Solutions 4 Wealth, Ltd

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002006405

Type: FundHoldings: 52Value: $56.7MLatest: 2025Q1

Solutions 4 Wealth, Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 52 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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Invesco Senior Income Trust

VVR|46131H107

Shares:3.4M

Value:$12.8M

% of Portfolio:22.6% ($12.8M/$56.7M)

97717X560

Shares:154.9K

Value:$4.8M

% of Portfolio:8.5% ($4.8M/$56.7M)

37954Y483

Shares:269.7K

Value:$4.5M

% of Portfolio:7.9% ($4.5M/$56.7M)

Apple Inc.

AAPL|037833100

Shares:12.1K

Value:$2.7M

% of Portfolio:4.8% ($2.7M/$56.7M)

81369Y803

XLK|81369Y803

Shares:11.9K

Value:$2.5M

% of Portfolio:4.3% ($2.5M/$56.7M)

33735B108

Shares:21.4K

Value:$2.3M

% of Portfolio:4.1% ($2.3M/$56.7M)

25434V864

Shares:41.8K

Value:$2.0M

% of Portfolio:3.5% ($2.0M/$56.7M)

Veritex Holdings, Inc.

VBTX|923451108

Shares:66.0K

Value:$1.6M

% of Portfolio:2.9% ($1.6M/$56.7M)

NOVARTIS AG

NVS|66987V109

Shares:13.2K

Value:$1.5M

% of Portfolio:2.6% ($1.5M/$56.7M)

92204A504

VHT|92204A504

Shares:4.9K

Value:$1.3M

% of Portfolio:2.3% ($1.3M/$56.7M)

46435U135

Shares:21.9K

Value:$1.0M

% of Portfolio:1.8% ($1.0M/$56.7M)

37954Y459

Shares:65.0K

Value:$981.3K

% of Portfolio:1.7% ($981.3K/$56.7M)

25434V799

Shares:34.8K

Value:$965.3K

% of Portfolio:1.7% ($965.3K/$56.7M)

81369Y886

Shares:12.2K

Value:$958.5K

% of Portfolio:1.7% ($958.5K/$56.7M)

464288810

Shares:15.2K

Value:$917.5K

% of Portfolio:1.6% ($917.5K/$56.7M)

301505707

Shares:17.5K

Value:$899.9K

% of Portfolio:1.6% ($899.9K/$56.7M)

46641Q332

Shares:15.4K

Value:$882.3K

% of Portfolio:1.6% ($882.3K/$56.7M)

25434V104

Shares:21.4K

Value:$821.8K

% of Portfolio:1.4% ($821.8K/$56.7M)

25434V708

DFAC|25434V708

Shares:23.9K

Value:$789.8K

% of Portfolio:1.4% ($789.8K/$56.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.5K

