Retirement Wealth Solutions LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$123.9B
Holdings
435
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (435 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $21.9B |
VEAVANGUARD TAX-MANAGED FDS | $13.4B |
IVVISHARES TR | $12.2B |
BNDXVANGUARD CHARLOTTE FDS | $6.2B |
VWOVANGUARD INTL EQUITY INDEX F | $5.6B |
BSVVANGUARD BD INDEX FDS | $5.5B |
DYNFBLACKROCK ETF TRUST | $3.6B |
IVWISHARES TR | $3.4B |
QUALISHARES TR | $3.2B |
IUSBISHARES TR | $3.1B |
VXFVANGUARD INDEX FDS | $3.0B |
EFVISHARES TR | $2.7B |
IVEISHARES TR | $2.6B |
VMBSVANGUARD SCOTTSDALE FDS | $2.5B |
BIVVANGUARD BD INDEX FDS | $2.5B |
BLVVANGUARD BD INDEX FDS | $2.4B |
MUBISHARES TR | $2.2B |
AGGISHARES TR | $2.1B |
EFGISHARES TR | $1.7B |
IYWISHARES TR | $1.4B |
OEFISHARES TR | $1.3B |
AQLTISHARES TR | $1.3B |
EMXCISHARES INC | $1.2B |
IEMGISHARES INC | $1.2B |
MSFTMICROSOFT CORP | $998.3M |
TLHISHARES TR | $874.0M |
IJHISHARES TR | $854.1M |
THROBLACKROCK ETF TRUST | $681.5M |
HEFAISHARES TR | $660.2M |
VTIVANGUARD INDEX FDS | $654.2M |
MBBISHARES TR | $646.3M |
MTUMISHARES TR | $638.1M |
BNDVANGUARD BD INDEX FDS | $627.6M |
IAU*ISHARES GOLD TR | $584.6M |
AAPLAPPLE INC | $471.6M |
BINCBLACKROCK ETF TRUST II | $470.3M |
NVDANVIDIA CORPORATION | $443.4M |
VXUSVANGUARD STAR FDS | $440.9M |
AMZNAMAZON COM INC | $394.0M |
HIMUBLACKROCK ETF TRUST II | $392.4M |
FISFIDELITY NATL INFORMATION SV | $309.2M |
USMVISHARES TR | $309.1M |
EXASEXACT SCIENCES CORP | $250.3M |
IWMISHARES TR | $199.7M |
HDHOME DEPOT INC | $186.2M |
METAMETA PLATFORMS INC | $155.0M |
MCDMCDONALDS CORP | $148.5M |
EMBISHARES TR | $146.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $125.7M |
LLYELI LILLY & CO | $123.2M |
MAMASTERCARD INCORPORATED | $107.8M |
BMOBANK MONTREAL QUE | $103.7M |
CSCOCISCO SYS INC | $101.0M |
VTEBVANGUARD MUN BD FDS | $99.2M |
VGTVANGUARD WORLD FD | $98.2M |
UNHUNITEDHEALTH GROUP INC | $97.4M |
AVGOBROADCOM INC | $95.9M |
PGPROCTER AND GAMBLE CO | $94.2M |
JNJJOHNSON & JOHNSON | $85.1M |
ORCLORACLE CORP | $83.6M |
JPMJPMORGAN CHASE & CO. | $76.8M |
PEPPEPSICO INC | $76.1M |
URIUNITED RENTALS INC | $75.2M |
AQLTISHARES TR | $73.4M |
4I1PHILIP MORRIS INTL INC | $73.1M |
MRKMERCK & CO INC | $66.6M |
COSTCOSTCO WHSL CORP NEW | $61.7M |
ORLYOREILLY AUTOMOTIVE INC | $61.6M |
CPRTCOPART INC | $60.3M |
WMTWALMART INC | $59.4M |
VUGVANGUARD INDEX FDS | $58.7M |
INTUINTUIT | $57.2M |
BACVERIZON COMMUNICATIONS INC | $56.4M |
CMGCHIPOTLE MEXICAN GRILL INC | $55.2M |
CRMSALESFORCE INC | $53.3M |
QCOMQUALCOMM INC | $52.2M |
XOMEXXON MOBIL CORP | $51.2M |
VTVVANGUARD INDEX FDS | $50.4M |
AMATAPPLIED MATLS INC | $49.0M |
NOWSERVICENOW INC | $48.6M |
DISDISNEY WALT CO | $46.0M |
LRCXLAM RESEARCH CORP | $45.5M |
PHPARKER-HANNIFIN CORP | $45.0M |
CGCARLYLE GROUP INC | $44.9M |
BLKBLACKROCK INC | $44.6M |
LYVLIVE NATION ENTERTAINMENT IN | $44.3M |
IDXXIDEXX LABS INC | $44.1M |
KOCOCA COLA CO | $43.9M |
TRUTRANSUNION | $42.3M |
AG8AGILENT TECHNOLOGIES INC | $41.8M |
ABBVABBVIE INC | $41.7M |
BACBANK AMERICA CORP | $39.3M |
LINLINDE PLC | $38.2M |
UBERUBER TECHNOLOGIES INC | $37.2M |
PRUPRUDENTIAL FINL INC | $36.5M |
COPCONOCOPHILLIPS | $36.4M |
ZECPZACKS TRUST | $36.0M |
AJGGALLAGHER ARTHUR J & CO | $35.6M |
HYDBISHARES TR | $34.7M |
PANWPALO ALTO NETWORKS INC | $32.9M |
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