Wealth Group LTD Portfolio Holdings

Wealth Group LTD

  • $346 Billion
  • Q4 2024

Wealth Group LTD has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $346 Billion distributed in 65 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 $115B, Ishares Msci Usa Quality Facto with a value of $30.6B, Pacer Fds Tr Us Cash Cows 100 with a value of $26.6B, Vanguard Index Fds S&P 500 ETF with a value of $24.2B, and Vanguard Information Technolog with a value of $23.9B.

Examining the 13F form we can see an increase of $2.36B in the current position value, from $344B to 346B.

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 $346 Billion
ETFs: $333 Billion
Technology: $6.21 Billion
Consumer Defensive: $1.55 Billion
Industrials: $1.42 Billion
Consumer Cyclical: $1.36 Billion
Financial Services: $1.15 Billion
Healthcare: $899 Million
Communication Services: $299 Million
Other: $79.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.1B
$884 Million 0.26% of portfolio
8,500
Q4 2023 New
$34.7B
$583 Million 0.17% of portfolio
9,141
Q4 2024 Reduced 3.73%
$36.2B
$517 Million 0.15% of portfolio
8,343
Q3 2024 New
$90.8B
$408 Million 0.12% of portfolio
1,760
Q3 2024 Added 900.0%
$97.5B
$389 Million 0.11% of portfolio
3,521
Q2 2024 New
$65.2B
$342 Million 0.1% of portfolio
2,528
Q4 2024 Reduced 1.94%
$72.5B
$265 Million 0.08% of portfolio
2,053
Q4 2024 Reduced 9.0%
$138B
$273 Million 0.08% of portfolio
1,199
Q4 2024 Reduced 4.08%
$19.4B
$230 Million 0.07% of portfolio
1,417
Q3 2024 New
$35.1B
$75.5 Million 0.02% of portfolio
-
Q4 2024 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $346 Billion
  • Prior Value $344 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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