Retirement Wealth Solutions
Latest statistics and disclosures from Retirement Wealth Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, VEA, DYNF, IVW, and represent 43.81% of Retirement Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: ACWX, CORO, BLCR, IUSB, TFI, DYNF, IVW, EFV, IVV, THRO.
- Started 124 new stock positions in FANG, ATO, ROP, APUE, ACHR, ADIG, FE, PPG, BSX, WPM.
- Reduced shares in these 10 stocks: MBB, MTUM, LMUB, IEMG, EFG, ITA, VOO, IDEF, VWO, VEA.
- Sold out of its positions in ALGN, AVB, HIMU, BRX, CRI, Criteo Sa Ads, EA, Exxon Mobil Corporation, KNF, LEN.B.
- Retirement Wealth Solutions was a net buyer of stock by $9.2M.
- Retirement Wealth Solutions has $189M in assets under management (AUM), dropping by 4.27%.
- Central Index Key (CIK): 0002044741
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Portfolio Holdings for Retirement Wealth Solutions
Retirement Wealth Solutions holds 907 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Retirement Wealth Solutions has 907 total positions. Only the first 250 positions are shown.
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- Download the Retirement Wealth Solutions September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.6 | $28M | 40k | 700.86 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 12.5 | $24M | +2% | 31k | 765.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.0 | $15M | 213k | 70.61 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.5 | $8.6M | +8% | 124k | 69.26 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.1 | $7.8M | +9% | 55k | 142.26 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.4 | $6.4M | 137k | 46.87 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $6.1M | 103k | 59.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.1 | $5.9M | 77k | 76.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $5.8M | +4% | 25k | 228.28 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 2.8 | $5.4M | +23% | 122k | 44.09 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.3 | $4.4M | +15% | 56k | 79.14 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $4.4M | -12% | 54k | 81.16 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.9 | $3.5M | 15k | 231.64 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.8 | $3.3M | -13% | 28k | 119.83 |
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 1.5 | $2.9M | +66% | 59k | 48.96 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 1.5 | $2.9M | +101% | 79k | 36.35 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $2.7M | +5% | 28k | 94.54 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 1.4 | $2.6M | -2% | 56k | 47.19 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $2.5M | 35k | 72.86 |
|
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 1.3 | $2.5M | +24% | 56k | 43.98 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.3 | $2.5M | 55k | 44.41 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.2 | $2.3M | 37k | 62.73 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.1 | $2.1M | NEW | 28k | 75.62 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $2.1M | +19% | 20k | 101.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.6M | 17k | 96.88 |
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|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $1.5M | +9% | 6.9k | 222.23 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.4M | +10% | 2.7k | 512.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.3M | 4.8k | 264.88 |
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|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | 2.4k | 497.95 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.1M | +22% | 5.0k | 228.39 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.6 | $1.1M | +271% | 27k | 42.77 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.6 | $1.1M | -17% | 35k | 31.23 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $1.1M | 48k | 21.87 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $1.0M | 11k | 92.17 |
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|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.5 | $1.0M | 2.7k | 374.30 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.0M | 14k | 71.95 |
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| Apple (AAPL) | 0.5 | $979k | +18% | 2.9k | 332.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $958k | 2.3k | 416.13 |
|
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.5 | $915k | 31k | 29.86 |
|
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.5 | $864k | +21% | 17k | 50.10 |
|
| Amazon (AMZN) | 0.4 | $763k | +20% | 3.1k | 249.15 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $747k | -5% | 2.0k | 382.11 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $716k | +4% | 10k | 70.15 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $617k | 7.3k | 84.96 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $540k | +36% | 5.5k | 97.44 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $499k | +3% | 6.4k | 78.10 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $460k | -39% | 2.2k | 207.18 |
