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
IEFAIshares Tr Recent Activity New Position	1.05%	$1.236M 17,723 shares@ $69.76 avg price	New Position
ESGUIshares Tr Recent Activity New Position	0.85%	$993,863 7,783 shares@ $127.7 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.83%	$974,201 2,325 shares@ $419.02 avg price	New Position
IVEIshares Tr Recent Activity New Position	0.78%	$913,754 4,856 shares@ $188.18 avg price	New Position
IJHIshares Tr Recent Activity New Position	0.77%	$905,443 14,630 shares@ $61.89 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.6%	$700,801 2,439 shares@ $287.34 avg price	New Position
MBBIshares Tr Recent Activity New Position	0.6%	$700,128 7,735 shares@ $90.52 avg price	New Position
BNDVanguard Bd Index Fds Recent Activity New Position	0.5%	$590,444 8,288 shares@ $71.25 avg price	New Position
OEFIshares Tr Recent Activity New Position	0.49%	$579,441 2,028 shares@ $285.73 avg price	New Position
MTUMIshares Tr Recent Activity New Position	0.42%	$490,767 2,372 shares@ $206.91 avg price	New Position