Retirement Wealth Solutions LLC New Holdings in Q1 2025

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
21.5K
New
N/A
21.5K $681M
Blackrock ETF Trust Ii
7.92K
New
N/A
7.92K $392M
TYL
Tyler Technologies Inc

Technology
44
New
$553.41 - $646.74 $24.4K - $28.5K
44 $25.6M
DE
Deere & CO

Industrials
42
New
$408.57 - $509.27 $17.2K - $21.4K
42 $19.7M
ENB
Enbridge Inc

Energy
415
New
$41.54 - $45.45 $17.2K - $18.9K
415 $18.4M
Brookfield Infrastructure CO
418
New
N/A
418 $15.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
125
New
$100.59 - $103.38 $12.6K - $12.9K
125 $12.9M
FSV
First Service Corp

Real Estate
77
New
$159.66 - $185.88 $12.3K - $14.3K
77 $12.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
New
$468.34 - $539.52 $11.2K - $12.9K
24 $11.3M
Cencora Inc
21
New
N/A
21 $5.74M
WCC
Wesco International Inc

Industrials
35
New
$155.3 - $199.95 $5.44K - $7K
35 $5.44M
IQV
Iqvia Holdings Inc.

Healthcare
23
New
$176.3 - $209.96 $4.05K - $4.83K
23 $4.06M
WTFC
Wintrust Financial Corp

Financial Services
34
New
$107.76 - $136.92 $3.66K - $4.66K
34 $3.82M
Qiagen Nv
79
New
N/A
79 $3.17M
Natwest Group PLC
165
New
N/A
165 $1.97M
Ge Vernova Inc
2
New
N/A
2 $612K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
50
New
$9.19 - $12.93 $460 - $647
50 $559K
TV
Grupo Televisa, S.A.B.

Communication Services
120
New
$1.68 - $2.17 $202 - $260
120 $210K
AMT
American Tower Corp

Real Estate
0
New
$173.46 - $217.6 $0 - $0
0 $24K
ESS
Essex Property Trust, Inc.

Real Estate
0
New
N/A
0 $28K
UDR
Udr, Inc.

Real Estate
0
New
$40.09 - $46.04 $0 - $0
0 $19K
O
Realty Income Corp

Real Estate
0
New
$51.67 - $58.49 $0 - $0
0 $18K
INVH
Invitation Homes Inc.

Real Estate
0
New
$30.28 - $34.85 $0 - $0
0 $14K
PSA
Public Storage

Real Estate
0
New
$288.99 - $313.98 $0 - $0
0 $5K
Healthcare Rlty Tr
0
New
N/A
0 $4K
KIM
Kimco Realty Corp

Real Estate
0
New
$20.15 - $23.42 $0 - $0
0 $9K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
0
New
$58.32 - $65.09 $0 - $0
0 $20K
SPG
Simon Property Group Inc

Real Estate
0
New
$159.48 - $187.78 $0 - $0
0 $70K
FMC
Fmc Corp

Basic Materials
0
New
$34.54 - $56.38 $0 - $0
0 $12K
CHRD
Oasis Petroleum Inc.

Energy
0
New
$101.34 - $127.78 $0 - $0
0 $24K
IRM
Iron Mountain Inc

Real Estate
0
New
$82.79 - $111.31 $0 - $0
0 $16K
CABO
Cable One, Inc.

Communication Services
0
New
$226.48 - $373.32 $0 - $0
0 $66K
EQIX
Equinix Inc

Real Estate
0
New
$803.0 - $959.97 $0 - $0
0 $365K
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
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