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
PMPhilip Morris Intl Inc Recent Activity New Position	0.05%	$53,655 458 shares@ $117.16 avg price	New Position
QCOMQualcomm Inc Recent Activity New Position	0.05%	$53,374 340 shares@ $156.99 avg price	New Position
AJGGallagher Arthur J & Co Recent Activity New Position	0.05%	$52,540 183 shares@ $287.11 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.05%	$50,412 464 shares@ $108.65 avg price	New Position
VIGVanguard Specialized Funds Recent Activity New Position	0.05%	$48,403 251 shares@ $192.85 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.04%	$46,683 625 shares@ $74.7 avg price	New Position
VZVerizon Communications Inc Recent Activity New Position	0.04%	$46,665 1,234 shares@ $37.82 avg price	New Position
PHParker-hannifin Corp Recent Activity New Position	0.04%	$46,623 74 shares@ $630.05 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.04%	$45,779 430 shares@ $106.47 avg price	New Position
AAgilent Technologies Inc Recent Activity New Position	0.04%	$45,613 332 shares@ $137.39 avg price	New Position