Wealth Dimensions Group, Ltd. Purchases in Q1 2025

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
260
+ 26.24%
$202.75 - $226.52 $52.7K - $58.9K
1.25K $264K
HD
Home Depot, Inc.

Consumer Cyclical
287
+ 10.02%
$347.25 - $424.87 $99.7K - $122K
3.15K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 7.92%
$890.62 - $1076.86 $26.7K - $32.3K
409 $386K
VEA
Vanguard Ftse Developed Market

ETFs
109
+ 1.03%
$47.4 - $52.99 $5.17K - $5.78K
10.7K $542K
NFLX
Netflix Inc

Communication Services
6
+ 0.9%
$828.4 - $1058.6 $4.97K - $6.35K
673 $627K
PEP
Pepsico Inc

Consumer Defensive
234
+ 7.26%
$142.64 - $156.42 $33.4K - $36.6K
3.46K $518K
VNQ
Vanguard Specialized Funds Van

ETFs
58
+ 0.44%
$85.55 - $94.34 $4.96K - $5.47K
13.1K $1.19M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
516
+ 11.31%
$49.25 - $50.66 $25.4K - $26.1K
5.08K $252K
WFC
Wells Fargo & Company

Financial Services
246
+ 8.21%
$66.78 - $81.42 $16.4K - $20K
3.24K $232K
META
Meta Platforms, Inc.

Communication Services
83
+ 4.01%
$576.36 - $736.67 $47.8K - $61.1K
2.16K $1.24M
PFE
Pfizer Inc

Healthcare
1.94K
+ 6.96%
$25.01 - $27.13 $48.5K - $52.6K
29.8K $754K
LMT
Lockheed Martin Corp

Industrials
151
+ 11.51%
$423.19 - $506.29 $63.9K - $76.4K
1.46K $653K
WMT
Walmart Inc.

Consumer Defensive
348
+ 4.16%
$84.5 - $105.05 $29.4K - $36.6K
8.72K $765K
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 0.42%
$112.81 - $126.16 $1.35K - $1.51K
2.85K $347K
QCOM
Qualcomm Inc

Technology
2
+ 0.04%
$151.94 - $175.86 $304 - $352
4.73K $726K
Ge Vernova Inc
299
+ 18.65%
N/A
1.9K $0
VO
Vanguard Mid Cap ETF

ETFs
163
+ 2.05%
$251.87 - $277.95 $41.1K - $45.3K
8.13K $2.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.14%
$169.43 - $182.84 $678 - $731
2.95K $511K
CAT
Caterpillar Inc

Industrials
53
+ 5.63%
$326.75 - $407.63 $17.3K - $21.6K
994 $327K
VTI
Vanguard Total Stock Market Et

ETFs
179
+ 4.17%
$271.18 - $303.12 $48.5K - $54.3K
4.47K $1.23M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.08%
$170.36 - $201.04 $170 - $201
1.3K $223K
CMI
Cummins Inc

Industrials
1
+ 0.14%
$312.92 - $386.07 $313 - $386
692 $216K
MRK
Merck & Co., Inc.

Healthcare
1.48K
+ 8.86%
$83.01 - $101.02 $123K - $149K
18.2K $1.63M
EMR
Emerson Electric CO

Industrials
33
+ 1.11%
$108.64 - $131.17 $3.59K - $4.33K
2.99K $328K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.33%
$507.05 - $563.67 $3.04K - $3.38K
1.8K $924K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.17%
$217.89 - $252.64 $872 - $1.01K
2.43K $537K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$57.21 - $65.8 $57.2 - $65.8
14.4K $839K
VUG
Vanguard Growth ETF

ETFs
64
+ 3.07%
$369.1 - $427.61 $23.6K - $27.4K
2.15K $797K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 0.22%
$283.06 - $421.16 $566 - $842
911 $257K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.09%
$102.49 - $119.96 $922 - $1.08K
9.59K $1M
VTWV
Vanguard Russell 2000 Value Et

ETFs
237
+ 1.68%
$131.51 - $149.24 $31.2K - $35.4K
14.4K $1.91M
GOOGL
Alphabet Inc.

Communication Services
219
+ 3.47%
$154.33 - $206.19 $33.8K - $45.2K
6.53K $1.01M
VTWO
Vanguard Russell 2000 ETF

ETFs
732
+ 2.42%
$80.08 - $92.93 $58.6K - $68K
31K $2.5M
AVGO
Broadcom Inc.

Technology
951
+ 13.22%
$167.43 - $244.7 $159K - $233K
8.15K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 0.84%
$190.26 - $242.06 $22.5K - $28.6K
14.2K $2.7M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.46%
$222.15 - $428.22 $3.78K - $7.28K
3.73K $967K
MSFT
Microsoft Corp

Technology
602
+ 3.44%
$375.39 - $447.2 $226K - $269K
18.1K $6.8M
NVDA
Nvidia Corp

Technology
1.47K
+ 3.07%
$106.98 - $149.43 $157K - $220K
49.5K $5.36M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.05K
+ 3.73%
$92.71 - $107.38 $653K - $756K
196K $18.2M
AAPL
Apple Inc.

Technology
765
+ 1.18%
$209.68 - $247.1 $160K - $189K
65.7K $14.6M
Activity Summary
Buys All Purchases 91 New Holdings 9 Increased Positions 82 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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