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
PRGS
Progress Software Corp

Technology
9
+ 16.98%
$41.83 - $46.87 $376 - $422
62 $2.66M
ROKU
Roku, Inc

Communication Services
2
+ 14.29%
$92.02 - $108.63 $184 - $217
16 $1.74M
HST
Host Hotels & Resorts, Inc.

Real Estate
9
+ 3.61%
$15.82 - $18.18 $142 - $164
258 $4.57M
PKI
Perkinelmer Inc

Healthcare
2
+ 13.33%
N/A
17 $1.65M
SANM
Sanmina Corp

Technology
1
+ 20.0%
$114.08 - $177.76 $114 - $178
6 $901K
F&G Annuities & Life Inc
10
New
N/A
10 $322K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
2
+ 28.57%
$114.57 - $132.96 $229 - $266
9 $1.19M
MRNA
Moderna, Inc.

Healthcare
6
+ 15.79%
$23.56 - $28.49 $141 - $171
44 $1.3M
ACA
Arcosa, Inc.

Industrials
2
+ 25.0%
$89.15 - $102.0 $178 - $204
10 $1.06M
Liberty Media Corp Del
4
+ 50.0%
N/A
12 $1.07M
Bunge Global Sa
3
+ 60.0%
N/A
8 $713K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
20
New
$15.66 - $19.57 $313 - $391
20 $302K
CRTO
Criteo S.A.

Communication Services
15
+ 300.0%
$19.65 - $22.88 $295 - $343
20 $413K
ALLY
Ally Financial Inc.

Financial Services
4
+ 22.22%
$36.96 - $41.81 $148 - $167
22 $997K
AES
Aes Corp

Utilities
10
+ 8.7%
$13.44 - $15.37 $134 - $154
125 $1.79M
EA
Electronic Arts Inc.

Communication Services
1
+ 4.0%
$199.89 - $202.0 $200 - $202
26 $5.31M
EXC
Exelon Corp

Utilities
8
+ 13.11%
$44.97 - $48.24 $360 - $386
69 $3.01M
AL
Air Lease Corp

Industrials
1
+ 0.25%
$63.5 - $63.9 $63.5 - $63.9
394 $25.3M
APA
Apa Corp

Energy
10
+ 12.82%
$21.66 - $25.12 $217 - $251
88 $2.15M
EXLS
Exl Service Holdings, Inc.

Technology
8
+ 15.69%
$38.54 - $43.71 $308 - $350
59 $2.5M
CVBF
Cvb Financial Corp

Financial Services
14
+ 77.78%
$18.05 - $19.28 $253 - $270
32 $596K
ABCB
Ameris Bancorp

Financial Services
3
+ 13.64%
$69.41 - $74.91 $208 - $225
25 $1.86M
GNL
Global Net Lease, Inc.

Real Estate
27
+ 150.0%
$7.55 - $8.19 $204 - $221
45 $387K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1
+ 25.0%
$85.04 - $106.29 $85 - $106
5 $616K
LSCC
Lattice Semiconductor Corp

Technology
3
+ 14.29%
$62.51 - $74.58 $188 - $224
24 $1.77M
ANDE
Andersons, Inc.

Consumer Defensive
2
+ 22.22%
$40.23 - $51.48 $80.5 - $103
11 $585K
INCY
Incyte Corp

Healthcare
1
+ 11.11%
$83.8 - $108.26 $83.8 - $108
10 $988K
SEM
Select Medical Holdings Corp

Healthcare
12
+ 75.0%
$12.92 - $14.29 $155 - $171
28 $416K
ASB
Associated Banc Corp

Financial Services
8
+ 15.69%
$24.11 - $26.6 $193 - $213
59 $1.52M
RRC
Range Resources Corp

Energy
7
+ 43.75%
$34.6 - $39.73 $242 - $278
23 $811K
Zacks Trust
5
+ 4.24%
N/A
123 $3.67M
PSTG
Pure Storage, Inc.

Technology
15
+ 31.25%
$83.96 - $98.7 $1.26K - $1.48K
63 $4.22M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 20.0%
$151.39 - $166.89 $151 - $167
6 $980K
CRI
Carters Inc

Consumer Cyclical
3
+ 15.0%
$27.46 - $33.44 $82.4 - $100
23 $746K
WMB
Williams Companies, Inc.

Energy
4
+ 20.0%
$56.51 - $64.48 $226 - $258
24 $1.44M
Super Micro Computer Inc
11
+ 137.5%
N/A
19 $557K
ETR
Entergy Corp

Utilities
2
+ 11.76%
$93.4 - $97.65 $187 - $195
19 $1.76M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 300.0%
$17.23 - $19.16 $155 - $172
12 $228K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 25.0%
$120.24 - $132.64 $120 - $133
5 $700K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1
+ 7.69%
$89.98 - $107.11 $90 - $107
14 $1.52M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4
+ 21.05%
$64.1 - $74.94 $256 - $300
23 $1.55M
ADC
Agree Realty Corp

Real Estate
2
+ 22.22%
$70.22 - $75.76 $140 - $152
11 $793K
EW
Edwards Lifesciences Corp

Healthcare
1
+ 11.11%
$72.65 - $86.3 $72.7 - $86.3
10 $853K
FTNT
Fortinet, Inc.

Technology
2
+ 50.0%
$80.54 - $87.52 $161 - $175
6 $477K
Galaxy Digital Inc.
6
New
N/A
6 $135K
SHAK
Shake Shack Inc.

Consumer Cyclical
3
+ 33.33%
$86.76 - $96.79 $260 - $290
12 $975K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
1
+ 9.09%
$50.35 - $58.41 $50.4 - $58.4
12 $709K
GPC
Genuine Parts CO

Consumer Cyclical
1
New
$122.69 - $140.39 $123 - $140
1 $123K
VLO
Valero Energy Corp

Energy
1
+ 16.67%
$156.39 - $181.76 $156 - $182
7 $1.14M
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
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

Follow Retirement Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email