Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2026) About Solutions 4 Wealth, LtdInvestment ActivitySolutions 4 Wealth, Ltd has $66.49 million in total holdings as of March 31, 2026.Solutions 4 Wealth, Ltd owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.69% of the portfolio was purchased this quarter.About 13.57% of the portfolio was sold this quarter.This quarter, Solutions 4 Wealth, Ltd has purchased 57 new stocks and bought additional shares in 20 stocks.Solutions 4 Wealth, Ltd sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invesco Senior Income Trust $9,087,900WisdomTree PutWrite Strategy Fund $6,286,002Global X Nasdaq 100 Covered Call ETF $5,742,840Technology Select Sector SPDR Fund $3,231,507Apple $3,007,566 Largest New Holdings this Quarter 37954Y236 - Global X Data Center & Digital Infrastructure ETF $948,481 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $745,292 Holding92204A306 - Vanguard Energy ETF $488,665 Holding921910840 - Vanguard Mega Cap Value ETF $433,391 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $361,026 Holding Largest Purchases this Quarter Global X Artificial Intelligence & Technology ETF 27,554 shares (about $1.29M)Global X Data Center & Digital Infrastructure ETF 39,586 shares (about $948.48K)Invesco S&P MidCap Quality ETF 8,412 shares (about $869.56K)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 4,556 shares (about $745.29K)EXCHANGE TRADED CONCEPTS TRU 10,836 shares (about $712.68K) Largest Sales this Quarter Vanguard Health Care ETF 3,853 shares (about $1.05M)Invesco Senior Income Trust 244,515 shares (about $787.34K)Novartis 2,484 shares (about $379.43K)ExxonMobil 2,128 shares (about $361.02K)Utilities Select Sector SPDR Fund 6,896 shares (about $316.46K) 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$9,087,900$787,338 â–¼-8.0%2,822,32913.7%Financial ServicesPUTWWisdomTree PutWrite Strategy Fund$6,286,002$319,929 â–²5.4%196,9929.5%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$5,742,840$95,063 â–¼-1.6%334,8598.6%ManufacturingXLKTechnology Select Sector SPDR Fund$3,231,507$61,135 â–¼-1.9%24,3154.9%ETFAAPLApple$3,007,566$1,776 â–¼-0.1%11,8514.5%Computer and TechnologyFNXFirst Trust Mid Cap Core AlphaDEX Fund$2,852,994$10,516 â–¼-0.4%22,2474.3%ManufacturingJEPIJPMorgan Equity Premium Income ETF$2,726,495$322,341 â–²13.4%48,1034.1%ETFAIQGlobal X Artificial Intelligence & Technology ETF$2,274,371$1,285,946 â–²130.1%48,7333.4%ETFXMHQInvesco S&P MidCap Quality ETF$2,006,340$869,562 â–²76.5%19,4093.0%ETFNVSNovartis$1,639,008$379,431 â–¼-18.8%10,7302.5%MedicalROBOROBO Global Robotics & Automation ETF$1,438,979$202,421 â–²16.4%21,0282.2%ETFVONGVanguard Russell 1000 Growth ETF$1,429,613$532,992 â–²59.4%13,0332.