The Analysis of Solutions 4 Wealth, Ltd's Holdings
Currently, Solutions 4 Wealth, Ltd holds 57 types of securities in its portfolio with a total value $66.2M. In the most recent quarter, they have increased their positions in XLK (+12.4K shares, valued at $1.8M), JEPI (+17.0K shares, valued at $971.7K), XMHQ (+5.3K shares, valued at $541.2K); decreased their positions in VVR (-405.3K shares, valued at $1.3M), DFSD (-10.3K shares, valued at $495.1K), TSLA (-404 shares, valued at $181.7K); initiated new positions in SCYB (+13.2K shares, valued at $348.9K), XMVM (+5.3K shares, valued at $338.0K), TT (+607 shares, valued at $236.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VVR INVESCO SR INCOME TR3.1M shares-11.67%2025-12-312026-02-09
WTPI WISDOMTREE TR187.0K shares0.03%2025-12-312026-02-09 QYLD GLOBAL X FDS340.4K shares5.46%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR24.8K shares100.02%2025-12-312026-02-09 AAPL APPLE INC11.9K shares-1.83%2025-12-312026-02-09 FNX FIRST TR EXCHANGE-TRADED ALP22.3K shares-0.37%2025-12-312026-02-09 JEPI J P MORGAN EXCHANGE TRADED F42.4K shares66.73%2025-12-312026-02-09 NVS NOVARTIS AG13.2K shares0.00%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST30.2K shares-25.51%2025-12-312026-02-09 VHT VANGUARD WORLD FD4.7K shares-2.20%2025-12-312026-02-09 ROBO EXCHANGE TRADED CONCEPTS TRU18.1K shares0.26%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST35.9K shares3.24%2025-12-312026-02-09 XMHQ INVESCO EXCHANGE TRADED FD T11.0K shares92.49%2025-12-312026-02-09 DFAC DIMENSIONAL ETF TRUST27.6K shares15.36%2025-12-312026-02-09 AIQ GLOBAL X FDS21.2K shares42.18%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR25.1K shares97.25%2025-12-312026-02-09 IHAK ISHARES TR21.7K shares0.06%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST21.4K shares0.00%2025-12-312026-02-09 VONG VANGUARD SCOTTSDALE FDS8.2K shares41.84%2025-12-312026-02-09 RYLD GLOBAL X FDS59.9K shares2.84%2025-12-312026-02-09 IHI ISHARES TR14.3K shares-6.24%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR1.2K shares-5.68%2025-12-312026-02-09 VTI VANGUARD INDEX FDS2.3K shares-2.35%2025-12-312026-02-09 SPYG SPDR SERIES TRUST7.2K shares0.43%2025-12-312026-02-09 SBSI SOUTHSIDE BANCSHARES INC24.2K shares0.00%2025-12-312026-02-09 XOM EXXON MOBIL CORP6.1K shares-0.48%2025-12-312026-02-09 PWV INVESCO EXCHANGE TRADED FD T9.7K shares85.87%2025-12-312026-02-09 VBK VANGUARD INDEX FDS2.1K shares-13.38%2025-12-312026-02-09 CIBR FIRST TR EXCHANGE TRADED FD8.7K shares0.03%2025-12-312026-02-09 XSMO INVESCO EXCHANGE TRADED FD T7.9K shares-19.28%2025-12-312026-02-09 NUKZ EXCHANGE TRADED CONCEPTS TRU8.9K shares51.32%2025-12-312026-02-09 VGT VANGUARD WORLD FD697 shares0.00%2025-12-312026-02-09 XYLD GLOBAL X FDS12.0K shares17.22%2025-12-312026-02-09 SCHB SCHWAB STRATEGIC TR18.6K shares1.28%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR8.8K shares0.26%2025-12-312026-02-09 SPIB SPDR SERIES TRUST13.1K shares0.43%2025-12-312026-02-09 SLYG SPDR SERIES TRUST4.6K shares66.55%2025-12-312026-02-09 VBR VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-02-09 GLD SPDR GOLD TR887 shares18.11%2025-12-312026-02-09 SCYB SCHWAB STRATEGIC TR13.2K sharesnew addition2025-12-312026-02-09 TSLA TESLA INC766 shares-34.53%2025-12-312026-02-09 COP CONOCOPHILLIPS3.7K shares0.00%2025-12-312026-02-09 XMVM INVESCO EXCHANGE TRADED FD T5.3K sharesnew addition2025-12-312026-02-09 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-12-312026-02-09 MSFT MICROSOFT CORP696 shares0.00%2025-12-312026-02-09 XHE SPDR SERIES TRUST3.5K shares0.00%2025-12-312026-02-09 BAC BANK AMERICA CORP5.2K shares0.11%2025-12-312026-02-09 ALC ALCON AG3.6K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC862 shares0.00%2025-12-312026-02-09 TT TRANE TECHNOLOGIES PLC607 sharesnew addition2025-12-312026-02-09 META META PLATFORMS INC330 shares0.00%2025-12-312026-02-09 NVDA NVIDIA CORPORATION1.1K shares-23.43%2025-12-312026-02-09 AMZN AMAZON COM INC892 shares-39.61%2025-12-312026-02-09 IEP ICAHN ENTERPRISES LP21.1K shares48.87%2025-12-312026-02-09 GALT GALECTIN THERAPEUTICS INC25.4K shares0.00%2025-12-312026-02-09 QUBT QUANTUM COMPUTING INC10.2K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available