00 174.61
 View chart
Allison Transmission Hldngs I (ALSN) 0.0 $13k 123.00 109.21
 View chart
Matador Resources (MTDR) 0.0 $13k 218.00 61.25
 View chart
Kulicke and Soffa Industries (KLIC) 0.0 $13k 287.00 46.28
 View chart
Danaher Corporation (DHR) 0.0 $13k 56.00 236.05
 View chart
Terreno Realty Corporation (TRNO) 0.0 $13k 227.00 57.90
 View chart
Concentrix Corp (CNXC) 0.0 $13k 286.00 45.75
 View chart
Silgan Holdings (SLGN) 0.0 $13k 259.00 50.52
 View chart
Chesapeake Utilities Corporation (CPK) 0.0 $13k 112.00 116.61
 View chart
Zacks Trust Small/mid Cap (SMIZ) 0.0 $13k 398.00 32.79
 View chart
Materion Corporation (MTRN) 0.0 $13k 138.00 94.23
 View chart
Toyota Motor Corp Ads (TM) 0.0 $13k 70.00 183.47
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $13k 353.00 36.35
 View chart
Broadridge Financial Solutions (BR) 0.0 $13k 58.00 220.86
 View chart
Landstar System (LSTR) 0.0 $13k 77.00 165.81
 View chart
Shoe Carnival (SCVL) 0.0 $13k 417.00 30.33
 View chart
Cognex Corporation (CGNX) 0.0 $13k 341.00 36.99
 View chart
Brunswick Corporation (BC) 0.0 $13k 198.00 63.26
 View chart
Littelfuse (LFUS) 0.0 $13k 53.00 235.11
 View chart
Perrigo SHS (PRGO) 0.0 $12k 510.00 24.38
 View chart
Automatic Data Processing (ADP) 0.0 $12k 43.00 286.86
 View chart
Sensata Technologies Hldg Pl SHS (ST) 0.0 $12k 434.00 27.26
 View chart
Nexpoint Residential Tr (NXRT) 0.0 $12k 315.00 37.32
 View chart
Universal Display Corporation (OLED) 0.0 $12k 79.00 147.70
 View chart
L3harris Technologies (LHX) 0.0 $12k 56.00 208.29
 View chart
Abbott Laboratories (ABT) 0.0 $11k 102.00 112.17
 View chart
American Electric Power Company (AEP) 0.0 $11k 119.00 93.51
 View chart
Technipfmc (FTI) 0.0 $11k 350.00 31.70
 View chart
Dupont De Nemours (DD) 0.0 $11k 151.00 72.70
 View chart
Ufp Industries (UFPI) 0.0 $11k 100.00 109.61
 View chart
Citizens Financial (CFG) 0.0 $11k 250.00 43.37
 View chart
Lithia Motors (LAD) 0.0 $11k 31.00 341.81
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $10k 177.00 58.84
 View chart
Citigroup Com New (C) 0.0 $10k 145.00 71.61
 View chart
Us Foods Hldg Corp call (USFD) 0.0 $10k 153.00 67.35
 View chart
Kforce (KFRC) 0.0 $10k 191.00 53.68
 View chart
Clear Secure Com Cl A (YOU) 0.0 $10k 375.00 26.72
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.0 $10k 176.00 56.68
 View chart
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $10k 132.00 75.58
 View chart
Shutterstock (SSTK) 0.0 $10k 325.00 30.62
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $9.9k 38.00 261.45
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $9.8k 609.00 16.02
 View chart
Iradimed (IRMD) 0.0 $9.7k 171.00 56.59
 View chart
Gilead Sciences (GILD) 0.0 $9.5k 105.00 90.28
 View chart
Esab Corporation (ESAB) 0.0 $9.4k 82.00 115.05
 View chart
Fidelity National Financial Fnf Group Com (FNF) 0.0 $9.4k 173.00 54.33
 View chart
Msa Safety Inc equity (MSA) 0.0 $9.4k 60.00 156.32
 View chart
Quaker Chemical Corporation (KWR) 0.0 $9.2k 73.00 125.37
 View chart
Kyndryl Hldgs Common Stock (KD) 0.0 $9.0k 246.00 36.74
 View chart
Diageo Spon Adr New (DEO) 0.0 $8.9k 75.00 118.45
 View chart
Axalta Coating Sys (AXTA) 0.0 $8.7k 258.00 33.74
