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
WEC
Wec Energy Group, Inc.

Utilities
1
+ 2.33%
$102.24 - $109.76 $102 - $110
44 $4.57M
CHX
Champion X Corp

Energy
1
+ 1.41%
$22.52 - $30.02 $22.5 - $30
72 $1.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16
+ 0.8%
$48.13 - $49.85 $770 - $798
2.02K $98.8M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 1.06%
$55.56 - $60.91 $278 - $305
477 $28M
ACN
Accenture PLC

Technology
1
+ 1.82%
$279.23 - $323.21 $279 - $323
56 $16.7M
MAS
Masco Corp

Industrials
1
+ 1.09%
$58.73 - $71.06 $58.7 - $71.1
93 $5.96M
CTRA
Coterra Energy Inc.

Energy
1
+ 0.71%
$22.6 - $29.07 $22.6 - $29.1
142 $3.61M
HP
Helmerich & Payne, Inc.

Energy
1
+ 1.61%
$15.16 - $26.78 $15.2 - $26.8
63 $955K
CMCSA
Comcast Corp

Communication Services
5
+ 0.62%
$32.84 - $36.72 $164 - $184
806 $28.8M
NOG
Northern Oil & Gas, Inc.

Energy
2
+ 0.43%
$20.6 - $32.16 $41.2 - $64.3
469 $13.3M
PFE
Pfizer Inc

Healthcare
6
+ 0.57%
$21.59 - $24.84 $130 - $149
1.06K $25.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
1
+ 0.25%
N/A
408 $7.15M
KFRC
Kforce Inc

Industrials
1
+ 0.52%
$36.59 - $49.86 $36.6 - $49.9
192 $7.88M
UTZ
Utz Brands, Inc.

Consumer Defensive
1
+ 0.09%
$11.62 - $14.29 $11.6 - $14.3
1.06K $13.3M
UMH
Umh Properties, Inc.

Real Estate
3
+ 0.32%
$16.36 - $18.82 $49.1 - $56.5
946 $15.9M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 0.32%
$32.45 - $40.68 $32.5 - $40.7
317 $10.6M
VZ
Verizon Communications Inc

Communication Services
9
+ 0.72%
$41.67 - $45.62 $375 - $411
1.25K $54.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
602
+ 1400.0%
$87.84 - $1441.89 $52.9K - $868K
645 $58.1M
XOM
Exxon Mobil Corp

Energy
1
+ 0.23%
$99.93 - $119.04 $99.9 - $119
431 $46.4M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.39%
$146.36 - $159.82 $293 - $320
515 $78.6M
Blackrock ETF Trust Ii
5
+ 0.06%
N/A
7.93K $385M
MUB
Ishares National Muni Bond ETF

ETFs
123
+ 0.59%
$102.31 - $105.8 $12.6K - $13K
21.1K $2.21B
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.67%
$73.47 - $87.12 $367 - $436
747 $59.1M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.59%
$128.02 - $151.37 $384 - $454
510 $67.4M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.21%
$285.55 - $321.23 $286 - $321
477 $139M
AAPL
Apple Inc.

Technology
78
+ 3.67%
$172.42 - $223.89 $13.4K - $17.5K
2.2K $452M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 6.99%
$274.35 - $599.47 $3.57K - $7.79K
199 $62.1M
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
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