Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- Latest filing
- Jul 29, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only.
- Positions
- 36
- No filing for Q3 2023
- Portfolio value
- $30.6M
- No filing for Q3 2023
Solutions 4 Wealth, Ltd did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QUBTQuantum Computing Inc. | COM | 10,000 | $9.13K | <0.1% | – | – | History |
| OTLKOutlook Therapeutics, Inc. | COM NEW | 32,798 | $12.9K | <0.1% | – | – | History |
| GALTGalectin Therapeutics Inc | COM NEW | 36,085 | $59.9K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,593 | $242.0K | 0.8% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,450 | $244.6K | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,113 | $264.1K | 0.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,667 | $266.6K | 0.9% | – | – | History |
| Global X FDS37954Y475 | S&P 500 COVERED | 6,856 | $270.4K | 0.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,814 | $284.3K | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 757 | $284.5K | 0.9% | – | – | History |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $297.9K | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $331.3K | 1.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $337.3K | 1.1% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 13,540 | $346.2K | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,095 | $382.0K | 1.2% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,908 | $384.6K | 1.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,204 | $403.7K | 1.3% | – | – | – |
| COPConocoPhillips | Stock | 3,684 | $427.6K | 1.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,000 | $475.4K | 1.6% | – | – | History |
| TSLATesla, Inc. | Stock | 2,005 | $498.1K | 1.6% | – | – | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,707 | $549.9K | 1.8% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,397 | $579.5K | 1.9% | – | – | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 43,016 | $720.1K | 2.4% | – | – | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $759.3K | 2.5% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,318 | $780.1K | 2.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,248 | $822.9K | 2.7% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,938 | $996.6K | 3.3% | – | – | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,389 | $1.05M | 3.4% | – | – | – |
| VBTXVeritex Holdings, Inc. | COM | 56,221 | $1.31M | 4.3% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,225 | $1.31M | 4.3% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 87,451 | $1.52M | 5.0% | – | – | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,389 | $2.23M | 7.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,892 | $2.25M | 7.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,963 | $2.50M | 8.1% | – | – | – |
| AAPLApple Inc. | Stock | 13,779 | $2.65M | 8.7% | – | – | History |
| VVRInvesco Senior Income Trust | COM | 1,164,017 | $4.77M | 15.6% | – | – | History |