Wealth Group LTD Portfolio Holdings by Sector
Wealth Group LTD
- $341 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QUAL COWZ VOO VGT ICOW DGRO VXF 38 stocks |
$327 Million
95.87% of portfolio
|
16
|
20
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.89 Million
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.41 Million
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CLFD 1 stocks |
$1.4 Million
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.35 Million
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL 3 stocks |
$1.23 Million
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$878,853
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$864,713
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY AMZN 2 stocks |
$851,222
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$827,600
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$667,217
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$493,301
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$493,034
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ 2 stocks |
$454,119
0.13% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$301,504
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$261,045
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$246,342
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX 1 stocks |
$208,653
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$206,409
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
3668.HK 1 stocks |
$43,529
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
ZNOG 1 stocks |
$5,982
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|