Solutions 4 Wealth, Ltd
Top Portfolio Positions
20 positions ·
$19,513,092 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VVR |
Invesco Senior Income Trust
Financial Services
|
2,822,329 | $9,087,899 | 46.57% | |
| AAPL |
Apple Inc.
Technology
|
11,851 | $3,007,665 | 15.41% | |
| NVS |
Novartis AG
Healthcare
|
10,730 | $1,639,007 | 8.40% | |
| SBSI |
Southside Bancshares Inc
Financial Services
|
24,242 | $753,683 | 3.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,135 | $738,135 | 3.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,934 | $667,442 | 3.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
886 | $511,381 | 2.62% | |
| COP |
Conocophillips
Energy
|
3,659 | $482,988 | 2.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,631 | $398,681 | 2.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
782 | $290,708 | 1.49% |
Portfolio Trend
10 quarters · across all stocks
Holdings in IEP
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,242 | 28,244 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $159,206 | 21,087 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $119,269 | 14,165 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $239,276 | 17,698 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,309 | 13,429 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,923 | 12,106 | Shares | Sole | 2024-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||