Wealth Dimensions Group, Ltd. Reduced Holdings in Q3 2025

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-390
- 0.22%
$150.47 - $161.22 $58.7K - $62.9K
177K $27.3M
FITB
Fifth Third Bancorp

Financial Services
-28.2K
- 40.8%
$40.91 - $46.28 $1.16M - $1.31M
41K $1.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.55K
- 48.72%
$87.05 - $93.19 $309K - $331K
3.74K $347K
JOBY
Joby Aviation, Inc.

Industrials
-19K
- 86.22%
$9.81 - $20.39 $186K - $387K
3.03K $48K
V
Visa Inc.

Financial Services
-379
- 20.49%
$332.09 - $358.86 $126K - $136K
1.47K $502K
IEMG
Ishares Inc

ETFs
-2.66K
- 5.74%
N/A
43.6K $2.34M
DIS
Walt Disney CO

Communication Services
-361
- 5.98%
$112.25 - $124.0 $40.5K - $44.8K
5.67K $649K
IBM
International Business Machines Corp

Technology
-150
- 3.52%
$234.77 - $292.47 $35.2K - $43.9K
4.11K $1.16M
PM
Philip Morris International Inc.

Consumer Defensive
-35
- 0.85%
$157.77 - $183.27 $5.52K - $6.41K
4.07K $660K
LLY
Eli Lilly & CO

Healthcare
-21
- 0.55%
$625.65 - $812.69 $13.1K - $17.1K
3.83K $2.92M
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 8.47%
$915.95 - $994.57 $33K - $35.8K
389 $360K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-172
- 9.2%
$459.11 - $506.91 $79K - $87.2K
1.7K $853K
CRM
Salesforce, Inc.

Technology
-38
- 3.21%
$231.66 - $273.65 $8.8K - $10.4K
1.15K $271K
WM
Waste Management Inc

Industrials
-133
- 5.38%
$213.88 - $237.1 $28.4K - $31.5K
2.34K $516K
ZS
Zscaler, Inc.

Technology
-103
- 8.14%
$267.68 - $316.5 $27.6K - $32.6K
1.16K $348K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-243
- 4.95%
$60.9 - $70.75 $14.8K - $17.2K
4.67K $291K
BMY
Bristol Myers Squibb CO

Healthcare
-651
- 6.9%
$43.31 - $48.98 $28.2K - $31.9K
8.78K $396K
SBUX
Starbucks Corp

Consumer Cyclical
-65
- 2.05%
$81.9 - $96.86 $5.32K - $6.3K
3.11K $262K
IWR
Ishares Russell Mid Cap ETF

ETFs
-699
- 7.62%
$92.26 - $97.51 $64.5K - $68.2K
8.48K $818K
MA
Mastercard Inc

Financial Services
-66
- 3.78%
$550.18 - $598.96 $36.3K - $39.5K
1.68K $955K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.07K
- 7.22%
$62.09 - $66.51 $66.3K - $71K
13.7K $895K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-213
- 3.6%
$116.29 - $120.92 $24.8K - $25.8K
5.71K $684K
IWM
Ishares Russell 2000 ETF

ETFs
-559
- 12.58%
$214.92 - $244.84 $120K - $137K
3.89K $940K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-337
- 5.43%
$48.5 - $50.19 $16.3K - $16.9K
5.87K $293K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-348
- 0.68%
$48.31 - $48.93 $16.8K - $17K
50.5K $2.47M
AMGN
Amgen Inc

Healthcare
-25
- 0.69%
$271.18 - $309.22 $6.78K - $7.73K
3.61K $1.02M
BA
Boeing CO

Industrials
-69
- 2.04%
$209.79 - $237.38 $14.5K - $16.4K
3.31K $713K
UNH
Unitedhealth Group Inc

Healthcare
-48
- 6.36%
$237.77 - $353.61 $11.4K - $17K
707 $244K
PEP
Pepsico Inc

Consumer Defensive
-124
- 2.98%
$133.81 - $152.16 $16.6K - $18.9K
4.03K $566K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-67
- 10.04%
$404.94 - $499.99 $27.1K - $33.5K
600 $291K
EEM
Ishares Msci Emerging Markets

ETFs
-8
- 0.13%
$48.07 - $53.4 $385 - $427
6.1K $325K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-213
- 3.43%
$182.33 - $194.5 $38.8K - $41.4K
6K $1.17M
PFE
Pfizer Inc

Healthcare
-199
- 0.67%
$23.29 - $25.88 $4.63K - $5.15K
29.7K $757K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-10
- 0.13%
$79.76 - $85.78 $798 - $858
7.49K $634K
VB
Vanguard Small Cap ETF

ETFs
-29
- 1.2%
$237.58 - $259.17 $6.89K - $7.52K
2.4K $609K
TJX
Tjx Companies Inc

Consumer Cyclical
-174
- 5.93%
$121.35 - $144.54 $21.1K - $25.1K
2.76K $398K
CINF
Cincinnati Financial Corp

Financial Services
-229
- 2.85%
$145.8 - $158.1 $33.4K - $36.2K
7.81K $1.23M
MO
Altria Group, Inc.

Consumer Defensive
-308
- 3.87%
$57.75 - $67.68 $17.8K - $20.8K
7.65K $505K
VEU
Vanguard Ftse All World Ex Us

ETFs
-31
- 0.32%
$66.38 - $71.68 $2.06K - $2.22K
9.75K $696K
DAL
Delta Air Lines, Inc.

Industrials
-475
- 5.35%
$49.0 - $61.97 $23.3K - $29.4K
8.4K $476K
MRK
Merck & Co., Inc.

Healthcare
-491
- 2.88%
$77.6 - $87.37 $38.1K - $42.9K
16.6K $1.39M
LMT
Lockheed Martin Corp

Industrials
-18
- 1.25%
$410.74 - $499.21 $7.39K - $8.99K
1.42K $707K
WMT
Walmart Inc.

Consumer Defensive
-52
- 0.56%
$94.4 - $104.27 $4.91K - $5.42K
9.21K $949K
DUK
Duke Energy Corp

Utilities
-311
- 2.16%
$116.31 - $125.93 $36.2K - $39.2K
14.1K $1.74M
BAC
Bank Of America Corp

Financial Services
-142
- 1.0%
$44.92 - $52.42 $6.38K - $7.44K
14.1K $725K
DVY
Ishares Tr

ETFs
-40
- 0.62%
$133.88 - $142.57 $5.36K - $5.7K
6.36K $904K
IWD
Ishares Russell 1000 Val ETF

ETFs
-222
- 1.99%
$192.76 - $203.86 $42.8K - $45.3K
11K $2.23M
XOM
Exxon Mobil Corp

Energy
-231
- 1.32%
$105.83 - $117.22 $24.4K - $27.1K
17.2K $1.94M
VO
Vanguard Mid Cap ETF

ETFs
-160
- 1.96%
$279.83 - $293.74 $44.8K - $47K
8.01K $2.35M
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 1
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