Solutions 4 Wealth

Solutions 4 Wealth as of Dec. 31, 2024

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