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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Billion 21.44% of portfolio
2,693,740
Q3 2024 Added 15.12%
$3.68T
$2.92 Billion 5.72% of portfolio
12,546
Q3 2024 Reduced 5.58%
$0
$2.69 Billion 5.26% of portfolio
11,922
Q3 2024 Reduced 1.11%
$0
$2.51 Billion 4.9% of portfolio
21,408
Q3 2024 Added 0.09%
$0
$2.36 Billion 4.61% of portfolio
49,336
Q3 2024 New
$0
$2.02 Billion 3.95% of portfolio
61,088
Q3 2024 Added 4.58%
$0
$1.92 Billion 3.76% of portfolio
106,560
Q3 2024 Added 3.6%
$222B
$1.59 Billion 3.11% of portfolio
13,817
Q3 2024 Reduced 6.98%
$1.56B
$1.39 Billion 2.71% of portfolio
52,703
Q3 2024 Reduced 6.26%
$0
$1.38 Billion 2.7% of portfolio
4,896
Q3 2024 Reduced 6.24%
$0
$1.07 Billion 2.09% of portfolio
21,888
Q2 2024 Reduced 0.23%
$0
$999 Million 1.95% of portfolio
35,511
Q3 2024 New
$0
$994 Million 1.94% of portfolio
17,411
Q3 2024 Reduced 5.22%
$0
$969 Million 1.9% of portfolio
11,999
Q3 2024 Added 0.1%
$0
$958 Million 1.87% of portfolio
59,275
Q3 2024 Added 2.69%
$0
$901 Million 1.76% of portfolio
15,213
Q3 2024 Reduced 0.12%
$0
$848 Million 1.66% of portfolio
21,378
Q3 2024 New
$0
$838 Million 1.64% of portfolio
24,427
Q3 2024 New
$1.13B
$810 Million 1.58% of portfolio
24,242
Q4 2023 New
$0
$647 Million 1.27% of portfolio
9,775
Q3 2024 Added 1.03%
$0
$634 Million 1.24% of portfolio
2,371
Q3 2024 Reduced 0.96%
$144B
$596 Million 1.17% of portfolio
5,666
Q3 2024 Added 54.39%
$0
$573 Million 1.12% of portfolio
6,906
Q3 2024 Reduced 2.75%
$1.08T
$551 Million 1.08% of portfolio
2,105
Q3 2024 Reduced 0.57%
$0
$547 Million 1.07% of portfolio
5,336
Q3 2024 Added 8.52%
$0
$514 Million 1.01% of portfolio
10,159
Q3 2024 New
$0
$497 Million 0.97% of portfolio
5,151
Q3 2024 Reduced 13.98%
$0
$477 Million 0.93% of portfolio
831
Q3 2024 Added 0.12%
$0
$470 Million 0.92% of portfolio
7,936
Q3 2024 Added 11.85%
$0
$447 Million 0.87% of portfolio
6,716
Q3 2024 Added 0.18%
$0
$409 Million 0.8% of portfolio
697
Q4 2023 New
$0
$406 Million 0.79% of portfolio
8,955
Q3 2024 Reduced 84.67%
$0
$381 Million 0.75% of portfolio
4,096
Q3 2024 Reduced 17.9%
$3.1T
$382 Million 0.75% of portfolio
888
Q3 2024 Added 0.68%
$2.07T
$366 Million 0.72% of portfolio
1,965
Q3 2024 Added 2.34%
$0
$370 Million 0.72% of portfolio
1,841
Q4 2023 New
$41.9B
$363 Million 0.71% of portfolio
3,629
Q2 2024 New
$0
$332 Million 0.65% of portfolio
1,171
Q2 2024 Added 4.46%
$0
$320 Million 0.63% of portfolio
3,535
Q4 2023 New
$0
$309 Million 0.6% of portfolio
823
Q3 2024 Added 31.05%
$0
$308 Million 0.6% of portfolio
7,410
Q3 2024 Added 3.28%
$0
$292 Million 0.57% of portfolio
10,359
Q3 2024 New
$400B
$280 Million 0.55% of portfolio
1,731
Q3 2024 Reduced 0.97%
$0
$261 Million 0.51% of portfolio
4,467
Q3 2024 Reduced 21.27%
$0
$253 Million 0.5% of portfolio
519
Q3 2024 New
$0
$255 Million 0.5% of portfolio
7,567
Q3 2024 Added 0.33%
$3.56B
$239 Million 0.47% of portfolio
17,698
Q3 2024 Added 31.79%
$370B
$222 Million 0.43% of portfolio
5,592
Q3 2024 Added 0.13%
$364B
$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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