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The Analysis of Solutions 4 Wealth, Ltd's Holdings & P&L

Currently, Solutions 4 Wealth, Ltd holds 58 types of securities in its portfolio with a total value $77.5M. In the most recent quarter, they have increased their positions in WTPI (+43.5K shares, valued at $1.4M), SCYB (+44.7K shares, valued at $1.2M), JEPI (+11.2K shares, valued at $634.4K); decreased their positions in VVR (-115.3K shares, valued at $345.8K), DFSD (-6.8K shares, valued at $325.0K), N/A (-318 shares, valued at $237.4K); initiated new positions in SMH (+515 shares, valued at $337.5K), AMZN (+1.1K shares, valued at $251.7K), NVDA (+1.2K shares, valued at $234.3K).

1M P&L

+311.5K+0.47%

3M P&L

+2.1M+3.20%

HY P&L

+3.0M+4.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A65.6M

87.7%

2Consumer Electronics3.4M

4.6%

3Drug Manufacturers - General2.0M

2.7%

Top Industries by Stock Count

1N/A37 stocks

68.5%

2Internet Content & Information2 stocks

3.7%

3Oil & Gas E&P2 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VVR INVESCO SR INCOME TR2.7M shares-4.08%2026-06-302026-07-29

WTPI WISDOMTREE TR240.5K shares22.10%2026-06-302026-07-29

QYLD GLOBAL X FDS345.0K shares3.03%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR24.3K shares0.07%2026-06-302026-07-29

AAPL APPLE INC11.9K shares0.23%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F59.3K shares23.35%2026-06-302026-07-29

AIQ GLOBAL X FDS48.5K shares-0.49%2026-06-302026-07-29

FNX FIRST TR EXCHANGE-TRADED ALP21.7K shares-2.66%2026-06-302026-07-29

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T22.2K shares14.50%2026-06-302026-07-29

SCYB SCHWAB STRATEGIC TR80.8K shares123.83%2026-06-302026-07-29

VONG VANGUARD SCOTTSDALE FDS15.4K shares18.08%2026-06-302026-07-29

ROBO EXCHANGE TRADED CONCEPTS TRU21.0K shares0.01%2026-06-302026-07-29

PWV INVESCO EXCHANGE TRADED FD T23.3K shares22.69%2026-06-302026-07-29

NVS NOVARTIS AG10.0K shares-6.56%2026-06-302026-07-29

SLYG SPDR SERIES TRUST13.1K shares17.79%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD17.2K shares-1.85%2026-06-302026-07-29

Sponsored

IHAK ISHARES TR21.7K shares0.01%2026-06-302026-07-29

NUKZ EXCHANGE TRADED CONCEPTS TRU18.7K shares-5.38%2026-06-302026-07-29

XMVM INVESCO EXCHANGE TRADED FD T17.4K shares23.02%2026-06-302026-07-29

DTCR GLOBAL X FDS38.8K shares-1.96%2026-06-302026-07-29

DFSD DIMENSIONAL ETF TRUST22.3K shares-23.39%2026-06-302026-07-29

RYLD GLOBAL X FDS63.5K shares2.92%2026-06-302026-07-29

SBSI SOUTHSIDE BANCSHARES INC24.2K shares0.00%2026-06-302026-07-29

GRID FIRST TR EXCHANGE-TRADED FD4.4K shares-2.48%2026-06-302026-07-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares0.57%2026-06-302026-07-29

VBK VANGUARD INDEX FDS2.3K shares0.04%2026-06-302026-07-29

SPYG SPDR SERIES TRUST6.9K shares-2.85%2026-06-302026-07-29

XSMO INVESCO EXCHANGE TRADED FD T7.6K shares-0.47%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR15.4K shares-15.67%2026-06-302026-07-29

VGT VANGUARD WORLD FD5.6K shares700.00%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T817 shares-28.02%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR20.9K shares11.29%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.9K shares0.03%2026-06-302026-07-29

QQQ INVESCO QQQ TR686 shares-22.57%2026-06-302026-07-29

MGV VANGUARD WORLD FD2.9K shares-4.38%2026-06-302026-07-29

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-29

VIOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2026-06-302026-07-29

XYLD GLOBAL X FDS10.5K shares2.35%2026-06-302026-07-29

VDE VANGUARD WORLD FD2.8K shares0.00%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON1.6K shares0.61%2026-06-302026-07-29

