Solano Wealth Management, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $183 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 $22.8B, First Trust Rising Dividend Ac with a value of $21.9B, First Trust Capital Strength E with a value of $21B, Invesco Exchange Traded Self I with a value of $20.1B, and Invesco Exchange Traded Fd Tr with a value of $19.1B.

Examining the 13F form we can see an increase of $4.32B in the current position value, from $178B to 183B.

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 $183 Billion
ETFs: $177 Billion
Technology: $1.32 Billion
Healthcare: $942 Million
Communication Services: $800 Million
Financial Services: $754 Million
Consumer Cyclical: $496 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $183 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Solano Wealth Management, Inc. Portfolio

Follow Solano Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Solano Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Solano Wealth Management, Inc. with notifications on news.