Wealth Dimensions Group, Ltd. Reduced Holdings in Q4 2024

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IOT
Samsara Inc.

Technology
-9K
- 4.27%
$42.67 - $56.35 $384K - $507K
202K $8.81M
PG
Procter & Gamble CO

Consumer Defensive
-1.38K
- 0.81%
$161.05 - $179.7 $221K - $247K
167K $28.1M
JNJ
Johnson & Johnson

Healthcare
-384
- 2.76%
$143.34 - $165.86 $55K - $63.7K
13.5K $1.95M
XOM
Exxon Mobil Corp

Energy
-653
- 3.62%
$105.51 - $125.37 $68.9K - $81.9K
17.4K $1.87M
LMT
Lockheed Martin Corp

Industrials
-87
- 6.22%
$479.66 - $614.62 $41.7K - $53.5K
1.31K $637K
KR
Kroger CO

Consumer Defensive
-3.42K
- 28.47%
$55.21 - $63.3 $189K - $216K
8.59K $525K
IWN
Ishares Russell2000 Val ETF

ETFs
-603
- 5.01%
$162.69 - $181.35 $98.1K - $109K
11.4K $1.88M
INTC
Intel Corp

Technology
-3.1K
- 15.63%
$19.07 - $26.23 $59K - $81.2K
16.7K $335K
AZN
Astrazeneca PLC

Healthcare
-594
- 11.01%
$63.2 - $79.58 $37.5K - $47.3K
4.8K $314K
IVE
Ishares S&P 500 Value ETF

ETFs
-96
- 0.84%
$189.5 - $206.17 $18.2K - $19.8K
11.4K $2.17M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-245
- 3.22%
$75.65 - $83.47 $18.5K - $20.5K
7.35K $559K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-401
- 6.6%
$176.42 - $186.91 $70.7K - $75K
5.67K $1.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
-126
- 1.1%
$183.23 - $199.79 $23.1K - $25.2K
11.4K $2.11M
MMM
3 M CO

Industrials
-383
- 12.71%
$124.74 - $137.12 $47.8K - $52.5K
2.63K $339K
VZ
Verizon Communications Inc

Communication Services
-158
- 1.24%
$39.6 - $45.21 $6.26K - $7.14K
12.5K $501K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-42
- 1.15%
$59.25 - $72.99 $2.49K - $3.07K
3.61K $215K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7
- 0.03%
$57.53 - $60.83 $403 - $426
24.3K $1.4M
FITB
Fifth Third Bancorp

Financial Services
-196
- 0.28%
$41.76 - $48.44 $8.18K - $9.49K
69.7K $2.95M
MO
Altria Group, Inc.

Consumer Defensive
-1.09K
- 11.79%
$49.06 - $57.74 $53.4K - $62.9K
8.15K $425K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-73
- 1.06%
$108.6 - $115.42 $7.93K - $8.43K
6.79K $741K
DVY
Ishares Tr

ETFs
-151
- 2.3%
$129.55 - $143.41 $19.6K - $21.7K
6.42K $843K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-28
- 0.2%
$143.69 - $159.92 $4.02K - $4.48K
14.1K $2.04M
PFF
Ishares Trust Ishares Pfd And

ETFs
-290
- 2.07%
$31.23 - $33.51 $9.06K - $9.72K
13.7K $432K
IYR
Ishares Tr

ETFs
-49
- 1.64%
$90.74 - $102.87 $4.45K - $5.04K
2.94K $273K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 2.18%
$442.29 - $483.08 $18.1K - $19.8K
1.84K $833K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-69
- 2.29%
$174.22 - $187.62 $12K - $12.9K
2.95K $516K
ORCL
Oracle Corp

Technology
-26
- 0.54%
$165.41 - $192.43 $4.3K - $5K
4.82K $802K
WM
Waste Management Inc

Industrials
-35
- 1.47%
$201.79 - $228.46 $7.06K - $8K
2.34K $471K
VV
Vanguard Large Cap ETF

ETFs
-107
- 9.13%
$260.27 - $280.65 $27.8K - $30K
1.07K $287K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-214
- 6.09%
$104.59 - $118.05 $22.4K - $25.3K
3.3K $358K
INSI
Insight Select Income Fund

Financial Services
-181
- 1.26%
$16.59 - $18.0 $3K - $3.26K
14.2K $246K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.12%
$118.38 - $133.06 $592 - $665
4.22K $507K
IEMG
Ishares Inc

ETFs
-61
- 0.15%
N/A
41.2K $2.21M
ENB
Enbridge Inc

Energy
-643
- 3.94%
$40.4 - $43.92 $26K - $28.2K
15.7K $664K
BX
Blackstone Inc.

Financial Services
-137
- 9.23%
$148.45 - $199.05 $20.3K - $27.3K
1.35K $232K
VUG
Vanguard Growth ETF

ETFs
-110
- 5.01%
$378.79 - $428.11 $41.7K - $47.1K
2.09K $856K
T
At&T Inc.

Communication Services
-78
- 0.38%
$21.22 - $23.88 $1.66K - $1.86K
20.6K $468K
EMR
Emerson Electric CO

Industrials
-18
- 0.6%
$108.13 - $134.33 $1.95K - $2.42K
2.96K $366K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-443
- 5.08%
$370.24 - $418.94 $164K - $186K
8.28K $3.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-566
- 1.42%
$570.51 - $610.59 $323K - $346K
39.4K $23.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 0.43%
$567.81 - $607.81 $46K - $49.2K
18.7K $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-577
- 13.44%
$213.65 - $479.86 $123K - $277K
3.72K $1.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.42K
- 0.75%
$95.27 - $107.82 $136K - $154K
189K $19.5M
Activity Summary
Buys All Purchases 92 New Holdings 9 Increased Positions 83 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 1 Puts 0
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