Filer Name: WEALTH GROUP, LTD.
CIK: 2013988
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 160
Portfolio Value: $0.15B

Wealth Group, Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 73,996 $19M 11.98% -66.1% -
MSFT US MICROSOFT CORP 20,171 $9M 5.50% -53.0% -
NVDA US NVIDIA CORP 36,556 $5M 3.18% -74.7% -
TJX US TJX COMPANIES INC 40,353 $5M 3.15% 100.0% -
AMZN US AMAZON.COM INC 21,791 $5M 3.09% -76.3% -
GOOGL US ALPHABET INC-CL A 24,911 $5M 3.05% -70.1% -
WMT US WALMART INC 52,025 $5M 3.04% -67.3% -
TFC US TRUIST FINANCIAL CORP 88,606 $4M 2.49% 142.9% -
MA US MASTERCARD INC - A 5,741 $3M 1.96% -68.0% -
MCD US MCDONALD'S CORP 10,134 $3M 1.90% -49.0% -
CVX US CHEVRON CORP 19,541 $3M 1.83% -48.9% -
META US META PLATFORMS INC-CLASS A 4,407 $3M 1.67% -65.6% -
DUK US DUKE ENERGY CORP 22,861 $2M 1.59% 17.1% -
COST US COSTCO WHOLESALE CORP 2,454 $2M 1.45% -57.6% -
HD US HOME DEPOT INC 5,651 $2M 1.42% -51.6% -
PG US PROCTER & GAMBLE CO/THE 12,585 $2M 1.36% -51.2% -
BND US VANGUARD TOTAL BOND MARKET 27,166 $2M 1.26% 100.0% -
CAT US CATERPILLAR INC 5,112 $2M 1.20% -71.6% -
JPM US JPMORGAN CHASE & CO 7,435 $2M 1.15% 0.9% -
ADP US AUTOMATIC DATA PROCESSING 6,002 $2M 1.14% -73.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us