Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

  • $51.1 Billion
  • Q3 2024

Solutions 4 Wealth, LTD has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $51.1 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $11B, Apple Inc. with a value of $2.92B, Technology Sector Spdr with a value of $2.69B, First Tr Mid Cap Core Alphadex with a value of $2.51B, and Dimensional ETF Tr Short Durat with a value of $2.36B.

Examining the 13F form we can see an increase of $7.04B in the current position value, from $44.1B to 51.1B.

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 $51.1 Billion
ETFs: $30 Billion
Financial Services: $13.4 Billion
Technology: $3.51 Billion
Healthcare: $2.33 Billion
Consumer Cyclical: $917 Million
Energy: $596 Million
Industrials: $239 Million
Communication Services: $108 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$2.92 Billion 5.72% of portfolio
12,546
Q3 2024 Reduced 5.58%
$222B
$1.59 Billion 3.11% of portfolio
13,817
Q3 2024 Reduced 6.98%
$1.07T
$551 Million 1.08% of portfolio
2,105
Q3 2024 Reduced 0.57%
$3.1T
$382 Million 0.75% of portfolio
888
Q3 2024 Added 0.68%
$2.05T
$366 Million 0.72% of portfolio
1,965
Q3 2024 Added 2.34%
$405B
$280 Million 0.55% of portfolio
1,731
Q3 2024 Reduced 0.97%
$375B
$222 Million 0.43% of portfolio
5,592
Q3 2024 Added 0.13%
$349B
$202 Million 0.4% of portfolio
1,666
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $51.1 Billion
  • Prior Value $44.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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