Retirement Financial Solutions, LLC Portfolio Holdings
Retirement Financial Solutions, LLC
- $185 Billion
- Q4 2024
Retirement Financial Solutions, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 600 Small C with a value of $19.6B, Vanguard Mid Cap ETF with a value of $19.5B, Vanguard Small Cap Value ETF with a value of $19.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B, and Invesco Exchange Traded Fd Tr with a value of $15.6B.
Examining the 13F form we can see an decrease of $42.9B in the current position value, from $228B to 185B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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