Retirement Wealth Solutions LLC Incresed Positions in Q1 2025

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
8.58K
+ 176.75%
$185.78 - $198.58 $1.59M - $1.7M
13.4K $2.56B
VEA
Vanguard Ftse Developed Market

ETFs
1.02K
+ 0.39%
$47.4 - $52.99 $48.4K - $54.1K
263K $13.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.58K
+ 42.04%
$168.16 - $186.21 $939K - $1.04M
18.9K $3.22B
IEMG
Ishares Inc

ETFs
15.9K
+ 257.15%
N/A
22.1K $1.19B
OEF
Ishares S&P 100 ETF

ETFs
2.9K
+ 143.0%
N/A
4.93K $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.2K
+ 6.16%
$42.5 - $46.71 $306K - $336K
124K $5.61B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.49K
+ 187.21%
$97.25 - $104.79 $534K - $575K
8.42K $874M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.89K
+ 16.92%
$44.72 - $46.25 $442K - $457K
68.3K $3.15B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.5K
+ 18.76%
$48.06 - $53.73 $553K - $618K
72.9K $3.55B
IAU
Ishares Gold Trust

ETFs
6.44K
+ 185.24%
$49.74 - $58.96 $320K - $380K
9.92K $585M
EFV
Msci Eafe Value ETF

ETFs
1.31K
+ 2.98%
$51.88 - $60.73 $68.2K - $79.8K
45.4K $2.68B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.41K
+ 5.09%
$76.94 - $78.24 $262K - $267K
70.5K $5.51B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.26K
+ 20.73%
$92.45 - $106.69 $579K - $668K
36.5K $3.38B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.27K
+ 11685.71%
$87.68 - $94.52 $287K - $309K
3.3K $309M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.99K
+ 6.07%
$66.9 - $71.57 $133K - $142K
34.8K $2.45B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.93K
+ 6.39%
$73.78 - $76.59 $142K - $148K
32.1K $2.46B
BNDX
Vanguard Total International B

ETFs
3.91K
+ 3.17%
$48.33 - $49.5 $189K - $194K
127K $6.22B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.9K
+ 3.57%
$44.68 - $46.49 $84.7K - $88.1K
55K $2.55B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
785
+ 33.09%
$196.12 - $229.48 $154K - $180K
3.16K $638M
NVDA
Nvidia Corp

Technology
1.85K
+ 82.55%
$106.98 - $149.43 $198K - $276K
4.09K $443M
AMZN
Amazon Com Inc

Consumer Cyclical
752
+ 57.01%
$190.26 - $242.06 $143K - $182K
2.07K $394M
AAPL
Apple Inc.

Technology
505
+ 31.21%
$209.68 - $247.1 $106K - $125K
2.12K $472M
IYW
Ishares Dj Us Tech ETF

ETFs
1.66K
+ 19.38%
$140.66 - $166.79 $234K - $277K
10.2K $1.44B
MUB
Ishares National Muni Bond ETF

ETFs
763
+ 3.77%
$104.71 - $107.69 $79.9K - $82.2K
21K $2.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116
+ 0.54%
$95.85 - $99.25 $11.1K - $11.5K
21.6K $2.14B
AVGO
Broadcom Inc.

Technology
407
+ 245.18%
$167.43 - $244.7 $68.1K - $99.6K
573 $95.9M
EMB
Ishares Tr

ETFs
575
+ 55.45%
$88.64 - $92.03 $51K - $52.9K
1.61K $146M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
253
+ 3.7%
$58.01 - $64.46 $14.7K - $16.3K
7.1K $441M
BND
Vanguard Bd Index Fd Inc Total

ETFs
257
+ 3.1%
$71.17 - $73.66 $18.3K - $18.9K
8.55K $628M
Blackrock ETF Trust Ii
636
+ 7.62%
N/A
8.98K $470M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 55.0%
$461.52 - $548.18 $30.5K - $36.2K
186 $97.4M
MSFT
Microsoft Corp

Technology
334
+ 14.37%
$375.39 - $447.2 $125K - $149K
2.66K $998M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.66%
$117.15 - $158.79 $351 - $476
461 $73.1M
CMCSA
Comcast Corp

Communication Services
448
+ 126.91%
$33.19 - $38.23 $14.9K - $17.1K
801 $29.6M
INTC
Intel Corp

Technology
700
+ 514.71%
$19.1 - $27.39 $13.4K - $19.2K
836 $19M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 13.16%
$1187.71 - $1432.58 $5.94K - $7.16K
43 $61.6M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.42%
$279.74 - $321.29 $559 - $643
476 $149M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
515
+ 19.22%
$22.25 - $23.0 $11.5K - $11.8K
3.2K $73.4M
IDXX
Idexx Laboratories Inc

Healthcare
30
+ 40.0%
$406.29 - $469.04 $12.2K - $14.1K
105 $44.1M
CMI
Cummins Inc

Industrials
42
+ 300.0%
$312.92 - $386.07 $13.1K - $16.2K
56 $17.6M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.2%
$142.06 - $167.7 $142 - $168
513 $85.1M
JLL
Jones Lang Lasalle Inc

Real Estate
46
+ 328.57%
$238.0 - $284.76 $10.9K - $13.1K
60 $14.9M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
682
+ 341.0%
$12.61 - $14.92 $8.6K - $10.2K
882 $12.6M
VZ
Verizon Communications Inc

Communication Services
10
+ 0.81%
$37.81 - $46.49 $378 - $465
1.24K $56.4M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.18%
$158.56 - $176.26 $159 - $176
553 $94.2M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 10.17%
$890.62 - $1076.86 $5.34K - $6.46K
65 $61.7M
T
At&T Inc.

Communication Services
1
+ 0.11%
$21.56 - $28.28 $21.6 - $28.3
919 $26M
CPRT
Copart Inc

Consumer Cyclical
88
+ 9.01%
$52.3 - $59.83 $4.6K - $5.27K
1.07K $60.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
120
+ 19.45%
$46.82 - $47.8 $5.62K - $5.74K
737 $34.7M
Activity Summary
Buys All Purchases 161 New Holdings 34 Increased Positions 127 Sells All Sells 53 Reductions 52 Sold out 1 Options Calls 0 Puts 0
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