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

Currently, Solutions 4 Wealth, Ltd holds 55 types of securities in its portfolio with a total value $66.5M. In the most recent quarter, they have increased their positions in AIQ (+27.6K shares, valued at $1.3M), DTCR (+39.6K shares, valued at $948.5K), XMHQ (+8.4K shares, valued at $869.6K); decreased their positions in VHT (-3.9K shares, valued at $1.0M), VVR (-244.5K shares, valued at $787.3K), NVS (-2.5K shares, valued at $379.4K); initiated new positions in DTCR (+39.6K shares, valued at $948.5K), GRID (+4.6K shares, valued at $745.3K), VDE (+2.8K shares, valued at $488.7K).

1M P&L

+2.9M+4.78%

3M P&L

+174.5K+0.28%

HY P&L

+2.9M+4.87%

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/A57.1M

86.8%

2Consumer Electronics3.0M

4.6%

3Drug Manufacturers - General2.0M

3.1%

Top Industries by Stock Count

1N/A38 stocks

71.7%

2Oil & Gas E&P2 stocks

3.8%

3Drug Manufacturers - General2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VVR INVESCO SR INCOME TR2.8M shares-7.97%2026-03-312026-05-05

WTPI WISDOMTREE TR197.0K shares5.36%2026-03-312026-05-05

QYLD GLOBAL X FDS334.9K shares-1.63%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR24.3K shares-1.86%2026-03-312026-05-05

AAPL APPLE INC11.9K shares-0.06%2026-03-312026-05-05

FNX FIRST TR EXCHANGE-TRADED ALP22.2K shares-0.37%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F48.1K shares13.41%2026-03-312026-05-05

AIQ GLOBAL X FDS48.7K shares130.10%2026-03-312026-05-05

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T19.4K shares76.49%2026-03-312026-05-05

NVS NOVARTIS AG10.7K shares-18.80%2026-03-312026-05-05

ROBO EXCHANGE TRADED CONCEPTS TRU21.0K shares16.37%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS13.0K shares59.44%2026-03-312026-05-05

DFSD DIMENSIONAL ETF TRUST29.1K shares-3.51%2026-03-312026-05-05

PWV INVESCO EXCHANGE TRADED FD T19.0K shares94.83%2026-03-312026-05-05

NUKZ EXCHANGE TRADED CONCEPTS TRU19.8K shares121.25%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD17.5K shares102.32%2026-03-312026-05-05

Sponsored

SLYG SPDR SERIES TRUST11.1K shares140.15%2026-03-312026-05-05

DTCR GLOBAL X FDS39.6K sharesnew addition2026-03-312026-05-05

IHAK ISHARES TR21.7K shares0.00%2026-03-312026-05-05

SCYB SCHWAB STRATEGIC TR36.1K shares173.36%2026-03-312026-05-05

XMVM INVESCO EXCHANGE TRADED FD T14.2K shares168.77%2026-03-312026-05-05

RYLD GLOBAL X FDS61.7K shares2.87%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR18.2K shares-27.45%2026-03-312026-05-05

SBSI SOUTHSIDE BANCSHARES INC24.2K shares0.00%2026-03-312026-05-05

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD4.6K sharesnew addition2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-3.65%2026-03-312026-05-05

VTI VANGUARD INDEX FDS2.3K shares-0.52%2026-03-312026-05-05

SPYG SPDR SERIES TRUST7.1K shares-0.59%2026-03-312026-05-05

VBK VANGUARD INDEX FDS2.3K shares10.64%2026-03-312026-05-05

XOM EXXON MOBIL CORP3.9K shares-35.10%2026-03-312026-05-05

XSMO INVESCO EXCHANGE TRADED FD T7.6K shares-3.46%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR886 shares-24.92%2026-03-312026-05-05

Sponsored

VDE VANGUARD WORLD FD2.8K sharesnew addition2026-03-312026-05-05

VGT VANGUARD WORLD FD697 shares0.00%2026-03-312026-05-05

COP CONOCOPHILLIPS3.7K shares0.03%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR18.8K shares0.85%2026-03-312026-05-05

MGV VANGUARD WORLD FD3.0K sharesnew addition2026-03-312026-05-05

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-05

XYLD GLOBAL X FDS10.2K shares-15.12%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-03-312026-05-05

Sponsored

VIOO VANGUARD ADMIRAL FDS INC3.1K sharesnew addition2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR7.0K shares-20.54%2026-03-312026-05-05

TSLA TESLA INC782 shares2.09%2026-03-312026-05-05

ALC ALCON AG3.6K shares0.00%2026-03-312026-05-05

GLD SPDR GOLD TR597 shares-32.69%2026-03-312026-05-05

BAC BANK AMERICA CORP5.2K shares0.11%2026-03-312026-05-05

MSFT MICROSOFT CORP688 shares-1.15%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC607 shares0.00%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC839 shares-2.67%2026-03-312026-05-05

