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, BNDX, DYNF, and represent 42.40% of Retirement Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: IVV, EFG, BLCR, IDEF, LMUB, GOVT, IWB, IVW, BSV, IUSB.
- Started 104 new stock positions in RYN, DXCM, IHG, CHCO, DIOD, LUV, TFC, TEL, LMUB, EMR.
- Reduced shares in these 10 stocks: OEF, VEA, VWO, IAU, ITA, , USHY, THRO, VXF, MUB.
- Sold out of its positions in AFL, AstraZeneca, ATKR, ADP, BCO, CMS, Ceridian Hcm Hldg, ESRT, EXACT Sciences Corporation, FG.
- Retirement Wealth Solutions was a net buyer of stock by $3.7M.
- Retirement Wealth Solutions has $159M in assets under management (AUM), dropping by 0.24%.
- Central Index Key (CIK): 0002044741
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Portfolio Holdings for Retirement Wealth Solutions
Retirement Wealth Solutions holds 822 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Retirement Wealth Solutions has 822 total positions. Only the first 250 positions are shown.
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- Download the Retirement Wealth Solutions March 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) | 15.6 | $25M | 41k | 597.55 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.9 | $16M | +19% | 24k | 653.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.9 | $14M | -10% | 221k | 64.08 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.1 | $6.5M | +5% | 135k | 48.05 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.9 | $6.1M | +2% | 106k | 58.18 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.8 | $6.0M | +8% | 77k | 78.41 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $5.9M | -10% | 108k | 54.05 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.4 | $5.3M | +10% | 47k | 113.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.3 | $5.2M | -3% | 25k | 211.15 |
|
| Ishares Core Msci Emkt (IEMG) | 3.2 | $5.1M | +3% | 73k | 69.75 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.0 | $4.7M | 64k | 74.35 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.1 | $3.3M | -7% | 16k | 205.80 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.1 | $3.3M | +245% | 29k | 111.37 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 2.0 | $3.2M | +11% | 69k | 46.19 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $2.7M | +11% | 35k | 77.18 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.7 | $2.6M | +2% | 56k | 46.95 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.6 | $2.5M | +5% | 36k | 68.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $2.4M | 24k | 99.27 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $2.4M | -4% | 13k | 191.81 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.3 | $2.1M | -13% | 59k | 36.22 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.2 | $2.0M | +15% | 60k | 32.95 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $1.5M | +5% | 6.4k | 240.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $1.5M | -15% | 14k | 106.15 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.5M | 16k | 90.53 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $1.3M | -14% | 13k | 100.72 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.8 | $1.3M | NEW | 32k | 41.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.2M | 18k | 67.53 |
|
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.7 | $1.2M | NEW | 36k | 32.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 2.4k | 479.20 |
|
|
| Ishares Tr Long Term Muni (LMUB) | 0.6 | $943k | NEW | 19k | 49.93 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $925k | +14% | 9.7k | 94.95 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $917k | +989% | 40k | 22.91 |
|
| Microsoft Corporation (MSFT) | 0.6 | $915k | -5% | 2.5k | 370.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $886k | +6% | 2.8k | 320.84 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $872k | -15% | 4.8k | 181.43 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $797k | NEW | 2.2k | 356.56 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $730k | +12% | 15k | 50.04 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $713k | +6% | 9.7k | 73.64 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $711k | 4.1k | 174.40 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $688k | -80% | 2.2k | 318.10 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $652k | -47% | 3.0k | 218.75 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.4 | $639k | +95% | 14k | 45.34 |
