Retirement Income Solutions, Inc Incresed Positions in Q3 2025

Retirement Income Solutions, Inc

  • $573 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
35.8K
+ 2.21%
$72.65 - $78.68 $2.6M - $2.82M
1.66M $130M
SPMD
Spdr Portfolio

ETFs
14.2K
+ 2.35%
$54.43 - $58.29 $771K - $826K
618K $35.3M
AAPL
Apple Inc.

Technology
270
+ 1.28%
$202.38 - $256.87 $54.6K - $69.4K
21.3K $5.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
89
+ 0.62%
$546.99 - $602.2 $48.7K - $53.6K
14.5K $8.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.6K
+ 1.36%
$50.47 - $50.74 $637K - $641K
940K $47.7M
GOOGL
Alphabet Inc.

Communication Services
216
+ 2.64%
$174.36 - $254.72 $37.7K - $55K
8.4K $2.04M
AVDE
American Centy ETF Tr Avantis

ETFs
5.97K
+ 31.21%
$73.24 - $79.04 $437K - $472K
25.1K $1.98M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.79K
+ 3.78%
$49.09 - $50.58 $235K - $242K
131K $6.64M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.38K
+ 8.07%
$87.29 - $93.61 $207K - $222K
31.8K $2.97M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
31
+ 0.3%
$567.09 - $607.37 $17.6K - $18.8K
10.4K $6.21M
NVDA
Nvidia Corp

Technology
284
+ 3.08%
$153.3 - $186.58 $43.5K - $53K
9.51K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 3.27%
$459.11 - $506.91 $98.2K - $108K
6.76K $3.4M
MSFT
Microsoft Corp

Technology
146
+ 2.43%
$491.09 - $535.64 $71.7K - $78.2K
6.16K $3.19M
IVE
Ishares S&P 500 Value ETF

ETFs
358
+ 3.43%
$194.44 - $206.51 $69.6K - $73.9K
10.8K $2.23M
EEM
Ishares Msci Emerging Markets

ETFs
1.14K
+ 6.68%
$48.07 - $53.4 $55K - $61.1K
18.3K $975K
IWR
Ishares Russell Mid Cap ETF

ETFs
290
+ 1.18%
$92.26 - $97.51 $26.8K - $28.3K
24.8K $2.39M
AVGO
Broadcom Inc.

Technology
166
+ 11.45%
$264.74 - $369.57 $43.9K - $61.3K
1.62K $533K
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 12.33%
$293.94 - $444.72 $24.1K - $36.5K
747 $332K
VOT
Vanguard Mid Cap Growth Index

ETFs
331
+ 16.31%
$282.75 - $294.19 $93.6K - $97.4K
2.36K $693K
AMZN
Amazon Com Inc

Consumer Cyclical
506
+ 2.81%
$211.65 - $238.24 $107K - $121K
18.5K $4.06M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.78%
$282.78 - $316.06 $9.05K - $10.1K
4.13K $1.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.85K
+ 39.03%
$49.05 - $49.99 $90.6K - $92.4K
6.58K $327K
VEU
Vanguard Ftse All World Ex Us

ETFs
497
+ 3.7%
$66.38 - $71.68 $33K - $35.6K
13.9K $994K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
273
+ 16.99%
$126.64 - $135.65 $34.6K - $37K
1.88K $255K
ETN
Eaton Corp PLC

Industrials
59
+ 4.13%
$342.99 - $392.76 $20.2K - $23.2K
1.49K $557K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
514
+ 5.01%
$46.09 - $49.41 $23.7K - $25.4K
10.8K $531K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
505
+ 5.92%
$82.38 - $83.0 $41.6K - $41.9K
9.04K $749K
IWN
Ishares Russell2000 Val ETF

ETFs
49
+ 2.87%
$157.1 - $178.94 $7.7K - $8.77K
1.76K $310K
VEA
Vanguard Ftse Developed Market

ETFs
276
+ 5.18%
$56.02 - $60.3 $15.5K - $16.6K
5.61K $335K
ECL
Ecolab Inc.

Basic Materials
63
+ 2.62%
$259.39 - $285.47 $16.3K - $18K
2.47K $676K
DTE
Dte Energy CO

Utilities
36
+ 1.52%
$130.26 - $141.49 $4.69K - $5.09K
2.4K $339K
VB
Vanguard Small Cap ETF

ETFs
25
+ 2.92%
$237.58 - $259.17 $5.94K - $6.48K
880 $223K
PANW
Palo Alto Networks Inc

Technology
70
+ 6.41%
$167.06 - $208.19 $11.7K - $14.6K
1.16K $236K
V
Visa Inc.

Financial Services
53
+ 5.34%
$332.09 - $358.86 $17.6K - $19K
1.05K $357K
PSEP
Innovator U.S. Equity Power Bu
329
+ 3.73%
N/A
9.15K $0
Fidelity Covington Trust
3.65K
+ 2.69%
N/A
139K $0
Fidelity Wise Origin Bitcoin
743
+ 16.93%
N/A
5.13K $0
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 6.58%
$915.95 - $994.57 $22.9K - $24.9K
405 $374K
NFLX
Netflix Inc

Communication Services
16
+ 7.24%
$1147.87 - $1297.18 $18.4K - $20.8K
237 $284K
LLY
Eli Lilly & CO

Healthcare
12
+ 0.54%
$625.65 - $812.69 $7.51K - $9.75K
2.23K $1.7M
CRM
Salesforce, Inc.

Technology
41
+ 2.88%
$231.66 - $273.65 $9.5K - $11.2K
1.46K $346K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
235
+ 4.61%
$38.58 - $58.24 $9.07K - $13.7K
5.34K $209K
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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