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Home > Institutional Investor > Solutions 4 Wealth, Ltd > Profile

Instuitional Investor - Solutions 4 Wealth, Ltd

Fund Profile
Filing Period:
Fund Name: Solutions 4 Wealth, Ltd
Portfolio Value $59,997,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Senior Income Trust
 VVR 3,242,878 $12,322,937 20.54%
2.
Wisdomtree Tr
 166,383 $5,330,906 8.89%
3.
Global X Fds
 279,522 $4,673,600 7.79%
4.
Sector Spdr Trust
 XLB 12,423 $3,145,918 5.24%
5.
First Tr Exchange-Traded Alp
 22,404 $2,573,069 4.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)