RETIREMENT FINANCIAL SOLUTIONS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    knoxville, TN
  • CIK
    0001962532
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

37

$185.45M
KRE, VO, VBR, KRE
13F-HR
Jan 31, 2025
000196253225000001

40

$228.39M
KRE, QQQM, SPYV, VBR
13F-HR
Oct 29, 2024
000196253224000005

40

$212.49M
KRE, QQQM, SPYV, VO
13F-HR
Aug 5, 2024
000196253224000003

40

$194.54M
KRE, SPYV, VBR, QQQM
13F-HR
May 10, 2024
000196253224000002

47

$176.50M
KRE, KRE, SPYV, VBR
13F-HR
Jan 18, 2024
000196253224000001

40

$148.33M
SPY, SHYG, NDQ, SPYV
13F-HR
Oct 20, 2023
000198604223000019

34

$145.55M
SPY, SHYG, IEF, NDQ
13F-HR
Jul 18, 2023
000196253223000002

31

$125.80M
SPY, SHYG, IEF, NDQ
13F-HR
Apr 26, 2023
000196253223000001

277

$117.71M
SPY, IEF, SHYG, SPYV
13F-HR
Jan 18, 2023
000175496023000028
Retirement Financial Solutions, Llc 13F Filings