| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO SR INCOME TR | 3 | Q2 2024 | 22.9% |
| SELECT SECTOR SPDR TR | 3 | Q2 2024 | 8.1% |
| APPLE INC | 3 | Q2 2024 | 8.7% |
| SELECT SECTOR SPDR TR | 3 | Q2 2024 | 7.4% |
| FIRST TR MID CAP CORE ALPHAD | 3 | Q2 2024 | 7.3% |
| GLOBAL X FDS | 3 | Q2 2024 | 5.0% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 4.3% |
| VERITEX HLDGS INC | 3 | Q2 2024 | 4.3% |
| EXCHANGE TRADED CONCEPTS TRU | 3 | Q2 2024 | 3.4% |
| ISHARES TR | 3 | Q2 2024 | 3.3% |
View Solutions 4 Wealth, Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-06 |
View Solutions 4 Wealth, Ltd'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.