Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2025) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $56.68 million in total holdings as of March 31, 2025.Solutions 4 Wealth, Ltd owns shares of 52 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 8.28% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 51 new stocks and bought additional shares in 25 stocks.Solutions 4 Wealth, Ltd sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco Senior Income Trust $12,819,201WisdomTree PutWrite Strategy Fund $4,824,030Global X Nasdaq 100 Covered Call ETF $4,484,739Apple $2,698,675Technology Select Sector SPDR Fund $2,459,115 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $242,038 Holding Largest Purchases this Quarter WisdomTree PutWrite Strategy Fund 35,739 shares (about $1.11M)Global X Nasdaq 100 Covered Call ETF 65,444 shares (about $1.09M)Invesco Senior Income Trust 281,784 shares (about $1.06M)Veritex 24,335 shares (about $607.65K)Exxon Mobil 3,733 shares (about $443.93K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 4,318 shares (about $205.19K)Novartis 602 shares (about $67.11K)Apple 199 shares (about $44.20K)Microsoft 102 shares (about $38.29K)Technology Select Sector SPDR Fund 173 shares (about $35.72K) 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$12,819,201$1,056,690 ▲9.0%3,418,45422.6%Financial ServicesPUTWWisdomTree PutWrite Strategy Fund$4,824,030$1,112,914 ▲30.0%154,9148.5%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$4,484,739$1,088,332 ▲32.0%269,6787.9%ManufacturingAAPLApple$2,698,675$44,204 ▼-1.6%12,1494.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,459,115$35,720 ▼-1.4%11,9104.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,326,977$8,283 ▼-0.4%21,3524.1%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$1,984,815$205,191 ▼-9.4%41,7683.5%ETFVBTXVeritex$1,648,145$607,645 ▲58.4%66,0052.9%FinanceNVSNovartis$1,473,208$67,111 ▼-4.4%13,2152.6%MedicalVHTVanguard Health Care ETF$1,302,481$2,118 ▲0.2%4,9202.3%ETFIHAKiShares Cybersecurity and Tech ETF$1,030,3070.0%21,9311.8%ETFRYLDGlobal X Russell 2000 Covered Call ETF$981,347$36,980 ▲3.9%64,9901.7%ETFDFICDimensional International Core Equity 2 ETF$965,307$20,827 ▼-2.1%34,7611.7%ETFXLUUtilities Select Sector SPDR Fund$958,478$5,756 ▲0.6%12,1561.7%ETFIHIiShares U.S. Medical Devices ETF$917,472$421 ▲0.0%15,2431.6%ETFROBOROBO Global Robotics & Automation ETF$899,9230.0%17,4741.6%ETFJEPIJPMorgan Equity Premium Income ETF$882,326$10,457 ▲1.2%15,4411.6%ETFDFAUDimensional US Core Equity Market ETF$821,7700.0%21,3781.4%ETFDFACDimensional U.S. Core Equity 2 ETF$789,8070.0%23,9411.4%ETFXOMExxon Mobil$772,991$443,935 ▲134.9%6,5001.4%EnergySBSISouthside Bancshares$702,0480.0%24,2421.2%FinanceXSMOInvesco S&P SmallCap Momentum ETF$614,829$816 ▲0.1%9,7981.1%ETFVBKVanguard Small-Cap Growth ETF$597,751$504 ▲0.1%2,3741.1%ETFCOPConocoPhillips$597,208$1,785 ▲0.3%5,6871.1%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$537,191$18,244 ▼-3.3%6,6840.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$500,0490.0%7,9370.9%ManufacturingXMHQInvesco S&P MidCap Quality ETF$488,460$9,152 ▲1.9%5,3370.9%ETFVONGVanguard Russell 1000 Growth ETF$475,712$1,948 ▲0.4%5,1270.8%ETFTSLATesla$470,375$9,330 ▲2.0%1,8150.8%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$449,217$1,743 ▲0.4%9,0190.8%ETFSCHBSchwab US Broad Market ETF$434,612$366 ▲0.1%20,1860.8%ETFTFLOiShares Treasury Floating Rate Bond ETF$409,0800.0%8,0750.7%ETFVGTVanguard Information Technology ETF$378,0390.0%6970.7%ETFIWFiShares Russell 1000 Growth ETF$353,253$23,117 ▲7.0%9780.6%ETFALCAlcon$344,5010.0%3,6290.6%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$343,863$7,387 ▲2.2%4,1430.6%ETFVBRVanguard Small-Cap Value ETF$342,9600.0%1,8410.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$336,296$15,441 ▲4.8%8,5160.6%ETFSPYSPDR S&P 500 ETF Trust$329,725$21,832 ▼-6.2%5890.6%FinanceVTIVanguard Total Stock Market ETF$327,4700.0%1,1910.6%ETFAMZNAmazon.com$313,9290.0%1,6500.6%Retail/WholesaleXHESPDR S&P Health Care Equipment ETF$290,5770.0%3,5350.5%ETFPWVInvesco Large Cap Value ETF$275,442$9,937 ▲3.7%4,6290.5%ETFJNJJohnson & Johnson$270,9830.0%1,6340.5%MedicalMSFTMicrosoft$269,499$38,285 ▼-12.4%7180.5%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$254,238$931 ▲0.4%7,6490.4%ETFGLDSPDR Gold Shares$242,038$242,038 ▲New Holding8400.4%FinanceBACBank of America$217,681$250 ▲0.1%5,2160.4%FinanceQQQInvesco QQQ$202,709$938 ▲0.5%4320.4%FinanceWBDWarner Bros. Discovery$139,887$107 ▼-0.1%13,0370.2%Consumer DiscretionaryQUBTQuantum Computing$81,6000.0%10,2000.1%Computer and TechnologyGALTGalectin Therapeutics$43,9240.0%36,0030.1%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 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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