Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2025) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $60.00 million in total holdings as of June 30, 2025.Solutions 4 Wealth, Ltd owns shares of 52 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.68% of the portfolio was purchased this quarter.About 3.36% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 52 new stocks and bought additional shares in 23 stocks.Solutions 4 Wealth, Ltd sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco Senior Income Trust $12,322,937WisdomTree PutWrite Strategy Fund $5,330,906Global X Nasdaq 100 Covered Call ETF $4,673,600Technology Select Sector SPDR Fund $3,145,918First Trust Mid Cap Core AlphaDEX Fund $2,573,069 Largest New Holdings this Quarter 46090A804 - Invesco Total Return Bond ETF $307,598 Holding30303M102 - Meta Platforms $243,570 Holding67066G104 - NVIDIA $201,279 Holding Largest Purchases this Quarter WisdomTree PutWrite Strategy Fund 11,469 shares (about $367.47K)SPDR S&P 500 ETF Trust 546 shares (about $337.41K)Invesco Total Return Bond ETF 6,560 shares (about $307.60K)Meta Platforms 330 shares (about $243.57K)Invesco QQQ 394 shares (about $217.47K) Largest Sales this Quarter Invesco Senior Income Trust 175,576 shares (about $667.19K)SPDR S&P 600 Small Cap Growth ETF 1,701 shares (about $150.95K)Global X Russell 2000 Covered Call ETF 8,267 shares (about $123.26K)Schwab US Broad Market ETF 1,831 shares (about $43.63K)Dimensional Short-Duration Fixed Income ETF 645 shares (about $30.97K) 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$12,322,937$667,189 ▼-5.1%3,242,87820.5%Financial ServicesPUTWWisdomTree PutWrite Strategy Fund$5,330,906$367,466 ▲7.4%166,3838.9%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$4,673,600$164,591 ▲3.7%279,5227.8%ManufacturingXLKTechnology Select Sector SPDR Fund$3,145,918$129,909 ▲4.3%12,4235.2%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,573,069$120,821 ▲4.9%22,4044.3%ManufacturingAAPLApple$2,492,224$410 ▼0.0%12,1474.2%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$1,974,315$30,966 ▼-1.5%41,1233.3%ETFVBTXVeritex$1,722,7310.0%66,0052.9%FinanceNVSNovartis$1,599,1470.0%13,2152.7%MedicalVHTVanguard Health Care ETF$1,196,075$25,829 ▼-2.1%4,8162.0%ETFIHAKiShares Cybersecurity and Tech ETF$1,167,004$53 ▲0.0%21,9321.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,081,860$204,035 ▲23.2%19,0301.8%ETFDFICDimensional International Core Equity 2 ETF$1,080,7130.0%34,7611.8%ETFROBOROBO Global Robotics & Automation ETF$1,077,488$32,879 ▲3.1%18,0241.8%ETFXLUUtilities Select Sector SPDR Fund$1,037,105$44,424 ▲4.5%12,7001.7%ETFIHIiShares U.S. Medical Devices ETF$955,567$752 ▲0.1%15,2551.6%ETFDFAUDimensional US Core Equity Market ETF$905,5720.0%21,3781.5%ETFDFACDimensional U.S. Core Equity 2 ETF$856,854$1,183 ▼-0.1%23,9081.4%ETFRYLDGlobal X Russell 2000 Covered Call ETF$845,741$123,261 ▼-12.7%56,7231.4%ETFSBSISouthside Bancshares$713,4420.0%24,2421.2%FinanceSPYSPDR S&P 500 ETF Trust$701,392$337,410 ▲92.7%1,1351.2%FinanceXOMExxon Mobil$678,649$22,101 ▼-3.2%6,2951.1%EnergyXSMOInvesco S&P SmallCap Momentum ETF$666,942$476 ▲0.1%9,8051.1%ETFVBKVanguard Small-Cap Growth ETF$657,5100.0%2,3741.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$654,318$54,419 ▲9.1%8,6571.1%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$631,553$5,528 ▼-0.9%6,6261.1%ETFTSLATesla$576,871$318 ▲0.1%1,8161.0%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$567,514$7,644 ▲1.4%5,1970.9%ETFXMHQInvesco S&P MidCap Quality ETF$531,411$7,074 ▲1.3%5,4090.9%ETFVTIVanguard Total Stock Market ETF$528,988$166,905 ▲46.1%1,7400.9%ETFCOPConocoPhillips$512,041$1,705 ▲0.3%5,7060.9%EnergyXLFFinancial Select Sector SPDR Fund$473,512$1,204 ▲0.3%9,0420.8%ETFVGTVanguard Information Technology ETF$462,3060.0%6970.8%ETFQQQInvesco QQQ$455,917$217,471 ▲91.2%8260.8%FinanceSCHBSchwab US Broad Market ETF$437,406$43,633 ▼-9.1%18,3550.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$436,711$179,856 ▲70.0%13,0050.7%ETFVBRVanguard Small-Cap Value ETF$359,0130.0%1,8410.6%ETFMSFTMicrosoft$357,1190.0%7180.6%Computer and TechnologyXYLDGlobal X S&P 500 Covered Call ETF$341,663$10,047 ▲3.0%8,7740.6%ETFAMZNAmazon.com$332,815$29,179 ▼-8.1%1,5170.6%Retail/WholesaleALCAlcon$320,3680.0%3,6290.5%MedicalGTOInvesco Total Return Bond ETF$307,598$307,598 ▲New Holding6,5600.5%ETFPWVInvesco Large Cap Value ETF$295,565$7,893 ▲2.7%4,7560.5%ETFXHESPDR S&P Health Care Equipment ETF$287,0770.0%3,5350.5%ETFJNJJohnson & Johnson$249,5940.0%1,6340.4%MedicalBACBank of America$247,104$284 ▲0.1%5,2220.4%FinanceMETAMeta Platforms$243,570$243,570 ▲New Holding3300.4%Computer and TechnologyGLDSPDR Gold Shares$241,425$14,632 ▼-5.7%7920.4%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$216,702$150,946 ▼-41.1%2,4420.4%ETFNVDANVIDIA$201,279$201,279 ▲New Holding1,2740.3%Computer and TechnologyQUBTQuantum Computing$195,5340.0%10,2000.3%Computer and TechnologyGALTGalectin Therapeutics$75,9660.0%36,0030.1%MedicalTFLOiShares Treasury Floating Rate Bond ETF$0$409,080 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$353,253 ▼-100.0%00.0%ETFWBDWarner Bros. Discovery$0$139,887 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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