Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 129
- +9 vs. Q3 2022
- Portfolio value
- $244.9M
- +$42.7M (+21.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,358 | $308.8K | 0.1% | −847−10.3% | Reduced | – |
| AXPAmerican Express Co | Stock | 2,085 | $308.1K | 0.1% | −27−1.3% | Reduced | History |
| AFGAmerican Financial Group Inc | COM | 2,232 | $306.4K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,105 | $294.1K | 0.1% | −14−1.3% | Reduced | – |
| EMREmerson Electric Co | Stock | 2,965 | $284.8K | 0.1% | 00.0% | Unchanged | History |
| INSIInsight Select Income Fund | COM | 18,527 | $279.9K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 2,818 | $279.5K | 0.1% | +10.0% | Added | History |
| NKENIKE, Inc. | Stock | 2,295 | $268.5K | 0.1% | +2,295 | New | History |
| ORCLOracle Corp | Stock | 3,272 | $267.5K | 0.1% | −41−1.2% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,954 | $263.6K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 1,059 | $253.6K | 0.1% | +1,059 | New | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,347 | $249.8K | 0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 1,819 | $246.9K | 0.1% | +1,819 | New | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,355 | $245.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $245.4K | 0.1% | 00.0% | Unchanged | – |
| NSCNorfolk Southern Corp | Stock | 979 | $241.2K | 0.1% | 00.0% | Unchanged | History |
| NUONuveen Ohio Quality Municipal Income Fund | COM | 18,990 | $241.0K | 0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 3,604 | $240.2K | 0.1% | +3,604 | New | History |
| TJXTJX Companies Inc | Stock | 2,999 | $238.7K | 0.1% | +2,999 | New | History |
| EXCExelon Corp | Stock | 5,424 | $234.5K | 0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 393 | $219.7K | 0.1% | +393 | New | History |
| DALDelta Air Lines, Inc. | COM NEW | 6,410 | $210.6K | 0.1% | +6,410 | New | History |
| NVSNovartis AG | ADR | 2,281 | $206.9K | 0.1% | +2,281 | New | History |
| ORGOOrganogenesis Holdings Inc. | COM | 76,125 | $204.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $204.0K | 0.1% | +1,171 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 370 | $203.8K | 0.1% | +370 | New | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $171.7K | 0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 11,521 | $160.3K | 0.1% | 00.0% | Unchanged | History |
| SCNXScienture Holdings, Inc. | COM NEW | 30,979 | $12.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 1,435 | $236.0K | 0.1% | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,720 | $209.0K | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 1,480 | $201.0K | 0.1% | History |