|
| Abbvie (ABBV) | 0.2 | $455k | +815% | 1.7k | 261.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $455k | +30% | 3.6k | 125.26 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $410k | 4.1k | 99.08 |
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| Ishares Tr Long Term Muni (LMUB) | 0.2 | $397k | -67% | 8.5k | 46.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $264k | +57% | 767.00 | 344.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $247k | 888.00 | 277.97 |
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| Meta Platforms Cl A (META) | 0.1 | $218k | +72% | 300.00 | 725.18 |
|
| Applied Materials (AMAT) | 0.1 | $212k | +9% | 415.00 | 511.23 |
|
| Broadcom (AVGO) | 0.1 | $204k | +38% | 582.00 | 351.09 |
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| Home Depot (HD) | 0.1 | $200k | +54% | 703.00 | 284.39 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $196k | 4.2k | 46.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $178k | +14% | 523.00 | 340.57 |
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| Cisco Systems (CSCO) | 0.1 | $173k | +7% | 1.6k | 107.60 |
|
| Johnson & Johnson (JNJ) | 0.1 | $167k | +19% | 629.00 | 264.85 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $162k | NEW | 2.6k | 61.13 |
|
| Micron Technology (MU) | 0.1 | $157k | +47% | 147.00 | 1065.12 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $156k | +23% | 135.00 | 1157.10 |
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| Intel Corporation (INTC) | 0.1 | $152k | +20% | 1.3k | 120.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $142k | +37% | 428.00 | 331.01 |
|
| Enbridge (ENB) | 0.1 | $140k | +13536% | 3.0k | 46.49 |
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| Advanced Micro Devices (AMD) | 0.1 | $127k | +45% | 208.00 | 611.76 |
|
| United Rentals (URI) | 0.1 | $124k | 124.00 | 1000.78 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $123k | 2.6k | 47.36 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $116k | 2.3k | 50.79 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $114k | NEW | 1.9k | 60.08 |
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| Evergy (EVRG) | 0.1 | $109k | 1.4k | 78.45 |
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| Verizon Communications (VZ) | 0.1 | $109k | +719% | 2.4k | 45.86 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $106k | 321.00 | 328.76 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $103k | 1.8k | 55.86 |
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| Merck & Co (MRK) | 0.1 | $102k | +22% | 703.00 | 145.24 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $101k | 356.00 | 284.88 |
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| Tesla Motors (TSLA) | 0.1 | $101k | +23% | 285.00 | 354.81 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $100k | 1.2k | 84.28 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $98k | +9% | 177.00 | 551.20 |
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| Oracle Corporation (ORCL) | 0.1 | $95k | +2% | 693.00 | 137.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $95k | 752.00 | 125.67 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $94k | 377.00 | 247.93 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $93k | 1.2k | 78.44 |
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| Wal-Mart Stores (WMT) | 0.0 | $90k | +27% | 864.00 | 103.90 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.0 | $87k | NEW | 535.00 | 162.89 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $86k | 954.00 | 90.08 |
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|
| Fidelity National Information Services (FIS) | 0.0 | $85k | +2% | 2.6k | 32.90 |
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| Dimensional Etf Trust Us Targeted Vlu | 0.0 | $82k | 1.2k | 66.44 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.0 | $81k | NEW | 2.8k | 28.67 |
|
| Philip Morris International (PM) | 0.0 | $81k | +7% | 422.00 | 190.77 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $80k | +18% | 84.00 | 955.43 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $78k | -4% | 466.00 | 167.25 |
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| Procter & Gamble Company (PG) | 0.0 | $78k | +10% | 535.00 | 145.30 |
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| Caterpillar (CAT) | 0.0 | $76k | +5% | 94.00 | 807.79 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $74k | 1.3k | 55.00 |
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| McDonald's Corporation (MCD) | 0.0 | $71k | -19% | 305.00 | 231.28 |
