Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2024) → Next President (Not Trump. Not Biden.) (From The Freeport Society) (Ad) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $35.61 million in total holdings as of March 31, 2024.Solutions 4 Wealth, Ltd owns shares of 40 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 11.56% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 36 new stocks and bought additional shares in 20 stocks.Solutions 4 Wealth, Ltd sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco Senior Income Trust $7,452,801Technology Select Sector SPDR Fund $2,683,489Financial Select Sector SPDR Fund $2,524,093First Trust Mid Cap Core AlphaDEX Fund $2,427,785Apple $2,232,256 Largest New Holdings this Quarter Vanguard Russell 1000 Growth ETF $303,422 HoldingSPDR S&P 600 Small Cap Growth ETF $212,460 HoldingBank of America $206,465 HoldingIcahn Enterprises $205,923 HoldingWarner Bros. Discovery $114,415 Holding Largest Purchases this Quarter Invesco Senior Income Trust 577,292 shares (about $2.47M)Vanguard Russell 1000 Growth ETF 3,501 shares (about $303.42K)SPDR S&P 600 Small Cap Growth ETF 2,436 shares (about $212.46K)Bank of America 5,445 shares (about $206.47K)Icahn Enterprises 12,106 shares (about $205.92K) Largest Sales this Quarter Apple 761 shares (about $130.49K)SPDR S&P 500 ETF Trust 110 shares (about $57.55K)Technology Select Sector SPDR Fund 78 shares (about $16.24K)ConocoPhillips 30 shares (about $3.82K) 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$7,452,801$2,470,809 ▲49.6%1,741,30920.9%Financial ServicesXLKTechnology Select Sector SPDR Fund$2,683,489$16,245 ▼-0.6%12,8857.5%ETFXLFFinancial Select Sector SPDR Fund$2,524,093$1,432 ▲0.1%59,9267.1%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,427,785$2,948 ▲0.1%21,4156.8%ManufacturingAAPLApple$2,232,256$130,492 ▼-5.5%13,0186.3%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$1,728,361$162,121 ▲10.4%96,5034.9%ManufacturingVHTVanguard Health Care ETF$1,415,404$1,894 ▲0.1%5,2324.0%ETFVBTXVeritex$1,151,9680.0%56,2213.2%FinanceROBOROBO Global Robotics & Automation ETF$1,078,694$352 ▲0.0%18,3953.0%ETFIHAKiShares Cybersecurity and Tech ETF$1,027,7990.0%21,9382.9%ETFRYLDGlobal X Russell 2000 Covered Call ETF$924,784$197,389 ▲27.1%54,6892.6%ETFIHIiShares U.S. Medical Devices ETF$893,769$410 ▲0.0%15,2552.5%ETFXLUUtilities Select Sector SPDR Fund$814,366$5,711 ▲0.7%12,4052.3%ETFSBSISouthside Bancshares$708,5940.0%24,2422.0%FinanceVBKVanguard Small-Cap Growth ETF$625,327$261 ▲0.0%2,3981.8%ETFXSMOInvesco S&P SmallCap Momentum ETF$585,755$241 ▲0.0%9,7111.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$512,166$58,370 ▲12.9%7,0021.4%ETFTSLATesla$467,777$115,318 ▲32.7%2,6611.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$465,643$57,551 ▼-11.0%8901.3%FinanceCOPConocoPhillips$465,024$3,818 ▼-0.8%3,6541.3%Oils/EnergySCHBSchwab US Broad Market ETF$422,115$366 ▲0.1%6,9141.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$400,0870.0%7,0951.1%ManufacturingVGTVanguard Information Technology ETF$365,4650.0%6971.0%ETFVBRVanguard Small-Cap Value ETF$353,2510.0%1,8411.0%ETFMSFTMicrosoft$350,897$32,397 ▲10.2%8341.0%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$346,9070.0%13,5401.0%ETFXOMExxon Mobil$312,146$2,093 ▲0.7%2,6850.9%Oils/EnergyXHESPDR S&P Health Care Equipment ETF$310,8680.0%3,5350.9%ETFVONGVanguard Russell 1000 Growth ETF$303,422$303,422 ▲New Holding3,5010.9%ETFAMZNAmazon.com$292,208$4,870 ▲1.7%1,6200.8%Retail/WholesaleVTIVanguard Total Stock Market ETF$291,402$2,080 ▲0.7%1,1210.8%ETFXYLDGlobal X S&P 500 Covered Call ETF$288,222$8,566 ▲3.1%7,0660.8%ETFJNJJohnson & Johnson$286,9670.0%1,8140.8%MedicalJEPIJPMorgan Equity Premium Income ETF$262,222$4,745 ▲1.8%4,5320.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$212,460$212,460 ▲New Holding2,4360.6%ETFBACBank of America$206,465$206,465 ▲New Holding5,4450.6%FinanceIEPIcahn Enterprises$205,923$205,923 ▲New Holding12,1060.6%Multi-Sector ConglomeratesWBDWarner Bros. Discovery$114,415$114,415 ▲New Holding13,1060.3%Consumer DiscretionaryGALTGalectin Therapeutics$86,2430.0%36,0850.2%MedicalQUBTQuantum Computing$9,9010.0%10,0000.0%Computer and TechnologyOTLKOutlook Therapeutics$0$12,922 ▼-100.0%00.0%MedicalShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. 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