Filer Name: SOLUTIONS 4 WEALTH, LTD
CIK: 2006405
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 51
Portfolio Value: $0.06B

Solutions 4 Wealth, Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VVR US INVESCO SENIOR INCOME TRUST 3,136,670 $12M 22.43% 16.4% -
PUTW US WISDOMTREE PUTWRITE STRATEGY 119,175 $4M 7.11% 95.1% -
QYLD US GLOBAL X NASD 100 COV CALL 204,234 $4M 6.74% 91.7% -
AAPL US APPLE INC 12,348 $3M 5.60% -1.6% -
XLK US TECHNOLOGY SELECT SECT SPDR 12,083 $3M 5.09% 1.4% -
FNX US FIRST TRUST MID CAP CORE ALP 21,428 $2M 4.49% 0.1% -
DFSD US DIMENSIONAL SHORT DURATION 46,086 $2M 3.91% -6.6% -
NVS US NOVARTIS AG-SPONSORED ADR 13,817 $1M 2.43% - -
VHT US VANGUARD HEALTH CARE ETF 4,912 $1M 2.26% 0.3% -
VBTX US VERITEX HOLDINGS INC 41,670 $1M 2.05% -20.9% -
IHAK US ISHARES CYBERSECURITY & TECH 21,931 $1M 1.94% 0.2% -
RYLD US GLOBAL X RUSSELL 2000 COV CL 62,541 $1M 1.85% 5.5% -
ROBO US ROBO GLOBAL ROBOTICS AND AUT 17,474 $1M 1.78% 0.4% -
DFIC US DIMENSIONAL INTERNATIONAL CO 35,511 $1M 1.66% - -
XLU US UTILITIES SELECT SECTOR SPDR 12,083 $1M 1.66% 0.7% -
IHI US ISHARES U.S. MEDICAL DEVICES 15,236 $1M 1.61% 0.2% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 15,258 $1M 1.59% 1.9% -
DFAU US DIMENSIONAL US CORE EQUITY M 21,378 $1M 1.57% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 23,941 $1M 1.50% -2.0% -
SBSI US SOUTHSIDE BANCSHARES INC 24,242 $1M 1.39% - -
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