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CIK: 0002006405
Total reported value
$77.5M
$77.5M
51 檔
33.5%
At the close of Q4 2024, Solutions 4 Wealth, Ltd disclosed equity holdings valued at approximately $77.5M, spread across 51 reported holdings.
During Q4 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, WTPI, QYLD) accounted for 33.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VVR | Invesco Senior Income Trust | Stock-Other | 22.43% | -3.19% | +16.44% | |
| 2 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 7.11% | +0.73% | +95.09% | |
| 3 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 6.74% | -0.43% | +91.66% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.60% | -0.08% | -1.58% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 5.09% | +1.12% | +1.35% | |
| 6 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 4.49% | -0.20% | +0.09% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.91% | -0.73% | -6.59% | |
| 8 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.43% | -0.44% | — | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.26% | -0.02% | +0.33% | |
| 10 | VBTX | Veritex Holdings Inc | Stock-Other | 2.05% | — | -20.93% | |
| 11 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 1.94% | +0.27% | +0.20% | |
| 12 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.85% | -0.08% | +5.51% | |
| 13 | ROBO | Robo Global Robotics And Aut | ETF-Other | 1.78% | +0.17% | +0.36% | |
| 14 | DFIC | Dimensional International Co | ETF-Other | 1.66% | — | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.66% | -0.36% | +0.70% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.61% | — | +0.15% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.59% | +0.23% | +1.92% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.57% | — | — | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.50% | +0.27% | NEW | |
| 20 | SBSI | Southside Bancshares Inc | Stock-Other | 1.39% | -0.03% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -0.03% | -15.49% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.20% | +0.04% | +0.04% | |
| 23 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.17% | +0.05% | +0.10% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.01% | +0.07% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.02% | -0.24% | +0.07% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.95% | +0.39% | -0.87% | |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.93% | +0.22% | -1.86% | |
| 28 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.91% | +0.34% | +0.01% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | +0.07% | +200.31% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | -0.14% | +0.32% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.78% | +0.13% | — | |
| 32 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.74% | — | -20.51% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.32% | -24.43% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | — | +11.06% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.66% | +0.40% | -1.03% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.02% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.32% | NEW | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.38% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.01% | +1.71% | |
| 40 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.62% | -0.05% | +9.65% | |
| 41 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 0.57% | — | — | |
| 42 | ALC | Alcon Inc. | Stock-Healthcare | 0.56% | -0.10% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.31% | — | |
| 44 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.46% | +0.29% | -0.11% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.45% | -0.32% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.06% | -5.60% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.01% | -6.83% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -0.12% | -17.15% | |
| 49 | QUBT | Quantum Computing Inc | Stock-Other | 0.31% | +0.02% | +2.00% | |
| 50 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.25% | — | — |
According to official SEC Form 13F filings, Solutions 4 Wealth, Ltd reported a total U.S. public equity portfolio value of $77.5M across 51 disclosed positions in Q4 2024.
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During Q4 2024, Solutions 4 Wealth, Ltd's top holdings by market value included VVR (22.4%)、WTPI (7.1%)、QYLD (6.7%). The largest single position, VVR, represented 22.4% of total portfolio value.
In Q4 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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