Retirement Wealth Solutions LLC New Holdings in Q3 2025

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
5.5K
New
$184.73 - $209.26 $1.02M - $1.15M
5.5K $1.15B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.6K
New
$37.14 - $37.85 $356K - $363K
9.6K $363M
TSLA
Tesla, Inc.

Consumer Cyclical
216
New
$293.94 - $444.72 $63.5K - $96.1K
216 $96.1M
DFIV
Dimensional ETF Tr

ETFs
1.85K
New
$42.66 - $46.53 $78.9K - $86K
1.85K $85.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.24K
New
$53.36 - $59.69 $66K - $73.8K
1.24K $72M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.34K
New
$41.91 - $44.87 $56.3K - $60.3K
1.34K $60M
DFAE
Dimensional ETF Tr

ETFs
1.67K
New
$28.84 - $31.84 $48.1K - $53.1K
1.67K $52.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
115
New
$284.45 - $324.95 $32.7K - $37.4K
115 $36.8M
HSBC
Hsbc Holdings PLC

Financial Services
447
New
$60.27 - $70.98 $26.9K - $31.7K
447 $31.7M
PLTR
Palantir Technologies Inc.

Technology
172
New
$130.68 - $186.97 $22.5K - $32.2K
172 $31.4M
SAN
Banco Santander, S.A.

Financial Services
2.2K
New
$8.27 - $10.48 $18.2K - $23.1K
2.2K $23.1M
APP
App Lovin Corp

Technology
26
New
$335.1 - $718.54 $8.71K - $18.7K
26 $18.7M
Zacks Trust
727
New
N/A
727 $18.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
156
New
$81.75 - $84.54 $12.8K - $13.2K
156 $13.1M
BHP
Bhp Group LTD

Basic Materials
226
New
$48.67 - $56.22 $11K - $12.7K
226 $12.6M
UBS
Ubs Group Ag

Financial Services
244
New
$33.77 - $42.38 $8.24K - $10.3K
244 $10M
CEG
Constellation Energy Corp

Utilities
29
New
$298.82 - $354.89 $8.67K - $10.3K
29 $9.54M
XLRE
Select Sector Spdr Tr Real Est

ETFs
193
New
$40.94 - $42.85 $7.9K - $8.27K
193 $8.13M
GWRE
Guidewire Software, Inc.

Technology
33
New
$207.82 - $261.88 $6.86K - $8.64K
33 $7.59M
SOFI
So Fi Technologies, Inc.

Financial Services
281
New
$17.64 - $29.81 $4.96K - $8.38K
281 $7.43M
MS
Morgan Stanley

Financial Services
45
New
$139.09 - $161.16 $6.26K - $7.25K
45 $7.15M
LYG
Lloyds Banking Group PLC

Financial Services
1.57K
New
$4.03 - $4.63 $6.33K - $7.27K
1.57K $7.13M
COIN
Coinbase Global, Inc.

Technology
21
New
$297.99 - $419.78 $6.26K - $8.82K
21 $7.09M
BCS
Barclays PLC

Financial Services
342
New
$17.88 - $21.05 $6.11K - $7.2K
342 $7.07M
MSTR
Microstrategy Inc

Technology
21
New
$300.7 - $455.9 $6.31K - $9.57K
21 $6.77M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
191
New
$28.71 - $37.46 $5.48K - $7.15K
191 $6.76M
ONB
Old National Bancorp

Financial Services
285
New
$20.4 - $23.47 $5.81K - $6.69K
285 $6.26M
ABC
Amerisourcebergen Corp

Healthcare
20
New
N/A
20 $6.16M
AIT
Applied Industrial Technologies Inc

Industrials
23
New
$242.14 - $275.72 $5.57K - $6.34K
23 $6.01M
NRG
Nrg Energy, Inc.

Utilities
36
New
$144.77 - $173.91 $5.21K - $6.26K
36 $5.83M
NET
Cloudflare, Inc.

Technology
27
New
$181.39 - $228.28 $4.9K - $6.16K
27 $5.79M
SYF
Synchrony Financial

Financial Services
80
New
$67.53 - $76.86 $5.4K - $6.15K
80 $5.68M
SCHW
Schwab Charles Corp

Financial Services
59
New
$91.03 - $98.69 $5.37K - $5.82K
59 $5.63M
INSM
Insmed Inc

Healthcare
38
New
$96.14 - $147.2 $3.65K - $5.59K
38 $5.47M
AMGN
Amgen Inc

Healthcare
19
New
$271.18 - $309.22 $5.15K - $5.88K
19 $5.36M
HOOD
Robinhood Markets, Inc.

Technology
37
New
$91.27 - $143.18 $3.38K - $5.3K
37 $5.3M
CVNA
Carvana Co.

Consumer Cyclical
14
New
$326.09 - $392.66 $4.57K - $5.5K
14 $5.28M
AEIS
Advanced Energy Industries Inc

Industrials
30
New
$133.59 - $176.59 $4.01K - $5.3K
30 $5.11M
NEE
Nextera Energy Inc

Utilities
67
New
$69.77 - $77.54 $4.67K - $5.2K
67 $5.06M
EA
Electronic Arts Inc.

Communication Services
25
New
$147.79 - $202.05 $3.69K - $5.05K
25 $5.04M
MSI
Motorola Solutions, Inc.

Technology
11
New
$408.73 - $490.3 $4.5K - $5.39K
11 $5.03M
VRT
Vertiv Holdings CO

Industrials
33
New
N/A
33 $4.98M
NEM
Newmont Corp

Basic Materials
59
New
$57.35 - $85.25 $3.38K - $5.03K
59 $4.98M
ETN
Eaton Corp PLC

Industrials
13
New
$342.99 - $392.76 $4.46K - $5.11K
13 $4.87M
Rocket Lab Corp
99
New
N/A
99 $4.74M
HCA
Hca Healthcare, Inc.

Healthcare
11
New
$334.32 - $426.2 $3.68K - $4.69K
11 $4.69M
Reddit Inc
20
New
N/A
20 $4.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
33
New
$113.78 - $148.0 $3.75K - $4.88K
33 $4.56M
NTRA
Natera, Inc.

Healthcare
28
New
$133.66 - $181.11 $3.74K - $5.07K
28 $4.51M
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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