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
SO
Southern CO

Utilities
-9
- 2.9%
$90.83 - $96.0 $817 - $864
301 $28.5M
Linde PLC
-1
- 1.22%
N/A
81 $38.5M
Atmus Filtration Technologie
-25
- 17.86%
N/A
115 $5.19M
PATK
Patrick Industries Inc

Consumer Cyclical
-13
- 9.85%
$95.3 - $116.04 $1.24K - $1.51K
119 $12.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1
- 1.89%
$84.55 - $89.54 $84.6 - $89.5
52 $4.65M
HBAN
Huntington Bancshares Inc

Financial Services
-2
- 0.33%
$15.87 - $17.88 $31.7 - $35.8
607 $10.5M
FSV
First Service Corp

Real Estate
-5
- 6.49%
$175.69 - $208.43 $878 - $1.04K
72 $13.7M
LKFN
Lakeland Financial Corp

Financial Services
-6
- 2.33%
$60.25 - $68.73 $362 - $412
251 $16.1M
SHOP
Shopify Inc.

Technology
-3
- 12.0%
$112.11 - $157.12 $336 - $471
22 $3.27M
PSMT
Pricesmart Inc

Consumer Defensive
-15
- 9.38%
$102.01 - $122.66 $1.53K - $1.84K
145 $17.6M
PEP
Pepsico Inc

Consumer Defensive
-23
- 4.51%
$133.81 - $152.16 $3.08K - $3.5K
487 $68.4M
CPK
Chesapeake Utilities Corp

Utilities
-3
- 2.68%
$119.5 - $135.26 $359 - $406
109 $14.7M
FITB
Fifth Third Bancorp

Financial Services
-19
- 3.08%
$40.91 - $46.28 $777 - $879
598 $26.6M
Zacks Trust
-4
- 0.85%
N/A
464 $17.3M
NXST
Nexstar Media Group, Inc.

Communication Services
-12
- 7.59%
$176.71 - $211.31 $2.12K - $2.54K
146 $28.9M
LGND
Ligand Pharmaceuticals Inc

Healthcare
-15
- 20.83%
$112.56 - $177.14 $1.69K - $2.66K
57 $10.1M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-2
- 0.16%
$31.92 - $33.66 $63.8 - $67.3
1.28K $43.1M
MLM
Martin Marietta Materials Inc

Basic Materials
-4
- 7.02%
$546.36 - $631.12 $2.19K - $2.52K
53 $33.7M
SXI
Standex International Corp

Industrials
-6
- 6.38%
$154.17 - $214.67 $925 - $1.29K
88 $18.5M
Lam Research Corp
-83
- 19.58%
N/A
341 $45.7M
CG
Carlyle Group Inc.

Financial Services
-124
- 11.1%
$52.82 - $69.35 $6.55K - $8.6K
993 $62.3M
BWXT
Bwx Technologies, Inc.

Industrials
-26
- 10.83%
$136.45 - $184.37 $3.55K - $4.79K
214 $39.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-15
- 2.33%
$89.32 - $107.82 $1.34K - $1.62K
630 $67.9M
AVGO
Broadcom Inc.

Technology
-15
- 2.62%
$264.74 - $369.57 $3.97K - $5.54K
558 $184M
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 1.0%
$214.92 - $244.84 $2.36K - $2.69K
1.09K $265M
IEFA
Ishares Tr

ETFs
-193
- 1.23%
$81.7 - $87.53 $15.8K - $16.9K
15.5K $1.35B
NVDA
Nvidia Corp

Technology
-6
- 0.14%
$153.3 - $186.58 $920 - $1.12K
4.17K $777M
EFV
Msci Eafe Value ETF

ETFs
-2.2K
- 3.42%
$62.79 - $68.42 $138K - $151K
62.2K $4.22B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-358
- 1.76%
$182.33 - $194.5 $65.3K - $69.6K
20K $3.89B
VEA
Vanguard Ftse Developed Market

ETFs
-5.69K
- 2.22%
$56.02 - $60.3 $319K - $343K
250K $15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.34K
- 1.91%
$49.43 - $54.52 $116K - $128K
120K $6.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-677
- 1.61%
$567.77 - $614.76 $384K - $416K
41.4K $25.3B
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