Wealth Group LTD Portfolio Holdings by Sector
Wealth Group LTD
- $344 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QUAL COWZ VOO VGT ICOW DGRO VXF 35 stocks |
$328 Million
95.55% of portfolio
|
12
|
19
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.97 Million
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CLFD 1 stocks |
$1.83 Million
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.47 Million
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL 3 stocks |
$1.24 Million
0.36% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.23 Million
0.36% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.14 Million
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.04 Million
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY AMZN 2 stocks |
$979,412
0.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$838,735
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT WMT 2 stocks |
$756,703
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$701,174
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ 2 stocks |
$457,231
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$308,395
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$308,100
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$249,438
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX 1 stocks |
$230,843
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
SAVE 1 stocks |
$223,812
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$217,270
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
3668.HK 1 stocks |
$79,319
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|