Retirement Wealth Solutions LLC
PensionTop Portfolio Positions
728 positions ·
$9,697,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,471 | $914,690 | 9.43% | |
| NVDA |
Nvidia Corp
Technology
|
4,074 | $710,505 | 7.33% | |
| AAPL |
Apple Inc.
Technology
|
2,474 | $627,876 | 6.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,549 | $530,880 | 5.47% | |
| IAU |
Ishares Gold Trust
|
6,018 | $530,546 | 5.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
463 | $152,276 | 1.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
488 | $140,329 | 1.45% | |
| AVGO |
Broadcom Inc.
Technology
|
419 | $129,684 | 1.34% | |
| AMAT |
Applied Materials Inc /De
Technology
|
378 | $129,196 | 1.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
414 | $128,667 | 1.33% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,752 | 93 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,598 | 109 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,681 | 109 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $13,464 | 112 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $14,384 | 112 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $13,591 | 112 | Shares | Sole | 2025-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||