|
| Apple (AAPL) | 0.4 | $628k | +7% | 2.5k | 253.75 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $561k | -5% | 7.3k | 77.11 |
|
| Amazon (AMZN) | 0.3 | $531k | +31% | 2.5k | 208.27 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $531k | -52% | 6.0k | 88.16 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $522k | -11% | 10k | 51.93 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $325k | 4.1k | 78.66 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $278k | 1.1k | 248.00 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $257k | +2915% | 603.00 | 426.40 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $218k | +10% | 2.4k | 92.72 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $179k | 4.2k | 42.49 |
|
|
| Home Depot (HD) | 0.1 | $152k | -9% | 463.00 | 328.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $140k | +28% | 488.00 | 287.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $130k | +45% | 453.00 | 286.63 |
|
| Broadcom (AVGO) | 0.1 | $130k | -24% | 419.00 | 309.86 |
|
| Applied Materials (AMAT) | 0.1 | $129k | +9% | 378.00 | 341.63 |
|
| McDonald's Corporation (MCD) | 0.1 | $129k | -13% | 414.00 | 311.02 |
|
| Johnson & Johnson (JNJ) | 0.1 | $128k | 525.00 | 244.56 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $118k | -39% | 2.5k | 46.90 |
|
| Cisco Systems (CSCO) | 0.1 | $116k | -6% | 1.5k | 77.58 |
|
| Meta Platforms Cl A (META) | 0.1 | $104k | -4% | 182.00 | 572.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $103k | 2.1k | 49.89 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $101k | +15% | 688.00 | 147.18 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $98k | 1.8k | 52.78 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $95k | 363.00 | 262.02 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $94k | -33% | 326.00 | 287.49 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $92k | 312.00 | 294.06 |
|
|
| United Rentals (URI) | 0.1 | $88k | 121.00 | 728.56 |
|
|
| Tesla Motors (TSLA) | 0.1 | $88k | +9% | 237.00 | 371.75 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $87k | -48% | 95.00 | 919.79 |
|
| Wal-Mart Stores (WMT) | 0.1 | $84k | 678.00 | 124.36 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $80k | -21% | 161.00 | 499.07 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $77k | 1.2k | 62.45 |
|
|
| Merck & Co (MRK) | 0.0 | $74k | -8% | 618.00 | 120.22 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $73k | 819.00 | 89.00 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $72k | NEW | 338.00 | 213.67 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $70k | -3% | 415.00 | 169.57 |
|
| Procter & Gamble Company (PG) | 0.0 | $70k | 483.00 | 144.30 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $70k | -4% | 326.00 | 213.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $69k | 159.00 | 436.46 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $69k | -53% | 509.00 | 135.34 |
|
| Caterpillar (CAT) | 0.0 | $67k | -2% | 95.00 | 705.52 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $66k | 94.00 | 697.72 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $65k | 1.3k | 48.46 |
|
|
| Philip Morris International (PM) | 0.0 | $65k | -15% | 393.00 | 165.46 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $64k | -4% | 71.00 | 895.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $59k | -63% | 298.00 | 196.21 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $57k | 1.7k | 33.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $54k | 54.00 | 1001.89 |
|
|
| Coca-Cola Company (KO) | 0.0 | $47k | 613.00 | 76.10 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $46k | 946.00 | 48.77 |
|
|
| Blackrock (BLK) | 0.0 | $43k | -6% | 44.00 | 965.75 |
|
| Amgen (AMGN) | 0.0 | $42k | +521% | 118.00 | 351.86 |
|
| Abbvie (ABBV) | 0.0 | $41k | -5% | 190.00 | 217.36 |
|
| Qualcomm (QCOM) | 0.0 | $41k | -6% | 319.00 | 128.78 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $41k | +14% | 31.00 | 1320.84 |
|
| Intel Corporation (INTC) | 0.0 | $41k | +12% | 926.00 | 44.13 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $39k | -7% | 256.00 | 152.75 |
|
| O'reilly Automotive (ORLY) | 0.0 | $39k | -32% | 423.00 | 92.31 |
|
| Pepsi (PEP) | 0.0 | $38k | -49% | 247.00 | 155.57 |
|
| Linde SHS (LIN) | 0.0 | $38k | 76.00 | 495.76 |
