Wealth Dimensions Group, Ltd. Reduced Holdings in Q1 2025

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IOT
Samsara Inc.

Technology
-44.9K
- 22.27%
$34.06 - $60.96 $1.53M - $2.74M
157K $6.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-62
- 0.16%
$554.06 - $615.85 $34.4K - $38.2K
39.3K $22.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.04%
$551.42 - $612.93 $4.41K - $4.9K
18.7K $10.4M
GOOG
Alphabet Inc.

Communication Services
-106
- 0.85%
$156.06 - $207.71 $16.5K - $22K
12.4K $1.94M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-259
- 3.13%
$360.07 - $417.26 $93.3K - $108K
8.02K $2.9M
FITB
Fifth Third Bancorp

Financial Services
-339
- 0.49%
$37.48 - $44.96 $12.7K - $15.2K
69.3K $2.72M
IWN
Ishares Russell2000 Val ETF

ETFs
-360
- 3.15%
$149.27 - $169.4 $53.7K - $61K
11.1K $1.67M
DAL
Delta Air Lines, Inc.

Industrials
-57
- 0.64%
$43.6 - $69.06 $2.49K - $3.94K
8.8K $383K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-93
- 4.12%
$468.34 - $539.52 $43.6K - $50.2K
2.16K $1.01M
ORCL
Oracle Corp

Technology
-57
- 1.18%
$139.81 - $186.47 $7.97K - $10.6K
4.76K $665K
BA
Boeing CO

Industrials
-500
- 11.6%
$148.15 - $186.25 $74.1K - $93.1K
3.81K $650K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.36K
- 33.68%
$79.17 - $82.04 $107K - $111K
2.67K $218K
DIS
Walt Disney CO

Communication Services
-171
- 2.82%
$96.87 - $114.0 $16.6K - $19.5K
5.88K $580K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.11K
- 6.28%
$95.85 - $99.25 $107K - $110K
16.6K $1.64M
CEG
Constellation Energy Corp

Utilities
-121
- 7.29%
$201.63 - $347.44 $24.4K - $42K
1.54K $310K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-35
- 0.62%
$168.16 - $186.21 $5.89K - $6.52K
5.64K $963K
ACN
Accenture PLC

Technology
-8
- 0.76%
$300.91 - $398.25 $2.41K - $3.19K
1.04K $324K
VIG
Vanguard Dividend Appreciation

ETFs
-224
- 4.55%
N/A
4.7K $855K
BAC
Bank Of America Corp

Financial Services
-162
- 1.14%
$39.61 - $47.74 $6.42K - $7.73K
14.1K $587K
LOW
Lowes Companies Inc

Consumer Cyclical
-24
- 0.96%
$222.66 - $268.42 $5.34K - $6.44K
2.47K $575K
IVE
Ishares S&P 500 Value ETF

ETFs
-191
- 1.68%
$185.78 - $198.58 $35.5K - $37.9K
11.2K $2.13M
MS
Morgan Stanley

Financial Services
-68
- 2.99%
$111.68 - $141.08 $7.59K - $9.59K
2.2K $257K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-952
- 7.21%
$12.94 - $14.29 $12.3K - $13.6K
12.3K $160K
AXP
American Express CO

Financial Services
-5
- 0.65%
$255.39 - $325.87 $1.28K - $1.63K
761 $204K
PFF
Ishares Trust Ishares Pfd And

ETFs
-125
- 0.91%
$30.73 - $32.26 $3.84K - $4.03K
13.6K $418K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-527
- 7.76%
$107.24 - $116.37 $56.5K - $61.3K
6.27K $729K
HUM
Humana Inc

Healthcare
-22
- 2.41%
$249.11 - $303.11 $5.48K - $6.67K
891 $235K
COP
Conocophillips

Energy
-117
- 2.99%
$88.6 - $105.85 $10.4K - $12.4K
3.8K $398K
DVY
Ishares Tr

ETFs
-36
- 0.56%
$128.58 - $138.1 $4.63K - $4.97K
6.39K $857K
ENB
Enbridge Inc

Energy
-213
- 1.36%
$41.54 - $45.45 $8.85K - $9.68K
15.5K $684K
RTX
Raytheon Technologies Corp

Industrials
-146
- 5.59%
$114.1 - $135.66 $16.7K - $19.8K
2.47K $326K
MA
Mastercard Inc

Financial Services
-23
- 1.29%
$504.67 - $576.31 $11.6K - $13.3K
1.76K $964K
BP
Bp PLC

Energy
-196
- 2.46%
$29.93 - $35.31 $5.87K - $6.92K
7.76K $262K
CINF
Cincinnati Financial Corp

Financial Services
-34
- 0.42%
$133.67 - $147.81 $4.54K - $5.03K
8.04K $1.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
-32
- 0.28%
$182.82 - $196.21 $5.85K - $6.28K
11.3K $2.13M
KO
Coca Cola CO

Consumer Defensive
-528
- 7.22%
$60.81 - $72.32 $32.1K - $38.2K
6.79K $485K
KR
Kroger CO

Consumer Defensive
-290
- 3.38%
$58.36 - $67.72 $16.9K - $19.6K
8.3K $561K
V
Visa Inc.

Financial Services
-53
- 2.97%
$306.92 - $362.71 $16.3K - $19.2K
1.73K $605K
SO
Southern CO

Utilities
-224
- 2.83%
$80.96 - $92.96 $18.1K - $20.8K
7.68K $706K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-37
- 2.01%
$442.66 - $534.52 $16.4K - $19.8K
1.8K $959K
PM
Philip Morris International Inc.

Consumer Defensive
-30
- 0.71%
$117.15 - $158.79 $3.51K - $4.76K
4.19K $664K
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.59%
$169.2 - $216.66 $5.75K - $7.37K
5.7K $1.2M
AMGN
Amgen Inc

Healthcare
-18
- 0.49%
$258.59 - $327.36 $4.65K - $5.89K
3.63K $1.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-631
- 0.26%
$76.94 - $78.28 $48.5K - $49.4K
244K $19.1M
DUK
Duke Energy Corp

Utilities
-56
- 0.39%
$105.87 - $121.97 $5.93K - $6.83K
14.5K $1.76M
PG
Procter & Gamble CO

Consumer Defensive
-1.24K
- 0.74%
$158.56 - $176.26 $197K - $219K
166K $28.3M
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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