Retirement Financial Solutions, LLC Portfolio Holdings

Retirement Financial Solutions, LLC

  • $228 Billion
  • Q3 2024

Retirement Financial Solutions, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $20.3B, Invesco Exchange Traded Fd Tr with a value of $19.9B, Spdr Portfolio S&P 500 Value E with a value of $19.7B, Vanguard Small Cap Value ETF with a value of $19.6B, and Vanguard Mid Cap ETF with a value of $19.6B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $212B to 228B.

Retirement Financial Solutions, LLC is based out at Knoxville, TN

Below you can find more details about Retirement Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $221 Billion
Technology: $4.25 Billion
Consumer Defensive: $896 Million
Financial Services: $708 Million
Energy: $396 Million
Industrials: $364 Million
Real Estate: $254 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$1.2 Billion 0.53% of portfolio
5,160
Q3 2024 Reduced 7.06%
$612B
$708 Million 0.31% of portfolio
1,538
Q3 2024 Added 1.05%
$267B
$578 Million 0.25% of portfolio
8,046
Q3 2024 Added 0.41%
$354B
$424 Million 0.19% of portfolio
3,489
Q3 2024 Added 3.22%
$3.09T
$442 Million 0.19% of portfolio
1,026
Q3 2024 Reduced 2.56%
$497B
$396 Million 0.17% of portfolio
3,383
Q3 2024 Reduced 5.21%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $228 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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