Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 4, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 131
- +1 vs. Q3 2021
- Portfolio value
- $204.2M
- +$47.9M (+30.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BPBP PLC | ADR | 11,288 | $301.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,790 | $294.0K | 0.1% | +1,260+35.7% | Added | – |
| ORCLOracle Corp | Stock | 3,351 | $292.0K | 0.1% | +600+21.8% | Added | History |
| EMREmerson Electric Co | Stock | 3,092 | $287.0K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,128 | $287.0K | 0.1% | +1,128 | New | History |
| WMWaste Management Inc | Stock | 1,711 | $286.0K | 0.1% | +104+6.5% | Added | History |
| HUMHumana Inc | Stock | 609 | $282.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $278.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,347 | $275.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,218 | $273.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,199 | $273.0K | 0.1% | −1,748−35.3% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 391 | $260.0K | 0.1% | +391 | New | History |
| TJXTJX Companies Inc | Stock | 3,422 | $260.0K | 0.1% | −135−3.8% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $259.0K | 0.1% | 00.0% | Unchanged | – |
| DEDeere & Co | Stock | 750 | $257.0K | 0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 3,009 | $257.0K | 0.1% | +302+11.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 380 | $254.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,355 | $253.0K | 0.1% | 00.0% | Unchanged | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,263 | $238.0K | 0.1% | +19+1.5% | Added | History |
| BXBlackstone Inc. | COM | 1,778 | $230.0K | 0.1% | +1+0.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 3,460 | $229.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 1,755 | $227.0K | 0.1% | 00.0% | Unchanged | – |
| DALDelta Air Lines, Inc. | COM NEW | 5,792 | $226.0K | 0.1% | −100−1.7% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,843 | $224.0K | 0.1% | +25+0.7% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,800 | $216.0K | 0.1% | +2,800 | New | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,910 | $211.0K | 0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 1,435 | $205.0K | 0.1% | −95−6.2% | Reduced | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $199.0K | 0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 11,521 | $184.0K | 0.1% | +11,521 | New | History |
| SPESpecial Opportunities Fund, Inc. | COM | 10,736 | $166.0K | 0.1% | 00.0% | Unchanged | History |
| MUXMcEwen Inc. | COM | 10,000 | $9.00K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 1,000 | $206.0K | 0.1% | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 715 | $200.0K | 0.1% | – |
| Nuveen Select Tax Free Incom67063C106 | SH BEN INT | 12,100 | $189.0K | 0.1% | – |