Retirement Wealth Solutions LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$152.2M
Holdings
831
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (831 positions)
| Stock | Value |
|---|---|
CATCATERPILLAR INC | $46K |
LRCXLAM RESEARCH CORP | $46K |
BACVERIZON COMMUNICATIONS INC | $45K |
UNHUNITEDHEALTH GROUP INC | $45K |
UBERUBER TECHNOLOGIES INC | $45K |
ZECPZACKS TRUST | $43K |
KOCOCA COLA CO | $41K |
LYVLIVE NATION ENTERTAINMENT IN | $40K |
BWXTBWX TECHNOLOGIES INC | $39K |
LINLINDE PLC | $38K |
SPSMSPDR SERIES TRUST | $38K |
IWOISHARES TR | $37K |
NVSNNOVARTIS AG | $36K |
SPYMSPDR SERIES TRUST | $34K |
MLMMARTIN MARIETTA MATLS INC | $34K |
METMETLIFE INC | $33K |
MOALTRIA GROUP INC | $33K |
IXUSISHARES TR | $32K |
AJGGALLAGHER ARTHUR J & CO | $32K |
HBC2HSBC HLDGS PLC | $32K |
VEEVVEEVA SYS INC | $32K |
PLTRPALANTIR TECHNOLOGIES INC | $31K |
EHCENCOMPASS HEALTH CORP | $31K |
PRUPRUDENTIAL FINL INC | $31K |
BMTABRITISH AMERN TOB PLC | $30K |
CRMSALESFORCE INC | $30K |
ENSGENSIGN GROUP INC | $30K |
NXSTNEXSTAR MEDIA GROUP INC | $29K |
SOSOUTHERN CO | $28K |
INTCINTEL CORP | $28K |
NFLXNETFLIX INC | $28K |
GDGENERAL DYNAMICS CORP | $27K |
FITBFIFTH THIRD BANCORP | $27K |
BKBANK NEW YORK MELLON CORP | $27K |
VBRVANGUARD INDEX FDS | $27K |
TAT&T INC | $26K |
SAPSAP SE | $26K |
CMICUMMINS INC | $26K |
WFCWELLS FARGO CO NEW | $26K |
AMDADVANCED MICRO DEVICES INC | $26K |
ALAIR LEASE CORP | $25K |
KMIKINDER MORGAN INC DEL | $25K |
ASMLASML HOLDING N V | $24K |
IGROISHARES TR | $24K |
COPCONOCOPHILLIPS | $23K |
SANBANCO SANTANDER S.A. | $23K |
IBMINTERNATIONAL BUSINESS MACHS | $23K |
SHELSHELL PLC | $22K |
VMIVALMONT INDS INC | $22K |
CSXCSX CORP | $21K |
TMTOYOTA MOTOR CORP | $21K |
CMGCHIPOTLE MEXICAN GRILL INC | $21K |
JCIJOHNSON CTLS INTL PLC | $20K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $20K |
MNSTMONSTER BEVERAGE CORP NEW | $20K |
LMATLEMAITRE VASCULAR INC | $20K |
MTRNMATERION CORP | $20K |
SONYSONY GROUP CORP | $19K |
DTMDT MIDSTREAM INC | $19K |
CPRTCOPART INC | $19K |
APPAPPLOVIN CORP | $19K |
SXISTANDEX INTL CORP | $19K |
QUIZZACKS TRUST | $18K |
CITHE CIGNA GROUP | $18K |
HLNEHAMILTON LANE INC | $18K |
APOAPOLLO GLOBAL MGMT INC | $18K |
PSMTPRICESMART INC | $18K |
SMIZZACKS TRUST | $17K |
ICVTISHARES TR | $17K |
PNCPNC FINL SVCS GROUP INC | $17K |
LFUSLITTELFUSE INC | $17K |
KOFCOCA-COLA FEMSA SAB DE CV | $17K |
LHXL3HARRIS TECHNOLOGIES INC | $17K |
ASXASE TECHNOLOGY HLDG CO LTD | $17K |
USBUS BANCORP DEL | $17K |
NSCNORFOLK SOUTHN CORP | $17K |
CRAICRA INTL INC | $16K |
AGMFEDERAL AGRIC MTG CORP | $16K |
LKFNLAKELAND FINL CORP | $16K |
GEVGE VERNOVA INC | $16K |
CMCSACOMCAST CORP NEW | $16K |
CLXCLOROX CO DEL | $16K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $15K |
LMTLOCKHEED MARTIN CORP | $15K |
USFDUS FOODS HLDG CORP | $15K |
LAMRLAMAR ADVERTISING CO NEW | $15K |
TRVCCITIGROUP INC | $15K |
CPKCHESAPEAKE UTILS CORP | $15K |
AZNASTRAZENECA PLC | $15K |
ENBENBRIDGE INC | $14K |
NDQINVESCO QQQ TR | $14K |
GLPIGAMING & LEISURE PPTYS INC | $14K |
HOMBHOME BANCSHARES INC | $14K |
FSVFIRSTSERVICE CORP NEW | $14K |
ABTABBOTT LABS | $14K |
AEPAMERICAN ELEC PWR CO INC | $13K |
CFGCITIZENS FINL GROUP INC | $13K |
VCITVANGUARD SCOTTSDALE FDS | $13K |
YOUCLEAR SECURE INC | $13K |
WCCWESCO INTL INC | $13K |