|
|
| Cummins (CMI) | 0.0 | $36k | +8% | 67.00 | 541.76 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $36k | 115.00 | 313.82 |
|
|
| Chevron Corporation (CVX) | 0.0 | $36k | +82% | 173.00 | 206.35 |
|
| Ensign (ENSG) | 0.0 | $35k | 171.00 | 201.66 |
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|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $34k | 397.00 | 86.57 |
|
|
| Netflix (NFLX) | 0.0 | $34k | NEW | 354.00 | 96.15 |
|
| UnitedHealth (UNH) | 0.0 | $33k | -6% | 122.00 | 271.16 |
|
| Micron Technology (MU) | 0.0 | $33k | +46% | 97.00 | 337.85 |
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| ConocoPhillips (COP) | 0.0 | $32k | 245.00 | 132.02 |
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|
| Advanced Micro Devices (AMD) | 0.0 | $30k | -5% | 149.00 | 203.44 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $30k | -12% | 367.00 | 82.49 |
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| Shell Spon Ads (SHEL) | 0.0 | $29k | +10% | 313.00 | 93.05 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $29k | 244.00 | 118.50 |
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| Southern Company (SO) | 0.0 | $29k | 297.00 | 96.55 |
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| Martin Marietta Materials (MLM) | 0.0 | $27k | -13% | 46.00 | 594.52 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $27k | -18% | 467.00 | 58.45 |
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| General Dynamics Corporation (GD) | 0.0 | $27k | 79.00 | 343.77 |
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| Kinder Morgan (KMI) | 0.0 | $27k | -7% | 809.00 | 33.54 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $27k | +5% | 184.00 | 146.28 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $27k | -19% | 1.2k | 21.68 |
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| At&t (T) | 0.0 | $26k | -2% | 898.00 | 29.01 |
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| Intuit (INTU) | 0.0 | $25k | -36% | 57.00 | 434.72 |
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| LeMaitre Vascular (LMAT) | 0.0 | $24k | 224.00 | 108.96 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $24k | 2.2k | 11.28 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $24k | 186.00 | 130.95 |
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| Bwx Technologies (BWXT) | 0.0 | $24k | -45% | 117.00 | 204.94 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $24k | +6% | 116.00 | 206.09 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $22k | 103.00 | 216.97 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.0 | $22k | -89% | 458.00 | 47.98 |
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| Standex Int'l (SXI) | 0.0 | $22k | -2% | 86.00 | 253.60 |
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| Encompass Health Corp (EHC) | 0.0 | $22k | -8% | 223.00 | 96.54 |
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| MetLife (MET) | 0.0 | $22k | -23% | 304.00 | 70.64 |
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| Ge Vernova (GEV) | 0.0 | $21k | +100% | 24.00 | 873.12 |
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| Littelfuse (LFUS) | 0.0 | $21k | -7% | 61.00 | 340.61 |
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| CSX Corporation (CSX) | 0.0 | $21k | -15% | 506.00 | 41.04 |
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| Walt Disney Company (DIS) | 0.0 | $21k | -54% | 215.00 | 96.45 |
|
| Air Lease Corp Cl A | 0.0 | $21k | -19% | 318.00 | 64.96 |
|
| Monster Beverage Corp (MNST) | 0.0 | $21k | -5% | 283.00 | 72.46 |
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| Live Nation Entertainment (LYV) | 0.0 | $20k | -29% | 134.00 | 152.51 |
|
| Fifth Third Ban (FITB) | 0.0 | $20k | -24% | 439.00 | 46.48 |
|
| Valmont Industries (VMI) | 0.0 | $20k | -10% | 51.00 | 399.59 |
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| PriceSmart (PSMT) | 0.0 | $20k | -6% | 135.00 | 150.50 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $20k | -57% | 36.00 | 561.92 |
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| Materion Corporation (MTRN) | 0.0 | $20k | -14% | 139.00 | 144.39 |
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| Altria (MO) | 0.0 | $20k | -29% | 303.00 | 65.93 |
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| International Business Machines (IBM) | 0.0 | $20k | 81.00 | 243.02 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $20k | -3% | 216.00 | 90.47 |
