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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$119 Million 0.19% of portfolio
14,165
Q3 2025 New

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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