 View chart
Exp World Holdings Inc equities (EXPI) 0.0 $8.5k 778.00 10.90
 View chart
Becton, Dickinson and (BDX) 0.0 $8.4k 36.00 233.69
 View chart
Spectrum Brands Holding (SPB) 0.0 $8.4k 100.00 83.58
 View chart
KAR Auction Services (KAR) 0.0 $8.3k 420.00 19.76
 View chart
Sanofi Sponsored Adr (SNY) 0.0 $8.1k 167.00 48.73
 View chart
Starwood Property Trust (STWD) 0.0 $8.1k 438.00 18.40
 View chart
Globus Med Cl A (GMED) 0.0 $8.0k 92.00 87.08
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $8.0k 50.00 159.96
 View chart
Peak (DOC) 0.0 $8.0k 407.00 19.64
 View chart
Winmark Corporation (WINA) 0.0 $7.9k 21.00 374.33
 View chart
Progressive Corporation (PGR) 0.0 $7.8k 33.00 237.45
 View chart
Bgc Group Cl A (BGC) 0.0 $7.8k 819.00 9.47
 View chart
Cbre Group Cl A (CBRE) 0.0 $7.7k 62.00 123.68
 View chart
Ligand Pharmaceuticals Com New (LGND) 0.0 $7.7k 72.00 106.29
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $7.6k 60.00 126.95
 View chart
Wp Carey (WPC) 0.0 $7.6k 140.00 54.06
 View chart
Sap Se Spon Adr (SAP) 0.0 $7.5k 30.00 251.53
 View chart
Patrick Industries (PATK) 0.0 $7.5k 90.00 83.34
 View chart
Ford Motor Company (F) 0.0 $7.5k 776.00 9.65
 View chart
Crown Castle Intl (CCI) 0.0 $7.4k 88.00 84.61
 View chart
Balchem Corporation (BCPC) 0.0 $7.2k 46.00 155.61
 View chart
Republic Services (RSG) 0.0 $7.1k 34.00 208.88
 View chart
Insperity (NSP) 0.0 $7.1k 94.00 75.28
 View chart
Houlihan Lokey Cl A (HLI) 0.0 $7.0k 42.00 167.21
 View chart
Raymond James Financial (RJF) 0.0 $6.9k 45.00 152.60
 View chart
Reinsurance Grp Of America I Com New (RGA) 0.0 $6.8k 32.00 212.78
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $6.8k 53.00 127.72
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $6.8k 120.00 56.39
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $6.7k 78.00 86.27
 View chart
Masco Corporation (MAS) 0.0 $6.6k 92.00 72.01
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $6.1k 102.00 59.33
 View chart
Yum! Brands (YUM) 0.0 $6.0k 49.00 123.27
 View chart
Keysight Technologies (KEYS) 0.0 $5.8k 36.00 161.33
 View chart
Stifel Financial (SF) 0.0 $5.8k 55.00 104.58
 View chart
Darden Restaurants (DRI) 0.0 $5.7k 32.00 179.25
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.0 $5.7k 280.00 20.35
 View chart
Bhp Group Sponsored Ads (BHP) 0.0 $5.6k 116.00 48.54
 View chart
AmerisourceBergen (COR) 0.0 $5.6k 24.00 232.29
 View chart
Atmus Filtration Technologies Ord (ATMU) 0.0 $5.5k 140.00 39.14
 View chart
Entegris (ENTG) 0.0 $5.5k 55.00 99.38
 View chart
Intercontinental Exchange (ICE) 0.0 $5.4k 37.00 144.73
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $5.3k 62.00 84.98
 View chart
First Merchants Corporation (FRME) 0.0 $5.2k 137.00 37.99
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $5.2k 7.00 739.14
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $5.2k 77.00 67.01
 View chart
Ansys (ANSS) 0.0 $5.1k 15.00 337.87
 View chart
Verra Mobility Corp Cl A Com Stk (VRRM) 0.0 $5.1k 206.00 24.52
 View chart
Snap-on Incorporated (SNA) 0.0 $5.0k 15.00 336.53
 View chart
Canadian Pacific Kansas City (CP) 0.0 $5.0k 67.00 74.70
 View chart
