RETIREMENT WEALTH SOLUTIONS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXAS | 6K | $317.92K |
 | FIS | 4K | $275.81K |
 | NVDA | 4K | $777.22K |
 | MSFT | 3K | $1.36M |
 | BRK-B | 2K | $1.16M |
 | AAPL | 2K | $583.51K |
 | SAN | 2K | $23.08K |
 | AMZN | 2K | $427.06K |
 | CSCO | 2K | $109.73K |
 | LYG | 2K | $7.13K |
 | ASX | 2K | $16.97K |
 | BMO | 1K | $141.45K |
 | VZ | 1K | $45.02K |
 | CG | 993 | $62.28K |
 | BAC | 942 | $48.58K |
 | T | 922 | $26.03K |
 | KMI | 881 | $24.95K |
 | INTC | 837 | $28.09K |
 | NWG | 831 | $11.76K |
 | BGC | 772 | $7.30K |
Exact Sciences Corporation
EXAS
Shares Held
6K
Value
$317.92K
Fidelity National Information Services, Inc.
FIS
Shares Held
4K
Value
$275.81K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$777.22K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.36M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.16M
Apple Inc.
AAPL
Shares Held
2K
Value
$583.51K
Banco Santander, S.A.
SAN
Shares Held
2K
Value
$23.08K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$427.06K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$109.73K
Lloyds Banking Group plc
LYG
Shares Held
2K
Value
$7.13K
ASE Technology Holding Co., Ltd.
ASX
Shares Held
2K
Value
$16.97K
Bank of Montreal
BMO
Shares Held
1K
Value
$141.45K
Verizon Communications Inc.
VZ
Shares Held
1K
Value
$45.02K
The Carlyle Group Inc.
CG
Shares Held
993
Value
$62.28K
Bank of America Corporation
BAC
Shares Held
942
Value
$48.58K
AT&T Inc.
T
Shares Held
922
Value
$26.03K
Kinder Morgan, Inc.
KMI
Shares Held
881
Value
$24.95K
Intel Corporation
INTC
Shares Held
837
Value
$28.09K
NatWest Group plc
NWG
Shares Held
831
Value
$11.76K
BGC Group, Inc
BGC
Shares Held
772
Value
$7.30K