Solano Wealth Investment Advisors LLC Portfolio Holdings

Solano Wealth Investment Advisors LLC

  • $162 Billion
  • Q1 2025

Solano Wealth Investment Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $15.4B, Invesco Exchange Traded Fd Tr with a value of $15.1B, First Tr ETF Vi Smid Cap Risin with a value of $13.6B, Spdr Portfolio S&P 1500 Compos with a value of $12.5B, and Ishares Core S&P Total U.S. St with a value of $11.4B.

Examining the 13F form we can see an decrease of $4.71B in the current position value, from $166B to 162B.

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 $162 Billion
ETFs: $156 Billion
Healthcare: $1.23 Billion
Technology: $1.06 Billion
Financial Services: $856 Million
Communication Services: $670 Million
Consumer Cyclical: $518 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54T
$856 Million 0.53% of portfolio
3,852
Q1 2025 Reduced 9.41%
$1.17T
$670 Million 0.41% of portfolio
4,333
Q4 2024 New
$543B
$457 Million 0.28% of portfolio
1,305
Q4 2024 New
$842B
$399 Million 0.25% of portfolio
1,625
Q1 2025 Reduced 0.06%
$450B
$207 Million 0.13% of portfolio
1,911
Q1 2025 Added 3.58%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $162 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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