0002006405-24-000002.txt : 20240502 0002006405-24-000002.hdr.sgml : 20240502 20240502122624 ACCESSION NUMBER: 0002006405-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 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: 24906625 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 03-31-2024 03-31-2024 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 05-02-2024 0 40 35607441 false INFORMATION TABLE 2 s4wq123_13f.xml AMAZON COM INC COM 023135106 292208 1620 SH SOLE 1620 0 0 APPLE INC COM 037833100 2232256 13018 SH SOLE 13018 0 0 BANK AMERICA CORP COM 060505104 206465 5445 SH SOLE 5445 0 0 CONOCOPHILLIPS COM 20825C104 465024 3654 SH SOLE 3654 0 0 EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 1078694 18395 SH SOLE 18395 0 0 EXXON MOBIL CORP COM 30231G102 312146 2685 SH SOLE 2685 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 400087 7095 SH SOLE 7095 0 0 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 2427785 21415 SH SOLE 21415 0 0 GALECTIN THERAPEUTICS INC COM NEW 363225202 86243 36085 SH SOLE 36085 0 0 GLOBAL X FDS RUSSELL 2000 37954Y459 924784 54689 SH SOLE 54689 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 288222 7066 SH SOLE 690 0 6376 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1728361 96503 SH SOLE 81770 0 14732 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 205923 12106 SH SOLE 12106 0 0 INVESCO SR INCOME TR COM 46131H107 7452801 1741309 SH SOLE 1599504 0 141805 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 585755 9711 SH SOLE 9711 0 0 ISHARES TR U.S. MED DVC ETF 464288810 893769 15255 SH SOLE 15255 0 0 ISHARES TR CYBERSECURITY 46435U135 1027799 21938 SH SOLE 21938 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 262222 4532 SH SOLE 4532 0 0 JOHNSON & JOHNSON COM 478160104 286967 1814 SH SOLE 214 0 1600 MICROSOFT CORP COM 594918104 350897 834 SH SOLE 834 0 0 QUANTUM COMPUTING INC COM 74766W108 9901 10000 SH SOLE 10000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 465643 890 SH SOLE 520 0 370 SPDR SER TR S&P 600 SMCP GRW 78464A201 212460 2436 SH SOLE 2436 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 512166 7002 SH SOLE 7002 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 310868 3535 SH SOLE 3535 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 346907 13540 SH SOLE 0 0 13540 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 422115 6914 SH SOLE 6914 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2524093 59926 SH SOLE 59926 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2683489 12885 SH SOLE 12885 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 814366 12405 SH SOLE 12405 0 0 SOUTHSIDE BANCSHARES INC COM 84470P109 708594 24242 SH SOLE 8167 0 16075 TESLA INC COM 88160R101 467777 2661 SH SOLE 2661 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 1415404 5232 SH SOLE 5232 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 365465 697 SH SOLE 697 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 303422 3501 SH SOLE 3501 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 625327 2398 SH SOLE 2398 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 353251 1841 SH SOLE 1241 0 600 VANGUARD INDEX FDS TOTAL STK MKT 922908769 291402 1121 SH SOLE 21 0 1100 VERITEX HLDGS INC COM 923451108 1151968 56221 SH SOLE 56221 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 114415 13106 SH SOLE 13106 0 0