Retirement Wealth Solutions LLC Top Holdings and 13F Report (2025) About Retirement Wealth Solutions LLCInvestment ActivityRetirement Wealth Solutions LLC has $123.95 million in total holdings as of March 31, 2025.Retirement Wealth Solutions LLC owns shares of 435 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.58% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Retirement Wealth Solutions LLC has purchased 424 new stocks and bought additional shares in 127 stocks.Retirement Wealth Solutions LLC sold shares of 53 stocks and completely divested from 23 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $21,852,914Vanguard FTSE Developed Markets ETF $13,357,078iShares Core S&P 500 ETF $12,165,862Vanguard Total International Bond ETF $6,217,733Vanguard FTSE Emerging Markets ETF $5,613,033 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $681,462 Holding092528843 - BLACKROCK ETF TRUST II $392,377 Holding902252105 - Tyler Technologies $25,582 Holding244199105 - Deere & Company $19,713 Holding29250N105 - Enbridge $18,389 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 8,583 shares (about $1.64M)iShares MSCI USA Quality Factor ETF 5,583 shares (about $954.10K)iShares Core MSCI Emerging Markets ETF 15,915 shares (about $858.92K)iShares S&P 100 ETF 2,900 shares (about $785.41K)BlackRock Future U.S. Themes ETF 21,504 shares (about $681.46K) Largest Sales this Quarter KeyCorp 236 shares (about $∞T)Vanguard S&P 500 ETF 2,345 shares (about $1.21M)iShares ESG Aware MSCI USA ETF 7,753 shares (about $960.60K)iShares MSCI EAFE Growth ETF 6,408 shares (about $640.81K)Vanguard Extended Market ETF 2,628 shares (about $452.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Wealth Solutions LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$21,852,914$1,205,114 ▼-5.2%42,52317.6%ETFVEAVanguard FTSE Developed Markets ETF$13,357,078$51,898 ▲0.4%262,77910.8%ETFIVViShares Core S&P 500 ETF$12,165,862$392,212 ▲3.3%21,6519.8%ETFBNDXVanguard Total International Bond ETF$6,217,733$191,082 ▲3.2%127,3605.0%ETFVWOVanguard FTSE Emerging Markets ETF$5,613,033$325,735 ▲6.2%124,0184.5%ETFBSVVanguard Short-Term Bond ETF$5,514,948$266,933 ▲5.1%70,4524.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,552,947$561,130 ▲18.8%72,8662.9%ETFIVWiShares S&P 500 Growth ETF$3,384,562$581,205 ▲20.7%36,4602.7%ETFQUALiShares MSCI USA Quality Factor ETF$3,223,402$954,101 ▲42.0%18,8622.6%ETFIUSBiShares Core Total USD Bond Market ETF$3,147,591$455,594 ▲16.9%68,3072.5%ManufacturingVXFVanguard Extended Market ETF$3,025,078$452,702 ▼-13.0%17,5612.4%ETFEFViShares MSCI EAFE Value ETF$2,676,233$77,447 ▲3.0%45,4062.2%ETFIVEiShares S&P 500 Value ETF$2,561,205$1,635,748 ▲176.8%13,4392.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,548,178$87,758 ▲3.6%55,0242.1%ETFBIVVanguard Intermediate-Term Bond ETF$2,459,389$147,706 ▲6.4%32,1192.0%ETFBLVVanguard Long-Term Bond ETF$2,449,131$140,065 ▲6.1%34,7792.0%ETFMUBiShares National Muni Bond ETF$2,215,485$80,450 ▲3.8%21,0121.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,135,783$11,475 ▲0.5%21,5911.7%FinanceEFGiShares MSCI EAFE Growth ETF$1,711,431$640,812 ▼-27.2%17,1141.4%ETFIYWiShares U.S. Technology ETF$1,437,720$233,417 ▲19.4%10,2371.2%ManufacturingOEFiShares S&P 100 ETF$1,334,651$785,407 ▲143.0%4,9281.1%ETFIEFAiShares Core MSCI EAFE ETF$1,322,246$18,535 ▼-1.4%17,4781.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,195,233$330,375 ▼-21.7%21,6961.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,192,937$858,921 ▲257.1%22,1041.0%ETFMSFTMicrosoft$998,305$125,398 ▲14.4%2,6590.8%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$874,003$569,700 ▲187.2%8,4240.7%ETFIJHiShares Core S&P Mid-Cap ETF$854,073$408 ▲0.0%14,6370.7%ETFBTHMBlackRock Future U.S. Themes ETF$681,462$681,462 ▲New Holding21,5040.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$660,224$382,170 ▲137.4%18,1930.5%ETFVTIVanguard Total Stock Market ETF$654,217$16,218 ▼-2.4%2,3800.5%ETFMBBiShares MBS ETF$646,347$79,058 ▼-10.9%6,8920.