Retirement Wealth Solutions LLC Purchases in Q2 2025

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.15%
$81.79 - $99.98 $81.8 - $100
677 $66.2M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
217
New
$22.25 - $30.3 $4.83K - $6.58K
217 $5.95M
WCC
Wesco International Inc

Industrials
25
+ 71.43%
$132.86 - $186.1 $3.32K - $4.65K
60 $11.1M
CAT
Caterpillar Inc

Industrials
1
+ 1.04%
$273.94 - $388.21 $274 - $388
97 $37.5M
ZECP
Zacks Tr Earnings Constant Por

ETFs
90
+ 7.53%
$27.11 - $31.91 $2.44K - $2.87K
1.29K $41M
NSSC
Napco Security Technologies, Inc

Industrials
60
+ 13.13%
$19.82 - $29.82 $1.19K - $1.79K
517 $15.4M
TYL
Tyler Technologies Inc

Technology
7
+ 15.91%
$521.68 - $592.84 $3.65K - $4.15K
51 $30.2M
LFUS
Littelfuse Inc

Technology
13
+ 24.53%
$149.72 - $227.31 $1.95K - $2.96K
66 $15M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
48
New
$71.62 - $94.66 $3.44K - $4.54K
48 $4.54M
ST
Sensata Technologies Holding PLC

Technology
65
+ 14.98%
$17.69 - $30.11 $1.15K - $1.96K
499 $15M
EWBC
East West Bancorp Inc

Financial Services
39
New
$71.03 - $101.75 $2.77K - $3.97K
39 $3.94M
PATK
Patrick Industries Inc

Consumer Cyclical
31
+ 30.69%
$74.33 - $93.03 $2.3K - $2.88K
132 $12.2M
IXUS
Ishares Tr

ETFs
6
+ 1.57%
$62.37 - $77.63 $374 - $466
389 $30.1M
Natwest Group PLC
198
+ 120.0%
N/A
363 $5.14M
TTEK
Tetra Tech Inc

Industrials
1
+ 0.23%
$28.01 - $36.25 $28 - $36.3
439 $15.8M
OLED
Universal Display Corp Pa

Technology
11
+ 13.92%
$106.6 - $161.02 $1.17K - $1.77K
90 $13.9M
Zacks Trust
36
+ 8.33%
N/A
468 $15.9M
CSX
Csx Corp

Industrials
1
+ 0.13%
$26.69 - $32.91 $26.7 - $32.9
762 $24.9M
SWKS
Skyworks Solutions, Inc.

Technology
23
+ 60.53%
$49.2 - $74.95 $1.13K - $1.72K
61 $4.58M
KLIC
Kulicke & Soffa Industries Inc

Technology
48
+ 16.72%
$27.65 - $35.38 $1.33K - $1.7K
335 $11.6M
HXL
Hexcel Corp

Industrials
28
+ 10.57%
$47.49 - $57.32 $1.33K - $1.6K
293 $16.6M
SMG
Scotts Miracle Gro CO

Basic Materials
22
+ 42.31%
$48.21 - $66.48 $1.06K - $1.46K
74 $4.89M
ENB
Enbridge Inc

Energy
34
+ 8.19%
$41.09 - $47.16 $1.4K - $1.6K
449 $20.3M
Qiagen Nv
27
+ 34.18%
N/A
106 $5.1M
BC
Brunswick Corp

Consumer Cyclical
27
+ 13.64%
$41.93 - $58.37 $1.13K - $1.58K
225 $12.5M
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 0.32%
$38.78 - $51.89 $38.8 - $51.9
312 $16.1M
ENTG
Entegris Inc

Technology
24
+ 60.0%
$62.92 - $86.2 $1.51K - $2.07K
64 $5.19M
USPH
U S Physical Therapy Inc

Healthcare
6
+ 3.23%
$65.08 - $79.84 $390 - $479
192 $15M
MTRN
Materion Corp

Basic Materials
23
+ 16.55%
$72.15 - $84.25 $1.66K - $1.94K
162 $12.8M
MTDR
Matador Resources CO

Energy
47
+ 21.56%
$36.67 - $52.23 $1.72K - $2.45K
265 $12.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 11.11%
$328.01 - $475.68 $328 - $476
10 $4.68M
USB
Us Bancorp \De\

Financial Services
1
+ 0.23%
$36.4 - $45.76 $36.4 - $45.8
435 $19.7M
SE
Sea LTD

Consumer Cyclical
1
+ 2.63%
$105.57 - $170.4 $106 - $170
39 $6.24M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23
+ 12.99%
$24.38 - $30.18 $561 - $694
200 $6.02M
AEM
Agnico Eagle Mines LTD

Basic Materials
9
New
$99.48 - $124.46 $895 - $1.12K
9 $1.07M
HDB
Hdfc Bank LTD

Financial Services
7
+ 13.73%
$63.78 - $77.48 $446 - $542
58 $4.45M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.06%
$85.42 - $94.39 $171 - $189
3.3K $310M
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.23%
$25.21 - $29.4 $50.4 - $58.8
888 $26.1M
AGM
Federal Agricultural Mortgage Corp

Financial Services
1
+ 0.93%
$165.45 - $198.11 $165 - $198
108 $20.9M
KWR
Quaker Chemical Corp

Basic Materials
14
+ 19.18%
$97.26 - $124.36 $1.36K - $1.74K
87 $9.77M
IQV
Iqvia Holdings Inc.

Healthcare
7
+ 30.43%
$137.0 - $174.37 $959 - $1.22K
30 $4.73M
T
At&T Inc.

Communication Services
2
+ 0.22%
$26.33 - $28.94 $52.7 - $57.9
921 $26.6M
SCVL
Shoe Carnival Inc

Consumer Cyclical
112
+ 23.78%
$16.75 - $23.0 $1.88K - $2.58K
583 $10.9M
LKFN
Lakeland Financial Corp

Financial Services
1
+ 0.39%
$51.45 - $61.84 $51.5 - $61.8
257 $15.8M
LMT
Lockheed Martin Corp

Industrials
1
+ 3.33%
$430.82 - $486.45 $431 - $486
31 $14.1M
ZLAB
Zai Lab LTD

Healthcare
16
+ 30.19%
$24.32 - $43.03 $389 - $688
69 $2.41M
VONV
Vanguard Russell 1000 Value Et

ETFs
4
+ 8.16%
$73.19 - $85.21 $293 - $341
53 $4.52M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 3.33%
$108.06 - $135.3 $108 - $135
31 $4.14M
ARGX
Argenx Se

Healthcare
1
+ 14.29%
$532.27 - $656.65 $532 - $657
8 $4.41M
Activity Summary
Buys All Purchases 158 New Holdings 30 Increased Positions 128 Sells All Sells 60 Reductions 59 Sold out 1 Options Calls 0 Puts 0
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