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CIK: 0002013988
Total reported value
$400.7M
$400.7M
157 檔
9.7%
During the Q1 2025 filing period, Wealth Group, Ltd. (CIK: 0002013988) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $400.7M across 157 reported positions.
In Q1 2025, Wealth Group, Ltd. displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 9.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
CEG
市值: $369.0K
Top Position Liquidated / Trimmed
UPS
前期市值: $884.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.85% | +3.08% | +1.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.01% | +0.34% | +2.11% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | +1.86% | +21.23% | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.12% | — | -2.13% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 2.94% | -0.98% | -0.70% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.40% | +9.80% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +1.64% | +1.76% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 2.44% | -0.42% | +3.39% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.39% | -1.87% | +12.97% | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 2.12% | -1.83% | +17.15% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.11% | +0.01% | +3.68% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.07% | -0.46% | +1.07% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | -0.51% | +8.99% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.73% | — | +33.60% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.68% | -0.42% | +11.49% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.61% | -0.53% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.41% | +2.57% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.22% | +0.24% | +2.32% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.15% | +0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.58% | -2.50% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | +1.34% | +1.43% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.09% | -0.68% | +0.54% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.06% | +8.60% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.61% | +1.88% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.14% | +27.24% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.97% | +0.13% | +1.55% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.36% | +14.45% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.84% | — | +22.18% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | — | +24.58% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | -0.37% | +0.68% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | +0.31% | +2.72% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.46% | +1.95% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | — | +9.54% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.79% | +18.24% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.10% | +2.42% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.72% | +0.48% | +1.84% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.04% | +6.70% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | — | +0.48% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.66% | — | +28.87% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | +0.27% | -15.67% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.64% | — | +19.62% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | — | +12.49% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | — | +0.49% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.33% | +93.40% | |
| 45 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.52% | — | +5.10% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.50% | -0.41% | +7.60% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.50% | -0.10% | +3.07% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.47% | — | +20.83% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.59% | +2.52% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.47% | — | +4.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +12.97% | Add |
| 2 | DUK | Duke Energy CORP | +0.5% | +17.15% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +33.60% | Add |
| 4 | NFLX | Netflix Inc | +0.3% | +93.40% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +27.24% | Add |
| 6 | PM | Philip Morris International | +0.3% | +0.54% | Add |
| 7 | NUE | Nucor CORP | +0.2% | +113.04% | Add |
| 8 | CEG | Constellation Energy | +0.2% | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +8.60% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +11.49% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | NEW | New buy |
| 13 | EXC | Exelon CORP | +0.2% | NEW | New buy |
| 14 | AMGN | Amgen Inc | +0.2% | +1.55% | Add |
| 15 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +18.24% | Add |
| 17 | MCD | Mcdonald's CORP | +0.2% | +1.07% | Add |
| 18 | KO | Coca-cola Co/the | +0.2% | +0.98% | Add |
| 19 | AMZN | Amazon.com Inc | +0.2% | +21.23% | Add |
| 20 | SCHV | Schwab US Large-cap Value | +0.2% | +22.18% | Add |
| 21 | SCHO | Schwab Short-term US Treas | +0.2% | +28.87% | Add |
| 22 | MA | Mastercard Inc - A | +0.2% | +3.68% | Add |
| 23 | ABBV | Abbvie Inc | +0.2% | +6.70% | Add |
| 24 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | New buy |
| 25 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 26 | DFCF | Dimensional Core Fixed Inc | +0.1% | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.72% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +8.99% | Add |
| 29 | V | Visa Inc-class A Shares | +0.1% | +1.88% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +91.20% | Add |
| 31 | AUGW | Alianzim US Eq Bfr20 Aug-usd | -0.1% | -31.96% | Trim |
| 32 | IAU | Ishares Gold Trust | -0.1% | EXIT | Sold out |
| 33 | PFE | Pfizer Inc | -0.1% | -42.10% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -15.72% | Trim |
| 35 | DIS | Walt Disney Co/the | -0.1% | EXIT | Sold out |
| 36 | INTU | Intuit Inc | -0.1% | EXIT | Sold out |
| 37 | MS | Morgan Stanley | -0.1% | EXIT | Sold out |
| 38 | TXN | Texas Instruments Inc | -0.2% | EXIT | Sold out |
| 39 | ETN | Eaton Corporation plc | -0.2% | -13.07% | Trim |
| 40 | LOW | Lowe's Cos Inc | -0.2% | -15.67% | Trim |
| 41 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | Sold out |
| 42 | CSX | Csx CORP | -0.2% | EXIT | Sold out |
| 43 | GIS | General Mills Inc | -0.2% | EXIT | Sold out |
| 44 | AVGO | Broadcom Inc | -0.3% | +2.42% | Add |
| 45 | HON | Honeywell International Inc | -0.3% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.4% | +9.80% | Add |
| 47 | MSFT | Microsoft CORP | -0.5% | +2.11% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.76% | Add |
| 49 | UPS | United Parcel Service-cl B | -0.6% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -1.1% | +1.82% | Add |
According to official SEC Form 13F filings, Wealth Group, Ltd. reported a total U.S. public equity portfolio value of $400.7M across 157 disclosed positions in Q1 2025.
During Q1 2025, Wealth Group, Ltd.'s top holdings by market value included AAPL (10.8%)、MSFT (5.0%)、AMZN (3.3%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q1 2025, Wealth Group, Ltd. made 50 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 5 holdings, and fully liquidating 10 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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