Wealth Group, Ltd. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$154.3M
Holdings
157
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (157 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $16.7M |
MSFTMICROSOFT CORP | $7.7M |
AMZNAMAZON COM INC | $5.0M |
TJXTJX COS INC NEW | $4.8M |
WMTWALMART INC | $4.5M |
NVDANVIDIA CORPORATION | $4.3M |
GOOGLALPHABET INC | $3.9M |
TFCTRUIST FINL CORP | $3.8M |
CVXCHEVRON CORP NEW | $3.7M |
DUKDUKE ENERGY CORP NEW | $3.3M |
MAMASTERCARD INCORPORATED | $3.3M |
MCDMCDONALDS CORP | $3.2M |
METAMETA PLATFORMS INC | $2.8M |
BNDVANGUARD BD INDEX FDS | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
PGPROCTER AND GAMBLE CO | $2.1M |
HDHOME DEPOT INC | $2.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.9M |
KOCOCA COLA CO | $1.8M |
JPMJPMORGAN CHASE & CO | $1.8M |
CATCATERPILLAR INC | $1.7M |
4I1PHILIP MORRIS INTL INC | $1.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.6M |
VVISA INC | $1.6M |
LLYELI LILLY & CO | $1.6M |
AMGNAMGEN INC | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.3M |
SCHVSCHWAB STRATEGIC TR | $1.3M |
SCHGSCHWAB STRATEGIC TR | $1.3M |
PHPARKER-HANNIFIN CORP | $1.3M |
JNJJOHNSON & JOHNSON | $1.2M |
PEPPEPSICO INC | $1.2M |
VEAVANGUARD TAX-MANAGED FDX | $1.2M |
XOMEXXON MOBIL CORP | $1.1M |
AVGOBROADCOM INC | $1.1M |
CMICUMMINS INC | $1.1M |
ABBVABBVIE INC | $1.1M |
QCOMQUALCOMM INC | $1.1M |
LOWLOWES COS INC | $1.0M |
SCHOSCHWAB STRATEGIC TR | $1.0M |
ADBEADOBE INC | $982K |
VTIPVANGUARD MALVERN FDS | $937K |
GSGOLDMAN SACHS GROUP INC | $887K |
NFLXNETFLIX INC | $848K |
DECWAIM ETF PRODUCTS TRUST | $800K |
HSYHERSHEY CO | $777K |
MMM3M CO | $768K |
SPHYSPDR SER TR | $728K |
CSCOCISCO SYS INC | $727K |
BNDXVANGUARD CHARLOTTE FDS | $725K |
MRKMERCK & CO INC | $721K |
MOALTRIA GROUP INC | $690K |
UNHUNITEDHEALTH GROUP INC | $671K |
BACVERIZON COMMUNICATIONS INC | $650K |
BLDRBUILDERS FIRSTSOURCE INC | $649K |
ETNEATON CORP PLC | $640K |
RTXRTX CORPORATION | $631K |
IBMINTERNATION BUSINESS MACHS | $623K |
NUENUCOR CORP | $608K |
JULWAIM ETF PRODUCTS TRUST | $603K |
ORCLORACLE CORP | $590K |
DEDEERE & CO | $563K |
GOOGALPHABET INC | $554K |
SCHXSCHWAB STRATEGIC TR | $552K |
TAT&T INC | $551K |
ACWVISHARES INC | $541K |
AXPAMERICAN EXPRESS CO | $532K |
ITWILLINOIS TOLL WKS INC | $530K |
CMGCHIPOTLE MEXICAN GRILL INC | $519K |
ITICINVESTORS TITLE CO NC | $508K |
TMUST-MOBILE US INC | $506K |
MUBISHARES TR | $499K |
VWOVANGUARD INTL EQUITY INDEX F | $496K |
CMCSACOMCAST CORP NEW | $489K |
NVSNNOVARTIS AG | $476K |
LRCXLAM RESEARCH CORP | $462K |
BSVVANGUARD BD INDEX FDS | $450K |
VTEBVANGUARD MUN BD FDS | $440K |
SHWSHERWIN WILLIAMS CO | $426K |
UNPUNION PAC CORP | $419K |
SPYSPDR S&P 500 ETF TR | $401K |
FEBWAIM ETF PRODUCTS TRUST | $396K |
DYHTARGET | $390K |
SCHPSCHWAB STRATEGIC TR | $386K |
FDXFEDEX CORP | $378K |
CITCINTAS CORP | $373K |
CEGCONSTELLATION ENERGY CORP | $369K |
CRMSALESFORCE INC | $369K |
RYROYAL BK CDA | $369K |
AEPAMERICAN ELEC PWR CO INC | $360K |
SOSOUTHERN CO | $358K |
TMTOYOTA MOTOR CORP | $354K |
TROWPRICE T ROW GROUP INC | $353K |
BDXBECTON DICKINSON & CO | $353K |
TBILRBB FD INC | $350K |
AUGWAIM ETF PRODUCTS TRUST | $344K |
UBERUBER TECHNOLOGIES INC | $335K |
GILDGILEAD SCIENCES INC | $331K |
AMDADVANCED MICRO DEVICES INC | $327K |
NEENETXTERA ENERGY INC | $322K |
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