Wealth Group LTD Incresed Positions in Q4 2025

Wealth Group LTD

  • $447 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
166K
+ 43.99%
$118.35 - $124.49 $19.7M - $20.7M
544K $67.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
106K
+ 39.84%
$57.9 - $61.26 $6.15M - $6.51M
373K $22.7B
OEF
Ishares S&P 100 ETF

ETFs
15.4K
+ 40.59%
N/A
53.3K $18.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.99K
+ 20.03%
$589.5 - $635.77 $4.71M - $5.08M
47.9K $29.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.5K
+ 174.22%
$242.67 - $261.79 $3.76M - $4.06M
24.4K $6.17B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.95K
+ 3.53%
$191.01 - $199.18 $1.33M - $1.38M
204K $40.5B
NVDA
Nvidia Corp

Technology
4.28K
+ 59.62%
$179.83 - $207.04 $769K - $885K
11.4K $2.13B
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.8K
+ 60.03%
$43.84 - $45.35 $517K - $535K
31.4K $1.43B
GOOGL
Alphabet Inc.

Communication Services
460
+ 28.19%
$236.57 - $291.31 $109K - $134K
2.09K $655M
AVGO
Broadcom Inc.

Technology
581
+ 32.55%
$324.63 - $385.98 $189K - $224K
2.37K $819M
AMZN
Amazon Com Inc

Consumer Cyclical
650
+ 40.4%
$213.04 - $254.0 $138K - $165K
2.26K $521M
VTI
Vanguard Total Stock Market Et

ETFs
293
+ 3.92%
$321.8 - $337.95 $94.3K - $99K
7.77K $2.61B
SCHX
Schwab Strategic Tr Us Large C

ETFs
542
+ 0.41%
$25.85 - $27.19 $14K - $14.7K
132K $3.54B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
186
+ 0.78%
$116.0 - $122.39 $21.6K - $22.8K
24.1K $2.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.61%
$653.02 - $687.39 $12.4K - $13.1K
3.11K $2.12B
Victory
552
+ 2.87%
N/A
19.8K $778M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
355
+ 2.94%
$72.17 - $75.74 $25.6K - $26.9K
12.5K $939M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
175
+ 1.77%
$125.44 - $132.11 $22K - $23.1K
10.1K $1.32B
VTV
Vanguard Value ETF

ETFs
182
+ 8.05%
$182.87 - $189.72 $33.3K - $34.5K
2.44K $466M
Ishares
824
+ 17.22%
N/A
5.61K $296M
VEA
Vanguard Ftse Developed Market

ETFs
419
+ 7.83%
$59.18 - $62.09 $24.8K - $26K
5.77K $360M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32
+ 0.17%
$76.84 - $80.86 $2.46K - $2.59K
19.3K $1.55B
VUG
Vanguard Growth ETF

ETFs
57
+ 4.55%
$470.44 - $504.26 $26.8K - $28.7K
1.31K $639M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.3%
$185.98 - $199.58 $744 - $798
1.36K $280M
MSFT
Microsoft Corp

Technology
227
+ 9.63%
$496.82 - $542.07 $113K - $123K
2.59K $1.25B
UNH
Unitedhealth Group Inc

Healthcare
165
+ 9.48%
$320.52 - $369.92 $52.9K - $61K
1.91K $629M
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 6.82%
$401.99 - $468.37 $12.9K - $15K
501 $225M
IWF
Ishares Russell 1000 Gr ETF

ETFs
25
+ 5.27%
$459.47 - $491.71 $11.5K - $12.3K
499 $236M
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.32%
$239.57 - $253.74 $719 - $761
927 $233M
IWR
Ishares Russell Mid Cap ETF

ETFs
63
+ 2.29%
$94.02 - $97.61 $5.92K - $6.15K
2.82K $271M
XLK
Technology Sector Spdr

ETFs
3.05K
+ 93.65%
$278.39 - $304.13 $849K - $928K
6.31K $908M
Fidelity
869
+ 15.89%
N/A
6.34K $483M
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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