Retirement Wealth Solutions LLC Sells in Q2 2025

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.26K
- 15.05%
$498.8 - $620.9 $1.63M - $2.02M
18.4K $11.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-13.4K
- 61.9%
$50.08 - $63.14 $673K - $848K
8.27K $522M
HEFA
Ishares Currency Hedged Msci E

ETFs
-9.93K
- 54.58%
$32.11 - $38.21 $319K - $379K
8.26K $314M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.27K
- 3.23%
$77.74 - $78.78 $177K - $179K
68.2K $5.37B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.05K
- 3.0%
$66.5 - $71.25 $69.5K - $74.5K
33.7K $2.35B
IAU
Ishares Gold Trust

ETFs
-2K
- 20.19%
$56.1 - $64.74 $112K - $130K
7.91K $493M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.87K
- 3.4%
$45.2 - $46.6 $84.6K - $87.2K
53.2K $2.46B
BNDX
Vanguard Total International B

ETFs
-3.46K
- 2.72%
$48.77 - $49.55 $169K - $171K
124K $6.13B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.09K
- 3.38%
$75.05 - $77.34 $81.4K - $83.9K
31K $2.4B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-566
- 76.8%
$44.64 - $47.48 $25.3K - $26.9K
171 $8.12M
CPRT
Copart Inc

Consumer Cyclical
-267
- 25.07%
$47.72 - $63.84 $12.7K - $17K
798 $39.2M
VGT
Vanguard Information Technolog

ETFs
-54
- 29.83%
$470.37 - $663.28 $25.4K - $35.8K
127 $84.2M
IEFA
Ishares Tr

ETFs
-1.79K
- 10.26%
$67.83 - $84.09 $122K - $151K
15.7K $1.31B
CRM
Salesforce, Inc.

Technology
-41
- 20.6%
$236.26 - $291.15 $9.69K - $11.9K
158 $43M
CASY
Caseys General Stores Inc

Consumer Cyclical
-24
- 66.67%
$415.82 - $510.91 $9.98K - $12.3K
12 $6.02M
JLL
Jones Lang Lasalle Inc

Real Estate
-33
- 55.0%
$204.57 - $256.96 $6.75K - $8.48K
27 $6.91M
EMN
Eastman Chemical CO

Basic Materials
-77
- 49.04%
$72.7 - $88.29 $5.6K - $6.8K
80 $5.99M
SNDR
Schneider National, Inc.

Industrials
-351
- 65.36%
$21.06 - $24.75 $7.39K - $8.69K
186 $4.49M
NSP
Insperity, Inc.

Industrials
-62
- 65.96%
$58.55 - $89.92 $3.63K - $5.58K
32 $1.93M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-88
- 36.67%
$78.98 - $90.1 $6.95K - $7.93K
152 $13.7M
Smurfit Westrock PLC
-132
- 37.93%
N/A
216 $9.32M
F
Ford Motor CO

Consumer Cyclical
-551
- 70.82%
$8.69 - $10.85 $4.79K - $5.98K
227 $2.46M
EXPI
Exp World Holdings, Inc.

Real Estate
-527
- 67.65%
$7.46 - $9.89 $3.93K - $5.21K
252 $2.29M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-46
- 54.12%
$84.41 - $106.28 $3.88K - $4.89K
39 $3.74M
HLNE
Hamilton Lane Inc

Financial Services
-23
- 14.74%
$126.65 - $175.49 $2.91K - $4.04K
133 $18.8M
Lam Research Corp
-201
- 32.16%
N/A
424 $41.3M
DOW
Dow Inc.

Basic Materials
-72
- 43.11%
$25.81 - $34.89 $1.86K - $2.51K
95 $2.51M
PGR
Progressive Corp

Financial Services
-8
- 36.36%
$255.27 - $288.74 $2.04K - $2.31K
14 $3.81M
RIO
Rio Tinto PLC

Basic Materials
-34
- 19.21%
$52.32 - $62.75 $1.78K - $2.13K
143 $8.34M
TM
Toyota Motor Corp

Consumer Cyclical
-11
- 12.22%
$158.63 - $195.39 $1.74K - $2.15K
79 $13.6M
SXI
Standex International Corp

Industrials
-10
- 9.62%
$130.91 - $162.93 $1.31K - $1.63K
94 $14.8M
SHEL
Shell PLC

Energy
-13
- 5.2%
$59.75 - $73.05 $777 - $950
237 $16.7M
DEO
Diageo PLC

Consumer Defensive
-13
- 17.33%
$99.86 - $115.75 $1.3K - $1.5K
62 $6.27M
RSG
Republic Services, Inc.

Industrials
-7
- 20.0%
$227.2 - $258.07 $1.59K - $1.81K
28 $6.81M
CBRE
Cbre Group, Inc.

Real Estate
-11
- 17.74%
$113.94 - $140.12 $1.25K - $1.54K
51 $7.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
-6
- 18.75%
$186.58 - $225.78 $1.12K - $1.35K
26 $5.74M
ASML
Asml Holding Nv

Technology
-2
- 33.33%
$595.37 - $815.24 $1.19K - $1.63K
4 $3.21M
Cencora Inc
-4
- 19.05%
N/A
17 $5M
Zacks Trust
-40
- 27.78%
N/A
104 $2.76M
NVO
Novo Nordisk A S

Healthcare
-6
- 7.69%
$58.08 - $81.05 $348 - $486
72 $4.97M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5
- 33.33%
$141.37 - $228.57 $707 - $1.14K
10 $2.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1
- 25.0%
$83.97 - $92.85 $84 - $92.9
3 $281K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1
Closed
$12.7 - $16.07 $12.7 - $16.1
0 $1K
SSTK
Shutterstock, Inc.

Communication Services
-1
- 0.86%
$14.55 - $19.81 $14.6 - $19.8
115 $2.18M
SAP
Sap Se

Technology
-2
- 6.67%
$237.53 - $309.8 $475 - $620
28 $8.52M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-36
- 6.51%
$39.43 - $49.34 $1.42K - $1.78K
517 $24.5M
EHC
Encompass Health Corp

Healthcare
-21
- 7.89%
$96.12 - $122.63 $2.02K - $2.58K
245 $30.1M
LYV
Live Nation Entertainment, Inc.

Communication Services
-23
- 6.78%
$118.81 - $151.28 $2.73K - $3.48K
316 $47.8M
BWXT
Bwx Technologies, Inc.

Industrials
-23
- 8.75%
$89.24 - $144.06 $2.05K - $3.31K
240 $34.6M
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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