Solutions 4 Wealth, Ltd
56 holdingsFiling period: 2026-03-31Current AUM: $72.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | 2.82M | $9.1M | $8.4M | 11.51% | -244,515 | 2026-03-31 |
| 2 | WTPI | WISDOMTREE TR | 197.0K | $6.3M | $6.5M | 8.88% | +10.0K | 2026-03-31 |
| 3 | QYLD | GLOBAL X FDS | 334.9K | $5.7M | $5.9M | 8.16% | -5,543 | 2026-03-31 |
| 4 | XLK | SELECT SECTOR SPDR TR | 24.3K | $3.2M | $4.3M | 5.86% | -460 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 11.9K | $3.0M | $3.7M | 5.03% | -7 | 2026-03-31 |
| 6 | FNX | FIRST TR EXCHANGE-TRADED ALP | 22.2K | $2.9M | $3.2M | 4.38% | -82 | 2026-03-31 |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 48.1K | $2.7M | $2.8M | 3.79% | +5.7K | 2026-03-31 |
| 8 | AIQ | GLOBAL X FDS | 48.7K | $2.3M | $2.9M | 3.94% | +27.6K | 2026-03-31 |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 19.4K | $2.0M | $2.2M | 3.06% | +8.4K | 2026-03-31 |
| 10 | NVS | NOVARTIS AG | 10.7K | $1.6M | $1.7M | 2.30% | -2,484 | 2026-03-31 |
| 11 | ROBO | EXCHANGE TRADED CONCEPTS TRU | 21.0K | $1.4M | $1.7M | 2.29% | +3.0K | 2026-03-31 |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | 13.0K | $1.4M | $1.6M | 2.18% | +4.9K | 2026-03-31 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | 29.1K | $1.4M | $1.4M | 1.89% | -1,060 | 2026-03-31 |
| 14 | PWV | INVESCO EXCHANGE TRADED FD T | 19.0K | $1.3M | $1.5M | 2.09% | +9.2K | 2026-03-31 |
| 15 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | 19.8K | $1.3M | $1.3M | 1.73% | +10.8K | 2026-03-31 |
| 16 | CIBR | FIRST TR EXCHANGE-TRADED FD | 17.5K | $1.1M | $1.6M | 2.21% | +8.9K | 2026-03-31 |
| 17 | SLYG | SPDR SERIES TRUST | 11.1K | $1.1M | $1.3M | 1.76% | +6.5K | 2026-03-31 |
| 18 | DTCR | GLOBAL X FDS | 39.6K | $948K | $1.1M | 1.49% | -- | 2026-03-31 |
| 19 | IHAK | ISHARES TR | 21.7K | $947K | $1.3M | 1.80% | -- | 2026-03-31 |
| 20 | SCYB | SCHWAB STRATEGIC TR | 36.1K | $938K | $938K | 1.29% | +22.9K | 2026-03-31 |
| 21 | XMVM | INVESCO EXCHANGE TRADED FD T | 14.2K | $922K | $1.1M | 1.45% | +8.9K | 2026-03-31 |
| 22 | RYLD | GLOBAL X FDS | 61.7K | $921K | $986K | 1.35% | +1.7K | 2026-03-31 |
| 23 | XLU | SELECT SECTOR SPDR TR | 18.2K | $836K | $808K | 1.11% | -6,896 | 2026-03-31 |
| 24 | SBSI | SOUTHSIDE BANCSHARES INC | 24.2K | $753K | $787K | 1.08% | -- | 2026-03-31 |
| 25 | GRID | FIRST TR EXCHANGE-TRADED FD | 4.6K | $745K | $817K | 1.12% | -- | 2026-03-31 |
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