Retirement Wealth Solutions LLC Incresed Positions in Q1 2025

Retirement Wealth Solutions LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
NVS
Novartis Ag

Healthcare
6
+ 2.62%
$97.14 - $115.57 $583 - $693
235 $26.2M
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
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
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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16
+ 9.94%
$25.81 - $28.52 $413 - $456
177 $4.87M
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 42.86%
$123.3 - $154.95 $1.11K - $1.39K
30 $3.83M
BCPC
Balchem Corp

Basic Materials
1
+ 2.17%
$154.22 - $176.16 $154 - $176
47 $7.75M
DDOG
Datadog, Inc.

Technology
95
+ 43.98%
$98.68 - $151.89 $9.37K - $14.4K
311 $30.9M
ARW
Arrow Electronics Inc

Technology
7
+ 25.93%
$101.93 - $119.3 $714 - $835
34 $3.53M
MSA
Msa Safety Inc

Industrials
7
+ 11.67%
$146.69 - $166.47 $1.03K - $1.17K
67 $9.83M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.11%
$26.1 - $31.22 $26.1 - $31.2
886 $25.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11
+ 0.55%
$49.25 - $50.66 $542 - $557
2K $99.2M
XRAY
Dentsply Sirona Inc.

Healthcare
33
+ 70.21%
$14.93 - $20.31 $493 - $670
80 $1.19M
Ge Healthcare Technologies I
4
+ 400.0%
N/A
5 $404K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.26%
$9.12 - $10.43 $18.2 - $20.9
778 $7.8M
CTRA
Coterra Energy Inc.

Energy
1
+ 0.71%
$25.51 - $29.83 $25.5 - $29.8
141 $4.07M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
13
+ 22.81%
$13.05 - $13.97 $170 - $182
70 $956K
OGN
Organon & Co.

Healthcare
8
+ 29.63%
$14.29 - $16.41 $114 - $131
35 $524K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 3.85%
$112.81 - $126.16 $113 - $126
27 $3.24M
MET
Metlife Inc

Financial Services
1
+ 0.25%
$77.7 - $87.0 $77.7 - $87
400 $32.1M
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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