Solutions-4-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VONG", null, null, null, null, "SBSI", "GALT", null, "VVR", null, null, "QUBT", "MSFT", null, "NVS", "VHT", null, "IWF", null, "AAPL", "SPY", null, "GLD", "SPYG", null, "ALC", null, null, null, null, "AMZN", "SCHB", null, "VGT", "VBK", "VBR", "VBTX", "WBD", null, null, null, "BAC", "COP", "DFAC", "QQQ", "XOM", "JNJ", "TSLA", null, "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 52
- Total Value
- 56676260
- Accession Number
- 0002006405-25-000002
- Form Type
- 13F-HR
- Manager Name
- Solutions-4-Wealth
Data Enrichment
58% identified30 identified22 unidentified
Holdings
52 positions
Manager:
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46137V498
Shares:9.8K
Value:$614.8K
33734X846
Shares:7.9K
Value:$500.0K
46137V472
Shares:5.3K
Value:$488.5K
81369Y605
Shares:9.0K
Value:$449.2K
46434V860
Shares:8.1K
Value:$409.1K
78464A201
Shares:4.1K
Value:$343.9K
37954Y475
Shares:8.5K
Value:$336.3K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 24.2K | QoQ NEW(+24.2K) YoY 0.00% (-0) | All Managers (Combined) | $702.0K | QoQ NEW(+$702.0K) | |
(cusip46137V498)✕ | 9.8K | QoQ NEW(+9.8K) YoY +0.89% (+87) | All Managers (Combined) | $614.8K | QoQ NEW(+$614.8K) |
| 2.4K | QoQ NEW(+2.4K) YoY -1.00% (-24) | All Managers (Combined) | $597.8K | QoQ NEW(+$597.8K) | |
CONOCOPHILLIPS(COPcusip20825C104) | 5.7K | QoQ NEW(+5.7K) | All Managers (Combined) | $597.2K | QoQ NEW(+$597.2K) |
| 6.7K | QoQ NEW(+6.7K) YoY -4.54% (-318) | All Managers (Combined) | $537.2K | QoQ NEW(+$537.2K) | |
(cusip33734X846)✕ | 7.9K | QoQ NEW(+7.9K) | All Managers (Combined) | $500.0K | QoQ NEW(+$500.0K) |
(cusip46137V472)✕ | 5.3K | QoQ NEW(+5.3K) YoY NEW(+5.3K) | All Managers (Combined) | $488.5K | QoQ NEW(+$488.5K) YoY NEW(+$488.5K) |
| 5.1K | QoQ NEW(+5.1K) | All Managers (Combined) | $475.7K | QoQ NEW(+$475.7K) | |
Tesla, Inc.(TSLAcusip88160R101) | 1.8K | QoQ NEW(+1.8K) | All Managers (Combined) | $470.4K | QoQ NEW(+$470.4K) |
(cusip81369Y605)✕ | 9.0K | QoQ NEW(+9.0K) | All Managers (Combined) | $449.2K | QoQ NEW(+$449.2K) |
| 20.2K | QoQ NEW(+20.2K) | All Managers (Combined) | $434.6K | QoQ NEW(+$434.6K) | |
(cusip46434V860)✕ | 8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $409.1K | QoQ NEW(+$409.1K) YoY NEW(+$409.1K) |
| 697 | QoQ NEW(+697) YoY 0.00% (+0) | All Managers (Combined) | $378.0K | QoQ NEW(+$378.0K) | |
| 978 | QoQ NEW(+978) YoY NEW(+978) | All Managers (Combined) | $353.3K | QoQ NEW(+$353.3K) YoY NEW(+$353.3K) | |
| 3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $344.5K | QoQ NEW(+$344.5K) YoY NEW(+$344.5K) | |
(cusip78464A201)✕ | 4.1K | QoQ NEW(+4.1K) | All Managers (Combined) | $343.9K | QoQ NEW(+$343.9K) |
| 1.8K | QoQ NEW(+1.8K) YoY 0.00% (-0) | All Managers (Combined) | $343.0K | QoQ NEW(+$343.0K) | |
(cusip37954Y475)✕ | 8.5K | QoQ NEW(+8.5K) | All Managers (Combined) | $336.3K | QoQ NEW(+$336.3K) |
| 589 | QoQ NEW(+589) | All Managers (Combined) | $329.7K | QoQ NEW(+$329.7K) | |
| 1.2K | QoQ NEW(+1.2K) YoY +6.24% (+70) | All Managers (Combined) | $327.5K | QoQ NEW(+$327.5K) |