Retirement Income Solutions, Inc Reduced Holdings in Q1 2025

Retirement Income Solutions, Inc

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-52.3K
- 18.95%
$554.06 - $615.85 $29M - $32.2M
224K $126M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-120K
- 13.77%
$57.21 - $65.8 $6.89M - $7.93M
754K $44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.27K
- 2.67%
$360.07 - $417.26 $455K - $528K
46.2K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-320
- 0.44%
$551.42 - $612.93 $176K - $196K
72.4K $40.5M
SPYG
Spdr Portfolio

ETFs
-8.45K
- 18.13%
$80.05 - $92.39 $677K - $781K
38.2K $3.07M
VO
Vanguard Mid Cap ETF

ETFs
-2.95K
- 16.68%
$251.87 - $277.95 $742K - $819K
14.7K $3.81M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16.6K
- 25.09%
$49.78 - $53.19 $825K - $882K
49.5K $2.53M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-6.43K
- 3.26%
$45.21 - $50.33 $291K - $324K
191K $8.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-916
- 4.79%
$190.26 - $242.06 $174K - $222K
18.2K $3.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-131
- 0.9%
$468.34 - $539.52 $61.4K - $70.7K
14.5K $6.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-140
- 0.2%
$120.24 - $134.3 $16.8K - $18.8K
70.2K $8.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-68
- 0.63%
$522.96 - $601.18 $35.6K - $40.9K
10.7K $5.7M
XLK
Technology Sector Spdr

ETFs
-227
- 1.79%
$206.38 - $242.18 $46.8K - $55K
12.5K $2.58M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-199
- 0.98%
$302.31 - $337.54 $60.2K - $67.2K
20.1K $6.17M
MSFT
Microsoft Corp

Technology
-137
- 2.28%
$375.39 - $447.2 $51.4K - $61.3K
5.88K $2.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
-20
- 0.08%
$92.45 - $106.69 $1.85K - $2.13K
26.1K $2.43M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.77K
- 21.09%
$114.57 - $118.14 $202K - $209K
6.61K $781K
ACWI
Ishares Msci Acwi ETF

ETFs
-997
- 2.45%
$115.16 - $124.13 $115K - $124K
39.8K $4.63M
PEP
Pepsico Inc

Consumer Defensive
-979
- 37.5%
$142.64 - $156.42 $140K - $153K
1.63K $244K
VEA
Vanguard Ftse Developed Market

ETFs
-3.55K
- 35.17%
$47.4 - $52.99 $168K - $188K
6.55K $332K
IEF
Ishares Barclays

ETFs
-1.49K
- 24.2%
$91.17 - $95.39 $136K - $142K
4.66K $444K
VTI
Vanguard Total Stock Market Et

ETFs
-44
- 0.7%
$271.18 - $303.12 $11.9K - $13.3K
6.28K $1.73M
PLTR
Palantir Technologies Inc.

Technology
-1.67K
- 31.48%
$64.98 - $124.62 $108K - $208K
3.63K $306K
HON
Honeywell International Inc

Industrials
-271
- 21.19%
$202.75 - $226.52 $54.9K - $61.4K
1.01K $213K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.23K
- 14.83%
$60.63 - $68.55 $135K - $153K
12.8K $847K
IWS
Ishares Russell Midcap Value E

ETFs
-416
- 8.38%
$122.59 - $135.24 $51K - $56.3K
4.55K $572K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-200
- 2.61%
$105.24 - $117.4 $21K - $23.5K
7.46K $793K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-15
- 1.0%
$307.43 - $357.48 $4.61K - $5.36K
1.48K $458K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-14
- 0.35%
$126.86 - $146.45 $1.78K - $2.05K
4K $508K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.3K
- 10.61%
$34.23 - $36.9 $44.6K - $48.1K
11K $391K
IWN
Ishares Russell2000 Val ETF

ETFs
-18
- 1.01%
$149.27 - $169.4 $2.69K - $3.05K
1.77K $267K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.19K
- 7.44%
$22.42 - $23.22 $26.6K - $27.5K
14.7K $340K
PNOV
Innovator U.S. Equity Power Bu
-579
- 1.44%
N/A
39.6K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 2.22%
$279.74 - $321.29 $9.23K - $10.6K
1.45K $454K
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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