VHT VANGUARD WORLD FD862 shares-81.72%2026-03-312026-05-05

SPIB SPDR SERIES TRUST6.4K shares-50.91%2026-03-312026-05-05

IEP ICAHN ENTERPRISES LP28.2K shares33.94%2026-03-312026-05-05

QUBT QUANTUM COMPUTING INC11.2K shares9.80%2026-03-312026-05-05

GALT GALECTIN THERAPEUTICS INC25.0K shares-1.38%2026-03-312026-05-05

EONR EON RESOURCES INC49.5K sharesnew addition2026-03-312026-05-05

VVR

INVESCO SR INCOME TR

-7.97%

Shares2.8M

Event2026-03-31

Filed2026-05-05

WTPI

WISDOMTREE TR

5.36%

Shares197.0K

Event2026-03-31

Filed2026-05-05

QYLD

GLOBAL X FDS

-1.63%

Shares334.9K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-1.86%

Shares24.3K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.06%

Shares11.9K

Event2026-03-31

Filed2026-05-05

FNX

FIRST TR EXCHANGE-TRADED ALP

-0.37%

Shares22.2K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

13.41%

Shares48.1K

Event2026-03-31

Filed2026-05-05

AIQ

GLOBAL X FDS

130.10%

Shares48.7K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO EXCHANGE TRADED FD T

76.49%

Shares19.4K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

-18.80%

Shares10.7K

Event2026-03-31

Filed2026-05-05

ROBO

EXCHANGE TRADED CONCEPTS TRU

16.37%

Shares21.0K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

59.44%

Shares13.0K

Event2026-03-31

Filed2026-05-05

DFSD

DIMENSIONAL ETF TRUST

-3.51%

Shares29.1K

Event2026-03-31

Filed2026-05-05

PWV

INVESCO EXCHANGE TRADED FD T

94.83%

Shares19.0K

Event2026-03-31

Filed2026-05-05

NUKZ

EXCHANGE TRADED CONCEPTS TRU

121.25%

Shares19.8K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

102.32%

Shares17.5K

Event2026-03-31

Filed2026-05-05

SLYG

SPDR SERIES TRUST

140.15%

Shares11.1K

Event2026-03-31

Filed2026-05-05

DTCR

GLOBAL X FDS

New

Shares39.6K

Event2026-03-31

Filed2026-05-05

IHAK

ISHARES TR

0.00%

Shares21.7K

Event2026-03-31

Filed2026-05-05

SCYB

SCHWAB STRATEGIC TR

173.36%

Shares36.1K

Event2026-03-31

Filed2026-05-05

XMVM

INVESCO EXCHANGE TRADED FD T

168.77%

Shares14.2K

Event2026-03-31

Filed2026-05-05

RYLD

GLOBAL X FDS

2.87%

Shares61.7K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

-27.45%

Shares18.2K

Event2026-03-31

Filed2026-05-05

SBSI

SOUTHSIDE BANCSHARES INC

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares4.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-3.65%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-0.52%

Shares2.3K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

-0.59%

Shares7.1K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

10.64%

Shares2.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-35.10%

Shares3.9K

Event2026-03-31

Filed2026-05-05

XSMO

INVESCO EXCHANGE TRADED FD T

-3.46%

Shares7.6K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-24.92%

Shares886

Event2026-03-31

Filed2026-05-05

VDE

VANGUARD WORLD FD

New

Shares2.8K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

0.00%

Shares697

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

0.85%

Shares18.8K

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

XYLD

GLOBAL X FDS

-15.12%

Shares10.2K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-20.54%

Shares7.0K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

2.09%

Shares782

Event2026-03-31

Filed2026-05-05

ALC

ALCON AG

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-32.69%

Shares597

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.11%

Shares5.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-1.15%

Shares688

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC

0.00%

Shares607

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-2.67%

Shares839

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

-81.72%

Shares862

Event2026-03-31

Filed2026-05-05

SPIB

SPDR SERIES TRUST

-50.91%

Shares6.4K

Event2026-03-31

Filed2026-05-05

IEP

ICAHN ENTERPRISES LP

33.94%

Shares28.2K

Event2026-03-31

Filed2026-05-05

QUBT

QUANTUM COMPUTING INC

9.80%

Shares11.2K

Event2026-03-31

Filed2026-05-05

GALT

GALECTIN THERAPEUTICS INC

-1.38%

Shares25.0K

Event2026-03-31

Filed2026-05-05

EONR

EON RESOURCES INC

New

Shares49.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available