Wealth Dimensions Group, Ltd. Reduced Holdings in Q2 2025

Wealth Dimensions Group, Ltd.

  • $452 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-419
- 0.64%
$172.42 - $223.89 $72.2K - $93.8K
65.3K $13.4M
VGSH
Vanguard

ETFs
-8.06K
- 1.08%
$58.32 - $58.95 $470K - $475K
740K $43.5M
MRK
Merck & Co., Inc.

Healthcare
-1.09K
- 6.02%
$73.47 - $87.12 $80.3K - $95.2K
17.1K $1.35M
XOM
Exxon Mobil Corp

Energy
-31
- 0.18%
$99.93 - $119.04 $3.1K - $3.69K
17.5K $1.88M
JNJ
Johnson & Johnson

Healthcare
-121
- 0.89%
$146.36 - $159.82 $17.7K - $19.3K
13.5K $2.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.28K
- 1.34%
$77.74 - $78.78 $255K - $258K
241K $19M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 1.05%
$44.12 - $59.6 $4.41K - $5.96K
9.43K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
-107
- 2.58%
$285.55 - $321.23 $30.6K - $34.4K
4.04K $1.18M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-6K
- 24.7%
$11.35 - $12.45 $68.1K - $74.7K
18.3K $218K
DUK
Duke Energy Corp

Utilities
-68
- 0.47%
$112.46 - $124.05 $7.65K - $8.44K
14.4K $1.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.51K
- 11.08%
$29.0 - $30.68 $43.8K - $46.3K
12.1K $371K
AZN
Astrazeneca PLC

Healthcare
-175
- 3.6%
$64.87 - $75.0 $11.4K - $13.1K
4.69K $327K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-343
- 5.47%
$107.61 - $119.09 $36.9K - $40.8K
5.92K $702K
MO
Altria Group, Inc.

Consumer Defensive
-235
- 2.87%
$55.56 - $60.91 $13.1K - $14.3K
7.95K $466K
HUM
Humana Inc

Healthcare
-8
- 0.9%
$224.93 - $295.04 $1.8K - $2.36K
883 $215K
ACN
Accenture PLC

Technology
-10
- 0.96%
$279.23 - $323.21 $2.79K - $3.23K
1.03K $308K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1.31K
- 10.69%
$11.71 - $13.88 $15.3K - $18.2K
10.9K $151K
UNP
Union Pacific Corp

Industrials
-7
- 0.6%
$208.27 - $238.46 $1.46K - $1.67K
1.16K $267K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8
- 0.03%
$51.14 - $57.0 $409 - $456
25.4K $1.44M
IWN
Ishares Russell2000 Val ETF

ETFs
-521
- 4.7%
$131.84 - $157.76 $68.7K - $82.2K
10.6K $1.67M
IYR
Ishares Tr

ETFs
-10
- 0.34%
$84.48 - $96.25 $845 - $963
2.93K $277K
Ge Vernova Inc
-57
- 3.0%
N/A
1.85K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-44
- 1.33%
$83.54 - $100.04 $3.68K - $4.4K
3.26K $324K
ENB
Enbridge Inc

Energy
-192
- 1.24%
$41.09 - $47.16 $7.89K - $9.05K
15.3K $691K
LMT
Lockheed Martin Corp

Industrials
-28
- 1.91%
$430.82 - $486.45 $12.1K - $13.6K
1.44K $664K
MMM
3 M CO

Industrials
-12
- 0.45%
$126.09 - $154.15 $1.51K - $1.85K
2.67K $406K
MA
Mastercard Inc

Financial Services
-13
- 0.74%
$479.92 - $590.74 $6.24K - $7.68K
1.75K $981K
EEM
Ishares Msci Emerging Markets

ETFs
-115
- 1.85%
$38.52 - $48.28 $4.43K - $5.55K
6.11K $294K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-11
- 0.53%
$108.12 - $135.04 $1.19K - $1.49K
2.08K $280K
HON
Honeywell International Inc

Industrials
-6
- 0.48%
$182.86 - $232.88 $1.1K - $1.4K
1.25K $289K
IWD
Ishares Russell 1000 Val ETF

ETFs
-167
- 1.47%
$166.82 - $194.23 $27.9K - $32.4K
11.2K $2.17M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.08%
$193.73 - $237.37 $387 - $475
2.42K $574K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-181
- 2.42%
$73.02 - $90.22 $13.2K - $16.3K
7.29K $650K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-88
- 1.16%
$65.84 - $80.81 $5.79K - $7.11K
7.5K $601K
BA
Boeing CO

Industrials
-436
- 11.44%
$136.59 - $217.51 $59.6K - $94.8K
3.38K $707K
IWR
Ishares Russell Mid Cap ETF

ETFs
-72
- 0.78%
$74.88 - $91.97 $5.39K - $6.62K
9.18K $844K
VEU
Vanguard Ftse All World Ex Us

ETFs
-17
- 0.17%
$54.19 - $67.22 $921 - $1.14K
9.79K $657K
PM
Philip Morris International Inc.

Consumer Defensive
-80
- 1.91%
$149.23 - $184.95 $11.9K - $14.8K
4.11K $748K
GOOGL
Alphabet Inc.

Communication Services
-284
- 4.35%
$144.7 - $178.6 $41.1K - $50.7K
6.25K $1.1M
CSCO
Cisco Systems, Inc.

Technology
-10
- 0.08%
$53.19 - $69.38 $532 - $694
12.1K $838K
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 0.47%
$243.75 - $303.93 $5.12K - $6.38K
4.45K $1.35M
FITB
Fifth Third Bancorp

Financial Services
-120
- 0.17%
$33.32 - $41.51 $4K - $4.98K
69.2K $2.85M
GOOG
Alphabet Inc.

Communication Services
-456
- 3.68%
$146.58 - $180.01 $66.8K - $82.1K
12K $2.12M
IOT
Samsara Inc.

Technology
-700
- 0.45%
$33.46 - $47.74 $23.4K - $33.4K
156K $6.21M
NFLX
Netflix Inc

Communication Services
-3
- 0.45%
$855.86 - $1339.13 $2.57K - $4.02K
670 $897K
META
Meta Platforms, Inc.

Communication Services
-105
- 4.87%
$484.66 - $738.09 $50.9K - $77.5K
2.05K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
-88
- 1.33%
$210.28 - $289.91 $18.5K - $25.5K
6.54K $1.9M
GE
General Electric CO

Industrials
-1.03K
- 10.71%
$166.81 - $257.39 $172K - $265K
8.59K $2.21M
ORCL
Oracle Corp

Technology
-11
- 0.23%
$122.82 - $218.63 $1.35K - $2.4K
4.75K $1.04M
Activity Summary
Buys All Purchases 91 New Holdings 13 Increased Positions 78 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 1
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