Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 120
- +2 vs. Q1 2021
- Portfolio value
- $147.5M
- +$18.7M (+14.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 750 | $265.0K | 0.2% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 859 | $253.0K | 0.2% | +859 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $250.0K | 0.2% | 00.0% | Unchanged | – |
| HONHoneywell International Inc | COM | 1,099 | $241.0K | 0.2% | +1,099 | New | History |
| EXCExelon Corp | Stock | 5,424 | $240.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $235.0K | 0.2% | 00.0% | Unchanged | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,756 | $225.0K | 0.2% | +3,756 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 5,547 | $218.0K | 0.1% | −259−4.5% | Reduced | – |
| MDLZMondelez International, Inc. | Stock | 3,460 | $216.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,401 | $216.0K | 0.1% | +48+1.4% | Added | – |
| DALDelta Air Lines, Inc. | COM NEW | 5,000 | $216.0K | 0.1% | −22−0.4% | Reduced | History |
| ORCLOracle Corp | Stock | 2,751 | $214.0K | 0.1% | −151−5.2% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,910 | $214.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 1,629 | $208.0K | 0.1% | −162−9.0% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 1,545 | $207.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 715 | $207.0K | 0.1% | +715 | New | – |
| Nuveen Select Tax Free Incom67063C106 | SH BEN INT | 12,100 | $200.0K | 0.1% | 00.0% | Unchanged | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $195.0K | 0.1% | 00.0% | Unchanged | History |
| SPESpecial Opportunities Fund, Inc. | COM | 10,736 | $163.0K | 0.1% | 00.0% | Unchanged | History |
| MUXMcEwen Inc. | COM | 10,000 | $14.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.