Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.39B
$55.2 Million 0.04% of portfolio
1,100
Q1 2025 Added 10.55%
$1.75B
$20.1 Million 0.02% of portfolio
107
Q4 2024 New
$1.82B
$20.6 Million 0.02% of portfolio
245
Q4 2024 New
$1.71B
$11.3 Million 0.01% of portfolio
139
Q1 2025 Added 0.72%
$998M
$12.5 Million 0.01% of portfolio
316
Q1 2025 Added 0.32%
$1.82B
$7.57 Million 0.01% of portfolio
72
Q4 2024 New
$608M
$10.4 Million 0.01% of portfolio
471
Q1 2025 Added 12.95%
$1.92B
$8.54 Million 0.01% of portfolio
101
Q1 2025 Added 12.22%
$1.04B
$9.34 Million 0.01% of portfolio
191
Q4 2024 New
$1.92B
$16.9 Million 0.01% of portfolio
104
Q4 2024 New
$1.92B
$9.48 Million 0.01% of portfolio
287
Q4 2024 New
$1.53B
$15.2 Million 0.01% of portfolio
256
Q4 2024 New
$1.51B
$7.62 Million 0.01% of portfolio
779
Q1 2025 Added 0.13%
$1.24B
$15.8 Million 0.01% of portfolio
91
Q1 2025 Reduced 5.21%
$1.08B
$6.68 Million 0.01% of portfolio
21
Q4 2024 New
$849M
$10.5 Million 0.01% of portfolio
457
Q1 2025 Added 10.12%
$979M
$7.66 Million 0.01% of portfolio
238
Q1 2025 Added 54.55%
$935M
$13.4 Million 0.01% of portfolio
186
Q4 2024 New
$1.56B
$12.8 Million 0.01% of portfolio
438
Q1 2025 Added 26.22%
$1.03B
$17.6 Million 0.01% of portfolio
943
Q1 2025 Added 0.21%
$1.14B
$14.9 Million 0.01% of portfolio
1,061
Q4 2024 New
$1.8B
$1.17 Million 0.0% of portfolio
31
Q4 2024 New
$637M
$2.17 Million 0.0% of portfolio
116
Q1 2025 Reduced 64.31%
$1.94B
$5.39 Million 0.0% of portfolio
216
Q1 2025 Added 32.52%
$1.56B
$66,000 0.0% of portfolio
0
Q1 2025 New
$1.91B
$4.65 Million 0.0% of portfolio
382
Q4 2024 New
$988M
$210,000 0.0% of portfolio
120
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 435
  • Current Value $124 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 127 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 52 stocks
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