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| Visa Com Cl A (V) | 0.0 | $70k | +415% | 196.00 | 359.33 |
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| Coca-Cola Company (KO) | 0.0 | $67k | +27% | 780.00 | 86.08 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $66k | 1.7k | 39.31 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $65k | 301.00 | 216.00 |
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| Costco Wholesale Corporation (COST) | 0.0 | $63k | +27% | 69.00 | 914.45 |
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| Qualcomm (QCOM) | 0.0 | $62k | +4% | 334.00 | 184.04 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $59k | +2050% | 129.00 | 456.19 |
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| Blackrock Etf Trust Ii Ishar Backe Etf (MBBA) | 0.0 | $55k | NEW | 1.2k | 46.91 |
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| Palo Alto Networks (PANW) | 0.0 | $54k | +59% | 137.00 | 397.31 |
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| Amgen (AMGN) | 0.0 | $54k | +9% | 127.00 | 421.51 |
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| UnitedHealth (UNH) | 0.0 | $53k | +17% | 144.00 | 368.00 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $53k | 29.00 | 1811.69 |
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| Blackrock (BLK) | 0.0 | $52k | +11% | 49.00 | 1063.33 |
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| Bank of America Corporation (BAC) | 0.0 | $52k | 948.00 | 54.43 |
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| WESCO International (WCC) | 0.0 | $49k | +142% | 136.00 | 359.60 |
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| Chevron Corporation (CVX) | 0.0 | $48k | +79% | 235.00 | 204.17 |
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| Dell Technologies CL C (DELL) | 0.0 | $48k | +41% | 89.00 | 537.96 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $46k | +81% | 2.0k | 23.07 |
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| Shell Spon Ads (SHEL) | 0.0 | $46k | +57% | 478.00 | 95.09 |
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| Western Digital (WDC) | 0.0 | $43k | +93% | 95.00 | 454.46 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $43k | +21% | 296.00 | 144.64 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $42k | -2% | 950.00 | 44.46 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $41k | 115.00 | 356.90 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $41k | +51% | 217.00 | 187.05 |
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| Cardinal Health (CAH) | 0.0 | $41k | +600% | 182.00 | 222.50 |
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| Linde SHS (LIN) | 0.0 | $40k | +10% | 84.00 | 474.65 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $39k | +44% | 42.00 | 922.36 |
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| ConocoPhillips (COP) | 0.0 | $39k | +25% | 308.00 | 125.30 |
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| O'reilly Automotive (ORLY) | 0.0 | $37k | +3% | 437.00 | 85.41 |
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| Cummins (CMI) | 0.0 | $37k | +9% | 71.00 | 513.72 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $36k | 367.00 | 99.31 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $36k | +31% | 245.00 | 148.65 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $36k | 255.00 | 142.57 |
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| Wells Fargo & Company (WFC) | 0.0 | $36k | +83% | 445.00 | 80.05 |
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| Pepsi (PEP) | 0.0 | $35k | +10% | 274.00 | 126.61 |
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| Materion Corporation (MTRN) | 0.0 | $33k | -10% | 124.00 | 269.13 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $32k | +26% | 592.00 | 54.38 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $31k | +53% | 1.1k | 27.87 |
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| Howmet Aerospace (HWM) | 0.0 | $31k | +328% | 137.00 | 226.18 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $31k | +173% | 1.3k | 23.53 |
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| MetLife (MET) | 0.0 | $31k | +6% | 324.00 | 94.19 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $30k | +475% | 115.00 | 264.76 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $30k | NEW | 160.00 | 189.40 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $30k | 307.00 | 97.15 |
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| Ensign (ENSG) | 0.0 | $29k | 171.00 | 172.16 |
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| CSX Corporation (CSX) | 0.0 | $29k | +21% | 615.00 | 46.51 |
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| Ge Vernova (GEV) | 0.0 | $29k | +25% | 30.00 | 950.77 |
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| Walt Disney Company (DIS) | 0.0 | $28k | +5% | 266.00 | 104.74 |
