Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 118
- No 13F data for Q4 2020
- Portfolio value
- $128.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUXMcEwen Inc. | COM | 10,000 | $10.0K | <0.1% | – | – | History |
| SPESpecial Opportunities Fund, Inc. | COM | 10,736 | $157.0K | 0.1% | – | – | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $183.0K | 0.1% | – | – | History |
| Nuveen Select Tax Free Incom67063C106 | SH BEN INT | 12,100 | $195.0K | 0.2% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,460 | $203.0K | 0.2% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,353 | $203.0K | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 2,902 | $204.0K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 999 | $212.0K | 0.2% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,498 | $212.0K | 0.2% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,910 | $214.0K | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,545 | $215.0K | 0.2% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $217.0K | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 5,806 | $223.0K | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,791 | $225.0K | 0.2% | – | – | – |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 9,800 | $235.0K | 0.2% | – | – | – |
| EXCExelon Corp | Stock | 5,424 | $237.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $238.0K | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 1,806 | $240.0K | 0.2% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 5,022 | $242.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 457 | $244.0K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 1,255 | $249.0K | 0.2% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 1,242 | $251.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 722 | $257.0K | 0.2% | – | – | History |
| HUMHumana Inc | Stock | 629 | $264.0K | 0.2% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,505 | $270.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 5,149 | $271.0K | 0.2% | – | – | History |
| BPBP PLC | ADR | 11,124 | $271.0K | 0.2% | – | – | History |
| AFGAmerican Financial Group Inc | COM | 2,422 | $276.0K | 0.2% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,347 | $276.0K | 0.2% | – | – | – |
| ZSZscaler, Inc. | Stock | 1,616 | $277.0K | 0.2% | – | – | History |
| EMREmerson Electric Co | Stock | 3,092 | $279.0K | 0.2% | – | – | History |
| DEDeere & Co | Stock | 750 | $281.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 2,732 | $299.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 2,896 | $303.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,497 | $319.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 2,353 | $320.0K | 0.2% | – | – | History |
| NUONuveen Ohio Quality Municipal Income Fund | COM | 20,990 | $327.0K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,324 | $329.0K | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,044 | $333.0K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,266 | $373.0K | 0.3% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,016 | $374.0K | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,940 | $387.0K | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 188 | $388.0K | 0.3% | – | – | History |
| INSIInsight Select Income Fund | COM | 19,280 | $394.0K | 0.3% | – | – | History |
| MMM3M Co | Stock | 2,075 | $400.0K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 4,586 | $407.0K | 0.3% | – | – | History |
| ENBEnbridge Inc | Stock | 11,311 | $412.0K | 0.3% | – | – | History |
| BABoeing Co | Stock | 1,666 | $424.0K | 0.3% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,680 | $430.0K | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,017 | $432.0K | 0.3% | – | – | – |
| FITBFifth Third Bancorp | COM | 11,603 | $435.0K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,095 | $438.0K | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,202 | $444.0K | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,713 | $446.0K | 0.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,907 | $463.0K | 0.4% | – | – | – |
| KRKroger Co | Stock | 12,998 | $468.0K | 0.4% | – | – | History |
| GEGeneral Electric Co | COM | 35,729 | $469.0K | 0.4% | – | – | History |
| SOSouthern Co | Stock | 7,738 | $481.0K | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,342 | $489.0K | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,722 | $496.0K | 0.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,618 | $498.0K | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 4,682 | $507.0K | 0.4% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 6,881 | $509.0K | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,983 | $510.0K | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,116 | $515.0K | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,866 | $521.0K | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,642 | $528.0K | 0.4% | – | – | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 31,321 | $529.0K | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,543 | $544.0K | 0.4% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,493 | $547.0K | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,765 | $571.0K | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,235 | $571.0K | 0.4% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,324 | $573.0K | 0.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 3,087 | $577.0K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 11,392 | $589.0K | 0.5% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,302 | $599.0K | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,720 | $601.0K | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 20,017 | $606.0K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 3,450 | $637.0K | 0.5% | – | – | History |
| VZVerizon Communications Inc | Stock | 11,000 | $640.0K | 0.5% | – | – | History |
| PFEPfizer Inc | Stock | 18,294 | $663.0K | 0.5% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 6,002 | $685.0K | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 1,056 | $705.0K | 0.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 11,931 | $753.0K | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 365 | $755.0K | 0.6% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,385 | $759.0K | 0.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 13,799 | $763.0K | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 5,113 | $778.0K | 0.6% | – | – | History |
| CINFCincinnati Financial Corp | COM | 7,881 | $812.0K | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,975 | $908.0K | 0.7% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,432 | $915.0K | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 17,565 | $981.0K | 0.8% | – | – | History |
| AMGNAmgen Inc | Stock | 3,965 | $987.0K | 0.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 14,035 | $1.08M | 0.8% | – | – | History |
| ORGOOrganogenesis Holdings Inc. | COM | 60,900 | $1.11M | 0.9% | – | – | History |
| INTCIntel Corp | Stock | 17,585 | $1.13M | 0.9% | – | – | History |
| DUKDuke Energy CORP | Stock | 11,820 | $1.14M | 0.9% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 13,853 | $1.27M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 444 | $1.37M | 1.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,820 | $1.50M | 1.2% | – | – | – |