Retirement Financial Solutions, LLC Sells in Q1 2025

Retirement Financial Solutions, LLC

  • $165 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-59.2K
- 13.59%
$40.03 - $46.81 $2.37M - $2.77M
376K $15.3B
VBR
Vanguard Small Cap Value ETF

ETFs
-13.5K
- 13.76%
$183.02 - $207.75 $2.47M - $2.8M
84.5K $15.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 14.79%
$192.82 - $222.1 $2.11M - $2.43M
63.1K $12.2B
VO
Vanguard Mid Cap ETF

ETFs
-10.3K
- 14.01%
$251.87 - $277.95 $2.6M - $2.87M
63.4K $16.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14K
- 4.99%
$64.88 - $72.1 $907K - $1.01M
266K $17.5B
EEM
Ishares Msci Emerging Markets

ETFs
-39.9K
- 13.18%
$40.81 - $45.34 $1.63M - $1.81M
263K $11.5B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-34.5K
- 15.38%
$43.6 - $49.84 $1.5M - $1.72M
190K $9.01B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.17K
- 5.63%
$56.17 - $59.71 $403K - $428K
120K $6.86B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-9.09K
- 4.17%
$42.38 - $43.28 $385K - $393K
209K $8.88B
MSFT
Microsoft Corp

Technology
-429
- 40.86%
$375.39 - $447.2 $161K - $192K
621 $233M
AAPL
Apple Inc.

Technology
-70
- 1.37%
$209.68 - $247.1 $14.7K - $17.3K
5.03K $1.12B
IEF
Ishares Barclays

ETFs
-6.18K
- 4.04%
$91.17 - $95.39 $563K - $589K
147K $14B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.55K
- 14.65%
$85.55 - $94.34 $132K - $146K
9K $815M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.9K
- 3.75%
$81.83 - $82.73 $155K - $157K
48.6K $4.02B
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-2.85K
- 8.66%
$28.25 - $29.85 $80.5K - $85.1K
30.1K $859M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.54K
- 13.77%
$16.57 - $18.85 $58.6K - $66.7K
22.2K $368M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.22K
- 4.04%
$50.82 - $52.7 $163K - $170K
76.4K $4.01B
SRLN
Ssga Active Trust

ETFs
-1.57K
- 14.45%
$41.02 - $41.99 $64.2K - $65.8K
9.27K $381M
ETN
Eaton Corp PLC

Industrials
-6
- 0.54%
$271.83 - $371.23 $1.63K - $2.23K
1.1K $298M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.03K
- 12.5%
$24.88 - $26.85 $50.5K - $54.5K
14.2K $359M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.28K
- 4.68%
$47.08 - $50.67 $295K - $318K
128K $6.42B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.57K
- 15.78%
$48.65 - $53.06 $76.2K - $83.1K
8.36K $434M
Peakstone Realty Trust
-2.15K
- 15.07%
N/A
12.1K $153M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-158
- 10.27%
$442.66 - $534.52 $69.9K - $84.5K
1.38K $735M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.05K
- 3.3%
$85.29 - $92.57 $260K - $283K
89.4K $8.14B
GLD
Spdr Gold Trust

ETFs
-336
- 7.55%
$243.19 - $288.14 $81.7K - $96.8K
4.12K $1.19B
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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