Wealth Dimensions Group, Ltd. Reduced Holdings in Q3 2024

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
-304
- 25.04%
$310.25 - $404.52 $94.3K - $123K
910 $288K
GOOGL
Alphabet Inc.

Communication Services
-372
- 6.43%
$148.65 - $191.18 $55.3K - $71.1K
5.41K $897K
COP
Conocophillips

Energy
-231
- 8.05%
$102.3 - $116.61 $23.6K - $26.9K
2.64K $277K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-895
- 6.21%
$96.25 - $101.98 $86.1K - $91.3K
13.5K $1.37M
ZS
Zscaler, Inc.

Technology
-10
- 0.78%
$155.9 - $204.47 $1.56K - $2.04K
1.27K $216K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2
- 0.22%
$233.4 - $302.36 $467 - $605
909 $246K
IEMG
Ishares Inc

ETFs
-352
- 0.85%
$53.64 - $53.64 $18.9K - $18.9K
41.3K $2.22M
AZN
Astrazeneca PLC

Healthcare
-181
- 3.25%
$76.67 - $87.62 $13.9K - $15.9K
5.4K $420K
KR
Kroger CO

Consumer Defensive
-2.03K
- 14.49%
$50.43 - $57.3 $103K - $117K
12K $687K
BAC
Bank Of America Corp

Financial Services
-279
- 4.26%
$36.65 - $44.13 $10.2K - $12.3K
6.26K $248K
PEP
Pepsico Inc

Consumer Defensive
-142
- 4.39%
$161.9 - $179.3 $23K - $25.5K
3.09K $526K
AMGN
Amgen Inc

Healthcare
-125
- 3.47%
$309.38 - $337.38 $38.7K - $42.2K
3.47K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
-559
- 6.81%
$47.6 - $53.31 $26.6K - $29.8K
7.65K $403K
Ge Vernova Inc
-69
- 4.35%
N/A
1.52K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-227
- 4.65%
$75.32 - $84.37 $17.1K - $19.2K
4.66K $389K
CRM
Salesforce, Inc.

Technology
-50
- 3.93%
$238.42 - $276.53 $11.9K - $13.8K
1.22K $334K
V
Visa Inc.

Financial Services
-36
- 2.21%
$253.74 - $291.56 $9.13K - $10.5K
1.59K $438K
VTV
Vanguard Value ETF

ETFs
-34
- 2.65%
$159.75 - $174.57 $5.43K - $5.94K
1.25K $217K
ABT
Abbott Laboratories

Healthcare
-251
- 6.21%
$100.07 - $118.13 $25.1K - $29.7K
3.79K $431K
VUG
Vanguard Growth ETF

ETFs
-15
- 0.68%
$341.08 - $391.94 $5.12K - $5.88K
2.2K $843K
INSI
Insight Select Income Fund

Financial Services
-23
- 0.16%
$16.2 - $17.65 $373 - $406
14.4K $253K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-178
- 4.82%
$95.81 - $109.03 $17.1K - $19.4K
3.52K $378K
EEM
Ishares Msci Emerging Markets

ETFs
-20
- 0.32%
$40.42 - $46.7 $808 - $934
6.22K $285K
CAT
Caterpillar Inc

Industrials
-37
- 4.52%
$316.8 - $391.12 $11.7K - $14.5K
782 $305K
KO
Coca Cola CO

Consumer Defensive
-371
- 4.9%
$62.69 - $73.01 $23.3K - $27.1K
7.2K $517K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-81
- 1.32%
$162.64 - $179.3 $13.2K - $14.5K
6.07K $1.09M
VB
Vanguard Small Cap ETF

ETFs
-1
- 0.05%
$214.77 - $237.72 $215 - $238
2.02K $480K
NEE
Nextera Energy Inc

Utilities
-141
- 3.66%
$69.9 - $84.97 $9.86K - $12K
3.72K $314K
ACN
Accenture PLC

Technology
-21
- 2.05%
$295.44 - $355.81 $6.2K - $7.47K
1K $354K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13
- 0.1%
$57.32 - $62.65 $745 - $814
12.5K $777K
MA
Mastercard Inc

Financial Services
-14
- 1.34%
$429.6 - $500.99 $6.01K - $7.01K
1.03K $508K
MO
Altria Group, Inc.

Consumer Defensive
-56
- 0.6%
$45.95 - $54.71 $2.57K - $3.06K
9.23K $471K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-162
- 2.31%
$104.5 - $114.97 $16.9K - $18.6K
6.87K $786K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-146
- 0.31%
$47.18 - $48.74 $6.89K - $7.12K
47.1K $2.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-107
- 1.21%
$332.02 - $382.76 $35.5K - $41K
8.72K $3.27M
BMY
Bristol Myers Squibb CO

Healthcare
-289
- 3.08%
$39.66 - $51.75 $11.5K - $15K
9.09K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17
- 0.19%
$105.53 - $118.34 $1.79K - $2.01K
8.86K $1.04M
SO
Southern CO

Utilities
-60
- 0.76%
$77.0 - $90.52 $4.62K - $5.43K
7.83K $706K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 0.84%
$405.19 - $478.57 $6.48K - $7.66K
1.88K $864K
MMM
3 M CO

Industrials
-28
- 0.92%
$99.69 - $139.42 $2.79K - $3.9K
3.01K $411K
ORCL
Oracle Corp

Technology
-238
- 4.69%
$125.9 - $170.35 $30K - $40.5K
4.84K $824K
ABBV
Abb Vie Inc.

Healthcare
-32
- 0.69%
$163.84 - $199.33 $5.24K - $6.38K
4.61K $910K
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 1.31%
$333.64 - $405.2 $10.3K - $12.6K
2.33K $945K
IWN
Ishares Russell2000 Val ETF

ETFs
-176
- 1.44%
$150.05 - $171.34 $26.4K - $30.2K
12K $2.01M
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 0.87%
$181.06 - $197.17 $18.1K - $19.7K
11.4K $2.26M
VO
Vanguard Mid Cap ETF

ETFs
-41
- 0.52%
$237.84 - $263.83 $9.75K - $10.8K
7.81K $2.06M
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 0.07%
$82.97 - $98.97 $747 - $891
12.8K $1.24M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-42
- 0.3%
$132.06 - $150.96 $5.55K - $6.34K
14.2K $2.08M
IBM
International Business Machines Corp

Technology
-33
- 0.83%
$175.1 - $223.38 $5.78K - $7.37K
3.93K $869K
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 1 Puts 0
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