Fund Update: RETIREMENT FINANCIAL SOLUTIONS, LLC Just Disclosed New Holdings

Fund Update: RETIREMENT FINANCIAL SOLUTIONS, LLC Just Disclosed New Holdings

RETIREMENT FINANCIAL SOLUTIONS, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-01-31 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 87,633 shares of $HEDJ (~$3,670,104). This was a increase of ~64.13% from their previous position.
  • An increase of 44,560 shares of $EEM (~$821,639). This was a increase of ~17.28% from their previous position.
  • A decrease of 5,773 shares of $AMLP (~$261,880). This was a increase of ~-36.77% from their previous position.
  • A decrease of 14,827 shares of $QYLD (~$262,853). This was a increase of ~-36.59% from their previous position.
  • An increase of 24 shares of $MSFT (~$1,175). This was a increase of ~2.34% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for RETIREMENT FINANCIAL SOLUTIONS, LLC for more details.