Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

  • $60 Billion
  • Q2 2025

Solutions 4 Wealth, LTD has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $60 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $12.3B, Wisdomtree Tr Cboe S&P 500 Put with a value of $5.33B, Global X Fdsnasdaq 100 Covered with a value of $4.67B, Technology Sector Spdr with a value of $3.15B, and First Tr Mid Cap Core Alphadex with a value of $2.57B.

Examining the 13F form we can see an increase of $3.32B in the current position value, from $56.7B to 60B.

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 $60 Billion
ETFs: $37.2 Billion
Financial Services: $15 Billion
Technology: $3.25 Billion
Healthcare: $2.25 Billion
Energy: $1.19 Billion
Consumer Cyclical: $910 Million
Communication Services: $244 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Billion 20.54% of portfolio
3,242,878
Q2 2025 Reduced 5.14%
$3.69T
$2.49 Billion 4.15% of portfolio
12,147
Q2 2025 Reduced 0.02%
$1.72B
$1.72 Billion 2.87% of portfolio
66,005
Q1 2025 Added 58.4%
$257B
$1.6 Billion 2.67% of portfolio
13,215
Q1 2025 Reduced 4.36%
$960M
$713 Million 1.19% of portfolio
24,242
Q4 2023 New
$442B
$679 Million 1.13% of portfolio
6,295
Q2 2025 Reduced 3.15%
$1.08T
$577 Million 0.96% of portfolio
1,816
Q2 2025 Added 0.06%
$120B
$512 Million 0.85% of portfolio
5,706
Q2 2025 Added 0.33%
$3.95T
$357 Million 0.6% of portfolio
718
Q1 2025 Reduced 12.44%
$2.26T
$333 Million 0.55% of portfolio
1,517
Q2 2025 Reduced 8.06%
$42.2B
$320 Million 0.53% of portfolio
3,629
Q2 2024 New
$452B
$250 Million 0.42% of portfolio
1,634
Q4 2024 Reduced 5.6%
$1.78T
$244 Million 0.41% of portfolio
330
Q2 2025 New
$381B
$247 Million 0.41% of portfolio
5,222
Q2 2025 Added 0.12%
$456B
$201 Million 0.34% of portfolio
1,274
Q2 2025 New
$563M
$196 Million 0.33% of portfolio
10,200
Q4 2024 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $60 Billion
  • Prior Value $56.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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