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CIK: 0002013988
Total reported value
$400.7M
$400.7M
160 檔
10.4%
At the close of Q4 2024, Wealth Group, Ltd. disclosed equity holdings valued at approximately $400.7M, spread across 160 reported holdings.
In Q4 2024, Wealth Group, Ltd. displayed an active expansion posture, initiating 12 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 10.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.98% | +3.08% | -0.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.50% | +0.34% | +0.98% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.40% | -1.26% | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.15% | — | +0.49% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | +1.86% | +0.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.05% | +1.64% | +0.43% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.04% | -0.98% | -1.90% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 2.49% | -0.42% | -0.47% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.96% | +0.01% | +0.33% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.90% | -0.46% | +0.61% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.83% | -1.87% | -0.48% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.51% | -0.32% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.59% | -1.83% | -0.13% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.42% | -0.24% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.41% | -0.62% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.61% | -0.52% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | — | +31.91% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.20% | +1.34% | +10.63% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.58% | -0.20% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.14% | +0.24% | -1.41% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.15% | +1.99% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.10% | -0.64% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.61% | +1.25% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 0.85% | -0.37% | +4.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +0.06% | -4.83% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | +0.27% | +16.29% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | -0.68% | +3.57% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | -0.36% | -0.99% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | +0.13% | -2.49% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 0.78% | +0.48% | +2.60% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.46% | -1.13% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.14% | -2.78% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | — | +463.21% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.31% | +1.99% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | — | +0.50% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.68% | — | +332.47% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | — | +8.85% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | -3.52% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.05% | +3.11% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | — | +0.37% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | -0.15% | -1.24% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | — | +0.30% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.04% | +0.91% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.79% | +5.59% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.52% | — | +15.36% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.50% | — | +139.01% | |
| 47 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.50% | — | -12.02% | |
| 48 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.49% | -0.33% | EXIT | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | +0.13% | NEW | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.46% | -0.41% | +2.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | +0.76% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -0.30% | Trim |
| 3 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.43% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.2% | +31.91% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +463.21% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | -0.64% | Trim |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | New buy |
| 10 | CSX | Csx CORP | +0.2% | NEW | New buy |
| 11 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 12 | SCHV | Schwab US Large-cap Value | +0.2% | +332.47% | Add |
| 13 | WMT | Walmart Inc | +0.2% | -1.90% | Trim |
| 14 | NVDA | Nvidia CORP | +0.2% | -1.26% | Trim |
| 15 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 18 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 19 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 20 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 21 | ARCC | Ares Capital CORP | +0.1% | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.20% | Trim |
| 23 | V | Visa Inc-class A Shares | +0.1% | +1.25% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +28.50% | Add |
| 25 | SO | Southern Co/the | +0.1% | +54.33% | Add |
| 26 | VTV | Vanguard Value ETF | +0.1% | +66.32% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +0.37% | Add |
| 28 | MA | Mastercard Inc - A | +0.1% | +0.33% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +9.19% | Add |
| 30 | CMI | Cummins Inc | 0% | +2.60% | Add |
| 31 | TJX | Tjx Companies Inc | 0% | +0.49% | Add |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -16.42% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.1% | -0.23% | Trim |
| 34 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -33.34% | Trim |
| 35 | TGT | Target CORP | -0.1% | -17.93% | Trim |
| 36 | PEP | Pepsico Inc | -0.1% | -1.13% | Trim |
| 37 | ADBE | Adobe Inc | -0.2% | -3.52% | Trim |
| 38 | W | Wayfair Inc- Class A | -0.2% | EXIT | Sold out |
| 39 | ADM | Archer-daniels-midland Co | -0.2% | EXIT | Sold out |
| 40 | REGN | Regeneron Pharmaceuticals | -0.2% | EXIT | Sold out |
| 41 | MCD | Mcdonald's CORP | -0.2% | +0.61% | Add |
| 42 | VZ | Verizon Communications Inc | -0.2% | -14.89% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.2% | -2.78% | Trim |
| 44 | KO | Coca-cola Co/the | -0.2% | +1.99% | Add |
| 45 | DUK | Duke Energy CORP | -0.2% | -0.13% | Trim |
| 46 | BLDR | Builders Firstsource Inc | -0.2% | -0.43% | Trim |
| 47 | LMT | Lockheed Martin CORP | -0.2% | -0.99% | Trim |
| 48 | AMGN | Amgen Inc | -0.3% | -2.49% | Trim |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Wealth Group, Ltd. reported a total U.S. public equity portfolio value of $400.7M across 160 disclosed positions in Q4 2024.
During Q4 2024, Wealth Group, Ltd.'s top holdings by market value included AAPL (12.0%)、MSFT (5.5%)、NVDA (3.2%). The largest single position, AAPL, represented 12.0% 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.
Top New Position Initiated
LRCX
市值: $509.0K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $510.0K
In Q4 2024, Wealth Group, Ltd. made 50 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 5 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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