Wealth Group, Ltd.
- SEC CIK
- 0002013988
- Latest filing
- Jul 21, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 10, 2024. Long positions only.
- Positions
- 148
- No filing for Q4 2023
- Portfolio value
- $132.5M
- No filing for Q4 2023
Wealth Group, Ltd. did not file a 13F for Q4 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 701 | $681.0K | 0.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,992 | $702.0K | 0.5% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,903 | $718.0K | 0.5% | – | – | History |
| TGTTarget Corp | Stock | 4,053 | $718.0K | 0.5% | – | – | History |
| HSYHershey Co | COM | 3,956 | $769.0K | 0.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 623 | $826.0K | 0.6% | – | – | History |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 28,932 | $840.0K | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,407 | $861.0K | 0.7% | – | – | History |
| VZVerizon Communications Inc | Stock | 21,923 | $920.0K | 0.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,231 | $952.0K | 0.7% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 10,564 | $968.0K | 0.7% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,305 | $1.01M | 0.8% | – | – | History |
| BABoeing Co | Stock | 5,327 | $1.03M | 0.8% | – | – | History |
| CMICummins Inc | Stock | 3,492 | $1.03M | 0.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 2,082 | $1.05M | 0.8% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 5,209 | $1.09M | 0.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,664 | $1.12M | 0.8% | – | – | History |
| PHParker-Hannifin Corp | Stock | 2,062 | $1.15M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,503 | $1.19M | 0.9% | – | – | History |
| QCOMQualcomm Inc | Stock | 7,063 | $1.20M | 0.9% | – | – | History |
| VVisa Inc. | Stock | 4,352 | $1.22M | 0.9% | – | – | History |
| LMTLockheed Martin Corp | Stock | 2,690 | $1.22M | 0.9% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 8,241 | $1.23M | 0.9% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 9,681 | $1.28M | 1.0% | – | – | History |
| LOWLowes Companies Inc | Stock | 5,240 | $1.33M | 1.0% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 18,990 | $1.38M | 1.0% | – | – | – |
| AMGNAmgen Inc | Stock | 4,888 | $1.39M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 8,156 | $1.43M | 1.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,540 | $1.51M | 1.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 6,269 | $1.57M | 1.2% | – | – | History |
| KOCoca Cola Co | Stock | 25,921 | $1.59M | 1.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,423 | $1.77M | 1.3% | – | – | History |
| CATCaterpillar Inc | Stock | 5,292 | $1.94M | 1.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,318 | $2.10M | 1.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 13,060 | $2.12M | 1.6% | – | – | History |
| DUKDuke Energy CORP | Stock | 22,762 | $2.20M | 1.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,767 | $2.21M | 1.7% | – | – | History |
| MAMastercard Inc | Stock | 5,700 | $2.75M | 2.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 10,195 | $2.87M | 2.2% | – | – | History |
| CVXChevron Corp | Stock | 19,227 | $3.03M | 2.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,502 | $3.17M | 2.4% | – | – | History |
| WMTWalmart Inc. | Stock | 53,238 | $3.20M | 2.4% | – | – | History |
| TFCTruist Financial Corp | COM | 88,945 | $3.47M | 2.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 20,664 | $3.73M | 2.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 24,856 | $3.75M | 2.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 40,192 | $4.08M | 3.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 19,711 | $8.29M | 6.3% | – | – | History |
| AAPLApple Inc. | Stock | 69,764 | $12.0M | 9.0% | – | – | History |