Solutions 4 Wealth, LTD Portfolio Holdings

Solutions 4 Wealth, LTD

$56.7 Billion
Q1 2025

Solutions 4 Wealth, LTD has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $56.7 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Senior Income Trust with a value of $12.8B, Wisdomtree Tr Cboe S&P 500 Put with a value of $4.82B, Global X Fdsnasdaq 100 Covered with a value of $4.48B, Apple Inc. with a value of $2.7B, and Technology Sector Spdr with a value of $2.46B.

Examining the 13F form we can see an increase of $1.44B in the current position value, from $55.2B to 56.7B.

Solutions 4 Wealth, LTD is based out at Southlake, TX

Below you can find more details about Solutions 4 Wealth, LTD portfolio as well as his latest detailed transactions.

Portfolio value $56.7 Billion

ETFs: $33.8 Billion

Financial Services: $15.4 Billion

Technology: $3.05 Billion

Healthcare: $2.13 Billion

Energy: $1.37 Billion

Consumer Cyclical: $784 Million

Communication Services: $140 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PUTW Wisdomtree Tr Cboe S&P 500 Put ETFs	$0	$4.82 Billion 8.51% of portfolio	154,914	Q1 2025 Added 29.99%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$4.48 Billion 7.91% of portfolio	269,678	Q1 2025 Added 32.04%
XLK Technology Sector Spdr ETFs	$0	$2.46 Billion 4.34% of portfolio	11,910	Q1 2025 Reduced 1.43%
FNX First Tr Mid Cap Core Alphadex ETFs	$0	$2.33 Billion 4.11% of portfolio	21,352	Q1 2025 Reduced 0.35%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$1.98 Billion 3.5% of portfolio	41,768	Q1 2025 Reduced 9.37%
VHT Vanguard Health Care ETF ETFs	$0	$1.3 Billion 2.3% of portfolio	4,920	Q1 2025 Added 0.16%
IHAK Ishares Tr Cybersecurity & Tec ETFs	$0	$1.03 Billion 1.82% of portfolio	21,931	Q4 2024 Added 0.2%
RYLD Global X Fds Russell 2000 Cove ETFs	$0	$981 Million 1.73% of portfolio	64,990	Q1 2025 Added 3.92%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$965 Million 1.7% of portfolio	34,761	Q1 2025 Reduced 2.11%
XLU Utilities Sector Spdr ETFs	$0	$958 Million 1.69% of portfolio	12,156	Q1 2025 Added 0.6%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$917 Million 1.62% of portfolio	15,243	Q1 2025 Added 0.05%
ROBO Robo Global Robotics And Autom ETFs	$0	$900 Million 1.59% of portfolio	17,474	Q4 2024 Added 0.36%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$882 Million 1.56% of portfolio	15,441	Q1 2025 Added 1.2%
DFAU Dimensional ETF Tr ETFs	$0	$822 Million 1.45% of portfolio	21,378	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$790 Million 1.39% of portfolio	23,941	Q4 2024 Reduced 1.99%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$615 Million 1.08% of portfolio	9,798	Q1 2025 Added 0.13%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$598 Million 1.05% of portfolio	2,374	Q1 2025 Added 0.08%
SPYG Spdr Portfolio ETFs	$0	$537 Million 0.95% of portfolio	6,684	Q1 2025 Reduced 3.28%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$500 Million 0.88% of portfolio	7,937	Q4 2024 Added 0.01%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$488 Million 0.86% of portfolio	5,337	Q1 2025 Added 1.91%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$476 Million 0.84% of portfolio	5,127	Q1 2025 Added 0.41%
XLF Financial Sector Spdr ETFs	$0	$449 Million 0.79% of portfolio	9,019	Q1 2025 Added 0.39%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$435 Million 0.77% of portfolio	20,186	Q1 2025 Added 0.08%
TFLO Ishares Treasury Floating Rate ETFs	$0	$409 Million 0.72% of portfolio	8,075	Q4 2024 Reduced 20.51%
VGT Vanguard Information Technolog ETFs	$0	$378 Million 0.67% of portfolio	697	Q4 2023 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$353 Million 0.62% of portfolio	978	Q1 2025 Added 7.0%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$344 Million 0.61% of portfolio	4,143	Q1 2025 Added 2.2%
VBR Vanguard Small Cap Value ETF ETFs	$0	$343 Million 0.61% of portfolio	1,841	Q4 2023 New
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$336 Million 0.59% of portfolio	8,516	Q1 2025 Added 4.81%
VTI Vanguard Total Stock Market Et ETFs	$0	$327 Million 0.58% of portfolio	1,191	Q4 2024 Added 1.71%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$330 Million 0.58% of portfolio	589	Q1 2025 Reduced 6.21%
XHE Spdr Ser Tr S&P Health Care Eq ETFs	$0	$291 Million 0.51% of portfolio	3,535	Q4 2023 New
PWV Invesco Exchange Traded Fd Tr ETFs	$0	$275 Million 0.49% of portfolio	4,629	Q1 2025 Added 3.74%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$254 Million 0.45% of portfolio	7,649	Q1 2025 Added 0.37%
GLD Spdr Gold Trust ETFs	$103B	$242 Million 0.43% of portfolio	840	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$203 Million 0.36% of portfolio	432	Q1 2025 Added 0.47%

Summary

Portfolio
No. of Stocks 52
Current Value $56.7 Billion
Prior Value $55.2 Billion
Filing
Period Q1 2025
Filing Date May 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Solutions 4 Wealth, LTD Portfolio Holdings