Retirement Solution Inc. New Holdings in Q3 2024

Retirement Solution Inc.

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$610460.0 - $715910.0 $1.83M - $2.15M
3 $2.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.45K
New
$405.19 - $478.57 $1.8M - $2.13M
4.45K $2.05M
AMGN
Amgen Inc

Healthcare
3.91K
New
$309.38 - $337.38 $1.21M - $1.32M
3.91K $1.26M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.75K
New
$386.81 - $423.12 $678K - $742K
1.75K $742K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
New
$475.2 - $527.7 $640K - $710K
1.35K $710K
TMUS
T Mobile Us, Inc.

Communication Services
3.39K
New
$175.14 - $206.36 $594K - $700K
3.39K $700K
NFLX
Netflix Inc

Communication Services
745
New
$598.55 - $722.26 $446K - $538K
745 $528K
PG
Procter & Gamble CO

Consumer Defensive
2.1K
New
$160.76 - $177.82 $337K - $373K
2.1K $362K
XOM
Exxon Mobil Corp

Energy
2.82K
New
$109.72 - $119.0 $310K - $336K
2.82K $330K
GOOG
Alphabet Inc.

Communication Services
1.51K
New
$149.54 - $192.66 $225K - $290K
1.51K $251K
IWF
Ishares Russell 1000 Gr ETF

ETFs
631
New
$332.02 - $382.76 $210K - $242K
631 $236K
FIS
Fidelity National Information Services, Inc.

Technology
2.68K
New
$72.8 - $85.04 $195K - $228K
2.68K $224K
PM
Philip Morris International Inc.

Consumer Defensive
1.82K
New
$101.25 - $127.45 $184K - $232K
1.82K $220K
HD
Home Depot, Inc.

Consumer Cyclical
542
New
$333.64 - $405.2 $181K - $220K
542 $219K
MA
Mastercard Inc

Financial Services
441
New
$429.6 - $500.99 $189K - $221K
441 $217K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.65K
New
$113.41 - $125.62 $187K - $207K
1.65K $206K
PEP
Pepsico Inc

Consumer Defensive
1.19K
New
$161.9 - $179.3 $193K - $214K
1.19K $203K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
586
New
$305.34 - $350.41 $179K - $205K
586 $202K
UIS
Unisys Corp

Technology
18.8K
New
$3.5 - $5.81 $65.8K - $109K
18.8K $106K
EGY
Vaalco Energy Inc

Energy
13.9K
New
$5.37 - $7.28 $74.9K - $102K
13.9K $80K
ARAY
Accuray Inc

Healthcare
17.3K
New
$1.41 - $2.49 $24.4K - $43.1K
17.3K $31K
Activity Summary
Buys All Purchases 42 New Holdings 22 Increased Positions 20 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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