Latest Solutions 4 Wealth, Ltd Stock Portfolio
Solutions 4 Wealth, Ltd Performance:
2025 Q3: 3.08%YTD: 2.26%2024: 6.5%
Performance for 2025 Q3 is 3.08%, and YTD is 2.26%, and 2024 is 6.5%.
About Solutions 4 Wealth, Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Solutions 4 Wealth, Ltd reported an equity portfolio of $64.4 Millions as of 30 Sep, 2025.
The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 18.6% of it's portfolio in INVESCO SR INCOME TR and 9.7% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off VERITEX HLDGS INC (VBTX) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), TESLA INC (TSLA) and GALECTIN THERAPEUTICS INC (GALT). Solutions 4 Wealth, Ltd opened new stock positions in GLOBAL X FDS (AGNG), EXCHANGE TRADED CONCEPTS TRU (BITQ) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO QQQ TR (QQQ).
The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 18.6% of it's portfolio in INVESCO SR INCOME TR and 9.7% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off VERITEX HLDGS INC (VBTX) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), TESLA INC (TSLA) and GALECTIN THERAPEUTICS INC (GALT). Solutions 4 Wealth, Ltd opened new stock positions in GLOBAL X FDS (AGNG), EXCHANGE TRADED CONCEPTS TRU (BITQ) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO QQQ TR (QQQ).
Solutions 4 Wealth, Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Solutions 4 Wealth, Ltd made a return of 3.08% in the last quarter. In trailing 12 months, it's portfolio return was 3.73%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 735,713 |
| exchange traded concepts tru | 384,126 |
| alphabet inc | 209,568 |
| global x fds | 202,772 |
| icahn enterprises lp | 119,266 |
New stocks bought by Solutions 4 Wealth, Ltd
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 34.54 |
| j p morgan exchange traded f | 33.68 |
| invesco qqq tr | 23.73 |
| nvidia corporation | 17.27 |
| global x fds | 16.99 |
| global x fds | 15.48 |
| spdr series trust | 14.09 |
| wisdomtree tr | 12.33 |
Additions to existing portfolio by Solutions 4 Wealth, Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| conocophillips | -35.89 |
| tesla inc | -35.57 |
| galectin therapeutics inc | -29.51 |
| spdr gold tr | -5.18 |
| exxon mobil corp | -3.24 |
| microsoft corp | -3.06 |
| amazon com inc | -2.64 |
| select sector spdr tr | -2.43 |
Solutions 4 Wealth, Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| veritex hldgs inc | -1,722,730 |
Solutions 4 Wealth, Ltd got rid off the above stocks
Sector Distribution
Solutions 4 Wealth, Ltd has about 78.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 78.4 |
| Technology | 15.7 |
| Energy | 1.8 |
| Financial Services | 1.5 |
| Consumer Cyclical | 1.3 |
Market Cap. Distribution
Solutions 4 Wealth, Ltd has about 9.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 78.4 |
| MID-CAP | 9.8 |
| MEGA-CAP | 9.7 |
| SMALL-CAP | 1.1 |
Stocks belong to which Index?
About 21% of the stocks held by Solutions 4 Wealth, Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 79 |
| RUSSELL 2000 | 10.7 |
| S&P 500 | 10.3 |
Solutions 4 Wealth, Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Solutions 4 Wealth, Ltd
Solutions 4 Wealth, Ltd has 56 stocks in it's portfolio. About 61.2% of the portfolio is in top 10 stocks. SBSI proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Solutions 4 Wealth, Ltd last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.77 | 12,079 | 3,075,640 | reduced | -0.56 | ||
| AAXJ | ishares tr | 1.42 | 15,268 | 917,306 | added | 0.09 | ||
| AGNG | global x fds | 8.52 | 322,790 | 5,490,660 | added | 15.48 | ||
| AGNG | global x fds | 1.36 | 58,283 | 877,160 | added | 2.75 | ||
| AGNG | global x fds | 1.14 | 14,896 | 735,713 | new | |||
| AGNG | global x fds | 0.62 | 10,265 | 402,993 | added | 16.99 | ||
| AGNG | global x fds | 0.32 | 6,916 | 202,772 | new | |||
| AMZN | amazon com inc | 0.50 | 1,477 | 324,305 | reduced | -2.64 | ||
| BAC | bank america corp | 0.42 | 5,227 | 269,683 | added | 0.1 | ||
| BBAX | j p morgan exchange traded f | 2.25 | 25,440 | 1,452,610 | added | 33.68 | ||
| BGRN | ishares tr | 1.76 | 21,695 | 1,135,300 | reduced | -1.08 | ||
| BIL | spdr series trust | 1.16 | 7,129 | 745,087 | added | 7.59 | ||
| BIL | spdr series trust | 0.69 | 13,047 | 442,161 | added | 0.32 | ||
| BIL | spdr series trust | 0.43 | 3,535 | 278,404 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.41 | 2,786 | 262,747 | added | 14.09 | ||
| BITQ | exchange traded concepts tru | 1.83 | 18,023 | 1,181,600 | reduced | -0.01 | ||
| BITQ | exchange traded concepts tru | 0.60 | 5,906 | 384,126 | new | |||
| BNDW | vanguard scottsdale fds | 1.08 | 5,763 | 694,384 | added | 10.89 | ||
| CARZ | first tr exchange traded fd | 1.02 | 8,657 | 658,041 | unchanged | 0.00 | ||
| COP | conocophillips | 0.54 | 3,658 | 345,965 | reduced | -35.89 | ||