Patrick Gall

@Retirement Wealth Solutions Llc

Latest period2024 - Q4

Reported4d 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
TLHIshares Tr Recent Activity New Position	0.25%	$286,467 2,933 shares@ $97.68 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	0.23%	$271,238 1,617 shares@ $167.75 avg price	New Position
HEFAIshares Tr Recent Activity New Position	0.23%	$267,558 7,662 shares@ $34.93 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.2%	$226,991 1,047 shares@ $216.81 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.17%	$197,905 508 shares@ $389.58 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	0.15%	$176,512 3,476 shares@ $50.79 avg price	New Position
IFRAIshares Tr Recent Activity New Position	0.15%	$172,843 3,814 shares@ $45.32 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.15%	$168,130 273 shares@ $615.87 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.12%	$140,478 229 shares@ $613.45 avg price	New Position
IEVIshares Tr Recent Activity New Position	0.12%	$138,124 2,642 shares@ $52.29 avg price	New Position