Value:$773.0K

% of Portfolio:1.4% ($773.0K/$56.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Invesco Senior Income Trust(VVRcusip46131H107)	3.4M	QoQ NEW(+3.4M) YoY +96.31% (+1.7M)	All Managers (Combined)	$12.8M	22.6% ($12.8M/$56.7M)	QoQ NEW(+$12.8M) YoY +72.00% (+$5.4M)
(cusip97717X560)✕	154.9K	QoQ NEW(+154.9K) YoY NEW(+154.9K)	All Managers (Combined)	$4.8M	8.5% ($4.8M/$56.7M)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
(cusip37954Y483)✕	269.7K	QoQ NEW(+269.7K) YoY +179.45% (+173.2K)	All Managers (Combined)	$4.5M	7.9% ($4.5M/$56.7M)	QoQ NEW(+$4.5M) YoY +159.47% (+$2.8M)
Apple Inc.(AAPLcusip037833100)	12.1K	QoQ NEW(+12.1K) YoY -6.67% (-869)	All Managers (Combined)	$2.7M	4.8% ($2.7M/$56.7M)	QoQ NEW(+$2.7M) YoY +20.89% (-$466.4K)
(XLKcusip81369Y803)	11.9K	QoQ NEW(+11.9K) YoY -7.56% (-975)	All Managers (Combined)	$2.5M	4.3% ($2.5M/$56.7M)	QoQ NEW(+$2.5M) YoY -8.36% (-$224.4K)
(cusip33735B108)✕	21.4K	QoQ NEW(+21.4K) YoY -0.29% (-63)	All Managers (Combined)	$2.3M	4.1% ($2.3M/$56.7M)	QoQ NEW(+$2.3M) YoY -4.15% (-$100.8K)
(cusip25434V864)✕	41.8K	QoQ NEW(+41.8K) YoY NEW(+41.8K)	All Managers (Combined)	$2.0M	3.5% ($2.0M/$56.7M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Veritex Holdings, Inc.(VBTXcusip923451108)	66.0K	QoQ NEW(+66.0K) YoY +17.40% (+9.8K)	All Managers (Combined)	$1.6M	2.9% ($1.6M/$56.7M)	QoQ NEW(+$1.6M) YoY +43.07% (+$496.2K)
NOVARTIS AG(NVScusip66987V109)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$1.5M	2.6% ($1.5M/$56.7M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(VHTcusip92204A504)	4.9K	QoQ NEW(+4.9K) YoY -5.96% (-312)	All Managers (Combined)	$1.3M	2.3% ($1.3M/$56.7M)	QoQ NEW(+$1.3M) YoY -7.97% (-$112.9K)
(cusip46435U135)✕	21.9K	QoQ NEW(+21.9K) YoY -0.03% (-7)	All Managers (Combined)	$1.0M	1.8% ($1.0M/$56.7M)	QoQ NEW(+$1.0M) YoY +0.24% (-$2.5K)
(cusip37954Y459)✕	65.0K	QoQ NEW(+65.0K) YoY +18.83% (+10.3K)	All Managers (Combined)	$981.3K	1.7% ($981.3K/$56.7M)	QoQ NEW(+$981.3K) YoY +6.11% (+$56.6K)
(cusip25434V799)✕	34.8K	QoQ NEW(+34.8K) YoY NEW(+34.8K)	All Managers (Combined)	$965.3K	1.7% ($965.3K/$56.7M)	QoQ NEW(+$965.3K) YoY NEW(+$965.3K)
(cusip81369Y886)✕	12.2K	QoQ NEW(+12.2K) YoY -2.00% (-249)	All Managers (Combined)	$958.5K	1.7% ($958.5K/$56.7M)	QoQ NEW(+$958.5K) YoY +17.69% (-$144.1K)
(cusip464288810)✕	15.2K	QoQ NEW(+15.2K) YoY -0.07% (-12)	All Managers (Combined)	$917.5K	1.6% ($917.5K/$56.7M)	QoQ NEW(+$917.5K) YoY +2.65% (-$23.7K)
(cusip301505707)✕	17.5K	QoQ NEW(+17.5K) YoY -5.00% (-921)	All Managers (Combined)	$899.9K	1.6% ($899.9K/$56.7M)	QoQ NEW(+$899.9K) YoY -16.57% (-$178.8K)
(cusip46641Q332)✕	15.4K	QoQ NEW(+15.4K) YoY +240.71% (+10.9K)	All Managers (Combined)	$882.3K	1.6% ($882.3K/$56.7M)	QoQ NEW(+$882.3K) YoY +236.48% (+$620.1K)
(cusip25434V104)✕	21.4K	QoQ NEW(+21.4K) YoY NEW(+21.4K)	All Managers (Combined)	$821.8K	1.4% ($821.8K/$56.7M)	QoQ NEW(+$821.8K) YoY NEW(+$821.8K)
(DFACcusip25434V708)	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$789.8K	1.4% ($789.8K/$56.7M)	QoQ NEW(+$789.8K) YoY NEW(+$789.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.5K	QoQ NEW(+6.5K) YoY +142.08% (+3.8K)	All Managers (Combined)	$773.0K	1.4% ($773.0K/$56.7M)	QoQ NEW(+$773.0K) YoY +147.63% (+$460.8K)