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Disclosery

13F-HR filed by Solutions 4 Wealth, Ltd

Solutions 4 Wealth, Ltd filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-02, with 40 holding rows worth $35,607,441.

Accession
0002006405-24-000002
Filer
CIK 2006405
Filed
2024-05-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 40 entries on the cover page, a total value of $35,607,441 stated on the cover page (in dollars after the unit check, H1), rows summing to $35,607,441 with VALUE read as dollars as filed, 13F file number 028-23604. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO SR INCOME TR46131H107COM1,741,309$7,452,801dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS12,885$2,683,489dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS59,926$2,524,093dollars as filed
FIRST TR MID CAP CORE ALPHAD33735B108COM SHS21,415$2,427,785dollars as filed
Apple Inc037833100COM13,018$2,232,256dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER96,503$1,728,361dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF5,232$1,415,404dollars as filed
VERITEX HLDGS INC923451108COM56,221$1,151,968dollars as filed
EXCHANGE TRADED CONCEPTS TRU301505707ROBO GLB ETF18,395$1,078,694dollars as filed
iShares Cybersecurity and Tech ETF46435U135CYBERSECURITY21,938$1,027,799dollars as filed
GLOBAL X FDS37954Y459RUSSELL 200054,689$924,784dollars as filed
iShares U.S. Medical Devices ETF464288810SHS15,255$893,769dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS12,405$814,366dollars as filed
SOUTHSIDE BANCSHARES INC84470P109COMMON STOCK24,242$708,594dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS2,398$625,327dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT9,711$585,755dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS7,002$512,166dollars as filed
Tesla Motors, Inc88160R101COM2,661$467,777dollars as filed
SPY78462F103SHS890$465,643dollars as filed
ConocoPhillips20825C104COM3,654$465,024dollars as filed
Schwab U.S. Broad Market ETF808524102SHS6,914$422,115dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF7,095$400,087dollars as filed
VGT92204A702SHS697$365,465dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,841$353,251dollars as filed
Microsoft Corp594918104COM834$350,897dollars as filed
SPDR PORTFOLIO TIPS ETF78464A656PORTFLI TIPS ETF13,540$346,907dollars as filed
EXXON MOBIL CORP30231G102COM2,685$312,146dollars as filed
SPDR SERIES TRUST78464A581ST STR SP HCEQ3,535$310,868dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM3,501$303,422dollars as filed
Amazon.com, Inc023135106COM1,620$292,208dollars as filed
VTI922908769COM1,121$291,402dollars as filed
GLOBAL X FDS37954Y475S&P 500 COVERED7,066$288,222dollars as filed
Johnson & Johnson478160104COM1,814$286,967dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF4,532$262,222dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO2,436$212,460dollars as filed
Bank of America Corp060505104COM5,445$206,465dollars as filed
ICAHN ENTERPRISES LP451100101Common Stock12,106$205,923dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock13,106$114,415dollars as filed
GALECTIN THERAPEUTICS INC363225202COMMON STOCK36,085$86,243dollars as filed
QUANTUM COMPUTING INC74766W108COM10,000$9,901dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002006405-24-000002this filing2024-05-02acceptance time not in the bulk data set