Sponsored

COP CONOCOPHILLIPS3.7K shares0.03%2026-06-302026-07-29

IEP ICAHN ENTERPRISES LP48.2K shares70.81%2026-06-302026-07-29

SMH VANECK ETF TRUST515 sharesnew addition2026-06-302026-07-29

TSLA TESLA INC754 shares-3.58%2026-06-302026-07-29

GOOGL ALPHABET INC839 shares0.00%2026-06-302026-07-29

BAC BANK OF AMER CORP5.2K shares0.10%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC607 shares0.00%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR5.5K shares-21.14%2026-06-302026-07-29

Sponsored

VHT VANGUARD WORLD FD850 shares-1.39%2026-06-302026-07-29

AMZN AMAZON COM INC1.1K sharesnew addition2026-06-302026-07-29

ALC ALCON AG3.6K shares0.00%2026-06-302026-07-29

NVDA NVIDIA CORPORATION1.2K sharesnew addition2026-06-302026-07-29

GLD SPDR GOLD TR597 shares0.00%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST4.8K sharesnew addition2026-06-302026-07-29

GALT GALECTIN THERAPEUTICS INC25.0K shares0.00%2026-06-302026-07-29

QUBT QUANTUM COMPUTING INC11.2K shares0.00%2026-06-302026-07-29

Sponsored

EONR EON RESOURCES INC49.5K shares0.00%2026-06-302026-07-29

GETY GETTY IMAGES HOLDINGS INC16.3K sharesnew addition2026-06-302026-07-29

VVR

INVESCO SR INCOME TR

-4.08%

Shares2.7M

Event2026-06-30

Filed2026-07-29

WTPI

WISDOMTREE TR

22.10%

Shares240.5K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X FDS

3.03%

Shares345.0K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

0.07%

Shares24.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.23%

Shares11.9K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

23.35%

Shares59.3K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

-0.49%

Shares48.5K

Event2026-06-30

Filed2026-07-29

FNX

FIRST TR EXCHANGE-TRADED ALP

-2.66%

Shares21.7K

Event2026-06-30

Filed2026-07-29

XMHQ

INVESCO EXCHANGE TRADED FD T

14.50%

Shares22.2K

Event2026-06-30

Filed2026-07-29

SCYB

SCHWAB STRATEGIC TR

123.83%

Shares80.8K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD SCOTTSDALE FDS

18.08%

Shares15.4K

Event2026-06-30

Filed2026-07-29

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.01%

Shares21.0K

Event2026-06-30

Filed2026-07-29

PWV

INVESCO EXCHANGE TRADED FD T

22.69%

Shares23.3K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-6.56%

Shares10.0K

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

17.79%

Shares13.1K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.85%

Shares17.2K

Event2026-06-30

Filed2026-07-29

IHAK

ISHARES TR

0.01%

Shares21.7K

Event2026-06-30

Filed2026-07-29

NUKZ

EXCHANGE TRADED CONCEPTS TRU

-5.38%

Shares18.7K

Event2026-06-30

Filed2026-07-29

XMVM

INVESCO EXCHANGE TRADED FD T

23.02%

Shares17.4K

Event2026-06-30

Filed2026-07-29

DTCR

GLOBAL X FDS

-1.96%

Shares38.8K

Event2026-06-30

Filed2026-07-29

DFSD

DIMENSIONAL ETF TRUST

-23.39%

Shares22.3K

Event2026-06-30

Filed2026-07-29

RYLD

GLOBAL X FDS

2.92%

Shares63.5K

Event2026-06-30

Filed2026-07-29

SBSI

SOUTHSIDE BANCSHARES INC

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-29

GRID

FIRST TR EXCHANGE-TRADED FD

-2.48%

Shares4.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.57%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

-2.85%

Shares6.9K

Event2026-06-30

Filed2026-07-29

XSMO

INVESCO EXCHANGE TRADED FD T

-0.47%

Shares7.6K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-15.67%

Shares15.4K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

700.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-28.02%

Shares817

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

11.29%

Shares20.9K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-22.57%

Shares686

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

-4.38%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

XYLD

GLOBAL X FDS

2.35%

Shares10.5K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

0.61%

Shares1.6K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

0.03%

Shares3.7K

Event2026-06-30

Filed2026-07-29

IEP

ICAHN ENTERPRISES LP

70.81%

Shares48.2K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

New

Shares515

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-3.58%

Shares754

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.00%

Shares839

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.10%

Shares5.2K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

0.00%

Shares607

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-21.14%

Shares5.5K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-1.39%

Shares850

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

ALC

ALCON AG

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.00%

Shares597

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

GALT

GALECTIN THERAPEUTICS INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-29

QUBT

QUANTUM COMPUTING INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

EONR

EON RESOURCES INC

0.00%

Shares49.5K

Event2026-06-30

Filed2026-07-29

GETY

GETTY IMAGES HOLDINGS INC

New

Shares16.3K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available