Wealth Dimensions Group, Ltd. Portfolio Holdings by Sector

Wealth Dimensions Group, Ltd.

$452 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGSH DFAI VONV IVV VONG VYM BSV DFAE 61 stocks	$310,701 68.72% of portfolio	39	15	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$28,340 6.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT IOT ORCL CRWD ZS PANW 6 stocks	$17,116 3.79% of portfolio	2	3	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,401 2.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM MU INTC INTC 6 stocks	$11,138 2.46% of portfolio	3	2	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK ABBV AMGN PFE BMY AZN 9 stocks	$10,252 2.27% of portfolio	5	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$4,733 1.05% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ROP ETN EMR CMI 5 stocks	$3,955 0.87% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB RBCAA 2 stocks	$3,792 0.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$3,223 0.71% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,067 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE EXC 4 stocks	$2,977 0.66% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$2,872 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$2,840 0.63% of portfolio	2	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA LMT RTX GD 4 stocks	$1,944 0.43% of portfolio	2	2	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP 3 stocks	$1,879 0.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1,702 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,645 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$1,629 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1,564 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ORGO 1 stocks	$1,493 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CINF AFG 2 stocks	$1,477 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1,471 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1,325 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$1,243 0.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1,214 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,185 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials GFF MMM HON 3 stocks	$1,138 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1,033 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS NVG NZF NXP BXMX 5 stocks	$983 0.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$977 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$908 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$838 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$691 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$682 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$596 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU 2 stocks	$578 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$566 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM SNOW 2 stocks	$542 0.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$496 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$478 0.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH HUM 2 stocks	$450 0.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$436 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY JOBY 2 stocks	$358 0.08% of portfolio	2	-	2	-	0 Calls 1 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$343 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$331 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$310 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$294 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$270 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$251 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$214 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$212 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Wealth Dimensions Group, Ltd. Portfolio Holdings by Sector

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