Solutions 4 Wealth, LTD Portfolio Holdings by Sector
Solutions 4 Wealth, LTD
- $44.1 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
XLK XLF FNX PUTW QYLD VHT ROBO IHAK 28 stocks |
$24.7 Million
55.91% of portfolio
|
12
|
12
|
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VVR 1 stocks |
$10.1 Million
22.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.8 Million
6.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
VBTX SBSI 2 stocks |
$1.86 Million
4.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
NVS JNJ 2 stocks |
$1.84 Million
4.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$419,777
0.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$418,912
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$394,374
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$371,032
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC 1 stocks |
$323,271
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$313,310
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$222,120
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
IEP 1 stocks |
$221,310
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD 1 stocks |
$97,509
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
GALT 1 stocks |
$81,552
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QUBT 1 stocks |
$5,024
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|