Retirement Wealth Solutions LLC Reduced Holdings in Q1 2025

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.35K
- 5.23%
$507.05 - $563.67 $1.19M - $1.32M
42.5K $21.9B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.75K
- 99.61%
$120.24 - $134.3 $932K - $1.04M
30 $3.72M
VXF
Vanguard Extended Market ETF

ETFs
-2.63K
- 13.02%
$170.36 - $201.04 $448K - $528K
17.6K $3.03B
EFG
Msci Eafe Growth ETF

ETFs
-6.41K
- 27.24%
$96.1 - $106.37 $616K - $682K
17.1K $1.71B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6K
- 21.66%
$54.25 - $57.64 $325K - $346K
21.7K $1.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.77K
- 99.89%
$85.29 - $92.57 $322K - $349K
4 $378K
VUG
Vanguard Growth ETF

ETFs
-702
- 81.63%
$369.1 - $427.61 $259K - $300K
158 $58.7M
VTV
Vanguard Value ETF

ETFs
-1.33K
- 81.94%
$167.73 - $179.21 $222K - $237K
292 $50.4M
IFRA
Ishares Tr

ETFs
-3.79K
- 99.45%
$44.8 - $49.25 $170K - $187K
21 $945K
VB
Vanguard Small Cap ETF

ETFs
-263
- 81.93%
$217.89 - $252.64 $57.3K - $66.4K
58 $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
-59
- 2.42%
$271.18 - $303.12 $16K - $17.9K
2.38K $654M
VGT
Vanguard Information Technolog

ETFs
-48
- 20.96%
$543.24 - $646.34 $26.1K - $31K
181 $98.2M
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 4.39%
$198.1 - $229.79 $9.11K - $10.6K
1K $200M
TXN
Texas Instruments Inc

Technology
-141
- 99.3%
N/A
1 $223K
AMD
Advanced Micro Devices Inc

Technology
-218
- 80.15%
$96.63 - $129.55 $21.1K - $28.2K
54 $5.55M
ORCL
Oracle Corp

Technology
-58
- 8.84%
$139.81 - $186.47 $8.11K - $10.8K
598 $83.6M
ACN
Accenture PLC

Technology
-43
- 43.88%
$300.91 - $398.25 $12.9K - $17.1K
55 $17.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
-80
- 43.72%
$275.89 - $345.24 $22.1K - $27.6K
103 $35.6M
WST
West Pharmaceutical Services Inc

Healthcare
-23
- 22.33%
$199.11 - $347.87 $4.58K - $8K
80 $17.9M
APO
Apollo Global Management, Inc.

Financial Services
-80
- 31.87%
$126.01 - $172.06 $10.1K - $13.8K
171 $23.4M
NOW
Service Now, Inc.

Technology
-1
- 1.61%
$783.83 - $1170.39 $784 - $1.17K
61 $48.6M
CRM
Salesforce, Inc.

Technology
-13
- 6.13%
$268.36 - $359.95 $3.49K - $4.68K
199 $53.3M
MLM
Martin Marietta Materials Inc

Basic Materials
-24
- 29.63%
$460.39 - $552.64 $11K - $13.3K
57 $27.4M
AMAT
Applied Materials Inc

Technology
-25
- 6.89%
$145.06 - $195.51 $3.63K - $4.89K
338 $49M
META
Meta Platforms, Inc.

Communication Services
-4
- 1.47%
$576.74 - $736.67 $2.31K - $2.95K
269 $155M
CG
Carlyle Group Inc.

Financial Services
-106
- 9.34%
$40.03 - $56.96 $4.24K - $6.04K
1.03K $44.9M
SUB
Ishares Short Term National Mu

ETFs
-115
- 50.22%
$105.3 - $106.24 $12.1K - $12.2K
114 $12M
Smurfit Westrock PLC
-136
- 28.1%
N/A
348 $15.7M
SSTK
Shutterstock, Inc.

Communication Services
-209
- 64.31%
$17.79 - $34.5 $3.72K - $7.21K
116 $2.17M
MNST
Monster Beverage Corp

Consumer Defensive
-195
- 32.02%
$46.16 - $58.58 $9K - $11.4K
414 $24.2M
TTE
Total Energies Se

Energy
-115
- 65.34%
N/A
61 $3.95M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-38
- 30.89%
$93.57 - $120.35 $3.56K - $4.57K
85 $8.17M
VEEV
Veeva Systems Inc

Healthcare
-28
- 19.58%
$210.58 - $246.8 $5.9K - $6.91K
115 $26.6M
Atlas Energy Solutions Inc
-61
- 8.2%
N/A
683 $12.2M
HLI
Houlihan Lokey, Inc.

Financial Services
-16
- 38.1%
$154.43 - $187.4 $2.47K - $3K
26 $4.18M
VO
Vanguard Mid Cap ETF

ETFs
-10
- 26.32%
$251.87 - $277.95 $2.52K - $2.78K
28 $7.22M
MA
Mastercard Inc

Financial Services
-22
- 10.05%
$504.67 - $576.31 $11.1K - $12.7K
197 $108M
ENTG
Entegris Inc

Technology
-15
- 27.27%
$87.48 - $109.53 $1.31K - $1.64K
40 $3.53M
PGR
Progressive Corp

Financial Services
-11
- 33.33%
$235.61 - $291.22 $2.59K - $3.2K
22 $6.3M
CRAI
Cra International, Inc.

Industrials
-5
- 5.21%
$172.33 - $210.97 $862 - $1.05K
91 $15.8M
SHOP
Shopify Inc.

Technology
-10
- 28.57%
$90.59 - $129.31 $906 - $1.29K
25 $2.39M
ASML
Asml Holding Nv

Technology
-1
- 14.29%
$662.63 - $776.99 $663 - $777
6 $3.98M
AZN
Astrazeneca PLC

Healthcare
-22
- 28.57%
$65.37 - $77.96 $1.44K - $1.72K
55 $4.04M
KEYS
Keysight Technologies, Inc.

Technology
-4
- 11.11%
$148.16 - $185.11 $593 - $740
32 $4.79M
HLN
Haleon PLC

Healthcare
-107
- 51.44%
$9.02 - $10.67 $965 - $1.14K
101 $1.04M
VONV
Vanguard Russell 1000 Value Et

ETFs
-10
- 16.95%
$80.21 - $86.14 $802 - $861
49 $4.05M
Thomson Reuters Corp
-5
- 23.81%
N/A
16 $2.77M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-39
- 14.83%
$73.71 - $87.55 $2.87K - $3.41K
224 $19.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-21
- 9.05%
$74.5 - $92.3 $1.56K - $1.94K
211 $19.3M
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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