$144 Million is the total value of Solano Wealth Management, Inc.'s 25 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $573,167 | +9.3% | 4,380 | 0.0% | 0.40% | +11.8% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $412,972 | -1.9% | 5,120 | 0.0% | 0.29% | +0.3% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $325,924 | -9.8% | 13,875 | 0.0% | 0.23% | -8.1% | |
| MSFT | MICROSOFT CORP | $298,699 | -7.3% | 946 | 0.0% | 0.21% | -5.5% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $254,159 | -5.0% | 5,169 | 0.0% | 0.18% | -3.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 3 | Q3 2023 | 18.1% |
| INVESCO EXCH TRD SLF IDX FD | 3 | Q3 2023 | 12.4% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 11.8% |
| INVESCO EXCH TRD SLF IDX FD | 3 | Q3 2023 | 10.7% |
| ISHARES TR | 3 | Q3 2023 | 10.3% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 10.2% |
| SPDR S&P 500 ETF TR | 3 | Q3 2023 | 11.0% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q3 2023 | 7.4% |
| FIRST TR VALUE LINE DIVID IN | 3 | Q3 2023 | 3.3% |
| SPDR SER TR | 3 | Q3 2023 | 6.2% |
View Solano Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-06-14 |
View Solano Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.