Retirement Wealth Solutions LLC
PensionPosition in IQV — Iqvia Holdings Inc.
CIK 2044741
MARSHFIELD, WI
Position in IQV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,738
+$204 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,035
of 1,077 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $61,849 across 13 Diagnostics & Research names. IQV ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
35 | $18,425 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
20 | $10,027 | |
| 3 | NTRA |
Natera, Inc.
|
29 | $7,872 | |
| 4 | A |
Agilent Technologies, Inc.
|
41 | $5,446 | |
| 5 | LH |
Labcorp Holdings Inc.
|
17 | $4,760 | |
| 6 | ILMN |
Illumina, Inc.
|
23 | $4,044 | |
| 7 | VCYT |
Veracyte, Inc.
|
44 | $2,584 | |
| 8 | RVTY |
Revvity, Inc.
|
20 | $2,225 |
All Filings in IQV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738 | 9 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,534 | 9 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,254 | 10 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,709 | 9 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,727 | 30 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,054 | 23 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||