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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 $56,676,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Senior Income Trust
 VVR 3,418,454 $12,819,201 22.62%
2.
Wisdomtree Tr
 154,914 $4,824,030 8.51%
3.
Global X Fds
 269,678 $4,484,739 7.91%
4.
Apple Inc.
 AAPL 12,149 $2,698,675 4.76%
5.
Sector Spdr Trust
 XLB 11,910 $2,459,115 4.34%
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)