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| Name: |
Solutions 4 Wealth Ltd |
| City: |
SOUTHLAKE |
| State: |
TX |
| Zip: |
76092 |
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data |
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| Holdings
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19 |
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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 |
|
VVR |
Invesco Van Kampen Senior |
1 |
- |
$4.38 |
$7,453,000 |
1,741,309 |
20.93% |
2,681,000 |
577,292 |
0.967 |
Closed - End Fund - Debt |
|
|
XLF |
SPDR Financial Sector |
3 |
- |
$42.49 |
$2,524,000 |
59,926 |
7.09% |
272,000 |
34 |
0.001 |
Closed - End Fund - E... |
|
|
FNX |
First Trust Mid Cap Core Al... |
4 |
- |
$112.07 |
$2,428,000 |
21,415 |
6.82% |
194,000 |
26 |
0.246 |
Closed - End Fund - Debt |
|
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QYLD |
Global X NASDAQ 100 Covered... |
6 |
- |
$0.00 |
$1,728,000 |
96,503 |
4.85% |
212,000 |
9,052 |
0.024 |
N/A |
|
|
VHT |
Vanguard Health Care Vipers |
7 |
- |
$267.11 |
$1,415,000 |
5,232 |
3.97% |
105,000 |
7 |
0.009 |
Closed - End Fund - E... |
|
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ROBO |
Robo Stox Global Robotics A... |
9 |
- |
$57.06 |
$1,079,000 |
18,395 |
3.03% |
25,000 |
6 |
0.069 |
N/A |
|
|
RYLD |
Global X Russell 2000 Cover... |
11 |
- |
$16.49 |
$925,000 |
54,689 |
2.6% |
205,000 |
11,673 |
0.061 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
12 |
- |
$56.69 |
$894,000 |
15,255 |
2.51% |
71,000 |
7 |
0.011 |
Closed - End Fund - E... |
|
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XLU |
SPDR Utilities Select |
13 |
- |
$72.34 |
$814,000 |
12,405 |
2.29% |
34,000 |
87 |
0.001 |
Closed - End Fund - E... |
|
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PXSG |
Invesco Russell 2000 Pure G... |
16 |
- |
$60.95 |
$586,000 |
9,711 |
1.65% |
36,000 |
4 |
0.072 |
Closed - End Fund - Debt |
|
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SPYG |
SPDR Dow Jones Wilshire Lar... |
17 |
- |
$74.75 |
$512,000 |
7,002 |
1.44% |
108,000 |
798 |
0 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
18 |
- |
$177.81 |
$468,000 |
2,661 |
1.31% |
-30,000 |
656 |
0 |
Auto Manufacturers |
|
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SCHB |
Schwab Strategic Trust |
21 |
- |
$61.60 |
$422,000 |
6,914 |
1.19% |
37,000 |
6 |
0.004 |
Closed - End Fund - Debt |
|
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MSFT |
Microsoft Corp |
25 |
- |
$420.21 |
$351,000 |
834 |
0.99% |
66,000 |
77 |
0 |
Application Software |
|
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XOM |
Exxon Mobil Corp |
27 |
- |
$119.64 |
$312,000 |
2,685 |
0.88% |
45,000 |
18 |
0 |
Integrated Oil & Gas |
|
|
AMZN |
Amazon.com Inc |
30 |
- |
$184.70 |
$292,000 |
1,620 |
0.82% |
50,000 |
27 |
0 |
Internet Software & S... |
|
|
VTI |
Vanguard Total Stock Market... |
31 |
- |
$262.30 |
$291,000 |
1,121 |
0.82% |
27,000 |
8 |
0 |
Closed - End Fund - E... |
|
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HSPX |
Global X S&P 500 Covered Ca... |
32 |
- |
$0.00 |
$288,000 |
7,066 |
0.81% |
18,000 |
210 |
0.007 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
34 |
- |
$0.00 |
$262,000 |
4,532 |
0.74% |
17,000 |
82 |
0.001 |
N/A |
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