WG
| |
Wealth Group, Ltd.13F | |
| Wealth Group, Ltd. | |
| Last update 2025-05-07 | 157 Stocks (8 new) |
| Value $154.00 Mil | Turnover 7 % |
Wealth Group, Ltd. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 75,340 | 16,740.0 | +1.82% | 10.840 | +0.19% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 20,597 | 7,730.0 | +2.11% | 5.010 | +0.10% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AMZN | Amazon.com Inc | 26,417 | 5,030.0 | +21.23% | 3.260 | +0.57% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
TJX | TJX Companies Inc | 39,495 | 4,810.0 | -2.13% | 3.120 | -0.07% | 0.000 | +0.13% | +5.17% | 140,857.6 | Retail - Cyclical | |
WMT | Walmart Inc | 51,662 | 4,540.0 | -0.70% | 2.940 | -0.02% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
NVDA | NVIDIA Corp | 40,139 | 4,350.0 | +9.80% | 2.820 | +0.25% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
GOOGL | Alphabet Inc | 25,350 | 3,920.0 | +1.76% | 2.540 | +0.04% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
TFC | Truist Financial Corp | 91,613 | 3,770.0 | +3.39% | 2.440 | +0.08% | 0.010 | +21.60% | +7.44% | 58,643.5 | Banks | |
CVX | Chevron Corp | 22,075 | 3,690.0 | +12.97% | 2.390 | +0.27% | 0.000 | +13.42% | +10.11% | 316,837.6 | Oil & Gas | |
DUK | Duke Energy Corp | 26,782 | 3,270.0 | +17.15% | 2.120 | +0.31% | 0.000 | +0.12% | +13.20% | 93,076.5 | Utilities - Regulated |
Wealth Group, Ltd.'s Historical Top Holdings Breakdowns
Wealth Group, Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.57% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 21.23% | 26,417 | 4,626 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.57% | 109.66 ($119.57) 136.26 | $102.53 | -14.25% | Sold Out | 0 | -7,006 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.44% | 71.17 ($72.57) 73.66 | $72.94 | 0.51% | Add 33.6% | 36,295 | 9,129 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.31% | 105.87 ($113.99) 121.97 | $119.75 | 5.05% | Add 17.15% | 26,782 | 3,921 | |
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -0.31% | 202.75 ($214.7) 226.52 | $224.48 | 4.56% | Sold Out | 0 | -2,111 | |
CVX | Chevron Corp | 2025-03-31 | Add Add | +0.27% | 146.71 ($156.54) 167.97 | $155.83 | -0.45% | Add 12.97% | 22,075 | 2,534 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.27% | 828.4 ($951.01) 1058.6 | $1,180.76 | 24.16% | Add 93.4% | 909 | 439 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.25% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 9.8% | 40,139 | 3,583 | |
CEG | Constellation Energy Corp | 2025-03-31 | New Buy New Buy | +0.24% | 201.63 ($268.03) 347.44 | $321.67 | 20.01% | New holding | 1,831 | 1,831 | |
GIS | General Mills Inc | 2025-03-31 | Sold Out Sold Out | -0.23% | 57.56 ($60.07) 65.3 | $50.95 | -15.18% | Sold Out | 0 | -5,409 |
Wealth Group, Ltd. Total Holding History ($B)
Wealth Group, Ltd.'s Asset Allocation
Wealth Group, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealth Group, Ltd.'s Hypothetical Growth since 2025-03-31
Wealth Group, Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth Group, Ltd.'s Holdings Heat Map
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Wealth Group, Ltd.'s Holdings Bubble Chart
Wealth Group, Ltd. News
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