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CIK: 0002006405
Total reported value
$77.5M
$77.5M
40 檔
22.4%
According to the latest 13F quarterly dataset, Solutions 4 Wealth, Ltd managed an equity portfolio of $77.5M at the end of Q1 2024, spanning 40 distinct U.S. exchange-listed positions.
During Q1 2024, Solutions 4 Wealth, Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VVR | Invesco Senior Income Trust | Stock-Other | 20.93% | -3.19% | +49.59% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 7.54% | +1.12% | -0.60% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 7.09% | -0.14% | +0.06% | |
| 4 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 6.82% | -0.20% | +0.12% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.27% | -0.08% | -5.52% | |
| 6 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 4.85% | -0.43% | +10.35% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-Other | 3.98% | -0.02% | +0.13% | |
| 8 | VBTX | Veritex Holdings Inc | Stock-Other | 3.24% | — | — | |
| 9 | ROBO | Robo Global Robotics And Aut | ETF-Other | 3.03% | +0.17% | +0.03% | |
| 10 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 2.89% | +0.27% | — | |
| 11 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 2.60% | -0.08% | +27.14% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.51% | — | +0.05% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.29% | -0.36% | +0.71% | |
| 14 | SBSI | Southside Bancshares Inc | Stock-Other | 1.99% | -0.03% | — | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.76% | +0.04% | +0.04% | |
| 16 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.65% | +0.05% | +0.04% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.01% | +12.86% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.31% | -0.03% | +32.72% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | -0.32% | -11.00% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.31% | -0.24% | -0.81% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.19% | +0.07% | +0.09% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.12% | +0.34% | — | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.03% | +0.13% | — | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | -0.02% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.38% | EXIT | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.97% | — | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.31% | +0.67% | |
| 28 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 0.87% | — | — | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.85% | +0.39% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.32% | NEW | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.01% | +0.72% | |
| 32 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.81% | -0.05% | +3.06% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.06% | — | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | +0.23% | +1.84% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.60% | +0.40% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.01% | — | |
| 37 | IEP | Icahn Enterprises LP | Stock-Other | 0.58% | +0.13% | — | |
| 38 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.32% | — | — | |
| 39 | GALT | Galectin Therapeutics Inc | Stock-Other | 0.24% | +0.05% | — | |
| 40 | QUBT | Quantum Computing Inc | Stock-Other | 0.03% | +0.02% | — |
According to official SEC Form 13F filings, Solutions 4 Wealth, Ltd reported a total U.S. public equity portfolio value of $77.5M across 40 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VVR, XLK, XLF) accounted for 22.4% of total reported equity market value during Q1 2024.
During Q1 2024, Solutions 4 Wealth, Ltd's top holdings by market value included VVR (20.9%)、XLK (7.5%)、XLF (7.1%). The largest single position, VVR, represented 20.9% of total portfolio value.
In Q1 2024, Solutions 4 Wealth, Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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