S4

Solutions 4 Wealth, Ltd

13F
Solutions 4 Wealth, Ltd
Last update 2025-05-09 52 Stocks (1 new)
Value $57.00 Mil Turnover 6 %
Countries:
Top Holdings: VVR(22.62%)QYLD(7.91%)AAPL(4.76%)XLK(4.34%)FNX(4.11%)
Summary Stock Picks Current Portfolio
Solutions 4 Wealth, Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VVR
Invesco Senior Income Trust
3,418,454
12,819.2
+8.98%
22.620
+1.86%
2.230
+7.09%
+2.87%
588.4
Asset Management
PUTW
WisdomTree PutWrite Strategy Fund
154,914
4,824.0
0%
8.510
0%
2.000
+5.40%
+3.20%
0
 
QYLD
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
269,678
4,484.7
+32.04%
7.910
+1.92%
0.050
+6.89%
-2.45%
8,409.9
 
AAPL
Apple Inc
12,149
2,698.7
-1.61%
4.760
-0.09%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
XLK
Technology Select Sector SPDR ETF
11,910
2,459.1
-1.43%
4.340
-0.07%
0.000
+31.84%
+10.89%
80,789.0
 
FNX
FIRST TRUST MID CA
21,352
2,327.0
-0.35%
4.110
-0.02%
0.210
+14.61%
+2.55%
1,157.6
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
41,768
1,984.8
-9.37%
3.500
-0.37%
0.040
+1.34%
+3.70%
4,784.4
 
VBTX
Veritex Holdings Inc
66,005
1,648.2
+58.40%
2.910
+1.07%
0.120
+24.87%
+3.44%
1,499.0
Banks
NVS
Novartis AG
13,215
1,473.2
-4.36%
2.600
-0.11%
0.000
+8.59%
+29.93%
241,480.9
Drug Manufacturers
VHT
Vanguard Health Care ETF
4,920
1,302.5
+0.16%
2.300
0%
0.010
-3.14%
-0.74%
15,946.6
 

Solutions 4 Wealth, Ltd's Historical Top Holdings Breakdowns

Solutions 4 Wealth, Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QYLD
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
2025-03-31
Add
Add
+1.92%
●
16.57 ($17.94) 18.85
$16.75
-6.63%
Add 32.04%
269,678
65,444
VVR
Invesco Senior Income Trust
2025-03-31
Add
Add
+1.86%
●
3.55 ($4.03) 4.15
$3.83
-4.96%
Add 8.98%
3,418,454
281,784
VBTX
Veritex Holdings Inc
2025-03-31
Add
Add
+1.07%
●
23.47 ($25.77) 27.67
$27.62
7.18%
Add 58.4%
66,005
24,335
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.78%
●
105.44 ($110.59) 118.93
$112.20
1.46%
Add 134.91%
6,500
3,733
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+0.43%
●
243.19 ($264.45) 288.14
$307.14
16.14%
New holding
840
840
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.37%
●
46.74 ($47.22) 47.57
$47.94
1.52%
Reduce -9.37%
41,768
-4,318
NVS
Novartis AG
2025-03-31
Reduce
Reduce
-0.11%
●
97.14 ($106.46) 115.57
$121.90
14.50%
Reduce -4.36%
13,215
-602
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.09%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -1.61%
12,149
-199
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.08%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -12.44%
718
-102
RYLD
Global X Russell 2000 Covered Call ETF
Global X Russell 2000 Covered Call ETF
2025-03-31
Add
Add
+0.07%
●
14.93 ($16.11) 16.85
$15.00
-6.89%
Add 3.92%
64,990
2,449

Solutions 4 Wealth, Ltd Total Holding History ($B)

To

Solutions 4 Wealth, Ltd's Asset Allocation

To

Solutions 4 Wealth, Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Solutions 4 Wealth, Ltd's Hypothetical Growth since 2025-03-31

Solutions 4 Wealth, Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Solutions 4 Wealth, Ltd's Holdings Heat Map

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Solutions 4 Wealth, Ltd's Holdings Bubble Chart

Solutions 4 Wealth, Ltd News

  • 1

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