The Analysis of Solutions 4 Wealth, Ltd's Holdings
Currently, Solutions 4 Wealth, Ltd holds 56 types of securities in its portfolio with a total value $64.4M. In the most recent quarter, they have increased their positions in VVR (+229.3K shares, valued at $793.3K), QYLD (+43.3K shares, valued at $736.0K), AIQ (+14.9K shares, valued at $735.7K); decreased their positions in TSLA (-646 shares, valued at $287.3K), COP (-2.0K shares, valued at $193.7K), GALT (-10.6K shares, valued at $45.0K); initiated new positions in AIQ (+14.9K shares, valued at $735.7K), NUKZ (+5.9K shares, valued at $384.1K), GOOGL (+862 shares, valued at $209.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VVR INVESCO SR INCOME TR3.5M shares7.07%2025-09-302025-11-04
WTPI WISDOMTREE TR186.9K shares12.33%2025-09-302025-11-04 QYLD GLOBAL X FDS322.8K shares15.48%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR12.4K shares-0.30%2025-09-302025-11-04 AAPL APPLE INC12.1K shares-0.56%2025-09-302025-11-04 FNX FIRST TR EXCHANGE-TRADED ALP22.4K shares0.04%2025-09-302025-11-04 DFSD DIMENSIONAL ETF TRUST40.5K shares-1.55%2025-09-302025-11-04 NVS NOVARTIS AG13.2K shares-0.01%2025-09-302025-11-04 JEPI J P MORGAN EXCHANGE TRADED F25.4K shares33.68%2025-09-302025-11-04 VHT VANGUARD WORLD FD4.8K shares0.10%2025-09-302025-11-04 ROBO EXCHANGE TRADED CONCEPTS TRU18.0K shares-0.01%2025-09-302025-11-04 DFIC DIMENSIONAL ETF TRUST34.7K shares-0.06%2025-09-302025-11-04 IHAK ISHARES TR21.7K shares-1.08%2025-09-302025-11-04 XLU SELECT SECTOR SPDR TR12.7K shares0.27%2025-09-302025-11-04 DFAU DIMENSIONAL ETF TRUST21.4K shares0.00%2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST23.9K shares-0.11%2025-09-302025-11-04 IHI ISHARES TR15.3K shares0.09%2025-09-302025-11-04 RYLD GLOBAL X FDS58.3K shares2.75%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR1.2K shares10.04%2025-09-302025-11-04 VTI VANGUARD INDEX FDS2.3K shares34.54%2025-09-302025-11-04 SPYG SPDR SERIES TRUST7.1K shares7.59%2025-09-302025-11-04 AIQ GLOBAL X FDS14.9K sharesnew addition2025-09-302025-11-04 XSMO INVESCO EXCHANGE TRADED FD T9.8K shares0.07%2025-09-302025-11-04 VBK VANGUARD INDEX FDS2.4K shares0.08%2025-09-302025-11-04 VONG VANGUARD SCOTTSDALE FDS5.8K shares10.89%2025-09-302025-11-04 XOM EXXON MOBIL CORP6.1K shares-3.24%2025-09-302025-11-04 SBSI SOUTHSIDE BANCSHARES INC24.2K shares0.00%2025-09-302025-11-04 CIBR FIRST TR EXCHANGE TRADED FD8.7K shares0.00%2025-09-302025-11-04 QQQ INVESCO QQQ TR1.0K shares23.73%2025-09-302025-11-04 XMHQ INVESCO EXCHANGE TRADED FD T5.7K shares5.62%2025-09-302025-11-04 VGT VANGUARD WORLD FD697 shares0.00%2025-09-302025-11-04 TSLA TESLA INC1.2K shares-35.57%2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR8.8K shares-2.43%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR18.4K shares0.15%2025-09-302025-11-04 SPIB SPDR SERIES TRUST13.0K shares0.32%2025-09-302025-11-04 XYLD GLOBAL X FDS10.3K shares16.99%2025-09-302025-11-04 VBR VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-04 NUKZ EXCHANGE TRADED CONCEPTS TRU5.9K sharesnew addition2025-09-302025-11-04 MSFT MICROSOFT CORP696 shares-3.06%2025-09-302025-11-04 COP CONOCOPHILLIPS3.7K shares-35.89%2025-09-302025-11-04 PWV INVESCO EXCHANGE TRADED FD T5.2K shares10.26%2025-09-302025-11-04 AMZN AMAZON COM INC1.5K shares-2.64%2025-09-302025-11-04 GTO INVESCO ACTIVELY MANAGED EXC6.6K shares0.00%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON1.6K shares-0.18%2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.5K shares17.27%2025-09-302025-11-04 XHE SPDR SERIES TRUST3.5K shares0.00%2025-09-302025-11-04 ALC ALCON AG3.6K shares0.00%2025-09-302025-11-04 BAC BANK AMERICA CORP5.2K shares0.10%2025-09-302025-11-04 GLD SPDR GOLD TR751 shares-5.18%2025-09-302025-11-04 SLYG SPDR SERIES TRUST2.8K shares14.09%2025-09-302025-11-04 META META PLATFORMS INC330 shares0.00%2025-09-302025-11-04 GOOGL ALPHABET INC862 sharesnew addition2025-09-302025-11-04 QYLG GLOBAL X FDS6.9K sharesnew addition2025-09-302025-11-04 QUBT QUANTUM COMPUTING INC10.2K shares0.00%2025-09-302025-11-04 IEP ICAHN ENTERPRISES LP14.2K sharesnew addition2025-09-302025-11-04 GALT GALECTIN THERAPEUTICS INC25.4K shares-29.51%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available