Retirement Wealth Solutions LLC Purchases in Q4 2025

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
7
New
$76.69 - $83.04 $537 - $581
7 $556K
IVZ
Invesco Ltd.

Financial Services
11
+ 13.75%
$22.47 - $24.66 $247 - $271
91 $2.39M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 11.11%
$198.17 - $223.55 $198 - $224
10 $2.26M
VCYT
Veracyte, Inc.

Healthcare
5
+ 11.63%
$33.95 - $46.04 $170 - $230
48 $2.02M
TRGP
Targa Resources Corp.

Energy
1
+ 4.76%
$146.3 - $173.23 $146 - $173
22 $4.06M
SOFI
So Fi Technologies, Inc.

Financial Services
23
+ 8.19%
$25.24 - $32.21 $581 - $741
304 $7.96M
Qxo Inc
27
+ 56.25%
N/A
75 $1.45M
VRT
Vertiv Holdings CO

Industrials
1
+ 3.03%
N/A
34 $5.51M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 42.86%
$252.87 - $320.26 $759 - $961
10 $2.79M
VONV
Vanguard Russell 1000 Value Et

ETFs
4
+ 7.69%
$87.55 - $91.32 $350 - $365
56 $5.17M
TKR
Timken CO

Industrials
4
+ 20.0%
$70.79 - $79.25 $283 - $317
24 $2.02M
INSP
Inspire Medical Systems, Inc.

Healthcare
5
+ 166.67%
$72.08 - $90.91 $360 - $455
8 $738K
THO
Thor Industries Inc

Consumer Cyclical
5
+ 125.0%
$98.65 - $110.79 $493 - $554
9 $925K
ENTG
Entegris Inc

Technology
9
+ 30.0%
$78.28 - $100.26 $705 - $902
39 $3.32M
U
Unity Software Inc.

Technology
6
+ 10.34%
$34.72 - $43.13 $208 - $259
64 $2.83M
STLD
Steel Dynamics Inc

Basic Materials
2
+ 40.0%
N/A
7 $1.19M
GE
General Electric CO

Industrials
1
+ 4.55%
$291.49 - $314.28 $291 - $314
23 $7.11M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9
+ 52.94%
$18.95 - $25.83 $171 - $232
26 $812K
L
Loews Corp

Financial Services
4
+ 44.44%
$97.8 - $104.41 $391 - $418
13 $1.37M
VIRT
Virtu Financial, Inc.

Financial Services
15
+ 75.0%
$32.38 - $36.01 $486 - $540
35 $1.17M
HOPE
Hope Bancorp Inc

Financial Services
41
+ 455.56%
$10.07 - $11.12 $413 - $456
50 $548K
DOW
Dow Inc.

Basic Materials
19
+ 950.0%
$20.65 - $25.73 $392 - $489
21 $492K
Ftai Aviation LTD
1
+ 12.5%
N/A
9 $1.77M
ONB
Old National Bancorp

Financial Services
15
+ 5.26%
$19.6 - $22.57 $294 - $339
300 $6.69M
Nextpower Inc
5
New
N/A
5 $436K
PR
Permian Resources Corporation

Energy
30
+ 272.73%
$12.13 - $13.63 $364 - $409
41 $576K
GMAB
Genmab A/S

Healthcare
14
New
$28.61 - $33.56 $401 - $470
14 $432K
CRH.L
Crh PLC

Basic Materials
3
+ 30.0%
N/A
13 $1.62M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 100.0%
$554.37 - $759.44 $554 - $759
2 $1.14M
KALU
Kaiser Aluminum Corp

Basic Materials
1
+ 12.5%
$76.55 - $95.79 $76.6 - $95.8
9 $1.03M
Arm Holdings PLC
4
+ 400.0%
N/A
5 $547K
Kenvue Inc
21
+ 56.76%
N/A
58 $1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6
+ 200.0%
$77.25 - $114.12 $464 - $685
9 $718K
FELE
Franklin Electric CO Inc

Industrials
4
+ 100.0%
$91.76 - $99.27 $367 - $397
8 $765K
JBT
John Bean Technologies Corp

Industrials
2
+ 25.0%
N/A
10 $1.51M
Magnum Ice Cream CO Nv
24
New
N/A
24 $381K
DAR
Darling Ingredients Inc.

Consumer Defensive
6
+ 20.0%
$29.91 - $34.75 $179 - $209
36 $1.3M
Veon LTD
7
New
N/A
7 $368K
JOBY
Joby Aviation, Inc.

Industrials
37
+ 88.1%
$14.32 - $19.57 $530 - $724
79 $1.04M
TFX
Teleflex Inc

Healthcare
3
+ 50.0%
$107.0 - $133.06 $321 - $399
9 $1.1M
SLM
Slm Corp

Financial Services
14
+ 50.0%
$25.19 - $28.45 $353 - $398
42 $1.14M
AR
Antero Resources Corp

Energy
10
+ 55.56%
$30.03 - $35.2 $300 - $352
28 $965K
BPOP
Popular, Inc.

Financial Services
3
+ 50.0%
$109.24 - $127.05 $328 - $381
9 $1.12M
G
Genpact LTD

Technology
5
+ 20.83%
$37.89 - $45.54 $189 - $228
29 $1.36M
DUOL
Duolingo, Inc.

Technology
2
New
$185.07 - $347.27 $370 - $695
2 $351K
SNA
Snap On Inc

Industrials
2
+ 11.11%
$327.33 - $349.13 $655 - $698
20 $6.75M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5
+ 100.0%
$82.82 - $104.04 $414 - $520
10 $844K
ALGN
Align Technology Inc

Healthcare
1
+ 16.67%
$125.79 - $144.49 $126 - $144
7 $1.09M
AOA
Ishares Tr Core Aggressive All

ETFs
2
+ 1.5%
$86.51 - $90.12 $173 - $180
135 $12.1M
Activity Summary
Buys All Purchases 349 New Holdings 47 Increased Positions 302 Sells All Sells 193 Reductions 191 Sold out 2 Options Calls 0 Puts 0
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