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CIK: 0002010748
Total reported value
$522.5M
$522.5M
65 檔
42.1%
In Q4 2024, Wealth Group Ltd's U.S. equity holdings reached a combined market value of $522.5M, distributed across 65 disclosed stock positions.
In Q4 2024, Wealth Group Ltd adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, COWZ) accounted for 42.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.16% | -0.83% | +2.25% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.84% | -0.09% | +2.53% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 7.69% | -0.76% | +3.84% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.98% | -0.13% | -0.68% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.90% | +0.80% | +2.53% | |
| 6 | ICOW | Pacer Developed Markets Inte | ETF-Other | 5.79% | -0.28% | +10.81% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.58% | -0.21% | +1.43% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.60% | -0.06% | +0.48% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.16% | -0.06% | +7.61% | |
| 10 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.99% | +0.12% | -2.33% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.98% | -0.05% | -56.41% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.97% | -0.03% | +189.35% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.03% | -3.67% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.87% | — | +199.25% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.85% | — | +3.59% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.84% | -0.09% | -3.32% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.04% | +198.11% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | -0.05% | -3.43% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | -0.01% | -6.78% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | +0.03% | +98.82% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.03% | -6.50% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.02% | -0.83% | |
| 24 | CLFD | Clearfield Inc | Stock-Other | 0.42% | +0.08% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.06% | -0.60% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.05% | +2.29% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.04% | +1.19% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.02% | -22.54% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +0.01% | — | |
| 30 | PCAR | Paccar Inc | Stock-Industrials | 0.26% | -0.02% | — | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.23% | -0.03% | -28.01% | |
| 32 | ✓ | Stock-Other | 0.23% | — | +6.88% | ||
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | +1.79% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | -0.02% | -1.68% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | — | -8.17% | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 0.17% | -0.01% | -3.73% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | -7.40% | |
| 38 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.15% | +0.01% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | — | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 41 | MRVL | Marvell Technology Inc | Stock-Tech | 0.11% | +0.13% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | -5.63% | |
| 43 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.11% | -0.02% | +2.17% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.10% | +0.01% | +0.50% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | -32.72% | |
| 46 | ✓ | Stock-Other | 0.10% | — | -1.94% | ||
| 47 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.09% | -0.02% | -3.54% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | +5.19% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.08% | -0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +2.25% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.5% | +2.53% | Add |
| 3 | VXF | Vanguard Extended Market ETF | +0.2% | +0.48% | Add |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.53% | Add |
| 5 | ICOW | Pacer Developed Markets Inte | +0.1% | +10.81% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +3.84% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.68% | Trim |
| 10 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +3.59% | Add |
| 11 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +7.61% | Add |
| 12 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 13 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 14 | RPG | Invesco S&p 500 Pure Growth | 0% | -2.33% | Trim |
| 15 | ✓ | 0% | +6.88% | Add | |
| 16 | NVDA | Nvidia CORP | 0% | +1.79% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +5.19% | Add |
| 18 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 19 | SCHX | Schwab US Large-cap ETF | 0% | +198.11% | Add |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.50% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | — | -0.83% | Trim |
| 24 | MMM | 3m Co | 0% | -9.00% | Trim |
| 25 | VTV | Vanguard Value ETF | 0% | -5.63% | Trim |
| 26 | UNP | Union Pacific CORP | 0% | -4.08% | Trim |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 28 | EBAY | Ebay Inc | 0% | — | Unchanged |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.68% | Trim |
| 30 | ✓ | whitehaven coal lmt brisbane shs | 0% | — | Unchanged |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | -8.17% | Trim |
| 32 | ✓ | 0% | -1.94% | Trim | |
| 33 | SCHB | Schwab US Broad Market ETF | 0% | +189.35% | Add |
| 34 | GCOW | Pacer Global Cash Cows Divid | 0% | -3.54% | Trim |
| 35 | GIS | General Mills Inc | 0% | -3.73% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | -32.72% | Trim |
| 37 | BND | Vanguard Total Bond Market | 0% | -0.60% | Trim |
| 38 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.67% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | 0% | -6.78% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 43 | SAVEEUR | Spirit Airlines Inc | -0.1% | EXIT | Sold out |
| 44 | DGRO | Ishares Core Dividend Growth | -0.1% | +1.43% | Add |
| 45 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -3.32% | Trim |
| 46 | CLFD | Clearfield Inc | -0.1% | — | Unchanged |
| 47 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -3.43% | Trim |
| 48 | VXUS | Vanguard Total Intl Stock | -0.1% | -22.54% | Trim |
| 49 | IQLT | Ishares Msci International Q | -0.1% | -28.01% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.4% | -56.41% | Trim |
According to official SEC Form 13F filings, Wealth Group Ltd reported a total U.S. public equity portfolio value of $522.5M across 65 disclosed positions in Q4 2024.
During Q4 2024, Wealth Group Ltd's top holdings by market value included IVV (33.2%)、QUAL (8.8%)、COWZ (7.7%). The largest single position, IVV, represented 33.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
TSLA
市值: $275.4K
Top Position Liquidated / Trimmed
AMGN
前期市值: $244.2K
In Q4 2024, Wealth Group Ltd made 40 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 20 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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