Retirement Wealth Solutions LLC Purchases in Q1 2025

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JLL
Jones Lang Lasalle Inc

Real Estate
46
+ 328.57%
$238.0 - $284.76 $10.9K - $13.1K
60 $14.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
New
$468.34 - $539.52 $11.2K - $12.9K
24 $11.3M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
682
+ 341.0%
$12.61 - $14.92 $8.6K - $10.2K
882 $12.6M
VZ
Verizon Communications Inc

Communication Services
10
+ 0.81%
$37.81 - $46.49 $378 - $465
1.24K $56.4M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.18%
$158.56 - $176.26 $159 - $176
553 $94.2M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 10.17%
$890.62 - $1076.86 $5.34K - $6.46K
65 $61.7M
T
At&T Inc.

Communication Services
1
+ 0.11%
$21.56 - $28.28 $21.6 - $28.3
919 $26M
CPRT
Copart Inc

Consumer Cyclical
88
+ 9.01%
$52.3 - $59.83 $4.6K - $5.27K
1.07K $60.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
120
+ 19.45%
$46.82 - $47.8 $5.62K - $5.74K
737 $34.7M
Cencora Inc
21
New
N/A
21 $5.74M
WCC
Wesco International Inc

Industrials
35
New
$155.3 - $199.95 $5.44K - $7K
35 $5.44M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.06%
$58.74 - $64.87 $58.7 - $64.9
1.64K $101M
DOW
Dow Inc.

Basic Materials
123
+ 279.55%
$34.36 - $41.92 $4.23K - $5.16K
167 $5.83M
IQV
Iqvia Holdings Inc.

Healthcare
23
New
$176.3 - $209.96 $4.05K - $4.83K
23 $4.06M
CI
Cigna Corp

Healthcare
4
+ 7.41%
$274.49 - $329.0 $1.1K - $1.32K
58 $19.2M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.4%
$142.64 - $156.42 $285 - $313
507 $76.1M
WTFC
Wintrust Financial Corp

Financial Services
34
New
$107.76 - $136.92 $3.66K - $4.66K
34 $3.82M
NVS
Novartis Ag

Healthcare
6
+ 2.62%
$97.14 - $115.57 $583 - $693
235 $26.2M
Qiagen Nv
79
New
N/A
79 $3.17M
TM
Toyota Motor Corp

Consumer Cyclical
20
+ 28.57%
$176.53 - $195.35 $3.53K - $3.91K
90 $15.9M
HSTM
Healthstream Inc

Healthcare
84
+ 54.55%
$30.95 - $33.99 $2.6K - $2.86K
238 $7.66M
GXO
Gxo Logistics, Inc.

Industrials
76
+ 100.0%
$36.31 - $46.18 $2.76K - $3.51K
152 $5.94M
COLD
Americold Realty Trust

Real Estate
119
+ 205.17%
$20.74 - $23.05 $2.47K - $2.74K
177 $3.81M
CNC
Centene Corp

Healthcare
40
+ 166.67%
$55.93 - $65.89 $2.24K - $2.64K
64 $3.89M
CHKP
Check Point Software Technologies LTD

Technology
9
+ 128.57%
$179.88 - $231.31 $1.62K - $2.08K
16 $3.65M
YOU
Clear Secure, Inc.

Technology
103
+ 27.47%
$22.12 - $27.62 $2.28K - $2.84K
478 $12.4M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.95%
$89.14 - $117.41 $89.1 - $117
106 $11.8M
ZECP
Zacks Tr Earnings Constant Por

ETFs
75
+ 6.7%
$29.24 - $32.07 $2.19K - $2.41K
1.2K $36M
MRK
Merck & Co., Inc.

Healthcare
92
+ 14.15%
$83.01 - $101.02 $7.64K - $9.29K
742 $66.6M
Natwest Group PLC
165
New
N/A
165 $1.97M
SNY
Sanofi

Healthcare
15
+ 8.98%
$48.15 - $59.42 $722 - $891
182 $10.1M
GE
General Electric CO

Industrials
8
+ 266.67%
$168.59 - $212.13 $1.35K - $1.7K
11 $2.21M
UPS
United Parcel Service Inc

Industrials
15
+ 214.29%
$109.66 - $136.26 $1.64K - $2.04K
22 $2.42M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.83%
$56.12 - $68.15 $56.1 - $68.2
121 $8.23M
WPC
W. P. Carey Inc.

Real Estate
1
+ 0.71%
$53.5 - $65.05 $53.5 - $65.1
141 $8.89M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
72
+ 42.11%
$11.66 - $14.98 $840 - $1.08K
243 $3.31M
RSG
Republic Services, Inc.

Industrials
1
+ 2.94%
$200.09 - $242.16 $200 - $242
35 $8.36M
Zacks Trust
64
+ 80.0%
N/A
144 $3.21M
TT
Trane Technologies PLC

Industrials
4
+ 100.0%
$332.0 - $400.86 $1.33K - $1.6K
8 $2.7M
BCE
Bce Inc

Communication Services
51
+ 637.5%
$22.14 - $25.18 $1.13K - $1.28K
59 $1.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 2.7%
$142.8 - $176.36 $143 - $176
38 $6.49M
FIS
Fidelity National Information Services, Inc.

Technology
146
+ 3.66%
$68.12 - $83.42 $9.95K - $12.2K
4.14K $309M
COLB
Columbia Banking System, Inc.

Financial Services
53
+ 32.52%
$23.89 - $28.84 $1.27K - $1.53K
216 $5.39M
UMH
Umh Properties, Inc.

Real Estate
2
+ 0.21%
$17.49 - $19.0 $35 - $38
943 $17.6M
PATK
Patrick Industries Inc

Consumer Cyclical
11
+ 12.22%
$82.13 - $97.92 $903 - $1.08K
101 $8.54M
ZLAB
Zai Lab LTD

Healthcare
15
+ 39.47%
$24.29 - $38.35 $364 - $575
53 $1.92M
PFE
Pfizer Inc

Healthcare
85
+ 8.75%
$25.01 - $27.13 $2.13K - $2.31K
1.06K $26.8M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 0.32%
$37.37 - $42.55 $37.4 - $42.6
316 $12.5M
HOMB
Home Bancshares Inc

Financial Services
1
+ 0.15%
$27.23 - $31.23 $27.2 - $31.2
652 $18.4M
Activity Summary
Buys All Purchases 161 New Holdings 34 Increased Positions 127 Sells All Sells 53 Reductions 52 Sold out 1 Options Calls 0 Puts 0
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