Retirement Wealth Solutions LLC
Top Portfolio Positions
728 positions ·
$9,697,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in ESS
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484 | 2 | Shares | Sole | 2026-04-07 | |
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