Retirement Income Solutions, Inc Sells in Q4 2024

Retirement Income Solutions, Inc

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-18.2K
- 68.52%
$115.08 - $119.55 $2.1M - $2.18M
8.38K $968K
IEF
Ishares Barclays

ETFs
-7.3K
- 54.27%
$92.08 - $98.18 $672K - $717K
6.15K $568K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.84K
- 54.92%
$81.68 - $82.93 $641K - $650K
6.44K $527K
VO
Vanguard Mid Cap ETF

ETFs
-1.91K
- 9.75%
$261.5 - $284.63 $499K - $543K
17.7K $4.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.56K
- 4.16%
$183.23 - $199.79 $285K - $311K
35.8K $6.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.81K
- 5.87%
$75.1 - $82.99 $136K - $150K
29.1K $2.2M
LLY
Eli Lilly & CO

Healthcare
-99
- 4.41%
$727.2 - $932.06 $72K - $92.3K
2.14K $1.66M
MSFT
Microsoft Corp

Technology
-569
- 8.64%
$406.35 - $454.46 $231K - $259K
6.02K $2.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2K
- 2.68%
$567.81 - $607.81 $1.14M - $1.22M
72.7K $42.6M
MRK
Merck & Co., Inc.

Healthcare
-388
- 4.21%
$96.31 - $114.76 $37.4K - $44.5K
8.83K $878K
JNJ
Johnson & Johnson

Healthcare
-465
- 10.86%
$143.34 - $165.86 $66.7K - $77.1K
3.82K $551K
IWS
Ishares Russell Midcap Value E

ETFs
-911
- 15.51%
$128.08 - $140.32 $117K - $128K
4.96K $642K
XLE
Energy Sector Spdr

ETFs
-1.11K
- 9.23%
$83.32 - $97.27 $92.5K - $108K
10.9K $935K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.6K
- 8.89%
$46.33 - $48.6 $74K - $77.6K
16.4K $759K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.61K
- 9.22%
$38.37 - $42.82 $61.9K - $69K
15.9K $608K
XOM
Exxon Mobil Corp

Energy
-656
- 17.33%
$105.51 - $125.37 $69.2K - $82.2K
3.13K $336K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 1.83%
$442.29 - $483.08 $48.7K - $53.1K
5.9K $2.68M
MCD
Mcdonalds Corp

Consumer Cyclical
-202
- 11.96%
$288.47 - $316.54 $58.3K - $63.9K
1.49K $431K
CL
Colgate Palmolive CO

Consumer Defensive
-480
- 16.49%
$90.22 - $102.31 $43.3K - $49.1K
2.43K $220K
PEP
Pepsico Inc

Consumer Defensive
-202
- 7.18%
$151.29 - $176.1 $30.6K - $35.6K
2.61K $397K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-413
- 10.71%
$126.68 - $134.74 $52.3K - $55.6K
3.44K $439K
GLD
Spdr Gold Trust

ETFs
-94
- 1.87%
$236.59 - $257.5 $22.2K - $24.2K
4.92K $1.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
-114
- 5.32%
$241.48 - $274.89 $27.5K - $31.3K
2.03K $515K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.08%
$563.99 - $620.12 $5.08K - $5.58K
10.8K $6.12M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.67%
$19.01 - $21.64 $1.35K - $1.54K
10.5K $210K
PDEC
Innovator U.S. Equity Power Bu
-1.32K
- 3.54%
N/A
36.1K $0
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-137
- 1.76%
$108.0 - $116.52 $14.8K - $16K
7.66K $858K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-39
- 0.29%
$55.05 - $58.86 $2.15K - $2.3K
13.6K $767K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-451
- 2.17%
$311.11 - $335.64 $140K - $151K
20.3K $6.54M
SPYG
Spdr Portfolio

ETFs
-2.13K
- 4.36%
$81.74 - $91.38 $174K - $194K
46.6K $4.1M
DIS
Walt Disney CO

Communication Services
-25
- 0.56%
$92.39 - $117.6 $2.31K - $2.94K
4.42K $492K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-547
- 3.6%
$481.22 - $538.17 $263K - $294K
14.6K $7.48M
JPM
Jpmorgan Chase & CO

Financial Services
-209
- 4.75%
$205.18 - $250.29 $42.9K - $52.3K
4.19K $1.01M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.64K
- 0.82%
$46.53 - $49.91 $76.4K - $82K
198K $9.51M
GOOG
Alphabet Inc.

Communication Services
-114
- 1.64%
$163.08 - $198.16 $18.6K - $22.6K
6.82K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-255
- 1.32%
$180.88 - $232.93 $46.1K - $59.4K
19.1K $4.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.36K
- 2.78%
$370.24 - $418.94 $502K - $569K
47.4K $19M
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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