0002006405-24-000001.txt : 20240206 0002006405-24-000001.hdr.sgml : 20240206 20240206111121 ACCESSION NUMBER: 0002006405-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Solutions 4 Wealth, Ltd CENTRAL INDEX KEY: 0002006405 ORGANIZATION NAME: IRS NUMBER: 710908786 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23604 FILM NUMBER: 24598911 BUSINESS ADDRESS: STREET 1: 566 NORTH KIMBALL AVE STREET 2: SUITE 120 CITY: SOUTHLAKE STATE: TX ZIP: 76092 BUSINESS PHONE: 817-934-7010 MAIL ADDRESS: STREET 1: 566 NORTH KIMBALL AVE STREET 2: SUITE 120 CITY: SOUTHLAKE STATE: TX ZIP: 76092 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002006405 XXXXXXXX 12-31-2023 12-31-2023 Solutions 4 Wealth, Ltd

566 NORTH KIMBALL AVE SUITE 120 SOUTHLAKE TX 76092

13F HOLDINGS REPORT 028-23604 000143248 801-121358 N Donald Hatcher 8179347010 Donald Hatcher Southlake TX 02-06-2024 0 36 30625634 false INFORMATION TABLE 2 s4wq423_13f.xml AMAZON COM INC COM 023135106 241967 1593 SH SOLE 1593 0 0 APPLE INC COM 037833100 2652775 13779 SH SOLE 13779 0 0 CONOCOPHILLIPS COM 20825C104 427572 3684 SH SOLE 3684 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 1053704 18389 SH SOLE 18389 0 0 EXXON MOBIL CORP COM 30231G102 266642 2667 SH SOLE 2667 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 381995 7095 SH SOLE 7095 0 0 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 2234065 21389 SH SOLE 21389 0 0 GALECTIN THERAPEUTICS INC COM NEW 363225202 59901 36085 SH SOLE 36085 0 0 GLOBAL X FDS RUSSELL 2000 37954Y459 720088 43016 SH SOLE 43016 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 270387 6856 SH SOLE 671 0 6185 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1516399 87451 SH SOLE 73287 0 14164 INVESCO SR INCOME TR COM 46131H107 4772470 1164017 SH SOLE 1032762 0 131255 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 549942 9707 SH SOLE 9707 0 0 ISHARES TR U.S. MED DVC ETF 464288810 822940 15248 SH SOLE 15248 0 0 ISHARES TR CYBERSECURITY 46435U135 996647 21938 SH SOLE 21938 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 244642 4450 SH SOLE 4450 0 0 JOHNSON & JOHNSON COM 478160104 284291 1814 SH SOLE 214 0 1600 MICROSOFT CORP COM 594918104 284540 757 SH SOLE 757 0 0 OUTLOOK THERAPEUTICS INC COM NEW 69012T206 12922 32798 SH SOLE 32798 0 0 QUANTUM COMPUTING INC COM 74766W108 9131 10000 SH SOLE 10000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 475386 1000 SH SOLE 631 0 369 SPDR SER TR PRTFLO S&P500 GW 78464A409 403657 6204 SH SOLE 6204 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 297859 3535 SH SOLE 3535 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 346230 13540 SH SOLE 0 0 13540 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 384556 6908 SH SOLE 6908 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2251924 59892 SH SOLE 59892 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2495070 12963 SH SOLE 12963 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 780116 12318 SH SOLE 12318 0 0 SOUTHSIDE BANCSHARES INC COM 84470P109 759259 24242 SH SOLE 8167 0 16075 TESLA INC COM 88160R101 498124 2005 SH SOLE 2005 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1309902 5225 SH SOLE 5225 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 337348 697 SH SOLE 697 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 579538 2397 SH SOLE 2397 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 331325 1841 SH SOLE 1241 0 600 VANGUARD INDEX FDS TOTAL STK MKT 922908769 264057 1113 SH SOLE 13 0 1100 VERITEX HLDGS INC COM 923451108 1308263 56221 SH SOLE 56221 0 0