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
BX
Blackstone Inc.

Financial Services
11
New
$152.77 - $188.68 $1.68K - $2.08K
11 $1.88M
W
Wayfair Inc.

Consumer Cyclical
21
New
$51.99 - $90.17 $1.09K - $1.89K
21 $1.88M
ACLS
Axcelis Technologies Inc

Technology
19
New
$67.69 - $100.44 $1.29K - $1.91K
19 $1.86M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$711.24 - $922.81 $1.42K - $1.85K
2 $1.84M
IVZ
Invesco Ltd.

Financial Services
80
New
$16.17 - $23.0 $1.29K - $1.84K
80 $1.84M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
4
New
$287.52 - $458.66 $1.15K - $1.83K
4 $1.84M
AXS
Axis Capital Holdings LTD

Financial Services
19
New
$93.33 - $102.44 $1.77K - $1.95K
19 $1.82M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
35
New
N/A
35 $1.81M
CDAY
Ceridian Hcm Holding Inc.

Technology
25
New
N/A
25 $1.72M
Tempus Ai Inc
21
New
N/A
21 $1.7M
CMC
Commercial Metals CO

Basic Materials
29
New
$50.28 - $59.79 $1.46K - $1.73K
29 $1.66M
ABCB
Ameris Bancorp

Financial Services
22
New
$65.68 - $76.41 $1.44K - $1.68K
22 $1.61M
ETR
Entergy Corp

Utilities
17
New
$80.93 - $93.55 $1.38K - $1.59K
17 $1.59M
Aptiv PLC
18
New
N/A
18 $1.55M
ABR
Arbor Realty Trust Inc

Real Estate
127
New
$10.7 - $12.21 $1.36K - $1.55K
127 $1.55M
UAL
United Airlines Holdings, Inc.

Industrials
16
New
$80.05 - $109.36 $1.28K - $1.75K
16 $1.54M
LSCC
Lattice Semiconductor Corp

Technology
21
New
$48.73 - $74.71 $1.02K - $1.57K
21 $1.54M
AIR
Aar Corp

Industrials
17
New
$69.47 - $89.67 $1.18K - $1.52K
17 $1.53M
FAST
Fastenal CO

Industrials
31
New
$42.47 - $50.39 $1.32K - $1.56K
31 $1.52M
SQ
Block, Inc.

Technology
21
New
N/A
21 $1.52M
AIZ
Assurant, Inc.

Financial Services
7
New
$184.56 - $218.69 $1.29K - $1.53K
7 $1.52M
AES
Aes Corp

Utilities
115
New
$10.77 - $13.94 $1.24K - $1.6K
115 $1.51M
TKR
Timken CO

Industrials
20
New
$73.5 - $81.69 $1.47K - $1.63K
20 $1.5M
SFNC
Simmons First National Corp

Financial Services
78
New
$18.71 - $21.16 $1.46K - $1.65K
78 $1.5M
NOK
Nokia Corp

Technology
311
New
$4.05 - $5.23 $1.26K - $1.63K
311 $1.5M
IX
Orix Corp

Financial Services
57
New
$22.28 - $27.06 $1.27K - $1.54K
57 $1.49M
VCYT
Veracyte, Inc.

Healthcare
43
New
$23.03 - $34.33 $990 - $1.48K
43 $1.48M
JHG
Janus Henderson Group PLC

Financial Services
33
New
$39.46 - $45.37 $1.3K - $1.5K
33 $1.47M
FN
Fabrinet

Technology
4
New
$277.04 - $389.47 $1.11K - $1.56K
4 $1.46M
QLYS
Qualys, Inc.

Technology
11
New
$127.89 - $150.07 $1.41K - $1.65K
11 $1.46M
EXEL
Exelixis, Inc.

Healthcare
35
New
$36.22 - $46.25 $1.27K - $1.62K
35 $1.45M
IONQ
Ion Q, Inc.

Technology
23
New
$36.79 - $75.14 $846 - $1.73K
23 $1.42M
Tko Group Holdings Inc
7
New
N/A
7 $1.41M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
11
New
$123.13 - $140.8 $1.35K - $1.55K
11 $1.41M
ROKU
Roku, Inc

Communication Services
14
New
$79.98 - $101.78 $1.12K - $1.42K
14 $1.4M
CUK
Carnival PLC

Consumer Cyclical
53
New
$26.04 - $29.57 $1.38K - $1.57K
53 $1.4M
HALO
Halozyme Therapeutics, Inc.

Healthcare
19
New
$52.92 - $78.28 $1.01K - $1.49K
19 $1.39M
CNX
Cnx Resources Corp

Energy
43
New
$28.11 - $35.2 $1.21K - $1.51K
43 $1.38M
LYFT
Lyft, Inc.

Technology
62
New
$13.41 - $22.93 $831 - $1.42K
62 $1.37M
DASH
Door Dash, Inc.

Communication Services
5
New
$234.5 - $272.5 $1.17K - $1.36K
5 $1.36M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
13
New
$98.64 - $113.55 $1.28K - $1.48K
13 $1.35M
Ferguson Enterprises Inc
6
New
N/A
6 $1.35M
ORA
Ormat Technologies, Inc.

Utilities
14
New
$84.64 - $96.25 $1.18K - $1.35K
14 $1.35M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
39
New
$14.71 - $34.49 $574 - $1.35K
39 $1.35M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
28
New
$31.45 - $47.79 $881 - $1.34K
28 $1.34M
Ftai Aviation LTD
8
New
N/A
8 $1.34M
TDG
Trans Digm Group Inc

Industrials
1
New
$1271.04 - $1620.83 $1.27K - $1.62K
1 $1.32M
PKI
Perkinelmer Inc

Healthcare
15
New
N/A
15 $1.32M
ASB
Associated Banc Corp

Financial Services
51
New
$23.78 - $27.01 $1.21K - $1.38K
51 $1.31M
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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