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Solutions 4 Wealth

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

Top 5 stock holdings are VVR, PUTW, QYLD, AAPL, XLK, and represent 46.96% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: PUTW, QYLD, VVR, SCHB, XOM, RYLD, XLK, IWF, XYLD, JEPI.
Started 1 new stock position in XOM.
Reduced shares in these 10 stocks: VBTX, DFEM, IEP, NVDA, DFSD, TSLA, SPY, TFLO, AMZN, AAPL.
Sold out of its positions in DFEM, IEP, NVDA.
Solutions 4 Wealth was a net buyer of stock by $4.5M.
Solutions 4 Wealth has $55M in assets under management (AUM), dropping by 8.03%.
Central Index Key (CIK): 0002006405

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

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Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	22.4	$12M	+16%	3.1M	3.95	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	7.1	$3.9M	+95%	119k	32.97	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	6.7	$3.7M	+91%	204k	18.22	View chart
Apple (AAPL)	5.6	$3.1M		12k	250.41	View chart
Select Sector Spdr Tr Technology (XLK)	5.1	$2.8M		12k	232.51	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	4.5	$2.5M		21k	115.72	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.9	$2.2M	-6%	46k	46.88	View chart
Novartis Sponsored Adr (NVS)	2.4	$1.3M		14k	97.31	View chart
Vanguard World Health Car Etf (VHT)	2.3	$1.2M		4.9k	253.69	View chart
Veritex Hldgs (VBTX)	2.0	$1.1M	-20%	42k	27.16	View chart
Ishares Tr Cybersecurity (IHAK)	1.9	$1.1M		22k	48.79	View chart
Global X Fds Russell 2000 (RYLD)	1.8	$1.0M	+5%	63k	16.34	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	1.8	$983k		18k	56.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$918k		36k	25.84	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.7	$915k		12k	75.69	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.6	$889k		15k	58.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$878k		15k	57.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$866k		21k	40.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$828k		24k	34.59	View chart
Southside Bancshares (SBSI)	1.4	$770k		24k	31.76	View chart
Tesla Motors (TSLA)	1.3	$718k	-15%	1.8k	403.84	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$664k		2.4k	280.09	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.2	$647k		9.8k	66.11	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$608k		6.9k	87.90	View chart
ConocoPhillips (COP)	1.0	$562k		5.7k	99.17	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$528k		5.1k	103.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$516k		5.2k	98.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$504k		7.9k	63.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$458k	+200%	20k	22.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$434k		9.0k	48.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$433k		697.00	621.80	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$408k	-20%	8.1k	50.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$368k	-24%	628.00	586.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$367k	+11%	914.00	401.37	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.7	$366k		4.1k	90.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$365k		1.8k	198.18	View chart
Amazon (AMZN)	0.7	$362k	-16%	1.7k	219.39	View chart
Microsoft Corporation (MSFT)	0.6	$346k	-7%	820.00	421.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$345k		1.2k	289.91	View chart
Global X Fds S&p 500 Covered (XYLD)	0.6	$340k	+9%	8.1k	41.90	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.6	$313k		3.5k	88.51	View chart
Alcon Ord Shs (ALC)	0.6	$308k		3.6k	84.89	View chart
Exxon Mobil Corporation (XOM)	0.5	$298k	NEW	2.8k	107.56	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.5	$254k		4.5k	56.87	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$250k		7.6k	32.76	View chart
Johnson & Johnson (JNJ)	0.4	$236k	-5%	1.6k	144.62	View chart
Bank of America Corporation (BAC)	0.4	$229k	-6%	5.2k	43.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$220k	-17%	430.00	511.57	View chart
Quantum Computing (QUBT)	0.3	$169k	+2%	10k	16.55	View chart
Warner Bros Discovery Com Ser A (WBD)	0.2	$138k		13k	10.57	View chart
Galectin Therapeutics Com New (GALT)	0.1	$46k		36k	1.29	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 Q4 filed Jan. 28, 2025
Solutions 4 Wealth 2024 Q3 filed Nov. 14, 2024
Solutions 4 Wealth 2024 Q2 filed Aug. 14, 2024
Solutions 4 Wealth 2024 Q1 filed May 2, 2024
Solutions 4 Wealth 2023 Q4 filed Feb. 6, 2024

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