Cummins (CMI) 0.0 $5.0k 14.00 355.50
 View chart
D.R. Horton (DHI) 0.0 $4.9k 36.00 137.17
 View chart
HealthStream (HSTM) 0.0 $4.8k 154.00 31.38
 View chart
Dell Technologies CL C (DELL) 0.0 $4.8k 42.00 114.79
 View chart
Dover Corporation (DOV) 0.0 $4.8k 26.00 183.04
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $4.8k 59.00 80.66
 View chart
Pacific Premier Ban (PPBI) 0.0 $4.6k 202.00 22.98
 View chart
Argenx Se Sponsored Adr (ARGX) 0.0 $4.6k 7.00 656.29
 View chart
Relx Sponsored Adr (RELX) 0.0 $4.6k 99.00 46.37
 View chart
Newmark Group Cl A (NMRK) 0.0 $4.6k 382.00 11.95
 View chart
Woodward Governor Company (WWD) 0.0 $4.6k 26.00 175.58
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $4.6k 84.00 54.18
 View chart
Ishares Tr Broad Usd High (USHY) 0.0 $4.5k 123.00 36.72
 View chart
Viper Energy Cl A (VNOM) 0.0 $4.4k 89.00 49.71
 View chart
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $4.3k 17.00 255.76
 View chart
Colfax Corp (ENOV) 0.0 $4.3k 97.00 44.77
 View chart
Columbia Banking System (COLB) 0.0 $4.3k 163.00 26.25
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $4.2k 150.00 28.17
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $4.2k 161.00 25.89
 View chart
Sea Sponsord Ads (SE) 0.0 $4.1k 38.00 108.32
 View chart
Packaging Corporation of America (PKG) 0.0 $4.1k 18.00 225.28
 View chart
CRH Ord (CRH) 0.0 $4.0k 44.00 91.80
 View chart
Wec Energy Group (WEC) 0.0 $4.0k 43.00 93.63
 View chart
Rb Global (RBA) 0.0 $4.0k 45.00 88.80
 View chart
Key (KEY) 0.0 $4.0k 236.00 16.75
 View chart
Xpo Logistics Inc equity (XPO) 0.0 $3.9k 29.00 134.21
 View chart
Euronet Worldwide (EEFT) 0.0 $3.9k 40.00 97.22
 View chart
Cabot Oil & Gas Corporation (CTRA) 0.0 $3.9k 140.00 27.72
 View chart
Labcorp Holdings Com Shs (LH) 0.0 $3.8k 17.00 225.59
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $3.8k 9.00 418.33
 View chart
Akamai Technologies (AKAM) 0.0 $3.7k 42.00 88.95
 View chart
Global Payments (GPN) 0.0 $3.7k 35.00 104.69
 View chart
Qiagen Nv Shs New (QGEN) 0.0 $3.7k 82.00 44.68
 View chart
ACI Worldwide (ACIW) 0.0 $3.6k 71.00 51.35
 View chart
Shopify Cl A (SHOP) 0.0 $3.6k 35.00 103.71
 View chart
Boston Properties (BXP) 0.0 $3.6k 53.00 68.13
 View chart
Livanova SHS (LIVN) 0.0 $3.5k 76.00 46.67
 View chart
Maplebear (CART) 0.0 $3.5k 80.00 44.24
 View chart
Scotts Miracle-gro Cl A (SMG) 0.0 $3.4k 52.00 66.23
 View chart
Unilever Spon Adr New (UL) 0.0 $3.4k 62.00 55.15
 View chart
Bio Rad Labs Cl A (BIO) 0.0 $3.4k 10.00 341.80
 View chart
Skyworks Solutions (SWKS) 0.0 $3.4k 37.00 91.43
 View chart
Jones Lang LaSalle Incorporated (JLL) 0.0 $3.3k 14.00 238.21
 View chart
GATX Corporation (GATX) 0.0 $3.3k 22.00 150.82
 View chart
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $3.3k 76.00 42.88
 View chart
Thomson Reuters Corp. (TRI) 0.0 $3.3k 21.00 155.10
 View chart
SYSCO Corporation (SYY) 0.0 $3.2k 44.00 73.55
 View chart
Middleby Corporation (MIDD) 0.0 $3.2k 24.00 134.50
 View chart
Teledyne Technologies Incorporated (TDY) 0.0 $3.2k 7.00 456.43
 View chart
Ross Stores (ROST) 0.0 $3.2k 21.00 151.76
 View chart
TJX Companies (TJX) 0.0 $3.2k 26.00 122.31
