Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 153
- +6 vs. Q3 2024
- Portfolio value
- $408.3M
- +$13.4M (+3.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 11,521 | $174.5K | <0.1% | 00.0% | Unchanged | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,205 | $184.7K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,550 | $200.5K | <0.1% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 2,995 | $210.4K | 0.1% | +2,995 | New | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,247 | $211.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,035 | $214.7K | 0.1% | 00.0% | Unchanged | – |
| MDLZMondelez International, Inc. | Stock | 3,608 | $215.5K | 0.1% | −42−1.2% | Reduced | History |
| NVSNovartis AG | ADR | 2,238 | $217.8K | 0.1% | +7+0.3% | Added | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 17,900 | $217.8K | 0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 991 | $223.9K | 0.1% | +991 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,633 | $224.7K | 0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 974 | $226.5K | 0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 766 | $227.3K | 0.1% | +766 | New | History |
| ZSZscaler, Inc. | Stock | 1,265 | $228.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,563 | $228.7K | 0.1% | +512+12.6% | Added | – |
| HUMHumana Inc | Stock | 913 | $231.6K | 0.1% | +3+0.3% | Added | History |
| BXBlackstone Inc. | COM | 1,347 | $232.3K | 0.1% | −137−9.2% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 1,022 | $233.2K | 0.1% | +1,022 | New | History |
| BPBP PLC | ADR | 7,952 | $235.1K | 0.1% | +197+2.5% | Added | History |
| CMICummins Inc | Stock | 691 | $241.0K | 0.1% | +691 | New | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,198 | $241.0K | 0.1% | +20+0.5% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,294 | $245.7K | 0.1% | +3+0.2% | Added | – |
| INSIInsight Select Income Fund | COM | 14,201 | $246.1K | 0.1% | −181−1.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 2,741 | $250.1K | 0.1% | +276+11.2% | Added | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,322 | $257.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,223 | $260.2K | 0.1% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 818 | $271.5K | 0.1% | +818 | New | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,940 | $273.6K | 0.1% | −49−1.6% | Reduced | – |
| NEENextera Energy Inc | Stock | 3,877 | $277.9K | 0.1% | +161+4.3% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 1,153 | $279.2K | 0.1% | 00.0% | Unchanged | – |
| MSMorgan Stanley | Stock | 2,271 | $285.5K | 0.1% | +2,271 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,065 | $287.2K | 0.1% | −107−9.1% | Reduced | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 24,295 | $297.9K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 2,611 | $302.2K | 0.1% | +673+34.7% | Added | History |
| AFGAmerican Financial Group Inc | COM | 2,232 | $305.6K | 0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,801 | $314.5K | 0.1% | −594−11.0% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,023 | $322.9K | 0.1% | +4,023 | New | – |
| INTCIntel Corp | Stock | 16,711 | $335.1K | 0.1% | −3,095−15.6% | Reduced | History |
| MMM3M Co | Stock | 2,630 | $339.5K | 0.1% | −383−12.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 941 | $341.4K | 0.1% | +159+20.3% | Added | History |
| TJXTJX Companies Inc | Stock | 2,842 | $343.3K | 0.1% | +166+6.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,006 | $344.1K | 0.1% | +50+5.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 667 | $347.0K | 0.1% | +263+65.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 379 | $347.6K | 0.1% | +379 | New | History |
| LULUlululemon athletica inc. | Stock | 909 | $347.8K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,301 | $358.5K | 0.1% | −214−6.1% | Reduced | – |
| EMREmerson Electric Co | Stock | 2,960 | $366.8K | 0.1% | −18−0.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 729 | $368.8K | 0.1% | +85+13.2% | Added | History |
| ACNAccenture plc | Stock | 1,049 | $368.9K | 0.1% | +47+4.7% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,660 | $371.3K | 0.1% | −97−5.5% | Reduced | History |
| COPConocoPhillips | Stock | 3,915 | $388.3K | 0.1% | +1,277+48.4% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 5,548 | $419.5K | 0.1% | +889+19.1% | Added | – |
