Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

  • $44.1 Billion
  • Q2 2024

Solutions 4 Wealth, LTD has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $44.1 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $10.1B, Apple Inc. with a value of $2.8B, Technology Sector Spdr with a value of $2.73B, Financial Sector Spdr with a value of $2.4B, and First Tr Mid Cap Core Alphadex with a value of $2.32B.

Examining the 13F form we can see an increase of $8.49B in the current position value, from $35.6B to 44.1B.

Solutions 4 Wealth, LTD is based out at Southlake, TX

Below you can find more details about Solutions 4 Wealth, LTD portfolio as well as his latest detailed transactions.

Portfolio value $44.1 Billion
ETFs: $25 Billion
Financial Services: $12.2 Billion
Technology: $3.2 Billion
Healthcare: $2.24 Billion
Consumer Cyclical: $790 Million
Energy: $420 Million
Industrials: $221 Million
Communication Services: $97.5 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.1 Billion 22.87% of portfolio
2,339,970
Q2 2024 Added 34.38%
$3.57T
$2.8 Billion 6.35% of portfolio
13,287
Q2 2024 Added 2.07%
$0
$2.73 Billion 6.18% of portfolio
12,056
Q2 2024 Reduced 6.43%
$0
$2.4 Billion 5.44% of portfolio
58,396
Q2 2024 Reduced 2.55%
$0
$2.32 Billion 5.26% of portfolio
21,389
Q2 2024 Reduced 0.12%
$0
$1.95 Billion 4.42% of portfolio
58,413
Q2 2024 New
$0
$1.82 Billion 4.12% of portfolio
102,862
Q2 2024 Added 6.59%
$238B
$1.58 Billion 3.59% of portfolio
14,854
Q2 2024 New
$0
$1.39 Billion 3.15% of portfolio
5,222
Q2 2024 Reduced 0.19%
$1.43B
$1.19 Billion 2.69% of portfolio
56,221
Q4 2023 New
$0
$1.01 Billion 2.3% of portfolio
18,370
Q2 2024 Reduced 0.14%
$0
$1.01 Billion 2.28% of portfolio
21,888
Q2 2024 Reduced 0.23%
$0
$925 Million 2.1% of portfolio
57,724
Q2 2024 Added 5.55%
$0
$854 Million 1.94% of portfolio
15,232
Q2 2024 Reduced 0.15%
$0
$834 Million 1.89% of portfolio
14,714
Q2 2024 Added 224.67%
$0
$817 Million 1.85% of portfolio
11,987
Q2 2024 Reduced 3.37%
$0
$599 Million 1.36% of portfolio
2,394
Q2 2024 Reduced 0.17%
$0
$581 Million 1.32% of portfolio
9,675
Q2 2024 Reduced 0.37%
$0
$569 Million 1.29% of portfolio
7,101
Q2 2024 Added 1.41%
$0
$562 Million 1.27% of portfolio
5,988
Q2 2024 Added 71.04%
$0
$477 Million 1.08% of portfolio
4,917
Q2 2024 New
$0
$452 Million 1.02% of portfolio
830
Q2 2024 Reduced 6.74%
$0
$428 Million 0.97% of portfolio
4,989
Q2 2024 Added 104.8%
$0
$421 Million 0.96% of portfolio
6,704
Q2 2024 Reduced 3.04%
$139B
$420 Million 0.95% of portfolio
3,670
Q2 2024 Added 0.44%
$767B
$419 Million 0.95% of portfolio
2,117
Q2 2024 Reduced 20.44%
$0
$402 Million 0.91% of portfolio
697
Q4 2023 New
$0
$400 Million 0.91% of portfolio
7,095
Q4 2023 New
$3.04T
$394 Million 0.89% of portfolio
882
Q2 2024 Added 5.76%
$1.99T
$371 Million 0.84% of portfolio
1,920
Q2 2024 Added 18.52%
$0
$336 Million 0.76% of portfolio
1,841
Q4 2023 New
$45.2B
$323 Million 0.73% of portfolio
3,629
Q2 2024 New
$0
$313 Million 0.71% of portfolio
1,171
Q2 2024 Added 4.46%
$0
$312 Million 0.71% of portfolio
5,674
Q2 2024 New
$0
$298 Million 0.68% of portfolio
3,535
Q4 2023 New
$0
$290 Million 0.66% of portfolio
7,175
Q2 2024 Added 1.54%
$414B
$256 Million 0.58% of portfolio
1,748
Q2 2024 Reduced 3.64%
$0
$246 Million 0.56% of portfolio
7,542
Q2 2024 New
$0
$229 Million 0.52% of portfolio
628
Q2 2024 New
$3.92B
$221 Million 0.5% of portfolio
13,429
Q2 2024 Added 10.93%
$332B
$222 Million 0.5% of portfolio
5,585
Q2 2024 Added 2.57%
$20B
$97.5 Million 0.22% of portfolio
13,106
Q1 2024 New
$149M
$81.6 Million 0.18% of portfolio
36,085
Q4 2023 New
$38.3M
$5.02 Million 0.01% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $44.1 Billion
  • Prior Value $35.6 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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