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Donald Hatcher

Solutions 4 Wealth, Ltd

Assets Managed
$66.488M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.47%(2Q avg: 1.59%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Solutions 4 Wealth, Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Solutions 4 Wealth, Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 66.488M in assets, with a quarterly growth rate of 0.47% and a 2-quarter average growth rate of 1.59%. The portfolio is managed by Donald Hatcher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VVR
Invesco Senior Income Trust
Recent Activity
Decreased -7.97%
13.67%
$9.088M
2.822M shares@ $3.23 avg price
PUTW
Wisdomtree Putwrite Strategy
Recent Activity
Increased 5.37%
9.46%
$6.286M
196,992 shares@ $31.91 avg price
QYLD
Global X Nasd 100 Cov Call
Recent Activity
Decreased -1.62%
8.64%
$5.743M
334,859 shares@ $17.16 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.85%
4.87%
$3.232M
24,315 shares@ $132.91 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.05%
4.53%
$3.008M
11,851 shares@ $253.79 avg price
FNX
First Trust Mid Cap Core Alp
Recent Activity
Decreased -0.36%
4.3%
$2.853M
22,247 shares@ $128.25 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 13.41%
4.11%
$2.726M
48,103 shares@ $56.69 avg price
AIQ
Global X Art Intel & Tech
Recent Activity
Increased 130.11%
3.43%
$2.274M
48,733 shares@ $46.68 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 76.5%
3.02%
$2.006M
19,409 shares@ $103.38 avg price
NVS
Novartis Ag-sponsored Adr
Recent Activity
Decreased -18.79%
2.47%
$1.639M
10,730 shares@ $152.76 avg price

1-10 of 55