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,393,212$50,753 â–¼-3.5%29,0982.1%ETFPWVInvesco Large Cap Value ETF$1,323,803$644,334 â–²94.8%18,9902.0%ETFEXCHANGE TRADED CONCEPTS TRU$1,300,459$712,678 â–²121.2%19,7732.0%RANGE NUCLEAR RECIBRFirst Trust Nasdaq Cybersecurity ETF$1,098,232$555,415 â–²102.3%17,5211.7%ManufacturingSLYGSPDR S&P 600 Small Cap Growth ETF$1,076,610$628,304 â–²140.2%11,1431.6%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$948,481$948,481 â–²New Holding39,5861.4%ManufacturingIHAKiShares Cybersecurity and Tech ETF$947,6110.0%21,7091.4%ETFSCHWAB STRATEGIC TR$938,766$595,354 â–²173.4%36,1061.4%HIGH YIELD BD ETXMVMInvesco S&P MidCap Value with Momentum ETF$922,059$578,998 â–²168.8%14,1591.4%ETFRYLDGlobal X Russell 2000 Covered Call ETF$921,823$25,714 â–²2.9%61,6601.4%ETFXLUUtilities Select Sector SPDR Fund$836,218$316,461 â–¼-27.5%18,2221.3%ETFSOUTHSIDE BANCSHARES INC$753,6840.0%24,2421.1%COMGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$745,292$745,292 â–²New Holding4,5561.1%ETFSPYSPDR S&P 500 ETF Trust$738,028$27,961 â–¼-3.7%1,1351.1%FinanceVTIVanguard Total Stock Market ETF$729,545$3,850 â–¼-0.5%2,2741.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$696,949$4,112 â–¼-0.6%7,1181.0%ETFVBKVanguard Small-Cap Growth ETF$688,186$66,189 â–²10.6%2,2771.0%ETFXOMExxonMobil$667,403$361,015 â–¼-35.1%3,9341.0%EnergyXSMOInvesco S&P SmallCap Momentum ETF$581,262$20,830 â–¼-3.5%7,6460.9%ETFQQQInvesco QQQ$511,094$169,596 â–¼-24.9%8860.8%FinanceVDEVanguard Energy ETF$488,665$488,665 â–²New Holding2,8240.7%ETFVGTVanguard Information Technology ETF$486,3110.0%6970.7%ETFCOPConocoPhillips$483,000$132 â–²0.0%3,6590.7%EnergySCHBSchwab US Broad Market ETF$471,246$3,966 â–²0.8%18,7750.7%ETFMGVVanguard Mega Cap Value ETF$433,391$433,391 â–²New Holding2,9900.7%ETFVBRVanguard Small-Cap Value ETF$399,9570.0%1,8410.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$399,678$71,178 â–¼-15.1%10,2140.6%ETFJNJJohnson & Johnson$398,6820.0%1,6310.6%MedicalVIOOVanguard S&P Small-Cap 600 ETF$361,026$361,026 â–²New Holding3,1440.5%ETFXLFFinancial Select Sector SPDR Fund$346,978$89,707 â–¼-20.5%7,0280.5%ETFTSLATesla$290,709$5,948 â–²2.1%7820.4%Auto/Tires/TrucksALCAlcon$273,4450.0%3,6290.4%MedicalGLDSPDR Gold Shares$256,883$124,784 â–¼-32.7%5970.4%FinanceBACBank of America$255,380$292 â–²0.1%5,2390.4%FinanceMSFTMicrosoft$254,655$2,961 â–¼-1.1%6880.4%Computer and TechnologyTTTrane Technologies$252,9610.0%6070.4%ConstructionGOOGLAlphabet$241,282$6,614 â–¼-2.7%8390.4%Computer and TechnologyVHTVanguard Health Care ETF$234,638$1,048,794 â–¼-81.7%8620.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$215,713$223,728 â–¼-50.9%6,4320.3%ETFIEPIcahn Enterprises$213,243$54,036 â–²33.9%28,2440.3%Multi-Sector ConglomeratesQUBTQuantum Computing$76,720$6,850 â–²9.8%11,2000.1%Computer and TechnologyGALTGalectin Therapeutics$69,825$976 â–¼-1.4%25,0270.1%MedicalEON RESOURCES INC$41,088$41,088 â–²New Holding49,5040.1%COM CL ADFICDimensional International Core Equity 2 ETF$0$1,235,921 â–¼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$1,090,688 â–¼-100.0%00.0%ETFDFAUDimensional US Core Equity Market ETF$0$1,000,490 â–¼-100.0%00.0%ETFIHIiShares U.S. Medical Devices ETF$0$889,681 â–¼-100.0%00.0%ETFXHESPDR S&P Health Care Equipment ETF$0$311,893 â–¼-100.0%00.0%ETFMETAMeta Platforms$0$217,830 â–¼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$213,356 â–¼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$205,891 â–¼-100.0%00.0%Retail/WholesaleShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
