Retirement Wealth Solutions LLC Purchases in Q3 2025

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSGS
Csg Systems International Inc

Technology
11
New
$60.77 - $67.01 $668 - $737
11 $709K
Zacks Trust
14
+ 13.46%
N/A
118 $3.46M
ALLY
Ally Financial Inc.

Financial Services
18
New
$36.95 - $44.58 $665 - $802
18 $706K
LNG
Cheniere Energy, Inc.

Energy
3
New
$222.68 - $244.28 $668 - $733
3 $705K
KEYS
Keysight Technologies, Inc.

Technology
2
+ 6.25%
$158.51 - $178.15 $317 - $356
34 $5.95M
EW
Edwards Lifesciences Corp

Healthcare
9
New
$73.75 - $81.83 $664 - $736
9 $700K
STLD
Steel Dynamics Inc

Basic Materials
5
New
N/A
5 $698K
BNL
Broadstone Net Lease, Inc.

Real Estate
39
New
$15.75 - $18.78 $614 - $732
39 $697K
JOBY
Joby Aviation, Inc.

Industrials
42
New
$9.81 - $20.39 $412 - $856
42 $678K
SNOW
Snowflake Inc.

Technology
3
New
$191.73 - $241.0 $575 - $723
3 $677K
Viper Energy Inc
17
New
N/A
17 $654K
ARMK
Aramark

Industrials
17
New
$37.46 - $44.15 $637 - $751
17 $653K
EQR
Equity Residential

Real Estate
10
New
$62.3 - $68.34 $623 - $683
10 $648K
HEI
Heico Corp

Industrials
2
New
$304.5 - $337.56 $609 - $675
2 $646K
ADC
Agree Realty Corp

Real Estate
9
New
$70.53 - $75.05 $635 - $675
9 $640K
RF
Regions Financial Corp

Financial Services
24
New
$24.03 - $27.41 $577 - $658
24 $633K
TGT
Target Corp

Consumer Defensive
7
New
$86.56 - $107.43 $606 - $752
7 $628K
DAL
Delta Air Lines, Inc.

Industrials
11
New
$49.0 - $61.97 $539 - $682
11 $625K
DG
Dollar General Corp

Consumer Defensive
6
New
$101.86 - $116.32 $611 - $698
6 $621K
KALU
Kaiser Aluminum Corp

Basic Materials
8
New
$72.44 - $92.64 $580 - $741
8 $618K
TROW
Price T Rowe Group Inc

Financial Services
6
New
$98.67 - $111.52 $592 - $669
6 $616K
MT
Arcelor Mittal

Basic Materials
17
New
$30.39 - $36.94 $517 - $628
17 $615K
AAT
American Assets Trust, Inc.

Real Estate
30
New
$18.7 - $21.32 $561 - $640
30 $610K
AR
Antero Resources Corp

Energy
18
New
$29.87 - $37.66 $538 - $678
18 $605K
RRC
Range Resources Corp

Energy
16
New
$32.79 - $39.33 $525 - $629
16 $603K
Kenvue Inc
37
New
N/A
37 $601K
MTB
M&T Bank Corp

Financial Services
3
New
$183.74 - $204.05 $551 - $612
3 $593K
RLI
Rli Corp

Financial Services
9
New
$64.17 - $71.7 $578 - $645
9 $587K
TOST
Toast, Inc.

Technology
16
New
$36.51 - $49.3 $584 - $789
16 $585K
CCL
Carnival Corp

Consumer Cyclical
20
New
$28.37 - $32.49 $567 - $650
20 $579K
MCHP
Microchip Technology Inc

Technology
9
New
$60.95 - $75.26 $549 - $677
9 $578K
SANM
Sanmina Corp

Technology
5
New
$95.79 - $123.84 $479 - $619
5 $576K
TRMB
Trimble Inc.

Technology
7
New
$76.46 - $85.24 $535 - $597
7 $572K
OMC
Omnicom Group Inc.

Communication Services
7
New
$70.41 - $81.53 $493 - $571
7 $571K
MSCI
Msci Inc.

Financial Services
1
New
$526.48 - $588.0 $526 - $588
1 $568K
OC
Owens Corning

Industrials
4
New
$136.56 - $157.69 $546 - $631
4 $566K
NEOG
Neogen Corp

Healthcare
99
New
$4.65 - $5.75 $460 - $569
99 $566K
CRI
Carters Inc

Consumer Cyclical
20
New
$23.65 - $33.93 $473 - $679
20 $565K
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
New
$138.59 - $171.12 $554 - $684
4 $564K
BRO
Brown & Brown, Inc.

Financial Services
6
New
$90.88 - $108.93 $545 - $654
6 $563K
PCG
Pg&E Corp

Utilities
37
New
$13.0 - $15.73 $481 - $582
37 $558K
Vitesse Energy Inc
24
New
N/A
24 $558K
IP
International Paper CO

Consumer Cyclical
12
New
$45.32 - $55.68 $544 - $668
12 $557K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
14
New
$39.13 - $48.22 $548 - $675
14 $554K
ON
On Semiconductor Corp

Technology
11
New
$46.98 - $62.45 $517 - $687
11 $543K
NTRS
Northern Trust Corp

Financial Services
4
New
$123.6 - $134.6 $494 - $538
4 $539K
EWBC
East West Bancorp Inc

Financial Services
3
+ 7.69%
$97.41 - $109.7 $292 - $329
42 $4.47M
YELP
Yelp Inc

Communication Services
17
New
$30.48 - $35.26 $518 - $599
17 $531K
MFG
Mizuho Financial Group Inc

Financial Services
79
New
$5.42 - $6.85 $428 - $541
79 $530K
Activity Summary
Buys All Purchases 548 New Holdings 438 Increased Positions 110 Sells All Sells 183 Reductions 174 Sold out 9 Options Calls 0 Puts 0
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