Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Solutions 4 Wealth

Latest statistics and disclosures from Solutions 4 Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VVR, XLK, XLF, FNX, AAPL, and represent 48.64% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: VVR, VONG, SLYG, BAC, IEP, RYLD, QYLD, TSLA, WBD, SPYG.
Started 5 new stock positions in WBD, VONG, BAC, SLYG, IEP.
Reduced shares in these 5 stocks: AAPL, SPY, XLK, Outlook Therapeutics, COP.
Sold out of its position in Outlook Therapeutics.
Solutions 4 Wealth was a net buyer of stock by $3.9M.
Solutions 4 Wealth has $36M in assets under management (AUM), dropping by 16.27%.
Central Index Key (CIK): 0002006405

Tip: Access up to 7 years of quarterly data

Positions held by Solutions 4 Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 40 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	20.9	$7.5M	+49%	1.7M	4.28	View chart
Select Sector Spdr Tr Technology (XLK)	7.5	$2.7M		13k	208.26	View chart
Select Sector Spdr Tr Financial (XLF)	7.1	$2.5M		60k	42.12	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	6.8	$2.4M		21k	113.37	View chart
Apple (AAPL)	6.3	$2.2M	-5%	13k	171.47	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	4.9	$1.7M	+10%	97k	17.91	View chart
Vanguard World Health Car Etf (VHT)	4.0	$1.4M		5.2k	270.53	View chart
Veritex Hldgs (VBTX)	3.2	$1.2M		56k	20.49	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	3.0	$1.1M		18k	58.64	View chart
Ishares Tr Cybersecurity (IHAK)	2.9	$1.0M		22k	46.85	View chart
Global X Fds Russell 2000 (RYLD)	2.6	$925k	+27%	55k	16.91	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	2.5	$894k		15k	58.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.3	$814k		12k	65.65	View chart
Southside Bancshares (SBSI)	2.0	$709k		24k	29.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.8	$625k		2.4k	260.77	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.6	$586k		9.7k	60.32	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.4	$512k	+12%	7.0k	73.15	View chart
Tesla Motors (TSLA)	1.3	$468k	+32%	2.7k	175.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$466k	-11%	890.00	523.19	View chart
ConocoPhillips (COP)	1.3	$465k		3.7k	127.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$422k		6.9k	61.05	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.1	$400k		7.1k	56.39	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$366k		697.00	524.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$353k		1.8k	191.88	View chart
Microsoft Corporation (MSFT)	1.0	$351k	+10%	834.00	420.74	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.0	$347k		14k	25.62	View chart
Exxon Mobil Corporation (XOM)	0.9	$312k		2.7k	116.26	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.9	$311k		3.5k	87.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$303k	NEW	3.5k	86.67	View chart
Amazon (AMZN)	0.8	$292k		1.6k	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$291k		1.1k	259.95	View chart
Global X Fds S&p 500 Covered (XYLD)	0.8	$288k	+3%	7.1k	40.79	View chart
Johnson & Johnson (JNJ)	0.8	$287k		1.8k	158.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$262k		4.5k	57.86	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$213k	NEW	2.4k	87.22	View chart
Bank of America Corporation (BAC)	0.6	$207k	NEW	5.4k	37.92	View chart
Icahn Enterprises Depositary Unit (IEP)	0.6	$206k	NEW	12k	17.01	View chart
Warner Bros Discovery Com Ser A (WBD)	0.3	$114k	NEW	13k	8.73	View chart
Galectin Therapeutics Com New (GALT)	0.2	$86k		36k	2.39	View chart
Quantum Computing (QUBT)	0.0	$9.9k		10k	0.99	View chart

Past Filings by Solutions 4 Wealth

SEC 13F filings are viewable for Solutions 4 Wealth going back to 2023

Solutions 4 Wealth 2024 Q1 filed May 2, 2024
Solutions 4 Wealth 2023 Q4 filed Feb. 6, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z