Retirement Wealth Solutions LLC Purchases in Q2 2025

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
19K
+ 41.95%
$52.4 - $64.65 $998K - $1.23M
64.5K $4.09B
Blackrock ETF Trust
32.2K
+ 149.55%
N/A
53.7K $1.91B
IEMG
Ishares Inc

ETFs
16.2K
+ 73.35%
N/A
38.3K $2.3B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.94K
+ 5.4%
$43.53 - $54.46 $171K - $214K
76.8K $4.18B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.1K
New
$50.09 - $51.09 $605K - $617K
12.1K $617M
OEF
Ishares S&P 100 ETF

ETFs
1.39K
+ 28.23%
N/A
6.32K $1.92B
IVE
Ishares S&P 500 Value ETF

ETFs
2.43K
+ 18.04%
$168.34 - $195.42 $408K - $474K
15.9K $3.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.5K
+ 7.94%
$152.42 - $182.82 $228K - $274K
20.4K $3.72B
Blackrock ETF Trust
16.8K
New
N/A
16.8K $485M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.43K
+ 40.74%
$97.29 - $105.63 $334K - $363K
11.9K $1.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.87K
+ 7.13%
$45.12 - $46.23 $220K - $225K
73.2K $3.38B
NVDA
Nvidia Corp

Technology
81
+ 1.98%
$94.31 - $157.99 $7.64K - $12.8K
4.17K $659M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.43K
+ 16.62%
$51.16 - $62.02 $124K - $151K
17.1K $1.06B
Vanguard Malvern Fds
2.52K
New
N/A
2.52K $196M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
137
+ 4.34%
$180.84 - $240.32 $24.8K - $32.9K
3.29K $792M
VTV
Vanguard Value ETF

ETFs
530
+ 181.51%
$153.67 - $176.74 $81.4K - $93.7K
822 $145M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
903
+ 722.4%
$102.02 - $103.5 $92.1K - $93.5K
1.03K $106M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
807
+ 3.74%
$96.84 - $99.46 $78.1K - $80.3K
22.4K $2.22B
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 1.76%
$243.75 - $303.93 $10.2K - $12.8K
2.42K $736M
MBB
Ishares Tr

ETFs
834
+ 12.1%
$91.41 - $94.22 $76.2K - $78.6K
7.73K $725M
Blackrock ETF Trust Ii
1.35K
+ 15.02%
N/A
10.3K $546M
ORCL
Oracle Corp

Technology
98
+ 16.39%
$122.82 - $218.63 $12K - $21.4K
696 $152M
ITOT
Ishares Core S&P Total U.S. St

ETFs
450
New
$108.12 - $135.04 $48.7K - $60.8K
450 $60.8M
HDV
Ishares Core High Dividend ETF

ETFs
500
+ 50000.0%
$108.41 - $120.51 $54.2K - $60.3K
501 $58.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
700
+ 70000.0%
$65.84 - $80.81 $46.1K - $56.6K
701 $56.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.03%
$55.54 - $69.09 $111 - $138
7.1K $491M
VO
Vanguard Mid Cap ETF

ETFs
173
+ 617.86%
$228.54 - $279.83 $39.5K - $48.4K
201 $56.2M
VBR
Vanguard Small Cap Value ETF

ETFs
250
New
$162.76 - $195.77 $40.7K - $48.9K
250 $48.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
930
New
$47.09 - $48.01 $43.8K - $44.6K
930 $44.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1K
New
$35.35 - $42.68 $35.4K - $42.7K
1K $42.6M
IWM
Ishares Russell 2000 ETF

ETFs
103
+ 10.29%
$174.82 - $215.79 $18K - $22.2K
1.1K $238M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
440
New
$58.41 - $72.69 $25.7K - $32K
440 $32M
FIS
Fidelity National Information Services, Inc.

Technology
9
+ 0.22%
$68.14 - $82.13 $613 - $739
4.15K $338M
IGRO
Ishares Tr International Divid

ETFs
300
New
$66.32 - $80.17 $19.9K - $24.1K
300 $23.7M
DDOG
Datadog, Inc.

Technology
62
+ 19.94%
$87.0 - $134.33 $5.39K - $8.33K
373 $50.1M
GOOGL
Alphabet Inc.

Communication Services
101
+ 10100.0%
$144.7 - $178.6 $14.6K - $18K
102 $18M
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 9.52%
$361.04 - $536.34 $3.61K - $5.36K
115 $61.7M
NGG
National Grid PLC

Utilities
196
New
$62.74 - $74.79 $12.3K - $14.7K
196 $14.6M
CI
Cigna Corp

Healthcare
43
+ 74.14%
$301.89 - $340.04 $13K - $14.6K
101 $33.5M
CG
Carlyle Group Inc.

Financial Services
88
+ 8.55%
$34.78 - $51.4 $3.06K - $4.52K
1.12K $57.4M
AMD
Advanced Micro Devices Inc

Technology
71
+ 131.48%
$78.21 - $143.81 $5.55K - $10.2K
125 $17.7M
EMB
Ishares Tr

ETFs
91
+ 5.65%
$86.54 - $92.62 $7.88K - $8.43K
1.7K $158M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.43%
$149.23 - $184.95 $298 - $370
463 $84.3M
MNST
Monster Beverage Corp

Consumer Defensive
144
+ 34.78%
$55.01 - $64.24 $7.92K - $9.25K
558 $35M
MA
Mastercard Inc

Financial Services
13
+ 6.6%
$479.92 - $590.74 $6.24K - $7.68K
210 $118M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 9.23%
$908.13 - $1056.85 $5.45K - $6.34K
71 $70.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
348
+ 10.89%
$22.54 - $23.17 $7.84K - $8.06K
3.54K $81.4M
A
Agilent Technologies, Inc.

Healthcare
63
+ 17.65%
$99.29 - $120.52 $6.26K - $7.59K
420 $49.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
82
+ 0.96%
$72.02 - $73.82 $5.91K - $6.05K
8.63K $635M
Activity Summary
Buys All Purchases 158 New Holdings 30 Increased Positions 128 Sells All Sells 60 Reductions 59 Sold out 1 Options Calls 0 Puts 0
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