Wealth Group LTD Purchases in Q1 2025

Wealth Group LTD

  • $341 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
49.1K
New
$99.5 - $110.97 $4.88M - $5.45M
49.1K $4.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.84K
+ 305.24%
$468.34 - $539.52 $2.26M - $2.61M
6.42K $3.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.6K
New
$48.06 - $53.73 $1.52M - $1.7M
31.6K $1.54B
OEF
Ishares S&P 100 ETF

ETFs
4.38K
New
N/A
4.38K $1.18B
INTU
Intuit Inc

Technology
803
New
$555.63 - $630.23 $446K - $506K
803 $493M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.85K
+ 6.36%
$507.05 - $563.67 $1.45M - $1.61M
47.7K $24.5B
Fidelity
5.06K
+ 168.7%
N/A
8.05K $580M
AMGN
Amgen Inc

Healthcare
758
New
$258.59 - $327.36 $196K - $248K
758 $236M
JNJ
Johnson & Johnson

Healthcare
1.31K
New
$142.06 - $167.7 $187K - $220K
1.31K $218M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.46K
+ 4.35%
$168.16 - $186.21 $1.25M - $1.39M
179K $30.6B
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 2.67%
N/A
3.84K $745M
VTV
Vanguard Value ETF

ETFs
22
+ 0.98%
$167.73 - $179.21 $3.69K - $3.94K
2.27K $392M
WMT
Walmart Inc.

Consumer Defensive
200
+ 4.55%
$84.5 - $105.05 $16.9K - $21K
4.6K $403M
ZNOG
Zion Oil & Gas Inc

Energy
1.05K
+ 3.06%
$0.09 - $0.25 $94.1 - $261
35.2K $5.98M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
200
+ 2.21%
$39.33 - $41.52 $7.87K - $8.3K
9.24K $367M
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 3.27%
$551.42 - $612.93 $54.6K - $60.7K
3.13K $1.75B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.39%
$307.43 - $357.48 $1.23K - $1.43K
1.02K $314M
NVDA
Nvidia Corp

Technology
896
+ 15.71%
$106.98 - $149.43 $95.9K - $134K
6.6K $715M
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.7%
$154.33 - $206.19 $1.7K - $2.27K
1.59K $246M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$271.18 - $303.12 $271 - $303
5.14K $1.41B
AAPL
Apple Inc.

Technology
600
+ 7.6%
$209.68 - $247.1 $126K - $148K
8.5K $1.89B
ITOT
Ishares Core S&P Total U.S. St

ETFs
46
+ 0.28%
$120.29 - $134.6 $5.53K - $6.19K
16.5K $2.01B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.03%
$96.93 - $109.51 $775 - $876
28.2K $2.76B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.28K
+ 1.55%
$53.6 - $58.97 $390K - $429K
478K $26.2B
VGT
Vanguard Information Technolog

ETFs
1.18K
+ 3.07%
$542.38 - $646.34 $638K - $761K
39.6K $21.5B
IVV
Ishares Core S&P 500 ETF

ETFs
2.27K
+ 1.17%
$554.06 - $615.85 $1.26M - $1.4M
197K $111B
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Group LTD Portfolio

Follow Wealth Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email