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RETIREMENT INCOME SOLUTIONS, INC Historic Quarter Change: USA Stocks, New

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RETIREMENT INCOME SOLUTIONS, INC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, RETIREMENT INCOME SOLUTIONS, INC opened 50 positions, added to 112, reduced 136 and sold out of 36.

  • Q1 2026: Stock NEE; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock BAR; Country of operation United States; Class SHS BEN INT; Shares before 0.
  • Q1 2026: Stock SLV; Country of operation United States; Class ISHARES; Shares before 0.
  • Q1 2026: Stock DE; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730386), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026NEE
NEXTERA ENERGY INC		United StatesCOM03,649+3,649$0$338,919+$338,9192026-05-04
Q1 2026BAR
GRANITESHARES GOLD TR		United StatesSHS BEN INT05,446+5,446$0$251,224+$251,2242026-05-04
Q1 2026SLV
ISHARES SILVER TR		United StatesISHARES03,615+3,615$0$246,326+$246,3262026-05-04
Q1 2026DE
DEERE & CO		United StatesCOM0422+422$0$237,713+$237,7132026-05-04
Q1 2026CL
COLGATE PALMOLIVE CO		United StatesCOM02,415+2,415$0$205,830+$205,8302026-05-04
Q1 2026META
META PLATFORMS INC		United StatesCL A0353+353$0$201,962+$201,9622026-05-04
Q1 2026TT
TRANE TECHNOLOGIES PLC		SHS0482+482$0$200,869+$200,8692026-05-04
Q4 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0408+408$0$236,416+$236,4162026-01-27
Q4 2025COF
CAPITAL ONE FINL CORP		United StatesCOM0919+919$0$222,729+$222,7292026-01-27
Q4 2025AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,000+1,000$0$214,160+$214,1602026-01-27
Q4 2025TY
TRI CONTL CORP		United StatesCOM06,213+6,213$0$202,917+$202,9172026-01-27
Q3 2025VLY
VALLEY NATL BANCORP		United StatesCOM037,097+37,097$0$393,228+$393,2282025-10-14
Q3 2025META
META PLATFORMS INC		United StatesCL A0340+340$0$249,689+$249,6892025-10-14
Q3 2025IAU
ISHARES GOLD TR		United StatesISHARES NEW03,172+3,172$0$230,826+$230,8262025-10-14
Q2 2025MSTR
MICROSTRATEGY INC		United StatesCL A NEW01,072+1,072$0$433,335+$433,3352025-07-15
Q2 2025AXP
AMERICAN EXPRESS CO		United StatesCOM0748+748$0$238,597+$238,5972025-07-15
Q2 2025RTX
RTX CORPORATION		United StatesCOM01,539+1,539$0$224,725+$224,7252025-07-15
Q2 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM01,092+1,092$0$223,467+$223,4672025-07-15
Q2 2025BBIO
BRIDGEBIO PHARMA INC		United StatesCOM05,000+5,000$0$215,900+$215,9002025-07-15
Q2 2025AXON
AXON ENTERPRISE INC		United StatesCOM0255+255$0$211,125+$211,1252025-07-15
Q2 2025PNC
PNC FINL SVCS GROUP INC		United StatesCOM01,103+1,103$0$205,621+$205,6212025-07-15
Q2 2025BA
BOEING CO		United StatesCOM0972+972$0$203,663+$203,6632025-07-15
Q2 2025DE
DEERE & CO		United StatesCOM0400+400$0$203,396+$203,3962025-07-15
Q2 2025WMT
WALMART INC		United StatesCOM02,061+2,061$0$201,525+$201,5252025-07-15
Q1 2025FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS04,919+4,919$0$354,020+$354,0202025-05-06
Q1 2025SYK
STRYKER CORPORATION		United StatesCOM0812+812$0$302,267+$302,2672025-05-06
Q1 2025TSLA
TESLA INC		United StatesCOM0914+914$0$236,872+$236,8722025-05-06
Q1 2025PM
PHILIP MORRIS INTL INC		United StatesCOM01,441+1,441$0$228,730+$228,7302025-05-06
Q1 2025NFLX
NETFLIX INC		United StatesCOM0221+221$0$206,089+$206,0892025-05-06
Q1 2025SUN
SUNOCO LP/SUNOCO FIN CORP		United StatesCOM UT REP LP03,500+3,500$0$203,210+$203,2102025-05-06
Q4 2024PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A05,302+5,302$0$400,990+$400,9902025-01-31
Q4 2024LRCX
LAM RESEARCH CORP		United StatesCOM NEW04,300+4,300$0$310,589+$310,5892025-01-31
Q4 2024BKD
BROOKDALE SR LIVING INC		United StatesCOM022,742+22,742$0$114,392+$114,3922025-01-31
Q4 2024BBAI
BIGBEAR AI HLDGS INC		United StatesCOM010,471+10,471$0$46,596+$46,5962025-01-31
Q3 2024ABBV
ABBVIE INC		United StatesCOM01,148+1,148$0$226,707+$226,7072024-11-08
Q3 2024CAT
CATERPILLAR INC		United StatesCOM0566+566$0$221,374+$221,3742024-11-08
Q3 2024MMM
3M CO		United StatesCOM01,604+1,604$0$219,267+$219,2672024-11-08
Q3 2024AGNC
AGNC INVT CORP		United StatesCOM010,507+10,507$0$109,903+$109,9032024-11-08
Q3 2024BTG
B2GOLD CORP		COM017,482+17,482$0$54,097+$54,0972024-11-08
Q2 2024GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS0132,108+132,108$0$6,088,858+$6,088,8582024-08-01
Q2 2024V
VISA INC		United StatesCOM CL A0993+993$0$260,633+$260,6332024-08-01
Q2 2024AVGO
BROADCOM INC		United StatesCOM0145+145$0$232,802+$232,8022024-08-01
Q2 2024NFLX
NETFLIX INC		United StatesCOM0333+333$0$224,735+$224,7352024-08-01
Q1 2024TT
TRANE TECHNOLOGIES PLC		SHS0748+748$0$224,550+$224,5502024-05-03
Q1 2024ABBV
ABBVIE INC		United StatesCOM01,186+1,186$0$215,971+$215,9712024-05-03
Q1 2024OC
OWENS CORNING		United StatesCOM01,283+1,283$0$214,004+$214,0042024-05-03
Q1 2024CAT
CATERPILLAR INS		United StatesCOM0566+566$0$207,399+$207,3992024-05-03
Q1 2024SYK
STRYKER CORP		United StatesCOM0569+569$0$203,628+$203,6282024-05-03
Q1 2024WMT
WALMART INC.		United StatesCOM03,374+3,374$0$203,014+$203,0142024-05-03
Q1 2024F
FORD MTR CO		United StatesCOM010,022+10,022$0$133,092+$133,0922024-05-03

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