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CIK: 0002006405
Total reported value
$77.5M
$77.5M
45 檔
26.2%
The Q2 2024 SEC filing reveals that Solutions 4 Wealth, Ltd held a total portfolio value of $77.5M, covering 45 public equity positions.
During Q2 2024, Solutions 4 Wealth, Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VVR, AAPL, XLK) accounted for 26.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VVR | Invesco Senior Income Trust | Stock-Other | 22.87% | -3.19% | +34.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.35% | -0.08% | +2.07% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 6.18% | +1.12% | -6.43% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 5.44% | -0.14% | -2.55% | |
| 5 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 5.26% | -0.20% | -0.12% | |
| 6 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 4.42% | +0.73% | — | |
| 7 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 4.12% | -0.43% | +6.59% | |
| 8 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 3.59% | -0.44% | — | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 3.15% | -0.02% | -0.19% | |
| 10 | VBTX | Veritex Holdings Inc | Stock-Other | 2.69% | — | — | |
| 11 | ROBO | Robo Global Robotics And Aut | ETF-Other | 2.30% | +0.17% | -0.14% | |
| 12 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 2.28% | +0.27% | -0.23% | |
| 13 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 2.10% | -0.08% | +5.55% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.94% | — | -0.15% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.89% | +0.23% | +224.67% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.85% | -0.36% | -3.37% | |
| 17 | SBSI | Southside Bancshares Inc | Stock-Other | 1.52% | -0.03% | — | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.36% | +0.04% | -0.17% | |
| 19 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.32% | +0.05% | -0.37% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | +0.01% | +1.41% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.27% | +0.39% | +71.04% | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.08% | +0.22% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.32% | -6.74% | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.97% | +0.40% | +104.80% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | +0.07% | -3.04% | |
| 26 | COP | Conocophillips | Stock-Energy | 0.95% | -0.24% | +0.44% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.03% | -20.44% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.91% | +0.13% | — | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.91% | +0.34% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.38% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.32% | NEW | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | -0.02% | — | |
| 33 | ALC | Alcon Inc. | Stock-Healthcare | 0.73% | -0.10% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.01% | +4.46% | |
| 35 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.71% | +0.29% | — | |
| 36 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 0.68% | — | — | |
| 37 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.66% | -0.05% | +1.54% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.06% | -3.64% | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.56% | -0.32% | EXIT | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | — | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.01% | +2.57% | |
| 42 | IEP | Icahn Enterprises LP | Stock-Other | 0.50% | +0.13% | +10.93% | |
| 43 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.22% | — | — | |
| 44 | GALT | Galectin Therapeutics Inc | Stock-Other | 0.18% | +0.05% | — | |
| 45 | QUBT | Quantum Computing Inc | Stock-Other | 0.01% | +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 45 disclosed positions in Q2 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.
During Q2 2024, Solutions 4 Wealth, Ltd's top holdings by market value included VVR (22.9%)、AAPL (6.3%)、XLK (6.2%). The largest single position, VVR, represented 22.9% of total portfolio value.
In Q2 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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