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CIK: 0002013988
Total reported value
$400.7M
$400.7M
147 檔
9.4%
According to the latest 13F quarterly dataset, Wealth Group, Ltd. managed an equity portfolio of $400.7M at the end of Q2 2024, spanning 147 distinct U.S. exchange-listed positions.
During Q2 2024, Wealth Group, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.12% | +3.08% | +5.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.31% | +0.34% | -0.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | +0.40% | +940.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +1.64% | -0.68% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.18% | — | +0.04% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +1.86% | +0.14% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.55% | -0.98% | -1.23% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 2.47% | -0.42% | -0.21% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.20% | -1.87% | +1.71% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.00% | +0.01% | +31.46% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.85% | -0.46% | -0.60% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.63% | -1.83% | -0.34% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.51% | -0.37% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.61% | -1.59% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.42% | -2.48% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.41% | +0.03% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | +1.34% | -0.85% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | -0.15% | -0.95% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.58% | -0.34% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | +0.13% | -1.25% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | — | +9.82% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.06% | +0.24% | -0.89% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | — | -0.01% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.46% | +0.49% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.14% | +10.80% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.87% | -0.36% | -3.31% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | +0.05% | -1.14% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.84% | — | +1.34% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.61% | -0.25% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | +0.27% | -2.25% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | +0.06% | +1.84% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.77% | — | -4.74% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | -0.68% | -0.80% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | -0.37% | +0.58% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | +0.31% | -5.06% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.10% | +1.77% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.69% | -0.20% | -1.43% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.67% | +0.48% | -2.84% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | — | +27.72% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.79% | +2.89% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | +0.13% | NEW | |
| 42 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.62% | — | -0.10% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.04% | -6.46% | |
| 44 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.54% | -0.41% | +3.13% | |
| 45 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.53% | — | -0.57% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | — | +0.12% | |
| 47 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.52% | -0.33% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.30% | +0.18% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.48% | — | -2.45% | |
| 50 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.46% | — | -1.56% |
According to official SEC Form 13F filings, Wealth Group, Ltd. reported a total U.S. public equity portfolio value of $400.7M across 147 disclosed positions in Q2 2024.
During Q2 2024, Wealth Group, Ltd.'s top holdings by market value included AAPL (11.1%)、MSFT (6.3%)、NVDA (3.2%). The largest single position, AAPL, represented 11.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 9.4% of total reported equity market value during Q2 2024.
In Q2 2024, Wealth Group, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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