Patrick Gall

@Retirement Wealth Solutions Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$118.277M

Total holdings439

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Wealth Solutions Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 439 positions.

Assets under management

The assets under management (AUM) of Retirement Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 118.277M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Patrick Gall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VMBSVanguard Scottsdale Fds Recent Activity New Position	2.02%	$2.379M 53,129 shares@ $44.77 avg price	New Position
QUALIshares Tr Recent Activity New Position	1.98%	$2.342M 13,279 shares@ $176.36 avg price	New Position
EFVIshares Tr Recent Activity New Position	1.94%	$2.287M 44,092 shares@ $51.89 avg price	New Position
EFGIshares Tr Recent Activity New Position	1.93%	$2.275M 23,522 shares@ $96.72 avg price	New Position
BIVVanguard Bd Index Fds Recent Activity New Position	1.89%	$2.232M 30,190 shares@ $73.93 avg price	New Position
BLVVanguard Bd Index Fds Recent Activity New Position	1.86%	$2.2M 32,790 shares@ $67.1 avg price	New Position
MUBIshares Tr Recent Activity New Position	1.81%	$2.139M 20,249 shares@ $105.65 avg price	New Position
AGGIshares Tr Recent Activity New Position	1.75%	$2.06M 21,475 shares@ $95.95 avg price	New Position
EMXCIshares Inc Recent Activity New Position	1.3%	$1.533M 27,693 shares@ $55.36 avg price	New Position
IYWIshares Tr Recent Activity New Position	1.15%	$1.354M 8,575 shares@ $157.86 avg price	New Position