Solano Wealth Investment Advisors LLC Portfolio Holdings

Solano Wealth Investment Advisors LLC

  • $166 Billion
  • Q4 2024

Solano Wealth Investment Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $15.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $15.5B, Ishares Core S&P Total U.S. St with a value of $13.2B, First Tr ETF Vi Smid Cap Risin with a value of $12.6B, and Spdr Portfolio S&P 1500 Compos with a value of $12.5B.

Examining the 13F form we can see an increase of $166B in the current position value.

Solano Wealth Investment Advisors LLC is based out at Fairfield, CA

Below you can find more details about Solano Wealth Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $159 Billion
Healthcare: $1.58 Billion
Technology: $1.31 Billion
Communication Services: $820 Million
Financial Services: $802 Million
Consumer Cyclical: $763 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Billion 9.55% of portfolio
75,477
Q4 2024 New
$0
$15.5 Billion 9.33% of portfolio
509,318
Q4 2024 New
$0
$13.2 Billion 7.94% of portfolio
102,688
Q4 2024 New
$0
$12.6 Billion 7.57% of portfolio
351,147
Q4 2024 New
$0
$12.5 Billion 7.49% of portfolio
174,489
Q4 2024 New
$0
$11.3 Billion 6.81% of portfolio
191,548
Q4 2024 New
$0
$10.7 Billion 6.42% of portfolio
20,897
Q4 2024 New
$0
$10.3 Billion 6.19% of portfolio
127,247
Q4 2024 New
$0
$9.42 Billion 5.66% of portfolio
107,277
Q4 2024 New
$0
$8.82 Billion 5.3% of portfolio
162,715
Q4 2024 New
$0
$8.18 Billion 4.92% of portfolio
97,930
Q4 2024 New
$0
$6.42 Billion 3.86% of portfolio
162,145
Q4 2024 New
$0
$6.35 Billion 3.82% of portfolio
10,840
Q4 2024 New
$0
$5.88 Billion 3.54% of portfolio
144,628
Q4 2024 New
$0
$5.17 Billion 3.11% of portfolio
118,945
Q4 2024 New
$0
$2.25 Billion 1.35% of portfolio
51,527
Q4 2024 New
-
$1.59 Billion 0.96% of portfolio
-
Q4 2024 New
$16.6B
$1.38 Billion 0.83% of portfolio
8,700
Q4 2024 New
$3.88T
$1.06 Billion 0.64% of portfolio
4,252
Q4 2024 New
$1.11T
$820 Million 0.49% of portfolio
4,333
Q4 2024 New
$0
$694 Million 0.42% of portfolio
12,775
Q4 2024 New
$0
$619 Million 0.37% of portfolio
6,101
Q4 2024 New
$14.2B
$525 Million 0.32% of portfolio
9,150
Q4 2024 New
$0
$438 Million 0.26% of portfolio
4,337
Q4 2024 New
$581B
$412 Million 0.25% of portfolio
1,305
Q4 2024 New
$811B
$390 Million 0.23% of portfolio
1,626
Q4 2024 New
$0
$331 Million 0.2% of portfolio
7,699
Q4 2024 New
$0
$319 Million 0.19% of portfolio
13,875
Q4 2024 New
$0
$271 Million 0.16% of portfolio
7,311
Q4 2024 New
$0
$271 Million 0.16% of portfolio
3,080
Q4 2024 New
$337B
$248 Million 0.15% of portfolio
1,845
Q4 2024 New
$1.12T
$238 Million 0.14% of portfolio
590
Q4 2024 New
$15.3B
$206 Million 0.12% of portfolio
1,850
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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