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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $181M AUM 811 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 260 Added 256 Reduced 43 Exited
Page 27 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PYPL PAYPAL HLDGS INC Financial Services 48.0 $2K 0.00% +2.0 +4.3% $43.19 +24.2%
522 NOG NORTHERN OIL & GAS INC Energy 114.0 $2K 0.00% -138.0 -54.8% $18.08 +42.3%
523 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 19.0 $2K 0.00% $108.37 -2.4%
524 REZI RESIDEO TECHNOLOGIES INC Industrials 66.0 $2K 0.00% -22.0 -25.0% $31.11 -36.9%
525 PCAR PACCAR INC Industrials 17.0 $2K 0.00% -1.0 -5.6% $120.18 +4.3%
526 CRL CHARLES RIV LABS INTL INC Healthcare 9.0 $2K 0.00% +1.0 +12.5% $226.89 +28.5%
527 NXT NEXTPOWER INC Technology 17.0 $2K 0.00% -4.0 -19.1% $119.18 -28.3%
528 DAR DARLING INGREDIENTS INC Consumer Defensive 37.0 $2K 0.00% -6.0 -13.9% $54.62 +17.8%
529 YUMC YUM CHINA HLDGS INC Consumer Cyclical 49.0 $2K 0.00% $40.88 +10.1%
530 ED CONSOLIDATED EDISON INC Utilities 18.0 $2K 0.00% -17.0 -48.6% $110.67 -2.9%
531 ENTERGY CORP NEW 17.0 $2K 0.00% -2.0 -10.5% $114.88
532 CNO CNO FINL GROUP INC Financial Services 38.0 $2K 0.00% +18.0 +90.0% $51.00 +8.6%
533 AXS AXIS CAP HLDGS LTD Financial Services 18.0 $2K 0.00% $107.44 -7.4%
534 CROX CROCS INC Consumer Cyclical 16.0 $2K 0.00% +7.0 +77.8% $120.69 +1.3%
535 INSM INSMED INC Healthcare 18.0 $2K 0.00% -11.0 -37.9% $106.67 +11.1%
536 IAC PEOPLE INC Technology 41.0 $2K 0.00% +5.0 +13.9% $46.17 -0.0%
537 CMC COMMERCIAL METALS CO Basic Materials 30.0 $2K 0.00% -3.0 -9.1% $62.77 +7.7%
538 ASB ASSOCIATED BANC-CORP Financial Services 61.0 $2K 0.00% +2.0 +3.4% $30.77 +0.5%
539 OHI OMEGA HEALTHCARE INVS INC Real Estate 39.0 $2K 0.00% -9.0 -18.8% $47.69 -3.6%
540 CACI CACI INTL INC Technology 4.0 $2K 0.00% -1.0 -20.0% $463.50 +35.5%
Page 27 of 41  ·  811 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 41.0%
Financial Services 14.0%
Consumer Cyclical 10.9%
Industrials 9.0%
Healthcare 8.0%
Consumer Defensive 5.1%
Communication Services 4.0%
Utilities 2.5%
Basic Materials 2.2%
Energy 2.2%