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  Name: Solutions 4 Wealth Ltd
  City: SOUTHLAKE
  State: TX
  Zip: 76092
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $35,604,000
  Total Value Change : $4,978,000
  Securities Held Change : 4
   
All Securities Held : 40
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 20
  Unchanged Positions : 11
  Decreased Positions : 4

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 29 New $90.38 $303,000 3,501 0.85% 303,000 3,501 0    N/A
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 35 New $85.58 $212,000 2,436 0.6% 212,000 2,436 0.01    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 36 New $39.78 $206,000 5,445 0.58% 206,000 5,445 0.003    Domestic Money Center...
   (IEP)1 Year Chart         IEP Icahn Enterprises LP 37 New $16.71 $206,000 12,106 0.58% 206,000 12,106 0    Property Management
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 38 New $8.27 $114,000 13,106 0.32% 114,000 13,106 0.001    Broadcasting - TV

      5 Records Found
  1    
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