Retirement Income Solutions, Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $126M, Spdr Portfolio S&P 500 ETF (Ma with a value of $59.4M, Ishares Core S&P Mid Cap ETF with a value of $44M, Spdr S&P 500 ETF Trust with a value of $40.5M, and Spdr Portfolio with a value of $19.3M.

Examining the 13F form we can see an decrease of $17.7M in the current position value, from $486M to 468M.

Retirement Income Solutions, Inc is based out at Ann Arbor, MI

Below you can find more details about Retirement Income Solutions, Inc portfolio as well as his latest detailed transactions.

Portfolio value $468 Million
ETFs: $434 Million
Technology: $10.1 Million
Financial Services: $4.91 Million
Consumer Cyclical: $4.74 Million
Healthcare: $4.57 Million
Communication Services: $2.94 Million
Consumer Defensive: $2.77 Million
Utilities: $1.17 Million
Other: $2.58 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $468 Million
  • Prior Value $486 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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