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $3.1k 15.00 208.40
 View chart
Verint Systems (VRNT) 0.0 $3.0k 120.00 25.23
 View chart
Arrow Electronics (ARW) 0.0 $3.0k 27.00 111.96
 View chart
Ferrari Nv Ord (RACE) 0.0 $3.0k 7.00 429.43
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.0 $3.0k 51.00 58.65
 View chart
Synopsys (SNPS) 0.0 $3.0k 6.00 492.67
 View chart
Sba Communications Corp Cl A (SBAC) 0.0 $2.9k 15.00 194.20
 View chart
Talen Energy Corp (TLN) 0.0 $2.9k 13.00 221.85
 View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $2.7k 200.00 13.48
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $2.7k 1.0k 2.58
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $2.6k 259.00 10.11
 View chart
Intel Corporation (INTC) 0.0 $2.6k 136.00 19.21
 View chart
Albemarle Corporation (ALB) 0.0 $2.6k 30.00 85.47
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $2.4k 28.00 86.18
 View chart
Sealed Air (SEE) 0.0 $2.3k 70.00 32.96
 View chart
Ashland (ASH) 0.0 $2.3k 33.00 68.94
 View chart
Icon SHS (ICLR) 0.0 $2.2k 10.00 218.30
 View chart
Helmerich & Payne (HP) 0.0 $2.1k 61.00 34.46
 View chart
Brink's Company (BCO) 0.0 $2.1k 23.00 90.13
 View chart
Yum China Holdings (YUMC) 0.0 $2.1k 49.00 42.31
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $2.0k 171.00 11.80
 View chart
Zacks Trust Focus Growth Etf 0.0 $2.0k 80.00 24.64
 View chart
Championx Corp (CHX) 0.0 $2.0k 71.00 27.46
 View chart
Haleon Spon Ads (HLN) 0.0 $1.9k 208.00 9.10
 View chart
Spotify Technology S A SHS (SPOT) 0.0 $1.8k 4.00 459.75
 View chart
Dow (DOW) 0.0 $1.7k 44.00 38.45
 View chart
J Global (ZD) 0.0 $1.6k 31.00 51.61
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.0 $1.5k 31.00 49.55
 View chart
Murphy Oil Corporation (MUR) 0.0 $1.5k 46.00 33.24
 View chart
Trane Technologies SHS (TT) 0.0 $1.5k 4.00 377.25
 View chart
Alcon Ord Shs (ALC) 0.0 $1.5k 18.00 83.44
 View chart
Centene Corporation (CNC) 0.0 $1.5k 24.00 61.83
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.0 $1.3k 7.00 182.00
 View chart
Americold Rlty Tr (COLD) 0.0 $1.2k 58.00 20.86
 View chart
Kraft Heinz (KHC) 0.0 $1.1k 38.00 28.32
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.0k 10.00 101.10
 View chart
Rentokil Initial Sponsored Adr (RTO) 0.0 $985.000800 42.00 23.45
 View chart
Zai Lab Adr (ZLAB) 0.0 $962.000400 38.00 25.32
 View chart
United Parcel Service CL B (UPS) 0.0 $862.999900 7.00 123.29
 View chart
Dentsply Sirona (XRAY) 0.0 $844.998900 47.00 17.98
 View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $768.998400 57.00 13.49
 View chart
Ishares Tr U.s. Energy Etf (IYE) 0.0 $682.999500 15.00 45.53
 View chart
Ge Aerospace Com New (GE) 0.0 $518.000100 3.00 172.67
 View chart
Organon & Co Common Stock (OGN) 0.0 $421.000200 27.00 15.59
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $285.000000 1.00 285.00
 View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $279.999500 11.00 25.45
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $255.000000 8.00 31.88
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.0 $224.000000 1.00 224.00
 View chart
Ishares Tr Global Tech Etf (IXN) 0.0 $218.000100 3.00 72.67
