Retirement Financial Solutions, LLC Portfolio Holdings by Sector
Retirement Financial Solutions, LLC
- $161 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VO VBR SPSM IEF QQQM SHYG HEDJ 24 stocks |
$143 Million
88.83% of portfolio
|
  2  
|
  21  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$11.4 Million
7.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
SAIC 1 stocks |
$1.76 Million
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.04 Million
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$573,358
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$571,878
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$558,343
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$543,091
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$360,663
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$346,637
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$313,788
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$308,408
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
FBRT 1 stocks |
$190,889
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|