Retirement Wealth Solutions LLC Incresed Positions in Q3 2025

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.4K
+ 30.45%
$54.35 - $59.32 $1.27M - $1.39M
100K $5.93B
OEF
Ishares S&P 100 ETF

ETFs
4.65K
+ 73.62%
N/A
11K $3.65B
IEMG
Ishares Inc

ETFs
18.8K
+ 49.13%
N/A
57.1K $3.77B
IVV
Ishares Core S&P 500 ETF

ETFs
640
+ 3.48%
$620.67 - $670.08 $397K - $429K
19K $12.7B
Blackrock ETF Trust
34.3K
+ 204.25%
N/A
51.1K $1.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.08K
+ 880.08%
$459.11 - $506.91 $954K - $1.05M
2.31K $1.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.32K
+ 12.07%
$108.97 - $121.65 $471K - $526K
40.1K $4.84B
IVE
Ishares S&P 500 Value ETF

ETFs
2.83K
+ 17.86%
$194.44 - $206.51 $551K - $585K
18.7K $3.86B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.06K
+ 51.12%
$98.52 - $103.93 $597K - $630K
17.9K $1.85B
IAU
Ishares Gold Trust

ETFs
5.88K
+ 74.32%
$61.62 - $72.77 $362K - $428K
13.8K $1B
VXF
Vanguard Extended Market ETF

ETFs
16
+ 0.09%
$193.58 - $213.07 $3.1K - $3.41K
17.4K $3.64B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
575
+ 17.46%
$236.25 - $257.69 $136K - $148K
3.87K $992M
AAPL
Apple Inc.

Technology
91
+ 4.13%
$202.38 - $256.87 $18.4K - $23.4K
2.29K $584M
MBB
Ishares Tr

ETFs
817
+ 10.57%
$92.46 - $95.73 $75.5K - $78.2K
8.54K $813M
VB
Vanguard Small Cap ETF

ETFs
306
+ 527.59%
$237.58 - $259.17 $72.7K - $79.3K
364 $92.4M
GOOGL
Alphabet Inc.

Communication Services
272
+ 266.67%
$174.36 - $254.72 $47.4K - $69.3K
374 $91M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.45%
$303.93 - $329.86 $10.6K - $11.5K
2.46K $806M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
342
+ 1.01%
$67.48 - $71.55 $23.1K - $24.5K
34.1K $2.41B
Blackrock ETF Trust Ii
1.21K
+ 11.7%
N/A
11.5K $614M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.06%
$62.09 - $66.51 $683 - $732
17.1K $1.11B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
527
+ 0.77%
$78.11 - $79.07 $41.2K - $41.7K
68.7K $5.42B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
479
+ 0.9%
$45.72 - $47.27 $21.9K - $22.6K
53.6K $2.52B
MSFT
Microsoft Corp

Technology
2
+ 0.08%
$491.09 - $535.64 $982 - $1.07K
2.63K $1.36B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
921
+ 7.63%
$50.85 - $51.35 $46.8K - $47.3K
13K $666M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
260
+ 0.84%
$76.16 - $78.59 $19.8K - $20.4K
31.3K $2.44B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
99
+ 1.39%
$68.24 - $73.73 $6.76K - $7.3K
7.2K $529M
VO
Vanguard Mid Cap ETF

ETFs
105
+ 52.24%
$279.83 - $293.74 $29.4K - $30.8K
306 $89.9M
GOOG
Alphabet Inc.

Communication Services
116
+ 145.0%
$175.16 - $255.24 $20.3K - $29.6K
196 $47.6M
URI
United Rentals, Inc.

Industrials
5
+ 4.17%
$774.14 - $975.23 $3.87K - $4.88K
125 $119M
BNDX
Vanguard Total International B

ETFs
644
+ 0.52%
$49.0 - $49.51 $31.6K - $31.9K
125K $6.16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19
+ 0.08%
$97.75 - $100.75 $1.86K - $1.91K
22.4K $2.25B
ASML
Asml Holding Nv

Technology
21
+ 525.0%
$689.63 - $968.09 $14.5K - $20.3K
25 $24.2M
EMB
Ishares Tr

ETFs
171
+ 10.04%
$91.52 - $95.59 $15.6K - $16.3K
1.87K $178M
SAP
Sap Se

Technology
69
+ 246.43%
$252.42 - $311.93 $17.4K - $21.5K
97 $25.9M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.19%
$155.17 - $185.42 $155 - $185
516 $95.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
117
+ 1.36%
$72.57 - $74.72 $8.49K - $8.74K
8.74K $650M
Ge Vernova Inc
24
+ 1200.0%
N/A
26 $16M
SONY
Sony Group Corp

Technology
392
+ 140.0%
$23.92 - $30.07 $9.38K - $11.8K
672 $19.3M
CVX
Chevron Corp

Energy
71
+ 7100.0%
$145.57 - $161.83 $10.3K - $11.5K
72 $11.2M
EXAS
Exact Sciences Corp

Healthcare
29
+ 0.5%
$40.91 - $56.0 $1.19K - $1.62K
5.81K $318M
AZN
Astrazeneca PLC

Healthcare
134
+ 243.64%
$68.72 - $82.11 $9.21K - $11K
189 $14.5M
INTC
Intel Corp

Technology
1
+ 0.12%
$19.31 - $35.5 $19.3 - $35.5
837 $28.1M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.5%
$184.85 - $231.54 $185 - $232
200 $46.2M
LLY
Eli Lilly & CO

Healthcare
15
+ 10.07%
$625.65 - $812.69 $9.38K - $12.2K
164 $125M
VTV
Vanguard Value ETF

ETFs
1
+ 0.12%
$175.51 - $186.57 $176 - $187
823 $154M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.32%
$282.78 - $316.06 $283 - $316
314 $98.9M
AMD
Advanced Micro Devices Inc

Technology
33
+ 26.4%
$134.8 - $184.42 $4.45K - $6.09K
158 $25.6M
CMI
Cummins Inc

Industrials
5
+ 8.93%
$327.85 - $426.39 $1.64K - $2.13K
61 $25.9M
TM
Toyota Motor Corp

Consumer Cyclical
30
+ 37.97%
$167.86 - $202.79 $5.04K - $6.08K
109 $20.8M
Activity Summary
Buys All Purchases 548 New Holdings 438 Increased Positions 110 Sells All Sells 183 Reductions 174 Sold out 9 Options Calls 0 Puts 0
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