Solutions 4 Wealth

Solutions 4 Wealth as of Dec. 31, 2023

Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 36 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Van Kampen Senior Income Trust (VVR) 15.6 $4.8M 1.2M 4.10
Apple (AAPL) 8.7 $2.7M 14k 192.52
Select Sector Spdr Tr Technology (XLK) 8.1 $2.5M 13k 192.48
Select Sector Spdr Tr Financial (XLF) 7.4 $2.3M 60k 37.60
First Tr Mid Cap Core Alphad Com Shs (FNX) 7.3 $2.2M 21k 104.45
Global X Fds Nasdaq 100 Cover (QYLD) 5.0 $1.5M 88k 17.34
Vanguard World Fds Health Car Etf (VHT) 4.3 $1.3M 5.2k 250.70
Veritex Hldgs (VBTX) 4.3 $1.3M 56k 23.27
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 3.4 $1.1M 18k 57.30
Ishares Tr Cybersecurity (IHAK) 3.3 $997k 22k 45.43
Ishares Tr U.s. Med Dvc Etf (IHI) 2.7 $823k 15k 53.97
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.5 $780k 12k 63.33
Southside Bancshares (SBSI) 2.5 $759k 24k 31.32
Global X Fds Russell 2000 (RYLD) 2.4 $720k 43k 16.74
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.9 $580k 2.4k 241.78
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.8 $550k 9.7k 56.65
Tesla Motors (TSLA) 1.6 $498k 2.0k 248.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $475k 1.0k 475.39
ConocoPhillips (COP) 1.4 $428k 3.7k 116.06
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $404k 6.2k 65.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $385k 6.9k 55.67
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.2 $382k 7.1k 53.84
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.1 $346k 14k 25.57
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $337k 697.00 484.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $331k 1.8k 179.97
Spdr Ser Tr Hlth Cr Equip (XHE) 1.0 $298k 3.5k 84.26
Microsoft Corporation (MSFT) 0.9 $285k 757.00 375.88
Johnson & Johnson (JNJ) 0.9 $284k 1.8k 156.72
Global X Fds S&p 500 Covered (XYLD) 0.9 $270k 6.9k 39.44
Exxon Mobil Corporation (XOM) 0.9 $267k 2.7k 99.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $264k 1.1k 237.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $245k 4.5k 54.98
Amazon (AMZN) 0.8 $242k 1.6k 151.89
Galectin Therapeutics Com New (GALT) 0.2 $60k 36k 1.66
Outlook Therapeutics Com New 0.0 $13k 33k 0.39
Quantum Computing (QUBT) 0.0 $9.1k 10k 0.91