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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 $30,625,634
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Senior Income Trust
 VVR 1,164,017 $4,772,470 15.58%
2.
Apple Inc.
 AAPL 13,779 $2,652,775 8.66%
3.
Sector Spdr Trust
 XLB 12,963 $2,495,070 8.14%
4.
Sector Spdr Trust
 XLB 59,892 $2,251,924 7.35%
5.
First Tr Mid Cap Core Alphad
 21,389 $2,234,065 7.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)