Retirement Financial Solutions, LLC Portfolio Holdings by Sector
Retirement Financial Solutions, LLC
- $195 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SPYV VBR QQQM VO SPSM IEF SPYG 26 stocks |
$178 Million
91.66% of portfolio
|
  16  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$9.23 Million
4.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
SAIC 1 stocks |
$2.04 Million
1.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$927,903
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$640,031
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$492,560
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$471,106
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$417,718
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$411,373
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$408,047
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
FBRT 1 stocks |
$374,213
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$330,560
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$251,643
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK 1 stocks |
$211,315
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|