Portfolio (Quarterly)
Guide ↗
Solutions 4 Wealth, Ltd
· CIK 0002006405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | — | 515.0 | $337K | 0.44% | NEW | — | $655.28 | -16.6% |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,056.0 | $252K | 0.33% | NEW | — | $238.34 | +10.0% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 1,171.0 | $234K | 0.30% | NEW | — | $200.10 | +4.2% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | — | 4,758.0 | $211K | 0.27% | NEW | — | $44.36 | +2.5% |
| 5 | GETY | GETTY IMAGES HOLDINGS INC | Communication Services | 16,273.0 | $14K | 0.02% | NEW | — | $0.86 | -70.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
55.3%
Technology
19.7%
Healthcare
12.2%
Energy
4.8%
Industrials
3.4%
Consumer Cyclical
3.0%
Communication Services
1.6%