|
| Carlyle Group (CG) | 0.0 | $20k | -59% | 404.00 | 48.37 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $20k | +47% | 268.00 | 72.74 |
|
| salesforce (CRM) | 0.0 | $19k | -17% | 104.00 | 186.30 |
|
| Wells Fargo & Company (WFC) | 0.0 | $19k | -21% | 243.00 | 79.61 |
|
| Visa Com Cl A (V) | 0.0 | $19k | +700% | 64.00 | 302.25 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $19k | +59% | 215.00 | 88.40 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $19k | -28% | 105.00 | 180.16 |
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| Verizon Communications (VZ) | 0.0 | $19k | -59% | 375.00 | 50.16 |
|
| L3harris Technologies (LHX) | 0.0 | $18k | -5% | 53.00 | 345.15 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $18k | +2% | 629.00 | 28.71 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $18k | -3% | 30.00 | 596.10 |
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| PNC Financial Services (PNC) | 0.0 | $18k | 86.00 | 207.10 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $17k | -14% | 176.00 | 97.55 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $17k | +10% | 185.00 | 92.21 |
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| Citigroup Com New (C) | 0.0 | $17k | 147.00 | 113.50 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $16k | -27% | 122.00 | 134.61 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $16k | -6% | 734.00 | 21.66 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $16k | +85% | 63.00 | 250.59 |
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| American Electric Power Company (AEP) | 0.0 | $16k | 119.00 | 131.08 |
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| Uber Technologies (UBER) | 0.0 | $15k | -53% | 214.00 | 71.93 |
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| Gilead Sciences (GILD) | 0.0 | $15k | +3% | 110.00 | 139.37 |
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| WESCO International (WCC) | 0.0 | $15k | -6% | 56.00 | 273.62 |
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| Public Service Enterprise (PEG) | 0.0 | $15k | 184.00 | 80.93 |
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| Sandisk Corp (SNDK) | 0.0 | $15k | +9% | 23.00 | 635.35 |
|
| Cigna Corp (CI) | 0.0 | $14k | -8% | 53.00 | 269.00 |
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| Morgan Stanley Com New (MS) | 0.0 | $14k | +88% | 85.00 | 164.58 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $14k | -4% | 94.00 | 148.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $14k | 24.00 | 581.75 |
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| Iradimed (IRMD) | 0.0 | $14k | -7% | 145.00 | 96.26 |
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| Apollo Global Mgmt (APO) | 0.0 | $14k | -6% | 124.00 | 111.30 |
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| Pfizer (PFE) | 0.0 | $13k | +65% | 470.00 | 28.10 |
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| Clorox Company (CLX) | 0.0 | $13k | 127.00 | 103.64 |
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| Western Digital (WDC) | 0.0 | $13k | +166% | 48.00 | 270.50 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $13k | 763.00 | 16.97 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $13k | 125.00 | 103.43 |
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| Balchem Corporation (BCPC) | 0.0 | $13k | +20% | 76.00 | 169.33 |
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| Citizens Financial (CFG) | 0.0 | $13k | -15% | 211.00 | 59.84 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $13k | 117.00 | 106.44 |
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| Copart (CPRT) | 0.0 | $13k | 375.00 | 33.20 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $12k | +17% | 133.00 | 93.29 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $12k | NEW | 420.00 | 29.18 |
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| Ge Aerospace Com New (GE) | 0.0 | $12k | +82% | 42.00 | 284.38 |
|
| Barclays Adr (BCS) | 0.0 | $12k | +13% | 561.00 | 21.16 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $12k | -14% | 93.00 | 125.81 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $12k | +65% | 68.00 | 171.22 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $12k | -7% | 780.00 | 14.90 |
