Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

  • $55.2 Billion
  • Q4 2024

Solutions 4 Wealth, LTD has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $55.2 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $12.4B, Wisdomtree Tr Cboe S&P 500 Put with a value of $3.93B, Global X Fdsnasdaq 100 Covered with a value of $3.72B, Apple Inc. with a value of $3.09B, and Technology Sector Spdr with a value of $2.81B.

Examining the 13F form we can see an increase of $4.11B in the current position value, from $51.1B to 55.2B.

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 $55.2 Billion
ETFs: $33.1 Billion
Financial Services: $14.5 Billion
Technology: $3.61 Billion
Healthcare: $1.94 Billion
Consumer Cyclical: $1.08 Billion
Energy: $860 Million
Communication Services: $138 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 22.43% of portfolio
3,136,670
Q4 2024 Added 16.44%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $55.2 Billion
  • Prior Value $51.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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