Solutions 4 Wealth, Ltd
CIK 2006405 · Holdings on Dec 31, 2023 · First reported Feb 6, 2024
Top ten holdings
Q4 2023- VVR15.58%
- AAPL8.66%
- XLK8.15%
- XLF7.35%
- FNX7.29%
- QYLD4.95%
- VHT4.28%
- VBTX4.27%
- ROBO3.44%
- IHAK3.25%
Share classes counted separately67.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVRINVESCO SENIOR INCOME TRUST View history and evidence | $4.77M | 15.58% | 1.16M shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $2.65M | 8.66% | 13.78K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $2.50M | 8.15% | 12.96K shares | Prior unavailable — | — | ↗▾ |
| 04 | XLFSS FINANCIAL SELECT SECTORFINANCIAL View history and evidence | $2.25M | 7.35% | 59.89K shares | Prior unavailable — | — | ↗▾ |
| 05 | FNXFIRST TRUST MID CAP CORE ALPCOM SHS View history and evidence | $2.23M | 7.29% | 21.39K shares | Prior unavailable — | — | ↗▾ |
| 06 | QYLDGLOBAL X NASD 100 COV CALLNASDAQ 100 COVER View history and evidence | $1.52M | 4.95% | 87.45K shares | Prior unavailable — | — | ↗▾ |
| 07 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $1.31M | 4.28% | 5.22K shares | Prior unavailable — | — | ↗▾ |
| 08 | VBTXVERITEX HOLDINGS INC View history and evidence | $1.31M | 4.27% | 56.22K shares | Prior unavailable — | — | ↗▾ |
| 09 | ROBOROBO GLOBAL ROBOTICS AND AUTROBO GLB ETF View history and evidence | $1.05M | 3.44% | 18.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | IHAKISHARES CYBERSECURITY & TECHCYBERSECURITY View history and evidence | $996.65K | 3.25% | 21.94K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2006405 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 30625634
}Research all 36 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.