Solano Wealth Management
Latest statistics and disclosures from Solano Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OMFL, FTCS, OMFS, RDVY, QQQ, and represent 55.26% of Solano Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: OMFS, OMFL, QQQM, SPTM, RDVY, FTCS, JPM, V, AAPL, SPYG.
- Started 3 new stock positions in SPYG, V, JPM.
- Reduced shares in these 6 stocks: ITOT, SPY, FIXD, FYX, QQQ, ROSC.
- Solano Wealth Management was a net buyer of stock by $4.5M.
- Solano Wealth Management has $166M in assets under management (AUM), dropping by 14.83%.
- Central Index Key (CIK): 0001978905
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Solano Wealth Management holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Solano Wealth Management
SEC 13F filings are viewable for Solano Wealth Management going back to 2023
- Solano Wealth Management 2023 Q4 filed Feb. 6, 2024
- Solano Wealth Management 2023 Q3 filed Nov. 8, 2023
- Solano Wealth Management 2023 Q2 filed Aug. 11, 2023
- Solano Wealth Management 2023 Q1 filed June 14, 2023