Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2024) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $51.13 million in total holdings as of September 30, 2024.Solutions 4 Wealth, Ltd owns shares of 53 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 16.44% of the portfolio was purchased this quarter.About 6.00% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 45 new stocks and bought additional shares in 20 stocks.Solutions 4 Wealth, Ltd sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco Senior Income Trust $10,963,520Apple $2,923,228Technology Select Sector SPDR Fund $2,691,503First Trust Mid Cap Core AlphaDEX Fund $2,507,959Dimensional Short-Duration Fixed Income ETF $2,355,301 Largest New Holdings this Quarter Dimensional Short-Duration Fixed Income ETF $2,355,301 HoldingDimensional International Core Equity 2 ETF $999,273 HoldingDimensional US Core Equity Market ETF $848,493 HoldingDimensional U.S. Core Equity 2 ETF $837,595 HoldingiShares Treasury Floating Rate Bond ETF $514,045 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 49,336 shares (about $2.36M)Invesco Senior Income Trust 353,770 shares (about $1.44M)Dimensional International Core Equity 2 ETF 35,511 shares (about $999.27K)Dimensional US Core Equity Market ETF 21,378 shares (about $848.49K)Dimensional U.S. Core Equity 2 ETF 24,427 shares (about $837.60K) Largest Sales this Quarter Financial Select Sector SPDR Fund 49,441 shares (about $2.24M)Apple 741 shares (about $172.65K)Novartis 1,037 shares (about $119.28K)Veritex 3,518 shares (about $92.59K)Vanguard Health Care ETF 326 shares (about $91.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSolutions 4 Wealth, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVRInvesco Senior Income Trust$10,963,520$1,439,844 ▲15.1%2,693,74021.4%Financial ServicesAAPLApple$2,923,228$172,654 ▼-5.6%12,5465.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,691,503$30,252 ▼-1.1%11,9225.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,507,959$2,226 ▲0.1%21,4084.9%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$2,355,301$2,355,301 ▲New Holding49,3364.6%ETFPUTWWisdomTree PutWrite Strategy Fund$2,022,004$88,542 ▲4.6%61,0884.0%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$1,922,346$66,712 ▲3.6%106,5603.8%ManufacturingNVSNovartis$1,589,231$119,276 ▼-7.0%13,8173.1%MedicalVBTXVeritex$1,387,143$92,594 ▼-6.3%52,7032.7%FinanceVHTVanguard Health Care ETF$1,381,609$91,994 ▼-6.2%4,8962.7%ETFIHAKiShares Cybersecurity and Tech ETF$1,066,8250.0%21,8882.1%ETFDFICDimensional International Core Equity 2 ETF$999,273$999,273 ▲New Holding35,5112.0%ETFROBOROBO Global Robotics & Automation ETF$993,630$54,729 ▼-5.2%17,4111.9%ETFXLUUtilities Select Sector SPDR Fund$969,307$969 ▲0.1%11,9991.9%ETFRYLDGlobal X Russell 2000 Covered Call ETF$957,882$25,064 ▲2.7%59,2751.9%ETFIHIiShares U.S. Medical Devices ETF$900,902$1,125 ▼-0.1%15,2131.8%ETFJEPIJPMorgan Equity Premium Income ETF$890,943$15,294 ▲1.7%14,9711.7%ETFDFAUDimensional US Core Equity Market ETF$848,493$848,493 ▲New Holding21,3781.7%ETFDFACDimensional U.S. Core Equity 2 ETF$837,595$837,595 ▲New Holding24,4271.6%ETFSBSISouthside Bancshares$810,4100.0%24,2421.6%FinanceXSMOInvesco S&P SmallCap Momentum ETF$646,986$6,619 ▲1.0%9,7751.3%ETFVBKVanguard Small-Cap Growth ETF$633,908$6,149 ▼-1.0%2,3711.2%ETFCOPConocoPhillips$596,464$210,120 ▲54.4%5,6661.2%Oils/EnergySPYGSPDR Portfolio S&P 500 Growth ETF$572,743$16,172 ▼-2.7%6,9061.1%ETFTSLATesla$550,731$3,140 ▼-0.6%2,1051.1%Auto/Tires/TrucksXMHQInvesco S&P MidCap Quality ETF$547,324$42,978 ▲8.5%5,3361.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$514,045$514,045 ▲New Holding10,1591.0%ETFVONGVanguard Russell 1000 Growth ETF$497,169$80,786 ▼-14.0%5,1511.0%ETFSPYSPDR S&P 500 ETF Trust$477,013$574 ▲0.1%8310.9%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$470,058$49,813 ▲11.9%7,9360.9%ManufacturingSCHBSchwab US Broad Market ETF$446,774$798 ▲0.2%6,7160.9%ETFVGTVanguard Information Technology ETF$408,8040.0%6970.8%ETFXLFFinancial Select Sector SPDR Fund$405,857$2,240,757 ▼-84.7%8,9550.8%ETFMSFTMicrosoft$382,004$2,581 ▲0.7%8880.7%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$381,405$83,153 ▼-17.9%4,0960.7%ETFVBRVanguard Small-Cap Value ETF$369,6360.0%1,8410.7%ETFAMZNAmazon.com$366,138$8,385 ▲2.3%1,9650.7%Retail/WholesaleALCAlcon$363,1540.0%3,6290.7%MedicalVTIVanguard Total Stock Market ETF$331,6600.0%1,1710.6%ETFXHESPDR S&P Health Care Equipment ETF$319,9530.0%3,5350.6%ETFIWFiShares Russell 1000 Growth ETF$308,871$73,183 ▲31.1%8230.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$307,514$9,752 ▲3.3%7,4100.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$291,606$291,606 ▲New Holding10,3590.6%ETFJNJJohnson & Johnson$280,449$2,754 ▼-1.0%1,7310.5%MedicalPWVInvesco Large Cap Value ETF$260,541$70,399 ▼-21.3%4,4670.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$255,093$843 ▲0.3%7,5670.5%ETFQQQInvesco QQQ$253,229$253,229 ▲New Holding5190.5%FinanceIEPIcahn Enterprises$239,275$57,716 ▲31.8%17,6980.5%Multi-Sector ConglomeratesBACBank of America$221,894$278 ▲0.1%5,5920.4%FinanceNVDANVIDIA$202,324$202,324 ▲New Holding1,6660.4%Computer and TechnologyWBDWarner Bros. Discovery$107,638$487 ▼-0.5%13,0470.2%Consumer DiscretionaryGALTGalectin Therapeutics$99,008$225 ▼-0.2%36,0030.2%MedicalQUBTQuantum Computing$6,5290.0%10,0000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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