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
NVS
Novartis Ag

Healthcare
42
+ 17.87%
$113.5 - $129.73 $4.77K - $5.45K
277 $35.5M
Natwest Group PLC
468
+ 128.93%
N/A
831 $11.8M
NVO
Novo Nordisk A S

Healthcare
134
+ 186.11%
$45.38 - $71.7 $6.08K - $9.61K
206 $11.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
351
+ 144.44%
$13.29 - $16.05 $4.66K - $5.63K
594 $9.47M
TTE
Total Energies Se

Energy
104
+ 170.49%
N/A
165 $9.85M
BTI
British American Tobacco P.L.C.

Consumer Defensive
57
+ 11.03%
$46.69 - $59.27 $2.66K - $3.38K
574 $30.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.21%
$291.67 - $316.99 $292 - $317
478 $145M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
254
+ 98.07%
$14.73 - $19.31 $3.74K - $4.9K
513 $9.88M
SHEL
Shell PLC

Energy
75
+ 31.65%
$69.82 - $73.93 $5.24K - $5.54K
312 $22.3M
EVRG
Evergy, Inc.

Utilities
72
+ 7200.0%
$67.73 - $76.02 $4.88K - $5.47K
73 $5.58M
SE
Sea LTD

Consumer Cyclical
24
+ 61.54%
$146.23 - $196.5 $3.51K - $4.72K
63 $11.3M
MO
Altria Group, Inc.

Consumer Defensive
16
+ 3.35%
$57.75 - $67.68 $924 - $1.08K
493 $32.6M
BAC
Bank Of America Corp

Financial Services
1
+ 0.11%
$44.92 - $52.42 $44.9 - $52.4
942 $48.6M
UL
Unilever PLC

Consumer Defensive
68
+ 109.68%
$58.43 - $65.01 $3.97K - $4.42K
130 $7.71M
GE
General Electric CO

Industrials
11
+ 100.0%
$244.75 - $305.63 $2.69K - $3.36K
22 $6.64M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.15%
$94.4 - $104.27 $94.4 - $104
678 $69.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
21
+ 13.82%
$89.29 - $100.17 $1.88K - $2.1K
173 $17.3M
USFD
Us Foods Holding Corp.

Consumer Defensive
45
+ 29.41%
$76.35 - $84.68 $3.44K - $3.81K
198 $15.2M
Talen Energy Corp
3
+ 23.08%
N/A
16 $6.81M
SF
Stifel Financial Corp

Financial Services
21
+ 37.5%
$105.26 - $116.4 $2.21K - $2.44K
77 $8.75M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17
+ 0.84%
$48.5 - $50.19 $825 - $853
2.03K $102M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
53
+ 26.5%
$30.13 - $33.37 $1.6K - $1.77K
253 $8.44M
DHI
Horton D R Inc

Consumer Cyclical
5
+ 13.89%
$129.82 - $184.04 $649 - $920
41 $7.03M
BCPC
Balchem Corp

Basic Materials
16
+ 34.04%
$148.82 - $165.12 $2.38K - $2.64K
63 $9.4M
BYD
Boyd Gaming Corp

Consumer Cyclical
20
+ 2000.0%
$79.66 - $87.38 $1.59K - $1.75K
21 $1.8M
CBRE
Cbre Group, Inc.

Real Estate
5
+ 9.8%
$137.04 - $165.9 $685 - $830
56 $8.82M
WFC
Wells Fargo & Company

Financial Services
6
+ 1.99%
$77.05 - $85.16 $462 - $511
308 $25.8M
SNA
Snap On Inc

Industrials
3
+ 20.0%
$313.01 - $346.53 $939 - $1.04K
18 $6.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
45
+ 1.27%
$22.64 - $23.22 $1.02K - $1.04K
3.59K $82.9M
XPO
Xpo Logistics, Inc.

Industrials
11
+ 37.93%
$118.79 - $138.31 $1.31K - $1.52K
40 $5.17M
RJF
Raymond James Financial Inc

Financial Services
3
+ 6.67%
$154.64 - $176.43 $464 - $529
48 $8.28M
DLR
Digital Realty Trust, Inc.

Real Estate
8
+ 800.0%
$161.21 - $180.02 $1.29K - $1.44K
9 $1.55M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 10.0%
$473.44 - $553.71 $473 - $554
11 $6.02M
SYY
Sysco Corp

Consumer Defensive
10
+ 22.22%
$76.33 - $82.51 $763 - $825
55 $4.52M
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 11.11%
$191.41 - $220.25 $383 - $441
20 $4.38M
PGR
Progressive Corp

Financial Services
5
+ 35.71%
$238.61 - $264.3 $1.19K - $1.32K
19 $4.76M
FNF
Fidelity National Financial, Inc.

Financial Services
1
+ 0.58%
$51.22 - $61.07 $51.2 - $61.1
174 $10.5M
Ge Healthcare Technologies I
10
+ 200.0%
N/A
15 $1.13M
TT
Trane Technologies PLC

Industrials
2
+ 25.0%
$398.96 - $472.54 $798 - $945
10 $4.22M
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 0.76%
$82.71 - $88.14 $82.7 - $88.1
133 $11.7M
Zacks Trust
14
+ 13.46%
N/A
118 $3.46M
KEYS
Keysight Technologies, Inc.

Technology
2
+ 6.25%
$158.51 - $178.15 $317 - $356
34 $5.95M
EWBC
East West Bancorp Inc

Financial Services
3
+ 7.69%
$97.41 - $109.7 $292 - $329
42 $4.47M
EMR
Emerson Electric CO

Industrials
4
+ 400.0%
$128.6 - $149.63 $514 - $599
5 $681K
ZD
Ziff Davis, Inc.

Communication Services
5
+ 16.13%
$29.49 - $39.2 $147 - $196
36 $1.37M
EXR
Extra Space Storage Inc.

Real Estate
3
+ 300.0%
$134.36 - $152.88 $403 - $459
4 $566K
ARW
Arrow Electronics Inc

Technology
5
+ 14.71%
$114.66 - $133.24 $573 - $666
39 $4.72M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
6
+ 300.0%
$30.62 - $52.91 $184 - $317
8 $298K
WY
Weyerhaeuser CO

Real Estate
6
+ 600.0%
$24.1 - $26.83 $145 - $161
7 $165K
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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