WG

Wealth Group, Ltd.

13F
Wealth Group, Ltd.
Last update 2025-05-07 157 Stocks (8 new)
Value $154.00 Mil Turnover 7 %
Countries:
Top Holdings: AAPL(10.84%)MSFT(5.01%)AMZN(3.26%)TJX(3.12%)WMT(2.94%)
Summary Stock Picks Current Portfolio
Wealth Group, Ltd. Top Holdings of 2025-03-31 View Full List
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
+8.28%
-15.91%
3,137,718.3
Hardware
MSFT
Microsoft Corp
20,597
7,730.0
+2.11%
5.010
+0.10%
0.000
+36.36%
+20.46%
3,759,380.7
Software
AMZN
Amazon.com Inc
26,417
5,030.0
+21.23%
3.260
+0.57%
0.000
+28.10%
+1.79%
2,370,737.7
Retail - Cyclical
TJX
TJX Companies Inc
39,495
4,810.0
-2.13%
3.120
-0.07%
0.000
-4.10%
+0.57%
134,699.4
Retail - Cyclical
WMT
Walmart Inc
51,662
4,540.0
-0.70%
2.940
-0.02%
0.000
+4.31%
+5.57%
757,300.2
Retail - Defensive
NVDA
NVIDIA Corp
40,139
4,350.0
+9.80%
2.820
+0.25%
0.000
+63.63%
+27.33%
4,169,540.6
Semiconductors
GOOGL
Alphabet Inc
25,350
3,920.0
+1.76%
2.540
+0.04%
0.000
+20.06%
-2.64%
2,237,161.6
Interactive Media
TFC
Truist Financial Corp
91,613
3,770.0
+3.39%
2.440
+0.08%
0.010
+25.12%
+5.01%
58,209.0
Banks
CVX
Chevron Corp
22,075
3,690.0
+12.97%
2.390
+0.27%
0.000
+12.88%
+6.66%
261,479.5
Oil & Gas
DUK
Duke Energy Corp
26,782
3,270.0
+17.15%
2.120
+0.31%
0.000
-1.25%
+11.32%
91,537.6
Utilities - Regulated

Wealth Group, Ltd.'s Historical Top Holdings Breakdowns

Wealth Group, Ltd.'s Top Stock Picks View Full List
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
$223.31
2.91%
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
$99.61
-16.69%
Sold Out
0
-7,006
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.44%
●
71.17 ($72.57) 73.66
$72.69
0.16%
Add 33.6%
36,295
9,129
DUK
Duke Energy Corp
2025-03-31
Add
Add
+0.31%
●
105.87 ($113.99) 121.97
$117.77
3.32%
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
$235.67
9.77%
Sold Out
0
-2,111
CVX
Chevron Corp
2025-03-31
Add
Add
+0.27%
●
146.71 ($156.54) 167.97
$150.95
-3.57%
Add 12.97%
22,075
2,534
NFLX
Netflix Inc
2025-03-31
Add
Add
+0.27%
●
828.4 ($951.01) 1058.6
$1,257.69
32.25%
Add 93.4%
909
439
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.25%
●
106.98 ($126.74) 149.43
$170.97
34.90%
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
$307.13
14.59%
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
$50.09
-16.62%
Sold Out
0
-5,409

Wealth Group, Ltd. Total Holding History ($B)

To

Wealth Group, Ltd.'s Asset Allocation

To

Wealth Group, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Wealth Group, Ltd.'s Holdings Bubble Chart

Wealth Group, Ltd. News

  • 1

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