Solutions 4 Wealth, Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
S4 Solutions 4 Wealth, Ltd | Institutional Filer | ▲ 0.46% | $66.5M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | — | 2.8M | $9.1M | 13.67% |
| 2 | WTPI | WISDOMTREE TR | — | 197K | $6.3M | 9.45% |
| 3 | QYLD | GLOBAL X FDS | — | 335K | $5.7M | 8.64% |
| 4 | XLK | Technology Select Sector SPDR Fund | — | 24K | $3.2M | 4.86% |
| 5 | AAPL | Apple Inc. | Technology | 12K | $3.0M | 4.52% |
| 6 | FNX | FIRST TR EXCHANGE-TRADED ALP | — | 22K | $2.9M | 4.29% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 48K | $2.7M | 4.10% |
| 8 | AIQ | GLOBAL X FDS | — | 49K | $2.3M | 3.42% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 19K | $2.0M | 3.02% |
| 10 | NVS | Novartis AG | Healthcare | 11K | $1.6M | 2.47% |
| 11 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 21K | $1.4M | 2.16% |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | — | 13K | $1.4M | 2.15% |
| 13 | DFSD | DIMENSIONAL ETF TRUST | — | 29K | $1.4M | 2.10% |
| 14 | PWV | INVESCO EXCHANGE TRADED FD T | — | 19K | $1.3M | 1.99% |
| 15 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 20K | $1.3M | 1.96% |
Showing 1 to 15 of 55 holdings