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
WMTWalmart Inc Recent Activity New Position	0.06%	$62,884 676 shares@ $93.03 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.06%	$62,391 120 shares@ $519.93 avg price	New Position
AMATApplied Matls Inc Recent Activity New Position	0.06%	$62,240 363 shares@ $171.47 avg price	New Position
IWDIshares Tr Recent Activity New Position	0.06%	$61,864 337 shares@ $183.58 avg price	New Position
GOVTIshares Tr Recent Activity New Position	0.06%	$59,675 2,680 shares@ $22.27 avg price	New Position
INTUIntuit Recent Activity New Position	0.05%	$58,081 93 shares@ $624.53 avg price	New Position
CGCarlyle Group Inc Recent Activity New Position	0.05%	$57,091 1,135 shares@ $50.31 avg price	New Position
CMGChipotle Mexican Grill Inc Recent Activity New Position	0.05%	$56,218 995 shares@ $56.51 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.05%	$55,495 59 shares@ $940.6 avg price	New Position
CPRTCopart Inc Recent Activity New Position	0.05%	$54,361 977 shares@ $55.65 avg price	New Position