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| Hasbro (HAS) | 0.0 | $27k | +1741% | 313.00 | 87.68 |
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| Southern Company (SO) | 0.0 | $27k | +11% | 330.00 | 82.81 |
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| Encompass Health Corp (EHC) | 0.0 | $27k | 223.00 | 121.34 |
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| General Dynamics Corporation (GD) | 0.0 | $27k | +2% | 81.00 | 333.17 |
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| Kinder Morgan (KMI) | 0.0 | $27k | +8% | 879.00 | 30.15 |
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| Live Nation Entertainment (LYV) | 0.0 | $26k | +15% | 155.00 | 169.30 |
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| Littelfuse (LFUS) | 0.0 | $26k | 61.00 | 425.70 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $26k | -30% | 260.00 | 99.70 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $25k | 1.8k | 13.83 |
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| Monster Beverage Corp (MNST) | 0.0 | $25k | +113% | 604.00 | 41.62 |
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| Fifth Third Ban (FITB) | 0.0 | $25k | +10% | 488.00 | 50.60 |
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| Pfizer (PFE) | 0.0 | $25k | +144% | 861.00 | 28.51 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $24k | NEW | 32.00 | 762.66 |
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| Gilead Sciences (GILD) | 0.0 | $24k | +53% | 163.00 | 149.23 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $24k | +74% | 61.00 | 395.43 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $24k | 254.00 | 94.94 |
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| Assurant (AIZ) | 0.0 | $24k | +800% | 90.00 | 263.50 |
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| Valmont Industries (VMI) | 0.0 | $24k | 51.00 | 462.98 |
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| Goldman Sachs (GS) | 0.0 | $23k | +36% | 26.00 | 900.38 |
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| Standex Int'l (SXI) | 0.0 | $23k | 86.00 | 271.85 |
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| PriceSmart (PSMT) | 0.0 | $23k | 135.00 | 169.11 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $23k | 265.00 | 84.84 |
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| Ishares Tr Europe Etf (IEV) | 0.0 | $22k | NEW | 315.00 | 71.13 |
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| International Business Machines (IBM) | 0.0 | $22k | +24% | 101.00 | 220.70 |
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| Altria (MO) | 0.0 | $22k | +9% | 331.00 | 67.28 |
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| Amphenol Corp Cl A (APH) | 0.0 | $22k | +715% | 261.00 | 84.30 |
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| Marvell Technology (MRVL) | 0.0 | $22k | +3% | 83.00 | 264.22 |
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| Citigroup Com New (C) | 0.0 | $22k | +13% | 167.00 | 129.75 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $22k | +162% | 680.00 | 31.60 |
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| Casey's General Stores (CASY) | 0.0 | $21k | +218% | 35.00 | 609.20 |
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| Netflix (NFLX) | 0.0 | $21k | +181% | 304.00 | 69.58 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $20k | +36% | 180.00 | 112.92 |
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| salesforce (CRM) | 0.0 | $20k | 88.00 | 229.16 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $20k | +10% | 109.00 | 183.10 |
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| Air Products & Chemicals (APD) | 0.0 | $20k | NEW | 71.00 | 278.24 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $20k | NEW | 167.00 | 117.53 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $20k | 95.00 | 206.11 |
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| PNC Financial Services (PNC) | 0.0 | $19k | 86.00 | 221.67 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $19k | 176.00 | 108.05 |
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| Flex Ord (FLEX) | 0.0 | $19k | NEW | 172.00 | 109.99 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $19k | +40% | 28.00 | 675.07 |
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| Sap Se Spon Adr (SAP) | 0.0 | $19k | +55% | 90.00 | 208.49 |
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| Servicenow (NOW) | 0.0 | $19k | +31% | 139.00 | 134.01 |
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| LeMaitre Vascular (LMAT) | 0.0 | $19k | 224.00 | 82.54 |
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| Cdw (CDW) | 0.0 | $18k | NEW | 143.00 | 128.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $18k | 24.00 | 746.46 |
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| At&t (T) | 0.0 | $17k | +3% | 709.00 | 24.42 |