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$638,125$158,672 ▲33.1%3,1570.5%ETFBNDVanguard Total Bond Market ETF$627,613$18,876 ▲3.1%8,5450.5%ETFIAUiShares Gold Trust$584,589$379,644 ▲185.2%9,9150.5%FinanceAAPLApple$471,582$112,176 ▲31.2%2,1230.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$470,321$33,314 ▲7.6%8,9790.4%ETFNVDANVIDIA$443,412$200,516 ▲82.6%4,0910.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$440,896$15,711 ▲3.7%7,1000.4%ETFAMZNAmazon.com$394,029$143,076 ▲57.0%2,0710.3%Retail/WholesaleBLACKROCK ETF TRUST II$392,377$392,377 ▲New Holding7,9220.3%ISHARES HIGH YIEFISFidelity National Information Services$309,174$10,903 ▲3.7%4,1400.2%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$309,056$306,434 ▲11,685.7%3,3000.2%ETFEXASExact Sciences$250,3030.0%5,7820.2%MedicalIWMiShares Russell 2000 ETF$199,690$9,177 ▼-4.4%1,0010.2%FinanceHDHome Depot$186,2020.0%5080.2%Retail/WholesaleMETAMeta Platforms$155,041$2,305 ▼-1.5%2690.1%Computer and TechnologyMCDMcDonald's$148,544$624 ▲0.4%4760.1%Retail/WholesaleEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$146,004$52,080 ▲55.4%1,6120.1%ETFBRK.BBerkshire Hathaway$125,6890.0%2360.1%FinanceLLYEli Lilly and Company$123,2200.0%1490.1%MedicalMAMastercard$107,760$12,034 ▼-10.0%1970.1%Business ServicesBMOBank of Montreal$103,7240.0%1,0860.1%FinanceCSCOCisco Systems$100,992$62 ▲0.1%1,6370.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$99,168$546 ▲0.6%1,9990.1%ETFVGTVanguard Information Technology ETF$98,171$26,034 ▼-21.0%1810.1%ETFUNHUnitedHealth Group$97,375$34,552 ▲55.0%1860.1%MedicalAVGOBroadcom$95,887$68,108 ▲245.2%5730.1%Computer and TechnologyPGProcter & Gamble$94,205$170 ▲0.2%5530.1%Consumer StaplesJNJJohnson & Johnson$85,119$166 ▲0.2%5130.1%MedicalORCLOracle$83,615$8,110 ▼-8.8%5980.1%Computer and TechnologyJPMJPMorgan Chase & Co.$76,8130.0%3130.1%FinancePEPPepsiCo$76,094$300 ▲0.4%5070.1%Consumer StaplesURIUnited Rentals$75,2040.0%1200.1%ConstructionGOVTiShares U.S. Treasury Bond ETF$73,426$11,835 ▲19.2%3,1950.1%ETFPMPhilip Morris International$73,142$476 ▲0.7%4610.1%Consumer StaplesMRKMerck & Co., Inc.$66,636$8,262 ▲14.2%7420.1%MedicalCOSTCostco Wholesale$61,704$5,696 ▲10.2%650.0%Retail/WholesaleORLYO'Reilly Automotive$61,601$7,163 ▲13.2%430.0%Retail/WholesaleCPRTCopart$60,269$4,980 ▲9.0%1,0650.0%Business ServicesWMTWalmart$59,3610.0%6760.0%Retail/WholesaleVUGVanguard Growth ETF$58,662$260,637 ▼-81.6%1580.0%ETFINTUIntuit$57,2190.0%930.0%Computer and TechnologyVZVerizon Communications$56,424$454 ▲0.8%1,2440.0%Computer and TechnologyCMGChipotle Mexican Grill$55,231$5,272 ▲10.6%1,1000.0%Retail/WholesaleCRMSalesforce$53,316$3,483 ▼-6.1%1990.0%Computer and TechnologyQCOMQUALCOMM$52,2280.0%3400.0%Computer and TechnologyXOMExxon Mobil$51,1540.0%4300.0%EnergyVTVVanguard Value ETF$50,410$228,744 ▼-81.9%2920.0%ETFAMATApplied Materials$49,001$3,624 ▼-6.9%3380.0%Computer and TechnologyNOWServiceNow$48,565$796 ▼-1.6%610.0%Computer and TechnologyDISWalt Disney$46,008$197 ▲0.4%4660.0%Consumer DiscretionaryLAM RESEARCH CORP$45,4640.0%6250.0%COM NEWPHParker-Hannifin$44,9810.0%740.0%IndustrialsCGThe Carlyle Group$44,858$4,621 ▼-9.3%1,0290.0%FinanceBLACKROCK INC$44,5740.0%470.0%COMLYVLive Nation Entertainment$44,2670.0%3390.0%Consumer DiscretionaryIDXXIDEXX Laboratories$44,095$12,599 ▲40.0%1050.0%MedicalKOCoca-Cola$43,9140.0%6130.0%Consumer StaplesTRUTransUnion$42,3250.0%5100.0%Business ServicesAAgilent Technologies$41,755$2,924 ▲7.5%3570.0%MedicalABBVAbbVie$41,7380.0%1990.0%MedicalBACBank of America$39,2700.0%9410.0%FinanceLINDE PLC$38,1830.0%820.0%SHSUBERUber Technologies$37,232$1,166 ▼-3.0%5110.0%Computer and TechnologyPRUPrudential Financial$36,5230.0%3270.0%FinanceCOPConocoPhillips$36,3550.0%3460.0%EnergyZECPZacks Earnings Consistent Portfolio ETF$35,958$2,257 ▲6.7%1,1950.0%ETFAJGArthur J. Gallagher & Co.$35,587$27,640 ▼-43.7%1030.0%FinanceHYDBiShares High Yield Bond Factor ETF$34,706$5,651 ▲19.4%7370.0%ETFPANWPalo Alto Networks$32,9340.0%1930.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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