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $185.000000 1.00 185.00
 View chart
Bce Com New (BCE) 0.0 $184.000000 8.00 23.00
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $177.000000 2.00 88.50
 View chart
Inter Parfums (IPAR) 0.0 $173.000000 1.00 173.00
 View chart
Chevron Corporation (CVX) 0.0 $168.000000 1.00 168.00
 View chart
Digital Realty Trust (DLR) 0.0 $158.000000 1.00 158.00
 View chart
Ishares Tr Msci Usa Value (VLUE) 0.0 $154.000000 1.00 154.00
 View chart
Extra Space Storage (EXR) 0.0 $144.000000 1.00 144.00
 View chart
Emerson Electric (EMR) 0.0 $140.000000 1.00 140.00
 View chart
Zoetis Cl A (ZTS) 0.0 $132.000000 1.00 132.00
 View chart
Cogent Communications Hldgs Com New (CCOI) 0.0 $124.000000 2.00 62.00
 View chart
Nike CL B (NKE) 0.0 $123.000000 2.00 61.50
 View chart
Ishares Tr Faln Angls Usd (FALN) 0.0 $123.000000 5.00 24.60
 View chart
Viatris (VTRS) 0.0 $109.999800 9.00 12.22
 View chart
Sun Communities (SUI) 0.0 $106.000000 1.00 106.00
 View chart
Civitas Resources Com New (CIVI) 0.0 $86.000000 2.00 43.00
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $85.000000 1.00 85.00
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.0 $82.000000 1.00 82.00
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $79.000000 1.00 79.00
 View chart
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $76.000000 1.00 76.00
 View chart
Welltower Inc Com reit (WELL) 0.0 $69.000000 1.00 69.00
 View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $67.000000 1.00 67.00
 View chart
Evergy (EVRG) 0.0 $60.000000 1.00 60.00
 View chart
Boyd Gaming Corporation (BYD) 0.0 $57.000000 1.00 57.00
 View chart
Starbucks Corporation (SBUX) 0.0 $57.000000 1.00 57.00
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $56.000000 1.00 56.00
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $55.000000 1.00 55.00
 View chart
Bank Ozk (OZK) 0.0 $45.000000 1.00 45.00
 View chart
American Homes 4 Rent Cl A (AMH) 0.0 $28.000000 1.00 28.00
 View chart
Element Solutions (ESI) 0.0 $23.000000 1.00 23.00
 View chart
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $18.000000 1.00 18.00
 View chart
Highwoods Properties (HIW) 0.0 $18.000000 1.00 18.00
 View chart
Host Hotels & Resorts (HST) 0.0 $17.000000 1.00 17.00
 View chart
Public Storage (PSA) 0.0 $0 0 0.00
 View chart
Essex Property Trust (ESS) 0.0 $0 0 0.00
 View chart
Fmc Corp Com New (FMC) 0.0 $0 0 0.00
 View chart
Realty Income (O) 0.0 $0 0 0.00
 View chart
Kimco Realty Corporation (KIM) 0.0 $0 0 0.00
 View chart
Simon Property (SPG) 0.0 $0 0 0.00
 View chart
Udr (UDR) 0.0 $0 0 0.00
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $0 0 0.00
 View chart
American Tower Reit (AMT) 0.0 $0 0 0.00
 View chart
Iron Mountain (IRM) 0.0 $0 0 0.00
 View chart
Equinix (EQIX) 0.0 $0 0 0.00
 View chart
Cable One (CABO) 0.0 $0 0 0.00
 View chart
Invitation Homes (INVH) 0.0 $0 0 0.00
 View chart
Chord Energy Corporation Com New (CHRD) 0.0 $0 0 0.00
 View chart
Healthcare Rlty Tr Cl A Com (HR) 0.0 $0 0 0.00
 View chart

Past Filings by Retirement Wealth Solutions

SEC 13F filings are viewable for Retirement Wealth Solutions going back to 2024