Retirement Income Solutions, Inc Reduced Holdings in Q3 2025

Retirement Income Solutions, Inc

  • $573 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-950
- 16.19%
$150.47 - $161.22 $143K - $153K
4.92K $755K
MRK
Merck & Co., Inc.

Healthcare
-2K
- 22.66%
$77.6 - $87.37 $155K - $175K
6.83K $572K
MSTR
Microstrategy Inc

Technology
-56
- 5.22%
$300.7 - $455.9 $16.8K - $25.5K
1.02K $327K
SYK
Stryker Corp

Healthcare
-108
- 12.23%
$368.57 - $403.53 $39.8K - $43.6K
775 $286K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-977
- 6.48%
N/A
14.1K $551K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-794
- 5.5%
$46.86 - $48.27 $37.2K - $38.3K
13.6K $654K
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.32K
- 5.81%
$41.27 - $43.1 $95.8K - $100K
37.6K $1.62M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-695
- 3.31%
$29.12 - $29.34 $20.2K - $20.4K
20.3K $595K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-680
- 13.99%
$49.43 - $54.52 $33.6K - $37.1K
4.18K $226K
IEF
Ishares Barclays

ETFs
-156
- 4.24%
$93.91 - $97.26 $14.6K - $15.2K
3.52K $339K
AXP
American Express CO

Financial Services
-43
- 5.75%
$294.27 - $342.31 $12.7K - $14.7K
705 $234K
Lam Research Corp
-78
- 1.81%
N/A
4.22K $0
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-767
- 5.25%
$58.56 - $63.63 $44.9K - $48.8K
13.8K $880K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 1.43%
$357.4 - $423.42 $4.65K - $5.5K
897 $363K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-40
- 2.75%
$362.31 - $405.74 $14.5K - $16.2K
1.41K $569K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-628
- 2.13%
$32.11 - $34.92 $20.2K - $21.9K
28.8K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-962
- 2.17%
$52.12 - $55.33 $50.1K - $53.2K
43.3K $2.4M
JNJ
Johnson & Johnson

Healthcare
-90
- 2.35%
$155.17 - $185.42 $14K - $16.7K
3.74K $693K
PLTR
Palantir Technologies Inc.

Technology
-316
- 8.7%
$130.68 - $186.97 $41.3K - $59.1K
3.32K $605K
GLD
Spdr Gold Trust

ETFs
-356
- 7.48%
$300.96 - $355.47 $107K - $127K
4.4K $1.56M
SPYG
Spdr Portfolio

ETFs
-1.98K
- 5.37%
$94.33 - $105.31 $186K - $208K
34.8K $3.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-779
- 2.05%
$181.56 - $190.33 $141K - $148K
37.2K $7.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
-144
- 0.54%
$108.97 - $121.65 $15.7K - $17.5K
26.3K $3.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
-213
- 0.63%
$192.76 - $203.86 $41.1K - $43.4K
33.6K $6.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-626
- 3.14%
$339.37 - $366.46 $212K - $229K
19.3K $7.05M
ACWI
Ishares Msci Acwi ETF

ETFs
-97
- 0.24%
$128.32 - $138.41 $12.4K - $13.4K
39.9K $5.52M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-726
- 1.46%
$134.94 - $145.86 $98K - $106K
49.1K $7.14M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-5.1K
- 2.86%
$50.79 - $54.95 $259K - $280K
173K $9.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.94K
- 1.91%
$62.09 - $66.51 $307K - $328K
253K $16.5M
GLDM
World Gold Trust

ETFs
-1.63K
- 1.2%
$64.73 - $76.45 $105K - $124K
134K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.62K
- 4.07%
$620.67 - $670.08 $1.62M - $1.75M
61.7K $41.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-257
- 0.58%
$420.11 - $472.68 $108K - $121K
44K $20.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-418
- 0.58%
$617.65 - $666.84 $258K - $279K
71.5K $47.6M
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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