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
NICE
Nice Ltd.

Technology
1
New
$123.99 - $139.19 $124 - $139
1 $114K
UPST
Upstart Holdings, Inc.

Financial Services
5
+ 33.33%
$37.29 - $52.88 $186 - $264
20 $875K
IIPR
Innovative Industrial Properties Inc

Real Estate
3
+ 60.0%
$48.43 - $56.64 $145 - $170
8 $379K
MUR
Murphy Oil Corp

Energy
1
+ 3.45%
$26.57 - $30.68 $26.6 - $30.7
30 $938K
NGG
National Grid PLC

Utilities
1
+ 16.67%
$72.53 - $78.09 $72.5 - $78.1
7 $542K
THC
Tenet Healthcare Corp

Healthcare
1
+ 4.55%
$189.58 - $216.17 $190 - $216
23 $4.57M
BNL
Broadstone Net Lease, Inc.

Real Estate
7
+ 17.95%
$17.75 - $18.83 $124 - $132
46 $800K
PRVA
Privia Health Group, Inc.

Healthcare
5
+ 26.32%
$23.41 - $26.4 $117 - $132
24 $570K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.87%
$106.22 - $106.81 $106 - $107
116 $12.4M
CBU
Community Bank System, Inc.

Financial Services
2
+ 10.0%
$55.01 - $59.01 $110 - $118
22 $1.26M
TTD
Trade Desk, Inc.

Technology
4
+ 66.67%
$41.93 - $54.13 $168 - $217
10 $380K
NVST
Envista Holdings Corp

Healthcare
1
+ 2.13%
$19.06 - $20.85 $19.1 - $20.9
48 $1.04M
CDAY
Ceridian Hcm Holding Inc.

Technology
1
+ 4.0%
N/A
26 $1.8M
AN
Autonation, Inc.

Consumer Cyclical
1
+ 9.09%
$190.8 - $224.38 $191 - $224
12 $2.48M
PSO
Pearson PLC

Communication Services
5
New
$13.06 - $14.98 $65.3 - $74.9
5 $71K
LYFT
Lyft, Inc.

Technology
12
+ 19.35%
$19.25 - $24.57 $231 - $295
74 $1.43M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1
+ 9.09%
$88.26 - $94.73 $88.3 - $94.7
12 $1.08M
CMS
Cms Energy Corp

Utilities
1
+ 20.0%
$71.83 - $75.31 $71.8 - $75.3
6 $420K
FCX
Freeport Mcmoran Inc

Basic Materials
1
New
$38.65 - $43.31 $38.7 - $43.3
1 $51K
AIR
Aar Corp

Industrials
2
+ 11.76%
$78.32 - $86.48 $157 - $173
19 $1.57M
BBY
Best Buy CO Inc

Consumer Cyclical
1
+ 50.0%
$70.43 - $84.0 $70.4 - $84
3 $201K
Aptiv PLC
3
+ 16.67%
N/A
21 $1.6M
OTIS
Otis Worldwide Corp

Industrials
1
+ 9.09%
$88.77 - $93.38 $88.8 - $93.4
12 $1.05M
BLDR
Builders First Source, Inc.

Industrials
2
+ 20.0%
$103.44 - $129.54 $207 - $259
12 $1.24M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 100.0%
$122.29 - $132.67 $122 - $133
2 $206K
BKR
Baker Hughes CO

Energy
4
+ 7.55%
$44.47 - $49.08 $178 - $196
57 $2.6M
AFG
American Financial Group Inc

Financial Services
2
+ 6.67%
$129.81 - $148.71 $260 - $297
32 $4.37M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
0
New
$58.83 - $63.18 $0 - $0
0 $21K
OWL
Blue Owl Capital Inc.

Financial Services
4
+ 13.33%
$13.77 - $17.17 $55.1 - $68.7
34 $508K
KIM
Kimco Realty Corp

Real Estate
0
New
$20.24 - $22.41 $0 - $0
0 $1K
OGE
Oge Energy Corp.

Utilities
1
+ 6.25%
$44.05 - $47.04 $44.1 - $47
17 $726K
SPG
Simon Property Group Inc

Real Estate
1
+ 6.25%
$173.35 - $185.76 $173 - $186
17 $3.07M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 2.56%
$23.72 - $26.28 $23.7 - $26.3
40 $972K
ACLS
Axcelis Technologies Inc

Technology
2
+ 10.53%
$79.19 - $94.76 $158 - $190
21 $1.69M
IONQ
Ion Q, Inc.

Technology
2
+ 8.7%
$45.4 - $82.09 $90.8 - $164
25 $1.12M
DDOG
Datadog, Inc.

Technology
1
+ 1.18%
$151.17 - $199.72 $151 - $200
86 $11.7M
Talen Energy Corp
1
+ 6.25%
N/A
17 $6.37M
PLTR
Palantir Technologies Inc.

Technology
2
+ 1.16%
$172.14 - $207.18 $344 - $414
174 $30.9M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.43%
$144.33 - $160.86 $289 - $322
467 $74.9M
REZI
Resideo Technologies, Inc.

Industrials
4
+ 5.19%
$30.39 - $44.5 $122 - $178
81 $2.85M
MPC
Marathon Petroleum Corp

Energy
1
+ 4.55%
$180.89 - $200.13 $181 - $200
23 $3.74M
HOOD
Robinhood Markets, Inc.

Technology
3
+ 8.11%
$121.53 - $152.46 $365 - $457
40 $4.52M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.81%
$55.57 - $63.17 $55.6 - $63.2
124 $6.68M
CG
Carlyle Group Inc.

Financial Services
2
+ 0.2%
$51.16 - $63.48 $102 - $127
995 $58.8M
NOW
Service Now, Inc.

Technology
220
+ 366.67%
$835.79 - $946.29 $184K - $208K
280 $42.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
376
+ 1.1%
$70.19 - $72.57 $26.4K - $27.3K
34.5K $2.4B
Blackrock ETF Trust
606
+ 1.19%
N/A
51.7K $1.72B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
458
+ 0.38%
$52.54 - $55.77 $24.1K - $25.5K
121K $6.49B
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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