Wealth Group LTD Portfolio Holdings

Wealth Group LTD

  • $344 Billion
  • Q3 2024

Wealth Group LTD has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $344 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $110B, Ishares Msci Usa Quality Facto with a value of $30B, Pacer Fds Tr Us Cash Cows 100 with a value of $26.2B, Vanguard Index Fds S&P 500 ETF with a value of $23.8B, and Vanguard Information Technolog with a value of $22B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $331B to 344B.

Wealth Group LTD is based out at Eden Prairie, MN

Below you can find more details about Wealth Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $344 Billion
ETFs: $330 Billion
Technology: $6.27 Billion
Consumer Defensive: $1.69 Billion
Industrials: $1.68 Billion
Healthcare: $1.5 Billion
Consumer Cyclical: $1.2 Billion
Financial Services: $1.14 Billion
Communication Services: $249 Million
Other: $79.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$110 Billion 31.99% of portfolio
190,541
Q3 2024 Added 1.94%
$0
$30 Billion 8.74% of portfolio
167,390
Q3 2024 Added 2.07%
$0
$26.2 Billion 7.63% of portfolio
453,381
Q3 2024 Added 3.96%
$0
$23.8 Billion 6.93% of portfolio
45,145
Q3 2024 Added 0.0%
$0
$22 Billion 6.39% of portfolio
37,428
Q3 2024 Added 1.34%
$0
$19.6 Billion 5.7% of portfolio
619,015
Q3 2024 Added 8.65%
$0
$19.4 Billion 5.66% of portfolio
310,140
Q3 2024 Added 2.77%
$0
$15.2 Billion 4.42% of portfolio
83,437
Q3 2024 Added 1.46%
$0
$14.1 Billion 4.12% of portfolio
304,025
Q3 2024 Added 9.47%
$0
$8.12 Billion 2.36% of portfolio
172,425
Q3 2024 Reduced 61.74%
$0
$3.41 Billion 0.99% of portfolio
51,262
Q3 2024 Reduced 0.44%
$0
$3.34 Billion 0.97% of portfolio
85,151
Q3 2024 Reduced 0.31%
$0
$3.26 Billion 0.95% of portfolio
52,247
Q3 2024 Reduced 1.02%
$0
$3.22 Billion 0.94% of portfolio
30,205
Q3 2024 Reduced 3.07%
$0
$3.02 Billion 0.88% of portfolio
36,299
Q3 2024 Reduced 1.01%
$0
$2.85 Billion 0.83% of portfolio
39,212
Q3 2024 Reduced 0.41%
$0
$2.67 Billion 0.78% of portfolio
39,335
Q3 2024 Reduced 0.61%
$0
$2.22 Billion 0.65% of portfolio
17,657
Q3 2024 Reduced 2.1%
$0
$2.1 Billion 0.61% of portfolio
40,871
Q3 2024 Reduced 0.73%
$3.58T
$1.97 Billion 0.57% of portfolio
8,444
Q3 2024 Reduced 4.68%
$499M
$1.83 Billion 0.53% of portfolio
47,000
Q4 2023 New
$0
$1.74 Billion 0.51% of portfolio
3,029
Q3 2024 Reduced 1.14%
$0
$1.47 Billion 0.43% of portfolio
19,547
Q3 2024 Reduced 22.48%
$0
$1.47 Billion 0.43% of portfolio
5,178
Q3 2024 Reduced 0.33%
$0
$1.35 Billion 0.39% of portfolio
20,803
Q3 2024 Reduced 13.61%
$0
$1.26 Billion 0.37% of portfolio
30,376
Q3 2024 Reduced 17.12%
$579B
$1.14 Billion 0.33% of portfolio
2,485
Q1 2024 Reduced 3.16%
$558B
$1.04 Billion 0.3% of portfolio
1,777
Q3 2024 Added 3.98%
$3.13T
$1.01 Billion 0.29% of portfolio
2,346
Q3 2024 Reduced 5.37%
$40.3B
$839 Million 0.24% of portfolio
8,500
Q4 2023 New
$0
$787 Million 0.23% of portfolio
6,732
Q3 2024 Reduced 0.34%
$0
$754 Million 0.22% of portfolio
3,806
Q2 2024 Reduced 0.1%
$0
$723 Million 0.21% of portfolio
1,482
Q3 2024 Added 0.68%
$39.2B
$701 Million 0.2% of portfolio
9,495
Q3 2024 Added 0.14%
$363B
$680 Million 0.2% of portfolio
5,602
Q3 2024 Added 4.97%
$0
$534 Million 0.16% of portfolio
1,392
Q3 2024 Reduced 2.45%
$33.6B
$543 Million 0.16% of portfolio
8,343
Q3 2024 New
$2.11T
$436 Million 0.13% of portfolio
2,341
Q3 2024 Reduced 10.72%
$0
$415 Million 0.12% of portfolio
2,379
Q3 2024 Added 0.51%
$67.8B
$402 Million 0.12% of portfolio
2,578
Q3 2024 Reduced 1.83%
$0
$362 Million 0.11% of portfolio
9,909
Q3 2024 Reduced 15.05%
$0
$354 Million 0.1% of portfolio
8,848
Q3 2024 Reduced 0.33%
$226B
$355 Million 0.1% of portfolio
4,395
Q3 2024 Reduced 6.39%
$74B
$308 Million 0.09% of portfolio
2,256
Q3 2024 Added 2.36%
$72.7B
$304 Million 0.09% of portfolio
1,760
Q3 2024 Added 900.0%
$153B
$308 Million 0.09% of portfolio
1,250
Q1 2024 Reduced 3.1%
$0
$305 Million 0.09% of portfolio
5,784
Q2 2024 Reduced 37.34%
$0
$325 Million 0.09% of portfolio
1,008
Q3 2024 Reduced 1.75%
$172B
$244 Million 0.07% of portfolio
758
Q3 2024 Reduced 1.3%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $344 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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