Solano Wealth Management, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $23.3B, First Trust Rising Dividend Ac with a value of $21.8B, First Trust Capital Strength E with a value of $20.6B, Invesco Exchange Traded Self I with a value of $19.7B, and Invesco Exchange Traded Fd Tr with a value of $16.7B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $166B to 178B.

Solano Wealth Management, Inc. is based out at Fairfield, CA

Below you can find more details about Solano Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $172 Billion
Technology: $1.45 Billion
Financial Services: $866 Million
Healthcare: $796 Million
Communication Services: $649 Million
Consumer Cyclical: $530 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $178 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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