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
Zacks Trust
34
+ 8.54%
N/A
432 $13.1M
BXP
Boston Properties Inc

Real Estate
1
+ 1.89%
$63.97 - $74.91 $64 - $74.9
54 $3.61M
C
Citigroup Inc

Financial Services
1
+ 0.69%
$67.23 - $84.63 $67.2 - $84.6
146 $10.3M
UFPI
Ufp Industries Inc

Basic Materials
1
+ 1.0%
$103.91 - $118.67 $104 - $119
101 $10.8M
MUR
Murphy Oil Corp

Energy
1
+ 2.17%
$24.02 - $33.9 $24 - $33.9
47 $1.32M
HP
Helmerich & Payne, Inc.

Energy
1
+ 1.64%
$24.69 - $36.7 $24.7 - $36.7
62 $1.62M
SF
Stifel Financial Corp

Financial Services
1
+ 1.82%
$91.62 - $117.6 $91.6 - $118
56 $5.24M
CFG
Citizens Financial Group Inc

Financial Services
1
+ 0.4%
$39.73 - $48.36 $39.7 - $48.4
251 $10.3M
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.7%
$110.65 - $132.9 $111 - $133
143 $16.2M
EXPI
Exp World Holdings, Inc.

Real Estate
1
+ 0.13%
$9.38 - $11.76 $9.38 - $11.8
779 $7.62M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
105
+ 10.55%
$47.79 - $59.89 $5.02K - $6.29K
1.1K $55.2M
CNS
Cohen & Steers, Inc.

Financial Services
1
+ 0.5%
$75.52 - $92.6 $75.5 - $92.6
201 $16.1M
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 0.32%
$46.29 - $57.86 $46.3 - $57.9
311 $14.4M
FITB
Fifth Third Bancorp

Financial Services
1
+ 0.16%
$37.48 - $44.96 $37.5 - $45
617 $24.2M
TTEK
Tetra Tech Inc

Industrials
91
+ 26.22%
$28.26 - $42.58 $2.57K - $3.87K
438 $12.8M
MTRN
Materion Corp

Basic Materials
1
+ 0.72%
$81.6 - $104.14 $81.6 - $104
139 $11.3M
CSX
Csx Corp

Industrials
1
+ 0.13%
$29.11 - $33.67 $29.1 - $33.7
761 $22.4M
POWI
Power Integrations Inc

Technology
1
+ 0.42%
$50.5 - $66.7 $50.5 - $66.7
237 $11.9M
SCVL
Shoe Carnival Inc

Consumer Cyclical
54
+ 12.95%
$21.24 - $32.31 $1.15K - $1.74K
471 $10.4M
HXL
Hexcel Corp

Industrials
1
+ 0.38%
$54.76 - $70.69 $54.8 - $70.7
265 $14.5M
NSSC
Napco Security Technologies, Inc

Industrials
42
+ 10.12%
$23.02 - $37.2 $967 - $1.56K
457 $10.5M
A
Agilent Technologies, Inc.

Healthcare
25
+ 7.53%
$116.69 - $152.6 $2.92K - $3.82K
357 $41.8M
DIS
Walt Disney CO

Communication Services
2
+ 0.43%
$96.87 - $114.0 $194 - $228
466 $46M
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 0.21%
$26.89 - $42.07 $26.9 - $42.1
467 $14.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.05%
$57.21 - $65.8 $400 - $461
14.6K $854M
IVV
Ishares Core S&P 500 ETF

ETFs
698
+ 3.33%
$554.06 - $615.85 $387K - $430K
21.7K $12.2B
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
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

Follow Retirement Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email