Retirement Wealth Solutions LLC Sells in Q3 2025

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-7.86K
- 44.09%
$106.99 - $114.46 $841K - $900K
9.97K $1.13B
IYW
Ishares Dj Us Tech ETF

ETFs
-4.81K
- 49.31%
$171.38 - $197.01 $825K - $948K
4.95K $969M
MUB
Ishares National Muni Bond ETF

ETFs
-4.48K
- 21.19%
$103.24 - $106.68 $462K - $478K
16.7K $1.77B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.91K
- 10.81%
$45.6 - $46.92 $361K - $371K
65.3K $3.05B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.13K
- 49.96%
$62.54 - $68.42 $258K - $283K
4.14K $279M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.05K
- 48.96%
$37.2 - $39.61 $151K - $160K
4.22K $167M
Vanguard Malvern Fds
-1.79K
- 71.11%
N/A
729 $57.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.46K
- 44.31%
$92.18 - $95.14 $135K - $139K
1.84K $175M
A
Agilent Technologies, Inc.

Healthcare
-376
- 89.52%
$112.04 - $128.75 $42.1K - $48.4K
44 $5.69M
Blackrock ETF Trust Ii
-937
- 11.82%
N/A
6.99K $344M
DDOG
Datadog, Inc.

Technology
-288
- 77.21%
$124.52 - $155.15 $35.9K - $44.7K
85 $12.1M
META
Meta Platforms, Inc.

Communication Services
-30
- 11.54%
$695.21 - $791.73 $20.9K - $23.8K
230 $169M
VBR
Vanguard Small Cap Value ETF

ETFs
-123
- 49.2%
$195.41 - $212.37 $24K - $26.1K
127 $26.5M
DE
Deere & CO

Industrials
-40
- 95.24%
$457.26 - $524.37 $18.3K - $21K
2 $915K
CPRT
Copart Inc

Consumer Cyclical
-376
- 47.12%
$44.6 - $49.97 $16.8K - $18.8K
422 $19M
UNH
Unitedhealth Group Inc

Healthcare
-69
- 34.67%
$237.77 - $353.61 $16.4K - $24.4K
130 $44.9M
PFE
Pfizer Inc

Healthcare
-711
- 66.95%
$23.29 - $25.88 $16.6K - $18.4K
351 $8.95M
HXL
Hexcel Corp

Industrials
-293
Closed
$57.15 - $64.88 $16.7K - $19K
0 $2K
Brookfield Infrastructure CO
-397
- 94.98%
N/A
21 $864K
MMM
3 M CO

Industrials
-107
- 72.79%
$144.41 - $160.2 $15.5K - $17.1K
40 $6.21M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 16.9%
$915.95 - $994.57 $11K - $11.9K
59 $54.9M
CI
Cigna Corp

Healthcare
-39
- 38.61%
$262.23 - $334.39 $10.2K - $13K
62 $18M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 3.47%
$211.65 - $238.24 $14.8K - $16.7K
1.95K $427M
USPH
U S Physical Therapy Inc

Healthcare
-191
- 99.48%
$69.98 - $88.52 $13.4K - $16.9K
1 $113K
MNST
Monster Beverage Corp

Consumer Defensive
-260
- 46.59%
$58.65 - $67.31 $15.2K - $17.5K
298 $20.1M
UMH
Umh Properties, Inc.

Real Estate
-847
- 89.53%
$14.69 - $17.34 $12.4K - $14.7K
99 $1.48M
NGG
National Grid PLC

Utilities
-190
- 96.94%
$67.98 - $74.38 $12.9K - $14.1K
6 $437K
VGT
Vanguard Information Technolog

ETFs
-33
- 25.98%
$656.44 - $753.15 $21.7K - $24.9K
94 $70.2M
UTZ
Utz Brands, Inc.

Consumer Defensive
-1.06K
- 99.81%
$11.85 - $14.49 $12.6K - $15.4K
2 $19K
POWI
Power Integrations Inc

Technology
-236
- 99.58%
$39.37 - $59.54 $9.29K - $14.1K
1 $31K
CRM
Salesforce, Inc.

Technology
-32
- 20.25%
$231.66 - $273.65 $7.41K - $8.76K
126 $29.8M
CMCSA
Comcast Corp

Communication Services
-298
- 36.97%
$31.41 - $36.33 $9.36K - $10.8K
508 $16M
TRNO
Terreno Realty Corp

Real Estate
-226
- 99.56%
$53.01 - $59.08 $12K - $13.4K
1 $50K
UNF
Unifirst Corp

Industrials
-66
- 90.41%
$165.27 - $190.41 $10.9K - $12.6K
7 $1.16M
PLD
Prologis, Inc.

Real Estate
-120
- 62.83%
$104.08 - $115.35 $12.5K - $13.8K
71 $8.18M
KLIC
Kulicke & Soffa Industries Inc

Technology
-334
- 99.7%
$32.11 - $43.03 $10.7K - $14.4K
1 $53K
MTDR
Matador Resources CO

Energy
-233
- 87.92%
$44.93 - $52.55 $10.5K - $12.2K
32 $1.44M
ACN
Accenture PLC

Technology
-33
- 58.93%
$232.56 - $304.78 $7.67K - $10.1K
23 $5.67M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-316
- 99.68%
$30.55 - $34.72 $9.65K - $11K
1 $23K
MSA
Msa Safety Inc

Industrials
-62
- 92.54%
$168.32 - $180.03 $10.4K - $11.2K
5 $861K
INTU
Intuit Inc

Technology
-1
- 1.1%
$646.03 - $807.39 $646 - $807
90 $61.6M
DHR
Danaher Corp

Healthcare
-51
- 91.07%
$181.46 - $212.2 $9.25K - $10.8K
5 $1.04M
KWR
Quaker Chemical Corp

Basic Materials
-86
- 98.85%
$114.42 - $145.36 $9.84K - $12.5K
1 $182K
VZ
Verizon Communications Inc

Communication Services
-229
- 18.28%
$40.84 - $45.06 $9.35K - $10.3K
1.02K $45M
COP
Conocophillips

Energy
-101
- 29.19%
$91.0 - $98.99 $9.19K - $10K
245 $23.1M
KFRC
Kforce Inc

Industrials
-190
- 98.96%
$29.56 - $46.91 $5.62K - $8.91K
2 $47K
BC
Brunswick Corp

Consumer Cyclical
-151
- 67.11%
$56.64 - $66.85 $8.55K - $10.1K
74 $4.71M
LYV
Live Nation Entertainment, Inc.

Communication Services
-70
- 22.15%
$143.56 - $174.06 $10K - $12.2K
246 $40.2M
NOW
Service Now, Inc.

Technology
-1
- 1.64%
$850.86 - $1044.69 $851 - $1.04K
60 $55.2M
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
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