Retirement Wealth Solutions LLC Incresed Positions in Q2 2025

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
6
+ 1.57%
$62.37 - $77.63 $374 - $466
389 $30.1M
Natwest Group PLC
198
+ 120.0%
N/A
363 $5.14M
TTEK
Tetra Tech Inc

Industrials
1
+ 0.23%
$28.01 - $36.25 $28 - $36.3
439 $15.8M
OLED
Universal Display Corp Pa

Technology
11
+ 13.92%
$106.6 - $161.02 $1.17K - $1.77K
90 $13.9M
Zacks Trust
36
+ 8.33%
N/A
468 $15.9M
CSX
Csx Corp

Industrials
1
+ 0.13%
$26.69 - $32.91 $26.7 - $32.9
762 $24.9M
SWKS
Skyworks Solutions, Inc.

Technology
23
+ 60.53%
$49.2 - $74.95 $1.13K - $1.72K
61 $4.58M
KLIC
Kulicke & Soffa Industries Inc

Technology
48
+ 16.72%
$27.65 - $35.38 $1.33K - $1.7K
335 $11.6M
HXL
Hexcel Corp

Industrials
28
+ 10.57%
$47.49 - $57.32 $1.33K - $1.6K
293 $16.6M
SMG
Scotts Miracle Gro CO

Basic Materials
22
+ 42.31%
$48.21 - $66.48 $1.06K - $1.46K
74 $4.89M
Qiagen Nv
27
+ 34.18%
N/A
106 $5.1M
BC
Brunswick Corp

Consumer Cyclical
27
+ 13.64%
$41.93 - $58.37 $1.13K - $1.58K
225 $12.5M
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 0.32%
$38.78 - $51.89 $38.8 - $51.9
312 $16.1M
ENTG
Entegris Inc

Technology
24
+ 60.0%
$62.92 - $86.2 $1.51K - $2.07K
64 $5.19M
USPH
U S Physical Therapy Inc

Healthcare
6
+ 3.23%
$65.08 - $79.84 $390 - $479
192 $15M
MTRN
Materion Corp

Basic Materials
23
+ 16.55%
$72.15 - $84.25 $1.66K - $1.94K
162 $12.8M
MTDR
Matador Resources CO

Energy
47
+ 21.56%
$36.67 - $52.23 $1.72K - $2.45K
265 $12.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 11.11%
$328.01 - $475.68 $328 - $476
10 $4.68M
USB
Us Bancorp \De\

Financial Services
1
+ 0.23%
$36.4 - $45.76 $36.4 - $45.8
435 $19.7M
SE
Sea LTD

Consumer Cyclical
1
+ 2.63%
$105.57 - $170.4 $106 - $170
39 $6.24M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23
+ 12.99%
$24.38 - $30.18 $561 - $694
200 $6.02M
HDB
Hdfc Bank LTD

Financial Services
7
+ 13.73%
$63.78 - $77.48 $446 - $542
58 $4.45M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.06%
$85.42 - $94.39 $171 - $189
3.3K $310M
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.23%
$25.21 - $29.4 $50.4 - $58.8
888 $26.1M
AGM
Federal Agricultural Mortgage Corp

Financial Services
1
+ 0.93%
$165.45 - $198.11 $165 - $198
108 $20.9M
KWR
Quaker Chemical Corp

Basic Materials
14
+ 19.18%
$97.26 - $124.36 $1.36K - $1.74K
87 $9.77M
IQV
Iqvia Holdings Inc.

Healthcare
7
+ 30.43%
$137.0 - $174.37 $959 - $1.22K
30 $4.73M
T
At&T Inc.

Communication Services
2
+ 0.22%
$26.33 - $28.94 $52.7 - $57.9
921 $26.6M
SCVL
Shoe Carnival Inc

Consumer Cyclical
112
+ 23.78%
$16.75 - $23.0 $1.88K - $2.58K
583 $10.9M
LKFN
Lakeland Financial Corp

Financial Services
1
+ 0.39%
$51.45 - $61.84 $51.5 - $61.8
257 $15.8M
LMT
Lockheed Martin Corp

Industrials
1
+ 3.33%
$430.82 - $486.45 $431 - $486
31 $14.1M
ZLAB
Zai Lab LTD

Healthcare
16
+ 30.19%
$24.32 - $43.03 $389 - $688
69 $2.41M
VONV
Vanguard Russell 1000 Value Et

ETFs
4
+ 8.16%
$73.19 - $85.21 $293 - $341
53 $4.52M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 3.33%
$108.06 - $135.3 $108 - $135
31 $4.14M
ARGX
Argenx Se

Healthcare
1
+ 14.29%
$532.27 - $656.65 $532 - $657
8 $4.41M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.2%
$335.24 - $380.78 $335 - $381
509 $186M
SEE
Sealed Air Corp

Consumer Cyclical
1
+ 1.43%
$23.93 - $32.95 $23.9 - $33
71 $2.2M
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.88%
$104.77 - $106.34 $105 - $106
115 $12.2M
HOMB
Home Bancshares Inc

Financial Services
1
+ 0.15%
$25.05 - $29.62 $25.1 - $29.6
653 $18.6M
XRAY
Dentsply Sirona Inc.

Healthcare
1
+ 1.25%
$12.55 - $16.75 $12.6 - $16.8
81 $1.28M
HSTM
Healthstream Inc

Healthcare
42
+ 17.65%
$26.6 - $34.07 $1.12K - $1.43K
280 $7.75M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9
+ 12.86%
$12.21 - $13.9 $110 - $125
79 $1.03M
BXP
Boston Properties Inc

Real Estate
1
+ 1.85%
$56.86 - $74.12 $56.9 - $74.1
55 $3.68M
SYY
Sysco Corp

Consumer Defensive
1
+ 2.27%
$68.0 - $75.91 $68 - $75.9
45 $3.38M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.83%
$63.54 - $68.5 $63.5 - $68.5
122 $8.24M
VTRS
Viatris Inc

Healthcare
1
+ 11.11%
$7.26 - $9.12 $7.26 - $9.12
10 $86K
LSTR
Landstar System Inc

Industrials
6
+ 7.79%
$131.55 - $151.93 $789 - $912
83 $11.6M
CCI
Crown Castle International Corp

Real Estate
1
+ 1.14%
$94.83 - $107.06 $94.8 - $107
89 $9.1M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 2.63%
$25.61 - $30.81 $25.6 - $30.8
39 $1M
Activity Summary
Buys All Purchases 158 New Holdings 30 Increased Positions 128 Sells All Sells 60 Reductions 59 Sold out 1 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