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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.3M
$224 Million 0.07% of portfolio
93,255
Q3 2024 Reduced 0.48%
$0
$79.8 Million 0.02% of portfolio
1,269,378
Q3 2024 Reduced 36.57%
$0
$20.1 Million 0.01% of portfolio
23,050
Q3 2024 New
$0
$750,000 0.0% of portfolio
14,500
Q4 2023 New

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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