Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 133
- +4 vs. Q4 2022
- Portfolio value
- $258.5M
- +$13.6M (+5.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287739 | U.S. REAL ES ETF | 3,681 | $312.5K | 0.1% | −10−0.3% | Reduced | – |
| DEDeere & Co | Stock | 750 | $309.7K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 2,943 | $292.0K | 0.1% | +105+3.7% | Added | History |
| KMBKimberly Clark Corp | Stock | 2,167 | $290.9K | 0.1% | +348+19.1% | Added | History |
| NKENIKE, Inc. | Stock | 2,295 | $281.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,894 | $272.0K | 0.1% | −60−0.9% | Reduced | – |
| AFGAmerican Financial Group Inc | COM | 2,232 | $271.2K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,334 | $266.6K | 0.1% | +1,334 | New | History |
| EMREmerson Electric Co | Stock | 2,965 | $258.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,347 | $255.7K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 1,115 | $255.1K | 0.1% | +56+5.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 536 | $253.1K | 0.1% | −356−39.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 393 | $252.1K | 0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 3,544 | $247.1K | 0.1% | −60−1.7% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,355 | $246.5K | 0.1% | 00.0% | Unchanged | – |
| GDGeneral Dynamics Corp | Stock | 1,079 | $246.2K | 0.1% | +1,079 | New | History |
| NUONuveen Ohio Quality Municipal Income Fund | COM | 18,990 | $241.4K | 0.1% | 00.0% | Unchanged | History |
| INSIInsight Select Income Fund | COM | 14,846 | $235.7K | 0.1% | −3,681−19.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,999 | $235.0K | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 6,001 | $227.5K | 0.1% | +6,001 | New | History |
| EXCExelon Corp | Stock | 5,424 | $227.2K | 0.1% | 00.0% | Unchanged | History |
| DALDelta Air Lines, Inc. | COM NEW | 6,410 | $223.8K | 0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,133 | $219.8K | 0.1% | +1,133 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $218.8K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 1,026 | $217.4K | 0.1% | +1,026 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 370 | $213.3K | 0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 2,281 | $209.9K | 0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 979 | $207.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,259 | $201.9K | 0.1% | +3,259 | New | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $177.7K | 0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 11,521 | $164.9K | 0.1% | 00.0% | Unchanged | History |
| ORGOOrganogenesis Holdings Inc. | COM | 76,125 | $162.1K | 0.1% | 00.0% | Unchanged | History |
| SCNXScienture Holdings, Inc. | COM NEW | 30,979 | $9.14K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.