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
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.2%
$335.24 - $380.78 $335 - $381
509 $186M
SEE
Sealed Air Corp

Consumer Cyclical
1
+ 1.43%
$23.93 - $32.95 $23.9 - $33
71 $2.2M
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.88%
$104.77 - $106.34 $105 - $106
115 $12.2M
HOMB
Home Bancshares Inc

Financial Services
1
+ 0.15%
$25.05 - $29.62 $25.1 - $29.6
653 $18.6M
XRAY
Dentsply Sirona Inc.

Healthcare
1
+ 1.25%
$12.55 - $16.75 $12.6 - $16.8
81 $1.28M
HSTM
Healthstream Inc

Healthcare
42
+ 17.65%
$26.6 - $34.07 $1.12K - $1.43K
280 $7.75M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9
+ 12.86%
$12.21 - $13.9 $110 - $125
79 $1.03M
BXP
Boston Properties Inc

Real Estate
1
+ 1.85%
$56.86 - $74.12 $56.9 - $74.1
55 $3.68M
SYY
Sysco Corp

Consumer Defensive
1
+ 2.27%
$68.0 - $75.91 $68 - $75.9
45 $3.38M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.83%
$63.54 - $68.5 $63.5 - $68.5
122 $8.24M
VTRS
Viatris Inc

Healthcare
1
+ 11.11%
$7.26 - $9.12 $7.26 - $9.12
10 $86K
KEY
Keycorp

Financial Services
0
New
$13.23 - $17.42 $0 - $0
0 $9K
AMT
American Tower Corp

Real Estate
0
New
$203.96 - $228.19 $0 - $0
0 $25K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
0
New
$54.27 - $63.01 $0 - $0
0 $21K
O
Realty Income Corp

Real Estate
0
New
$52.27 - $58.52 $0 - $0
0 $18K
Healthcare Rlty Tr
0
New
N/A
0 $4K
FMC
Fmc Corp

Basic Materials
0
New
$33.98 - $44.06 $0 - $0
0 $12K
KIM
Kimco Realty Corp

Real Estate
0
New
$18.7 - $21.69 $0 - $0
0 $9K
PSA
Public Storage

Real Estate
0
New
$266.31 - $309.77 $0 - $0
0 $5K
INVH
Invitation Homes Inc.

Real Estate
0
New
$30.53 - $35.47 $0 - $0
0 $13K
ESS
Essex Property Trust, Inc.

Real Estate
0
New
N/A
0 $26K
UDR
Udr, Inc.

Real Estate
0
New
$38.09 - $45.36 $0 - $0
0 $17K
SPG
Simon Property Group Inc

Real Estate
0
New
$140.37 - $171.44 $0 - $0
0 $68K
CHRD
Oasis Petroleum Inc.

Energy
0
New
$82.03 - $113.54 $0 - $0
0 $21K
EQIX
Equinix Inc

Real Estate
0
New
$740.07 - $914.43 $0 - $0
0 $358K
LSTR
Landstar System Inc

Industrials
6
+ 7.79%
$131.55 - $151.93 $789 - $912
83 $11.6M
CABO
Cable One, Inc.

Communication Services
0
New
$126.05 - $276.15 $0 - $0
0 $34K
CCI
Crown Castle International Corp

Real Estate
1
+ 1.14%
$94.83 - $107.06 $94.8 - $107
89 $9.1M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 2.63%
$25.61 - $30.81 $25.6 - $30.8
39 $1M
WEC
Wec Energy Group, Inc.

Utilities
1
+ 2.33%
$102.24 - $109.76 $102 - $110
44 $4.57M
CHX
Champion X Corp

Energy
1
+ 1.41%
$22.52 - $30.02 $22.5 - $30
72 $1.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16
+ 0.8%
$48.13 - $49.85 $770 - $798
2.02K $98.8M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 1.06%
$55.56 - $60.91 $278 - $305
477 $28M
ACN
Accenture PLC

Technology
1
+ 1.82%
$279.23 - $323.21 $279 - $323
56 $16.7M
MAS
Masco Corp

Industrials
1
+ 1.09%
$58.73 - $71.06 $58.7 - $71.1
93 $5.96M
CTRA
Coterra Energy Inc.

Energy
1
+ 0.71%
$22.6 - $29.07 $22.6 - $29.1
142 $3.61M
HP
Helmerich & Payne, Inc.

Energy
1
+ 1.61%
$15.16 - $26.78 $15.2 - $26.8
63 $955K
CMCSA
Comcast Corp

Communication Services
5
+ 0.62%
$32.84 - $36.72 $164 - $184
806 $28.8M
NOG
Northern Oil & Gas, Inc.

Energy
2
+ 0.43%
$20.6 - $32.16 $41.2 - $64.3
469 $13.3M
COLD
Americold Realty Trust

Real Estate
3
+ 1.69%
$16.31 - $21.47 $48.9 - $64.4
180 $2.99M
PFE
Pfizer Inc

Healthcare
6
+ 0.57%
$21.59 - $24.84 $130 - $149
1.06K $25.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
1
+ 0.25%
N/A
408 $7.15M
KFRC
Kforce Inc

Industrials
1
+ 0.52%
$36.59 - $49.86 $36.6 - $49.9
192 $7.88M
UTZ
Utz Brands, Inc.

Consumer Defensive
1
+ 0.09%
$11.62 - $14.29 $11.6 - $14.3
1.06K $13.3M
UMH
Umh Properties, Inc.

Real Estate
3
+ 0.32%
$16.36 - $18.82 $49.1 - $56.5
946 $15.9M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 0.32%
$32.45 - $40.68 $32.5 - $40.7
317 $10.6M
VZ
Verizon Communications Inc

Communication Services
9
+ 0.72%
$41.67 - $45.62 $375 - $411
1.25K $54.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
602
+ 1400.0%
$87.84 - $1441.89 $52.9K - $868K
645 $58.1M
XOM
Exxon Mobil Corp

Energy
1
+ 0.23%
$99.93 - $119.04 $99.9 - $119
431 $46.4M
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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