Solutions 4 Wealth

Solutions 4 Wealth as of June 30, 2025

Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Van Kampen Senior Income Trust (VVR) 20.5 $12M 3.2M 3.80
Wisdomtree Tr Equity Premium (WTPI) 8.9 $5.3M 166k 32.04
Global X Fds Nasdaq 100 Cover (QYLD) 7.8 $4.7M 280k 16.72
Select Sector Spdr Tr Technology (XLK) 5.2 $3.1M 12k 253.23
First Tr Exchange-traded A Com Shs (FNX) 4.3 $2.6M 22k 114.85
Apple (AAPL) 4.2 $2.5M 12k 205.17
Dimensional Etf Trust Short Duration F (DFSD) 3.3 $2.0M 41k 48.01
Veritex Hldgs (VBTX) 2.9 $1.7M 66k 26.10
Novartis Sponsored Adr (NVS) 2.7 $1.6M 13k 121.01
Vanguard World Health Car Etf (VHT) 2.0 $1.2M 4.8k 248.35
Ishares Tr Cybersecurity (IHAK) 1.9 $1.2M 22k 53.21
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.8 $1.1M 19k 56.85
Dimensional Etf Trust Intl Core Equity (DFIC) 1.8 $1.1M 35k 31.09
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 1.8 $1.1M 18k 59.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.7 $1.0M 13k 81.66
Ishares Tr U.s. Med Dvc Etf (IHI) 1.6 $956k 15k 62.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $906k 21k 42.36
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $857k 24k 35.84
Global X Fds Russell 2000 (RYLD) 1.4 $846k 57k 14.91
Southside Bancshares (SBSI) 1.2 $713k 24k 29.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $701k 1.1k 617.97
Exxon Mobil Corporation (XOM) 1.1 $679k 6.3k 107.81
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.1 $667k 9.8k 68.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $658k 2.4k 276.96
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.1 $654k 8.7k 75.58
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.1 $632k 6.6k 95.31
Tesla Motors (TSLA) 1.0 $577k 1.8k 317.66
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $568k 5.2k 109.20
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $531k 5.4k 98.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $529k 1.7k 304.02
ConocoPhillips (COP) 0.9 $512k 5.7k 89.74
Select Sector Spdr Tr Financial (XLF) 0.8 $474k 9.0k 52.37
Vanguard World Inf Tech Etf (VGT) 0.8 $462k 697.00 663.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $456k 826.00 551.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $437k 18k 23.83
Spdr Series Trust Portfolio Intrmd (SPIB) 0.7 $437k 13k 33.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $359k 1.8k 195.01
Microsoft Corporation (MSFT) 0.6 $357k 718.00 497.38
Global X Fds S&p 500 Covered (XYLD) 0.6 $342k 8.8k 38.94
Amazon (AMZN) 0.6 $333k 1.5k 219.39
Alcon Ord Shs (ALC) 0.5 $320k 3.6k 88.28
Invesco Actively Managed Exc Total Return (GTO) 0.5 $308k 6.6k 46.89
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.5 $296k 4.8k 62.15
Spdr Series Trust Hlth Cr Equip (XHE) 0.5 $287k 3.5k 81.21
Johnson & Johnson (JNJ) 0.4 $250k 1.6k 152.75
Bank of America Corporation (BAC) 0.4 $247k 5.2k 47.32
Meta Platforms Cl A (META) 0.4 $244k 330.00 738.09
Spdr Gold Tr Gold Shs (GLD) 0.4 $241k 792.00 304.83
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.4 $217k 2.4k 88.74
NVIDIA Corporation (NVDA) 0.3 $201k 1.3k 157.99
Quantum Computing (QUBT) 0.3 $196k 10k 19.17
Galectin Therapeutics Com New (GALT) 0.1 $76k 36k 2.11