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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SAVE Spirit Airlines, Inc. Industrials	$75.1M	$224 Million 0.07% of portfolio	93,255	Q3 2024 Reduced 0.48%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.

Account