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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 37 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SM SM ENERGY COMPANY Energy 22.0 $575.0 -1.0 -4.3% $26.14 +40.1%
722 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 $574.0 $143.50 +17.4%
723 AVB AVALONBAY CMNTYS INC Real Estate 3.0 $567.0 +2.0 +200.0% $189.00 -2.6%
724 AXON AXON ENTERPRISE INC Industrials 1.0 $561.0 -2.0 -66.7% $561.00 +7.1%
725 SHAK SHAKE SHACK INC Consumer Cyclical 10.0 $561.0 -1.0 -9.1% $56.10 +24.6%
726 VTS VITESSE ENERGY INC Energy 35.0 $552.0 +26.0 +288.9% $15.77 +9.0%
727 NICE NICE LTD Technology 6.0 $546.0 -14.0 -70.0% $91.00 +19.6%
728 HSY HERSHEY CO Consumer Defensive 3.0 $527.0 -3.0 -50.0% $175.67 +1.9%
729 G GENPACT LIMITED Technology 19.0 $523.0 -6.0 -24.0% $27.53 +38.1%
730 EXLS EXLSERVICE HLDGS INC Technology 20.0 $518.0 -71.0 -78.0% $25.90 +48.3%
731 CTAS CINTAS CORP Industrials 3.0 $511.0 -2.0 -40.0% $170.33 +19.9%
732 SANM SANMINA CORP Technology 2.0 $507.0 $253.50 -23.5%
733 AZTA AZENTA INC Healthcare 19.0 $485.0 +16.0 +533.3% $25.53 +29.1%
734 HPQ HP INC Technology 22.0 $483.0 -12.0 -35.3% $21.95 +39.0%
735 QS QUANTUMSCAPE CORP Consumer Cyclical 63.0 $477.0 +45.0 +250.0% $7.57 -25.9%
736 BX BLACKSTONE INC Financial Services 4.0 $471.0 $117.75 +20.9%
737 AMP AMERIPRISE FINL INC Financial Services 1.0 $459.0 $459.00 +21.9%
738 BDX BECTON DICKINSON & CO Healthcare 3.0 $454.0 -1.0 -25.0% $151.33 +25.2%
739 KR KROGER CO Consumer Defensive 8.0 $445.0 -3.0 -27.3% $55.62 +3.8%
740 CME CME GROUP INC Financial Services 2.0 $442.0 -3.0 -60.0% $221.00 +29.3%
Page 37 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%