Wealth Group LTD Portfolio Holdings

Wealth Group LTD

  • $341 Billion
  • Q1 2025

Wealth Group LTD has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $341 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $111B, Ishares Msci Usa Quality Facto with a value of $30.6B, Pacer Fds Tr Us Cash Cows 100 with a value of $26.2B, Vanguard Index Fds S&P 500 ETF with a value of $24.5B, and Vanguard Information Technolog with a value of $21.5B.

Examining the 13F form we can see an decrease of $4.59B in the current position value, from $346B to 341B.

Wealth Group LTD is based out at Eden Prairie, MN

Below you can find more details about Wealth Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $341 Billion
ETFs: $328 Billion
Technology: $5.87 Billion
Industrials: $1.39 Billion
Consumer Defensive: $1.37 Billion
Financial Services: $1.35 Billion
Healthcare: $1.33 Billion
Consumer Cyclical: $1.06 Billion
Communication Services: $246 Million
Other: $49.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$111 Billion 32.45% of portfolio
197,096
Q1 2025 Added 1.17%
$0
$30.6 Billion 8.97% of portfolio
179,091
Q1 2025 Added 4.35%
$0
$26.2 Billion 7.67% of portfolio
478,059
Q1 2025 Added 1.55%
$0
$24.5 Billion 7.18% of portfolio
47,690
Q1 2025 Added 6.36%
$0
$21.5 Billion 6.29% of portfolio
39,551
Q1 2025 Added 3.07%
$0
$20.7 Billion 6.08% of portfolio
660,491
Q1 2025 Reduced 3.71%
$0
$18.9 Billion 5.55% of portfolio
306,671
Q1 2025 Reduced 2.52%
$0
$13.7 Billion 4.03% of portfolio
79,765
Q1 2025 Reduced 4.86%
$0
$11.5 Billion 3.38% of portfolio
307,807
Q1 2025 Reduced 5.92%
$0
$4.95 Billion 1.45% of portfolio
49,088
Q1 2025 New
$0
$3.19 Billion 0.93% of portfolio
147,992
Q1 2025 Reduced 0.23%
$0
$3.15 Billion 0.92% of portfolio
82,442
Q1 2025 Reduced 0.88%
$0
$3.01 Billion 0.88% of portfolio
6,419
Q1 2025 Added 305.24%
$0
$2.95 Billion 0.87% of portfolio
28,915
Q1 2025 Reduced 0.99%
$0
$2.84 Billion 0.83% of portfolio
108,507
Q1 2025 Reduced 0.11%
$0
$2.76 Billion 0.81% of portfolio
28,179
Q1 2025 Added 0.03%
$0
$2.56 Billion 0.75% of portfolio
116,133
Q1 2025 Reduced 0.96%
$0
$2.55 Billion 0.75% of portfolio
36,570
Q1 2025 Reduced 3.43%
$0
$2.01 Billion 0.59% of portfolio
16,505
Q1 2025 Added 0.28%
$0
$1.98 Billion 0.58% of portfolio
43,048
Q1 2025 Reduced 42.72%
$3.25T
$1.89 Billion 0.55% of portfolio
8,495
Q1 2025 Added 7.6%
$0
$1.87 Billion 0.55% of portfolio
79,973
Q1 2025 Reduced 1.59%
$0
$1.75 Billion 0.51% of portfolio
3,128
Q1 2025 Added 3.27%
$0
$1.54 Billion 0.45% of portfolio
31,559
Q1 2025 New
$0
$1.42 Billion 0.42% of portfolio
19,360
Q1 2025 Reduced 0.36%
$0
$1.41 Billion 0.41% of portfolio
5,136
Q1 2025 Added 0.02%
$412M
$1.4 Billion 0.41% of portfolio
47,000
Q4 2023 New
$683B
$1.35 Billion 0.4% of portfolio
2,539
Q1 2025 Reduced 0.12%
$0
$1.18 Billion 0.35% of portfolio
4,375
Q1 2025 New
$0
$880 Million 0.26% of portfolio
14,168
Q1 2025 Reduced 12.08%
$549B
$879 Million 0.26% of portfolio
1,678
Q1 2025 Reduced 5.57%
$0
$847 Million 0.25% of portfolio
21,336
Q1 2025 Reduced 2.44%
$2.89T
$865 Million 0.25% of portfolio
2,304
Q1 2025 Reduced 2.95%
$31.1B
$828 Million 0.24% of portfolio
8,500
Q4 2023 New
$0
$745 Million 0.22% of portfolio
3,842
Q1 2025 Added 2.67%
$276B
$715 Million 0.21% of portfolio
6,598
Q1 2025 Added 15.71%
$0
$621 Million 0.18% of portfolio
5,940
Q1 2025 Reduced 3.91%
Fidelity
-
$580 Million 0.17% of portfolio
-
Q1 2025 Added 168.7%
$36.3B
$565 Million 0.17% of portfolio
8,343
Q3 2024 New
$0
$475 Million 0.14% of portfolio
1,280
Q1 2025 Reduced 0.7%
$167B
$493 Million 0.14% of portfolio
803
Q1 2025 New
$35B
$493 Million 0.14% of portfolio
8,251
Q1 2025 Reduced 9.74%
$257B
$403 Million 0.12% of portfolio
4,595
Q1 2025 Added 4.55%
$0
$392 Million 0.11% of portfolio
2,267
Q1 2025 Added 0.98%
$0
$367 Million 0.11% of portfolio
9,240
Q1 2025 Added 2.21%
$72.2B
$295 Million 0.09% of portfolio
1,760
Q3 2024 Added 900.0%
$75.2B
$302 Million 0.09% of portfolio
2,053
Q4 2024 Reduced 9.0%
$0
$314 Million 0.09% of portfolio
1,017
Q1 2025 Added 0.39%
$0
$317 Million 0.09% of portfolio
8,565
Q1 2025 Reduced 10.39%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $341 Billion
  • Prior Value $346 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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