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| Palo Alto Networks (PANW) | 0.0 | $12k | +46% | 72.00 | 160.33 |
|
| Us Bancorp Com New (USB) | 0.0 | $11k | -36% | 216.00 | 52.08 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $11k | -6% | 253.00 | 44.32 |
|
| Norfolk Southern (NSC) | 0.0 | $11k | -29% | 39.00 | 287.00 |
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| Servicenow (NOW) | 0.0 | $11k | -62% | 106.00 | 104.56 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | -11% | 533.00 | 20.70 |
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| Cohen & Steers (CNS) | 0.0 | $11k | 175.00 | 62.72 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $11k | -51% | 107.00 | 101.77 |
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| CRA International (CRAI) | 0.0 | $11k | -15% | 67.00 | 162.24 |
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| Advanced Energy Industries (AEIS) | 0.0 | $11k | -2% | 33.00 | 322.73 |
|
| Eni Spa Sponsored Adr (E) | 0.0 | $11k | +132% | 188.00 | 56.61 |
|
| Travel Leisure Ord (TNL) | 0.0 | $10k | -19% | 150.00 | 69.19 |
|
| Nextera Energy (NEE) | 0.0 | $10k | +58% | 111.00 | 92.88 |
|
| Keysight Technologies (KEYS) | 0.0 | $10k | 36.00 | 282.39 |
|
|
| Prologis (PLD) | 0.0 | $10k | +5% | 77.00 | 131.35 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $9.7k | +22% | 176.00 | 55.19 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $9.7k | +31% | 25.00 | 388.24 |
|
| Patrick Industries (PATK) | 0.0 | $9.6k | -27% | 86.00 | 111.08 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $9.5k | +16% | 1.9k | 5.03 |
|
| Dell Technologies CL C (DELL) | 0.0 | $9.4k | +35% | 57.00 | 164.14 |
|
| Ubs Group SHS (UBS) | 0.0 | $9.3k | 239.00 | 39.07 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $9.3k | -27% | 74.00 | 125.91 |
|
| Woodward Governor Company (WWD) | 0.0 | $9.2k | 26.00 | 354.31 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $9.2k | +390% | 98.00 | 93.99 |
|
| Technipfmc (FTI) | 0.0 | $9.1k | -54% | 132.00 | 69.14 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $8.8k | -3% | 169.00 | 51.98 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $8.7k | +425% | 42.00 | 206.36 |
|
| McKesson Corporation (MCK) | 0.0 | $8.7k | NEW | 10.00 | 865.40 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $8.5k | +52% | 35.00 | 244.20 |
|
| Hca Holdings (HCA) | 0.0 | $8.5k | +63% | 18.00 | 473.28 |
|
| Goldman Sachs (GS) | 0.0 | $8.5k | +42% | 10.00 | 846.00 |
|
| Corning Incorporated (GLW) | 0.0 | $8.4k | +87% | 62.00 | 135.98 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $8.4k | 43.00 | 194.56 |
|
|
| Coherent Corp (COHR) | 0.0 | $8.3k | -10% | 35.00 | 238.23 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $8.3k | +370% | 447.00 | 18.52 |
|
| Quanta Services (PWR) | 0.0 | $8.2k | +400% | 15.00 | 549.07 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $8.1k | +4% | 169.00 | 48.18 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $8.1k | +170% | 311.00 | 26.05 |
|
| Casey's General Stores (CASY) | 0.0 | $8.0k | 11.00 | 730.64 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $8.0k | 21.00 | 379.71 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $8.0k | -13% | 20.00 | 398.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.9k | +720% | 41.00 | 192.90 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $7.9k | -9% | 73.00 | 108.26 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $7.9k | -57% | 163.00 | 48.41 |
|
| Esab Corporation (ESAB) | 0.0 | $7.8k | 81.00 | 96.67 |
|
|
| Stifel Financial (SF) | 0.0 | $7.7k | +55% | 104.00 | 74.26 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $7.7k | 13.00 | 593.00 |
|
|
| Yum! Brands (YUM) | 0.0 | $7.6k | 49.00 | 155.49 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $7.6k | -7% | 25.00 | 304.32 |
|
| Arrow Electronics (ARW) | 0.0 | $7.6k | +60% | 53.00 | 143.42 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $7.6k | 56.00 | 135.46 |
|
|
| Constellation Energy (CEG) | 0.0 | $7.5k | -28% | 27.00 | 279.26 |
|
| Snap-on Incorporated (SNA) | 0.0 | $7.5k | +5% | 21.00 | 357.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $7.4k | +280% | 19.00 | 390.42 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $7.4k | -22% | 252.00 | 29.19 |
|
Past Filings by Retirement Wealth Solutions
SEC 13F filings are viewable for Retirement Wealth Solutions going back to 2024
- 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