Retirement Wealth Solutions LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 435 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.9B, Vanguard Ftse Developed Market with a value of $13.4B, Ishares Core S&P 500 ETF with a value of $12.2B, Vanguard Total International B with a value of $6.22B, and Vanguard Ftse Emerging Mkts Et with a value of $5.61B.
Examining the 13F form we can see an increase of $5.67B in the current position value, from $118B to 124B.
Also it can be appreciated an additional of 34 stocks purchases and 1 closed positions.
Retirement Wealth Solutions LLC is based out at Marshfield, WI
Below you can find more details about Retirement Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$124 Billion
ETFs: $114 Billion
Technology: $3.15 Billion
Healthcare: $1.12 Billion
Consumer Cyclical: $1.1 Billion
Financial Services: $948 Million
Industrials: $648 Million
Consumer Defensive: $612 Million
Communication Services: $411 Million
Other: $649 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
