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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162M
$99 Million 0.19% of portfolio
36,003
Q3 2024 Reduced 0.23%
$162M
$6.53 Million 0.01% of portfolio
10,000
Q4 2023 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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