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
BINCBlackrock Etf Trust Ii Recent Activity New Position	0.37%	$433,336 8,343 shares@ $51.95 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.34%	$398,706 6,847 shares@ $58.24 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.33%	$383,224 1,618 shares@ $236.86 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.3%	$350,296 860 shares@ $407.33 avg price	New Position
EXASExact Sciences Corp Recent Activity New Position	0.28%	$326,683 5,782 shares@ $56.5 avg price	New Position
TLTIshares Tr Recent Activity New Position	0.28%	$322,709 3,776 shares@ $85.47 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.27%	$316,799 6,189 shares@ $51.19 avg price	New Position
FISFidelity Natl Information Sv Recent Activity New Position	0.27%	$308,051 3,994 shares@ $77.13 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.26%	$304,590 2,241 shares@ $135.92 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.25%	$288,782 1,319 shares@ $218.95 avg price	New Position