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

SEC FilingSEC DataHachi Filing

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
CIK: solutions-4-wealth
Manager Name: Solutions-4-Wealth

Data Enrichment

58% identified

30 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $56.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$313.9K

% of Portfolio:0.6% ($313.9K/$56.7M)

78464A581

Shares:3.5K

Value:$290.6K

% of Portfolio:0.5% ($290.6K/$56.7M)

46137V738

Shares:4.6K

Value:$275.4K

% of Portfolio:0.5% ($275.4K/$56.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.6K

Value:$271.0K

% of Portfolio:0.5% ($271.0K/$56.7M)

MICROSOFT CORP

MSFT|594918104

Shares:718

Value:$269.5K

% of Portfolio:0.5% ($269.5K/$56.7M)

78464A375

Shares:7.6K

Value:$254.2K

% of Portfolio:0.4% ($254.2K/$56.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:840

Value:$242.0K

% of Portfolio:0.4% ($242.0K/$56.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.2K

Value:$217.7K

% of Portfolio:0.4% ($217.7K/$56.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:432

Value:$202.7K

% of Portfolio:0.4% ($202.7K/$56.7M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:13.0K

Value:$139.9K

% of Portfolio:0.2% ($139.9K/$56.7M)

Quantum Computing Inc.

QUBT|74766W108

Shares:10.2K

Value:$81.6K

% of Portfolio:0.1% ($81.6K/$56.7M)

GALECTIN THERAPEUTICS INC

GALT|363225202

Shares:36.0K

Value:$43.9K

% of Portfolio:0.1% ($43.9K/$56.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ NEW(+1.6K) YoY +1.85% (+30)	All Managers (Combined)	$313.9K	0.6% ($313.9K/$56.7M)	QoQ NEW(+$313.9K) YoY +7.43% (+$21.7K)
(cusip78464A581)✕	3.5K	QoQ NEW(+3.5K) YoY 0.00% (-0)	All Managers (Combined)	$290.6K	0.5% ($290.6K/$56.7M)	QoQ NEW(+$290.6K) YoY -6.52% (-$20.3K)
(cusip46137V738)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$275.4K	0.5% ($275.4K/$56.7M)	QoQ NEW(+$275.4K) YoY NEW(+$275.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.6K	QoQ NEW(+1.6K) YoY -9.92% (-180)	All Managers (Combined)	$271.0K	0.5% ($271.0K/$56.7M)	QoQ NEW(+$271.0K) YoY -5.56% (-$16.0K)
MICROSOFT CORP(MSFTcusip594918104)	718	QoQ NEW(+718) YoY -13.90% (-116)	All Managers (Combined)	$269.5K	0.5% ($269.5K/$56.7M)	QoQ NEW(+$269.5K) YoY -23.19% (-$81.4K)
(cusip78464A375)✕	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$254.2K	0.4% ($254.2K/$56.7M)	QoQ NEW(+$254.2K) YoY NEW(+$254.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	840	QoQ NEW(+840) YoY NEW(+840)	All Managers (Combined)	$242.0K	0.4% ($242.0K/$56.7M)	QoQ NEW(+$242.0K) YoY NEW(+$242.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.2K	QoQ NEW(+5.2K) YoY -4.20% (-229)	All Managers (Combined)	$217.7K	0.4% ($217.7K/$56.7M)	QoQ NEW(+$217.7K) YoY +5.43% (-$11.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	432	QoQ NEW(+432) YoY NEW(+432)	All Managers (Combined)	$202.7K	0.4% ($202.7K/$56.7M)	QoQ NEW(+$202.7K) YoY NEW(+$202.7K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	13.0K	QoQ NEW(+13.0K) YoY -0.52% (-69)	All Managers (Combined)	$139.9K	0.2% ($139.9K/$56.7M)	QoQ NEW(+$139.9K) YoY +22.26% (-$25.5K)
Quantum Computing Inc.(QUBTcusip74766W108)	10.2K	QoQ NEW(+10.2K) YoY +2.00% (+200)	All Managers (Combined)	$81.6K	0.1% ($81.6K/$56.7M)	QoQ NEW(+$81.6K) YoY +724.15% (+$71.7K)
GALECTIN THERAPEUTICS INC(GALTcusip363225202)	36.0K	QoQ NEW(+36.0K) YoY -0.22% (-82)	All Managers (Combined)	$43.9K	0.1% ($43.9K/$56.7M)	QoQ NEW(+$43.9K) YoY -49.06% (-$42.3K)