Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

  • $64.4 Billion
  • Q3 2025

Solutions 4 Wealth, LTD has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $64.4 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $12B, Wisdomtree Tr Cboe S&P 500 Put with a value of $6.22B, Global X Fdsnasdaq 100 Covered with a value of $5.49B, Technology Sector Spdr with a value of $3.49B, and Apple Inc. with a value of $3.08B.

Examining the 13F form we can see an increase of $4.44B in the current position value, from $60B to 64.4B.

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 $64.4 Billion
ETFs: $42.4 Billion
Financial Services: $13 Billion
Technology: $3.9 Billion
Healthcare: $2.37 Billion
Energy: $1.03 Billion
Consumer Cyclical: $845 Million
Communication Services: $452 Million
Industrials: $119 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 18.64% of portfolio
3,472,143
Q3 2025 Added 7.07%
$0
$6.22 Billion 9.65% of portfolio
186,902
Q3 2025 Added 12.33%
$0
$5.49 Billion 8.52% of portfolio
322,790
Q3 2025 Added 15.48%
$0
$3.49 Billion 5.42% of portfolio
12,386
Q3 2025 Reduced 0.3%
$4.3T
$3.08 Billion 4.77% of portfolio
12,079
Q3 2025 Reduced 0.56%
$0
$2.81 Billion 4.36% of portfolio
22,413
Q3 2025 Added 0.04%
$0
$1.95 Billion 3.03% of portfolio
40,484
Q3 2025 Reduced 1.55%
$283B
$1.69 Billion 2.63% of portfolio
13,214
Q3 2025 Reduced 0.01%
$0
$1.45 Billion 2.25% of portfolio
25,440
Q3 2025 Added 33.68%
$0
$1.25 Billion 1.94% of portfolio
4,821
Q3 2025 Added 0.1%
$0
$1.18 Billion 1.83% of portfolio
18,023
Q3 2025 Reduced 0.01%
$0
$1.14 Billion 1.77% of portfolio
34,739
Q3 2025 Reduced 0.06%
$0
$1.14 Billion 1.76% of portfolio
21,695
Q3 2025 Reduced 1.08%
$0
$1.11 Billion 1.72% of portfolio
12,734
Q3 2025 Added 0.27%
$0
$978 Million 1.52% of portfolio
21,378
Q3 2024 New
$0
$921 Million 1.43% of portfolio
23,881
Q3 2025 Reduced 0.11%
$0
$877 Million 1.36% of portfolio
58,283
Q3 2025 Added 2.75%
$0
$832 Million 1.29% of portfolio
1,249
Q3 2025 Added 10.04%
$0
$768 Million 1.19% of portfolio
2,341
Q3 2025 Added 34.54%
$0
$745 Million 1.16% of portfolio
7,129
Q3 2025 Added 7.59%
$0
$736 Million 1.14% of portfolio
14,896
Q3 2025 New
$0
$722 Million 1.12% of portfolio
9,812
Q3 2025 Added 0.07%
$0
$707 Million 1.1% of portfolio
2,376
Q3 2025 Added 0.08%
$0
$694 Million 1.08% of portfolio
5,763
Q3 2025 Added 10.89%
$490B
$687 Million 1.07% of portfolio
6,091
Q3 2025 Reduced 3.24%
$926M
$685 Million 1.06% of portfolio
24,242
Q4 2023 New
$0
$658 Million 1.02% of portfolio
8,657
Q2 2025 Added 9.07%
$0
$614 Million 0.95% of portfolio
1,022
Q3 2025 Added 23.73%
$0
$600 Million 0.93% of portfolio
5,713
Q3 2025 Added 5.62%
$0
$520 Million 0.81% of portfolio
697
Q4 2023 New
$1.29T
$520 Million 0.81% of portfolio
1,170
Q3 2025 Reduced 35.57%
$0
$475 Million 0.74% of portfolio
8,822
Q3 2025 Reduced 2.43%
$0
$473 Million 0.73% of portfolio
18,382
Q3 2025 Added 0.15%
$0
$442 Million 0.69% of portfolio
13,047
Q3 2025 Added 0.32%
$0
$403 Million 0.63% of portfolio
10,265
Q3 2025 Added 16.99%
$0
$384 Million 0.6% of portfolio
1,841
Q4 2023 New
Exchange Traded Concepts Tru
-
$384 Million 0.6% of portfolio
-
Q3 2025 New
$3.78T
$360 Million 0.56% of portfolio
696
Q3 2025 Reduced 3.06%
$113B
$346 Million 0.54% of portfolio
3,658
Q3 2025 Reduced 35.89%
$0
$342 Million 0.53% of portfolio
5,244
Q3 2025 Added 10.26%
$2.39T
$324 Million 0.5% of portfolio
1,477
Q3 2025 Reduced 2.64%
$0
$312 Million 0.48% of portfolio
6,560
Q2 2025 New
$522B
$302 Million 0.47% of portfolio
1,631
Q3 2025 Reduced 0.18%
$0
$278 Million 0.43% of portfolio
3,535
Q4 2023 New
$465B
$279 Million 0.43% of portfolio
1,494
Q3 2025 Added 17.27%
$38.1B
$270 Million 0.42% of portfolio
3,629
Q2 2024 New
$413B
$270 Million 0.42% of portfolio
5,227
Q3 2025 Added 0.1%
$0
$263 Million 0.41% of portfolio
2,786
Q3 2025 Added 14.09%
$130B
$267 Million 0.41% of portfolio
751
Q3 2025 Reduced 5.18%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $64.4 Billion
  • Prior Value $60 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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