Solutions 4 Wealth, Ltd Portfolio Holdings
Q3 2025•56 long positions•$64.4M portfolio value
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Holding57 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $12.0M 18.64% | +$793.3K Bought | — 3.5M shares | 3.2M → 3.5M +$793.3K | +7.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 9.65% | +$682.7K Bought | — 186.9K shares | 166.4K → 186.9K +$682.7K | +12.33% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 8.52% | +$736.0K Bought | — 322.8K shares | 279.5K → 322.8K +$736.0K | +15.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.5M 5.42% | -$10.4K Sold | — 12.4K shares | 12.4K → 12.4K −$10.4K | -0.3% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $3.1M 4.77% | -$17.3K Sold | 0.0% 12.1K shares | 12.1K → 12.1K −$17.3K | -0.56% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 4.36% | +$1.1K Bought | — 22.4K shares | 22.4K → 22.4K +$1.1K | +0.04% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 3.03% | -$30.8K Sold | — 40.5K shares | 41.1K → 40.5K −$30.8K | -1.55% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.7M 2.63% | -$128.2 Sold | — 13.2K shares | 13.2K → 13.2K −$128.2 | -0.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.5M 2.25% | +$366.0K Bought | — 25.4K shares | 19.0K → 25.4K +$366.0K | +33.68% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.94% | +$1.3K Bought | — 4.8K shares | 4.8K → 4.8K +$1.3K | +0.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 1.83% | -$65.6 Sold | — 18.0K shares | 18.0K → 18.0K −$65.6 | -0.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 1.77% | -$721.4 Sold | — 34.7K shares | 34.8K → 34.7K −$721.4 | -0.06% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 1.76% | -$12.4K Sold | — 21.7K shares | 21.9K → 21.7K −$12.4K | -1.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 1.72% | +$3.0K Bought | — 12.7K shares | 12.7K → 12.7K +$3.0K | +0.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $978.3K 1.52% | — | — 21.4K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $921.1K 1.43% | -$1.0K Sold | — 23.9K shares | 23.9K → 23.9K −$1.0K | -0.11% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $917.3K 1.42% | +$781.0 Bought | — 15.3K shares | 15.3K → 15.3K +$781.0 | +0.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $877.2K 1.36% | +$23.5K Bought | — 58.3K shares | 56.7K → 58.3K +$23.5K | +2.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $831.8K 1.29% | +$75.9K Bought | — 1.2K shares | 1.1K → 1.2K +$75.9K | +10.04% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $768.3K 1.19% | +$197.2K Bought | — 2.3K shares | 1.7K → 2.3K +$197.2K | +34.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $745.1K 1.16% | +$52.6K Bought | — 7.1K shares | 6.6K → 7.1K +$52.6K | +7.59% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $735.7K 1.14% | +$735.7K New | — 14.9K shares | 0 → 14.9K +$735.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $721.9K 1.12% | +$515.0 Bought | — 9.8K shares | 9.8K → 9.8K +$515.0 | +0.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $707.2K 1.1% | +$595.2 Bought | — 2.4K shares | 2.4K → 2.4K +$595.2 | +0.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $694.4K 1.08% | +$68.2K Bought | — 5.8K shares | 5.2K → 5.8K +$68.2K | +10.89% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $686.7K 1.07% | -$23.0K Sold | 0.0% 6.1K shares | 6.3K → 6.1K −$23.0K | -3.24% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $684.8K 1.06% | — | 0.081% 24.2K shares | — | — | $849.8M Small Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $658.0K 1.02% | — | — 8.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $613.9K 0.953% | +$117.7K Bought | — 1.0K shares | 826.0 → 1.0K +$117.7K | +23.73% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $599.7K 0.931% | +$31.9K Bought | — 5.7K shares | 5.4K → 5.7K +$31.9K | +5.62% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $520.4K 0.808% | — | — 697.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $520.3K 0.807% | -$287.3K Sold | 0.0% 1.2K shares | 1.8K → 1.2K −$287.3K | -35.57% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $475.2K 0.737% | -$11.9K Sold | — 8.8K shares | 9.0K → 8.8K −$11.9K | -2.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $472.6K 0.733% | +$694.2 Bought | — 18.4K shares | 18.4K → 18.4K +$694.2 | +0.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $442.2K 0.686% | +$1.4K Bought | — 13.0K shares | 13.0K → 13.0K +$1.4K | +0.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $403.0K 0.625% | +$58.5K Bought | — 10.3K shares | 8.8K → 10.3K +$58.5K | +16.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $384.2K 0.596% | — | — 1.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $384.1K 0.596% | +$384.1K New | — 5.9K shares | 0 → 5.9K +$384.1K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $360.5K 0.559% | -$11.4K Sold | 0.0% 696.0 shares | 718.0 → 696.0 −$11.4K | -3.06% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $346.0K 0.537% | -$193.7K Sold | 0.0% 3.7K shares | 5.7K → 3.7K −$193.7K | -35.89% | $118.14B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $342.0K 0.531% | +$31.8K Bought | — 5.2K shares | 4.8K → 5.2K +$31.8K | +10.26% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $324.3K 0.503% | -$8.8K Sold | 0.0% 1.5K shares | 1.5K → 1.5K −$8.8K | -2.64% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $311.7K 0.484% | — | — 6.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $302.4K 0.469% | -$556.3 Sold | 0.0% 1.6K shares | 1.6K → 1.6K −$556.3 | -0.18% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $278.8K 0.433% | +$41.0K Bought | 0.0% 1.5K shares | 1.3K → 1.5K +$41.0K | +17.27% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $278.4K 0.432% | — | — 3.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Medical - Instruments & Supplies Healthcare | $270.4K 0.42% | — | 0.001% 3.6K shares | — | — | $36.8B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $269.7K 0.418% | +$258.0 Bought | 0.0% 5.2K shares | 5.2K → 5.2K +$258.0 | +0.1% | $382.12B Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $267.0K 0.414% | -$14.6K Sold | — 751.0 shares | 792.0 → 751.0 −$14.6K | -5.18% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $262.7K 0.408% | +$32.4K Bought | — 2.8K shares | 2.4K → 2.8K +$32.4K | +14.09% | — — | Q1 2024 Held for 1y 8m |
