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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.43B
$1.19 Billion 2.69% of portfolio
56,221
Q4 2023 New
$1.03B
$669 Million 1.52% of portfolio
24,242
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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