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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $159M AUM 822 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 324 Added 272 Reduced 42 Exited
Page 19 of 42  ·  822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DASH DOORDASH INC Communication Services 27.0 $4K 0.00% +17.0 +170.0% $150.19 +5.4%
362 APH AMPHENOL CORP Technology 32.0 $4K 0.00% +9.0 +39.1% $126.38 +11.7%
363 RYANAIR HOLDINGS PLC 69.0 $4K 0.00% +3.0 +4.5% $57.81
364 ED CONSOLIDATED EDISON INC Utilities 35.0 $4K 0.00% +15.0 +75.0% $113.20 -4.3%
365 SYY SYSCO CORP Consumer Defensive 56.0 $4K 0.00% +2.0 +3.7% $70.73 +6.5%
366 HLN HALEON PLC Healthcare 393.0 $4K 0.00% +225.0 +133.9% $10.01 -7.0%
367 AGNC AGNC INVT CORP Real Estate 392.0 $4K 0.00% +167.0 +74.2% $10.03 +5.0%
368 DVN DEVON ENERGY CORP NEW Energy 78.0 $4K 0.00% +65.0 +500.0% $50.32 -11.5%
369 DAL DELTA AIR LINES INC Industrials 59.0 $4K 0.00% +41.0 +227.8% $66.49 +22.6%
370 FTAI AVIATION LTD 16.0 $4K 0.00% +7.0 +77.8% $245.00
371 APA APA CORPORATION Energy 92.0 $4K 0.00% +4.0 +4.5% $42.45 -13.4%
372 TWLO TWILIO INC Communication Services 31.0 $4K 0.00% $125.84 +44.9%
373 MLI MUELLER INDS INC Industrials 35.0 $4K 0.00% +7.0 +25.0% $110.80 +22.5%
374 BGC BGC GROUP INC Financial Services 396.0 $4K 0.00% -376.0 -48.7% $9.78 +7.9%
375 GATX GATX CORP Industrials 23.0 $4K 0.00% +1.0 +4.5% $167.35 +2.2%
376 MAS MASCO CORP Industrials 64.0 $4K 0.00% +1.0 +1.6% $59.98 +16.0%
377 LOGI LOGITECH INTL S A Technology 42.0 $4K 0.00% +27.0 +180.0% $91.14 +20.3%
378 RGLD ROYAL GOLD INC Basic Materials 15.0 $4K 0.00% +1.0 +7.1% $254.53 -13.7%
379 BYD BOYD GAMING CORP Consumer Cyclical 46.0 $4K 0.00% +5.0 +12.2% $81.89 +0.4%
380 CSGS CSG SYS INTL INC Technology 47.0 $4K 0.00% +5.0 +11.9% $79.96 +0.9%
Page 19 of 42  ·  822 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.9%
Financial Services 15.3%
Consumer Cyclical 11.8%
Healthcare 8.4%
Industrials 7.8%
Communication Services 6.0%
Consumer Defensive 5.7%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.7%