Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2025) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $55.24 million in total holdings as of December 31, 2024.Solutions 4 Wealth, Ltd owns shares of 51 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 11.32% of the portfolio was purchased this quarter.About 3.26% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 53 new stocks and bought additional shares in 24 stocks.Solutions 4 Wealth, Ltd sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco Senior Income Trust $12,389,848WisdomTree PutWrite Strategy Fund $3,928,726Global X Nasdaq 100 Covered Call ETF $3,721,141Apple $3,092,113Technology Select Sector SPDR Fund $2,809,444 Largest New Holdings this Quarter Exxon Mobil $297,609 Holding Largest Purchases this Quarter WisdomTree PutWrite Strategy Fund 58,087 shares (about $1.91M)Global X Nasdaq 100 Covered Call ETF 97,674 shares (about $1.78M)Invesco Senior Income Trust 442,930 shares (about $1.75M)Schwab US Broad Market ETF 13,453 shares (about $305.38K)Exxon Mobil 2,767 shares (about $297.61K) Largest Sales this Quarter Veritex 11,033 shares (about $299.66K)Dimensional Short-Duration Fixed Income ETF 3,250 shares (about $152.36K)Tesla 326 shares (about $131.65K)SPDR S&P 500 ETF Trust 203 shares (about $119.00K)iShares Treasury Floating Rate Bond ETF 2,084 shares (about $105.18K) 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$12,389,848$1,749,574 ▲16.4%3,136,67022.4%Financial ServicesPUTWWisdomTree PutWrite Strategy Fund$3,928,726$1,914,897 ▲95.1%119,1757.1%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$3,721,141$1,779,619 ▲91.7%204,2346.7%ManufacturingAAPLApple$3,092,113$49,582 ▼-1.6%12,3485.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,809,444$37,434 ▲1.4%12,0835.1%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,479,601$2,314 ▲0.1%21,4284.5%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$2,160,512$152,360 ▼-6.6%46,0863.9%ETFNVSNovartis$1,344,5320.0%13,8172.4%MedicalVHTVanguard Health Care ETF$1,246,150$4,059 ▲0.3%4,9122.3%ETFVBTXVeritex$1,131,757$299,656 ▼-20.9%41,6702.0%FinanceIHAKiShares Cybersecurity and Tech ETF$1,070,002$2,098 ▲0.2%21,9311.9%ETFRYLDGlobal X Russell 2000 Covered Call ETF$1,021,917$53,366 ▲5.5%62,5411.8%ETFROBOROBO Global Robotics & Automation ETF$983,100$3,544 ▲0.4%17,4741.8%ETFDFICDimensional International Core Equity 2 ETF$917,7760.0%35,5111.7%ETFXLUUtilities Select Sector SPDR Fund$914,530$6,358 ▲0.7%12,0831.7%ETFIHIiShares U.S. Medical Devices ETF$889,002$1,342 ▲0.2%15,2361.6%ETFJEPIJPMorgan Equity Premium Income ETF$877,790$16,511 ▲1.9%15,2581.6%ETFDFAUDimensional US Core Equity Market ETF$865,5950.0%21,3781.6%ETFDFACDimensional U.S. Core Equity 2 ETF$828,112$16,811 ▼-2.0%23,9411.5%ETFSBSISouthside Bancshares$769,9260.0%24,2421.4%FinanceTSLATesla$718,431$131,652 ▼-15.5%1,7791.3%Auto/Tires/TrucksVBKVanguard Small-Cap Growth ETF$664,372$280 ▲0.0%2,3721.2%ETFXSMOInvesco S&P SmallCap Momentum ETF$646,878$661 ▲0.1%9,7851.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$607,471$439 ▲0.1%6,9111.1%ETFCOPConocoPhillips$562,279$397 ▲0.1%5,6701.0%Oils/EnergyVONGVanguard Russell 1000 Growth ETF$527,485$4,649 ▼-0.9%5,1061.0%ETFXMHQInvesco S&P MidCap Quality ETF$515,644$9,748 ▼-1.9%5,2370.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$503,617$63 ▲0.0%7,9370.9%ManufacturingSCHBSchwab US Broad Market ETF$457,829$305,378 ▲200.3%20,1690.8%ETFXLFFinancial Select Sector SPDR Fund$434,204$1,402 ▲0.3%8,9840.8%ETFVGTVanguard Information Technology ETF$433,3950.0%6970.8%ETFTFLOiShares Treasury Floating Rate Bond ETF$407,545$105,179 ▼-20.5%8,0750.7%ETFSPYSPDR S&P 500 ETF Trust$368,143$119,002 ▼-24.4%6280.7%FinanceIWFiShares Russell 1000 Growth ETF$366,848$36,524 ▲11.1%9140.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$366,266$3,795 ▼-1.0%4,0540.7%ETFVBRVanguard Small-Cap Value ETF$364,8490.0%1,8410.7%ETFAMZNAmazon.com$361,994$69,108 ▼-16.0%1,6500.7%Retail/WholesaleMSFTMicrosoft$345,799$28,676 ▼-7.7%8200.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$345,284$5,798 ▲1.7%1,1910.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$340,437$29,958 ▲9.6%8,1250.6%ETFXHESPDR S&P Health Care Equipment ETF$312,8830.0%3,5350.6%ETFALCAlcon$308,0660.0%3,6290.6%MedicalXOMExxon Mobil$297,609$297,609 ▲New Holding2,7670.5%Oils/EnergyPWVInvesco Large Cap Value ETF$253,775$284 ▼-0.1%4,4620.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$249,650$1,769 ▲0.7%7,6210.5%ETFJNJJohnson & Johnson$236,309$14,028 ▼-5.6%1,6340.4%MedicalBACBank of America$228,984$16,789 ▼-6.8%5,2100.4%FinanceQQQInvesco QQQ$219,977$45,530 ▼-17.1%4300.4%FinanceQUBTQuantum Computing$168,810$3,310 ▲2.0%10,2000.3%Computer and TechnologyWBDWarner Bros. Discovery$137,9070.0%13,0470.2%Consumer DiscretionaryGALTGalectin Therapeutics$46,4440.0%36,0030.1%MedicalDFEMDimensional Emerging Markets Core Equity 2 ETF$0$291,606 ▼-100.0%00.0%ETFIEPIcahn Enterprises$0$239,275 ▼-100.0%00.0%Multi-Sector ConglomeratesNVDANVIDIA$0$202,324 ▼-100.0%00.0%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. 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