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
EMBIshares Tr Recent Activity New Position	0.08%	$92,098 1,037 shares@ $88.82 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.08%	$87,554 552 shares@ $158.62 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.07%	$80,513 120 shares@ $670.95 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.07%	$76,462 321 shares@ $238.2 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.07%	$75,072 313 shares@ $239.85 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.07%	$72,729 512 shares@ $142.05 avg price	New Position
PEPPepsico Inc Recent Activity New Position	0.07%	$72,076 505 shares@ $142.73 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.06%	$67,280 212 shares@ $317.36 avg price	New Position
MRKMerck & Co Inc Recent Activity New Position	0.06%	$64,476 650 shares@ $99.2 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.06%	$63,524 62 shares@ $1024.59 avg price	New Position