| MOAltria Group, Inc. | Stock | 8,145 | $425.9K | 0.1% | −1,089−11.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,274 | $425.9K | 0.1% | +52+4.3% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 13,741 | $432.0K | 0.1% | −290−2.1% | Reduced | – |
| KOCoca Cola Co | Stock | 7,313 | $455.3K | 0.1% | +109+1.5% | Added | History |
| DEDeere & Co | Stock | 1,091 | $462.1K | 0.1% | +99+10.0% | Added | History |
| TAT&T Inc. | Stock | 20,557 | $468.1K | 0.1% | −78−0.4% | Reduced | History |
| WMWaste Management Inc | Stock | 2,339 | $472.0K | 0.1% | −35−1.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 4,255 | $481.2K | 0.1% | +466+12.3% | Added | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 7,164 | $486.3K | 0.1% | +287+4.2% | Added | – |
| PEPPepsiCo Inc | Stock | 3,222 | $490.0K | 0.1% | +128+4.1% | Added | History |
| VZVerizon Communications Inc | Stock | 12,547 | $501.8K | 0.1% | −158−1.2% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,554 | $504.7K | 0.1% | +2,908+38.0% | Added | – |
| PMPhilip Morris International Inc. | Stock | 4,219 | $507.8K | 0.1% | −5−0.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,946 | $516.2K | 0.1% | −69−2.3% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 9,132 | $516.5K | 0.1% | +42+0.5% | Added | History |
| KRKroger Co | Stock | 8,587 | $525.1K | 0.1% | −3,418−28.5% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 1,603 | $527.3K | 0.1% | +86+5.7% | Added | History |
| DALDelta Air Lines, Inc. | COM NEW | 8,859 | $536.0K | 0.1% | +8+0.1% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 7,352 | $559.8K | 0.1% | −245−3.2% | Reduced | – |
| VVisa Inc. | Stock | 1,782 | $563.1K | 0.1% | +188+11.8% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,422 | $582.0K | 0.1% | +398+19.7% | Added | – |
| NFLXNetflix Inc | Stock | 667 | $594.7K | 0.1% | +49+7.9% | Added | History |
| LOWLowes Companies Inc | Stock | 2,490 | $614.5K | 0.2% | +19+0.8% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,186 | $616.5K | 0.2% | +10+0.9% | Added | History |
| BACBank of America Corp | Stock | 14,252 | $626.4K | 0.2% | +7,989+127.6% | Added | History |
| LMTLockheed Martin Corp | Stock | 1,312 | $637.5K | 0.2% | −87−6.2% | Reduced | History |
| SOSouthern Co | Stock | 7,908 | $651.0K | 0.2% | +78+1.0% | Added | History |
| ENBEnbridge Inc | Stock | 15,667 | $664.7K | 0.2% | −643−3.9% | Reduced | History |
| DISWalt Disney Co | Stock | 6,054 | $674.1K | 0.2% | +612+11.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 11,489 | $680.1K | 0.2% | +117+1.0% | Added | History |
| QCOMQualcomm Inc | Stock | 4,730 | $726.6K | 0.2% | +22+0.5% | Added | History |
| PFEPfizer Inc | Stock | 27,845 | $738.7K | 0.2% | +3,552+14.6% | Added | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 6,792 | $741.7K | 0.2% | −73−1.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 8,375 | $756.7K | 0.2% | +783+10.3% | Added | History |
| BABoeing Co | Stock | 4,312 | $763.2K | 0.2% | +780+22.1% | Added | History |
| ORCLOracle Corp | Stock | 4,815 | $802.4K | 0.2% | −26−0.5% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 9,249 | $817.6K | 0.2% | +4,455+92.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,838 | $833.1K | 0.2% | −41−2.2% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 6,423 | $843.3K | 0.2% | −151−2.3% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,086 | $856.0K | 0.2% | −110−5.0% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 3,972 | $873.2K | 0.2% | +40+1.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,391 | $896.7K | 0.2% | +1,913+15.3% | Added | – |
| CVXChevron Corp | Stock | 6,201 | $898.1K | 0.2% | +208+3.5% | Added | History |
| MAMastercard Inc | Stock | 1,782 | $938.2K | 0.2% | +753+73.2% | Added | History |
| AMGNAmgen Inc | Stock | 3,649 | $951.1K | 0.2% | +175+5.0% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,919 | $963.3K | 0.2% | +1,640+50.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,792 | $965.5K | 0.2% | +109+6.5% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,440 | $981.1K | 0.2% | +1,066+31.6% | Added | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| INTCIntel Corp | Stock | – | $1.01K |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.