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  Name: RETIREMENT FINANCIAL SOLUTIONS LLC
  City: KNOXVILLE
  State: TN
  Zip: 37932
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $194,539,000
  Total Value Change : $18,035,000
  Securities Held Change : -7
   
All Securities Held : 40
  New Positions : 0
  Closed Positions : 7
  Increased Positions : 19
  Unchanged Positions : 4
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SAIC)1 Year Chart         SAIC Science Applications Intern... 17 - $135.09 $2,039,000 15,635 1.05% 95,000 0 0.027    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 35 - $330.57 $408,000 1,305 0.21% 94,000 0 0    Diversified Machinery
   (SYY)1 Year Chart         SYY SYSCO Corp 38 - $76.17 $331,000 4,072 0.17% 33,000 0 0.001    Food Wholesale
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 39 - $55.82 $252,000 3,155 0.13% 3,000 0 0    Drug Stores

      4 Records Found
  1    
Page 1 of 1
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