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| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $17k | +7025% | 855.00 | 19.75 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $17k | +328% | 60.00 | 280.10 |
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| Datadog Cl A Com (DDOG) | 0.0 | $17k | 61.00 | 273.85 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $17k | +3% | 181.00 | 92.22 |
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| Snowflake Com Shs (SNOW) | 0.0 | $17k | +11% | 49.00 | 339.57 |
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| Edwards Lifesciences (EW) | 0.0 | $17k | +668% | 192.00 | 86.32 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $17k | 72.00 | 228.92 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $17k | -2% | 102.00 | 161.58 |
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| Cigna Corp (CI) | 0.0 | $16k | -9% | 59.00 | 274.10 |
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| Bwx Technologies (BWXT) | 0.0 | $16k | 117.00 | 137.37 |
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| Uber Technologies (UBER) | 0.0 | $16k | +11% | 234.00 | 68.51 |
|
| Morgan Stanley Com New (MS) | 0.0 | $16k | -5% | 85.00 | 188.08 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $16k | +150% | 45.00 | 351.82 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $16k | -14% | 30.00 | 522.20 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $16k | 45.00 | 347.29 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $16k | +3% | 31.00 | 503.48 |
|
| Apollo Global Mgmt (APO) | 0.0 | $16k | +8% | 134.00 | 116.04 |
|
| American Electric Power Company (AEP) | 0.0 | $15k | +9% | 130.00 | 118.65 |
|
| Ge Aerospace Com New (GE) | 0.0 | $15k | -2% | 49.00 | 313.02 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $15k | +669% | 100.00 | 150.86 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $15k | 420.00 | 35.50 |
|
|
| Natwest Group Spons Adr (NWG) | 0.0 | $15k | -3% | 819.00 | 18.15 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $15k | NEW | 138.00 | 107.54 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $15k | 146.00 | 101.38 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $15k | 122.00 | 119.42 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $14k | NEW | 219.00 | 65.79 |
|
| Abbott Laboratories (ABT) | 0.0 | $14k | +58% | 144.00 | 98.99 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $14k | NEW | 152.00 | 92.65 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $14k | NEW | 461.00 | 30.34 |
|
| Us Bancorp Com New (USB) | 0.0 | $14k | +10% | 241.00 | 57.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $14k | 638.00 | 21.77 |
|
|
| MasTec (MTZ) | 0.0 | $14k | +828% | 65.00 | 213.63 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $14k | +53% | 117.00 | 115.34 |
|
| Carlyle Group (CG) | 0.0 | $14k | -7% | 340.00 | 39.66 |
|
| Prologis (PLD) | 0.0 | $14k | +35% | 104.00 | 129.39 |
|
| Citizens Financial (CFG) | 0.0 | $13k | 211.00 | 63.74 |
|
|
| Norfolk Southern (NSC) | 0.0 | $13k | +10% | 43.00 | 309.00 |
|
| Barclays Adr (BCS) | 0.0 | $13k | -4% | 544.00 | 24.27 |
|
| Keysight Technologies (KEYS) | 0.0 | $13k | 36.00 | 364.06 |
|
|
| Arrow Electronics (ARW) | 0.0 | $13k | 57.00 | 227.00 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $13k | +100% | 30.00 | 429.73 |
|
| Cohen & Steers (CNS) | 0.0 | $13k | 176.00 | 73.23 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $13k | +3% | 190.00 | 67.44 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $13k | -11% | 135.00 | 94.17 |
|
| Iradimed (IRMD) | 0.0 | $13k | 145.00 | 86.22 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $12k | +18% | 32.00 | 387.62 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $12k | 118.00 | 104.92 |
|
|
| Quanta Services (PWR) | 0.0 | $12k | +26% | 19.00 | 642.53 |
|
| Sandisk Corp (SNDK) | 0.0 | $12k | +133% | 7.00 | 1740.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $12k | -20% | 50.00 | 241.32 |
|
| McKesson Corporation (MCK) | 0.0 | $12k | +27% | 14.00 | 853.86 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $12k | 93.00 | 128.26 |
|
|
| Balchem Corporation (BCPC) | 0.0 | $12k | +2% | 71.00 | 164.80 |
|
| Teradyne (TER) | 0.0 | $12k | +480% | 29.00 | 400.93 |
|
| Natera (NTRA) | 0.0 | $12k | -3% | 28.00 | 413.32 |
|
| Ubs Group SHS (UBS) | 0.0 | $12k | 240.00 | 48.13 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $11k | +86% | 56.00 | 203.61 |
|
Past Filings by Retirement Wealth Solutions
SEC 13F filings are viewable for Retirement Wealth Solutions going back to 2024
- Retirement Wealth Solutions 2026 Q3 filed Oct. 7, 2026
- Retirement Wealth Solutions 2026 Q2 filed July 7, 2026
- Retirement Wealth Solutions 2026 Q1 filed April 7, 2026
- Retirement Wealth Solutions 2025 Q4 filed Jan. 7, 2026
- 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