Retirement Wealth Solutions LLC
PensionPosition in REZI — Resideo Technologies, Inc.
CIK 2044741
MARSHFIELD, WI
Position in REZI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,052
-$914 QoQ
Shares Held
95
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 434 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $36,593 across 7 Industrial Distribution names. REZI ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
56 | $19,344 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
27 | $9,130 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
2 | $2,720 | |
| 4 | REZI |
Resideo Technologies, Inc.
This page
|
95 | $2,052 | |
| 5 | FAST |
Fastenal Co
|
29 | $1,392 | |
| 6 | QXO |
QXO, Inc.
|
72 | $1,244 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
3 | $711 |
All Filings in REZI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052 | 66 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,966 | 88 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,844 | 81 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,324 | 77 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||