Solutions 4 Wealth

Solutions 4 Wealth as of March 31, 2026

Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Van Kampen Senior Income Trust (VVR) 13.7 $9.1M 2.8M 3.22
Wisdomtree Tr Equity Premium (WTPI) 9.5 $6.3M 197k 31.91
Global X Fds Nasdaq 100 Cover (QYLD) 8.6 $5.7M 335k 17.15
Select Sector Spdr Tr State Street Tec (XLK) 4.9 $3.2M 24k 132.90
Apple (AAPL) 4.5 $3.0M 12k 253.78
First Tr Exchange-traded A Com Shs (FNX) 4.3 $2.9M 22k 128.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $2.7M 48k 56.68
Global X Fds Artificial Etf (AIQ) 3.4 $2.3M 49k 46.67
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.0 $2.0M 19k 103.37
Novartis Sponsored Adr (NVS) 2.5 $1.6M 11k 152.75
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 2.2 $1.4M 21k 68.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.2 $1.4M 13k 109.69
Dimensional Etf Trust Short Duration F (DFSD) 2.1 $1.4M 29k 47.88
Invesco Exchange Traded Fd T Large Cap Value (PWV) 2.0 $1.3M 19k 69.71
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 2.0 $1.3M 20k 65.77
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 1.7 $1.1M 18k 62.68
Spdr Series Trust State Street Spd (SLYG) 1.6 $1.1M 11k 96.62
Global X Fds Data Ctr & Digit (DTCR) 1.4 $949k 40k 23.96
Ishares Tr Cybersecurity (IHAK) 1.4 $948k 22k 43.65
Schwab Strategic Tr High Yield Bd Et (SCYB) 1.4 $939k 36k 26.00
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 1.4 $922k 14k 65.12
Global X Fds Russell 2000 (RYLD) 1.4 $922k 62k 14.95
Select Sector Spdr Tr State Street Uti (XLU) 1.3 $836k 18k 45.89
Southside Bancshares (SBSI) 1.1 $754k 24k 31.09
First Tr Exchange-traded Nasdq Cln Edge (GRID) 1.1 $745k 4.6k 163.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $738k 1.1k 650.24
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $730k 2.3k 320.82
Spdr Series Trust State Street Spd (SPYG) 1.0 $697k 7.1k 97.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $688k 2.3k 302.23
Exxon Mobil Corporation (XOM) 1.0 $667k 3.9k 169.65
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.9 $581k 7.6k 76.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $511k 886.00 576.86
Vanguard World Energy Etf (VDE) 0.7 $489k 2.8k 173.04
Vanguard World Inf Tech Etf (VGT) 0.7 $486k 697.00 697.72
ConocoPhillips (COP) 0.7 $483k 3.7k 132.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $471k 19k 25.10
Vanguard World Mega Cap Val Etf (MGV) 0.7 $433k 3.0k 144.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $400k 1.8k 217.25
Global X Fds S&p 500 Covered (XYLD) 0.6 $400k 10k 39.13
Johnson & Johnson (JNJ) 0.6 $399k 1.6k 244.44
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $361k 3.1k 114.83
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $347k 7.0k 49.37
Tesla Motors (TSLA) 0.4 $291k 782.00 371.75
Alcon Ord Shs (ALC) 0.4 $273k 3.6k 75.35
Spdr Gold Tr Gold Shs (GLD) 0.4 $257k 597.00 430.29
Bank of America Corporation (BAC) 0.4 $255k 5.2k 48.75
Microsoft Corporation (MSFT) 0.4 $255k 688.00 370.14
Trane Technologies SHS (TT) 0.4 $253k 607.00 416.74
Alphabet Cap Stk Cl A (GOOGL) 0.4 $241k 839.00 287.58
Vanguard World Health Car Etf (VHT) 0.4 $235k 862.00 272.20
Spdr Series Trust State Street Spd (SPIB) 0.3 $216k 6.4k 33.54
Icahn Enterprises Depositary Unit (IEP) 0.3 $213k 28k 7.55
Quantum Computing (QUBT) 0.1 $77k 11k 6.85
Galectin Therapeutics Com New (GALT) 0.1 $70k 25k 2.79
Eon Resources Com Cl A (EONR) 0.1 $41k 50k 0.83