Wealth Group LTD Reduced Holdings in Q4 2025

Wealth Group LTD

  • $447 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-14.1K
- 8.19%
$656.2 - $690.71 $9.25M - $9.73M
158K $108B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-125K
- 47.89%
$35.77 - $38.66 $4.48M - $4.84M
136K $5.27B
DGRO
Ishares Core Dividend Growth E

ETFs
-52.2K
- 31.39%
$66.93 - $69.17 $3.49M - $3.61M
114K $7.91B
VXF
Vanguard Extended Market ETF

ETFs
-13.9K
- 39.62%
$204.22 - $215.05 $2.84M - $2.99M
21.2K $4.43B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-63.1K
- 67.15%
$41.61 - $44.26 $2.62M - $2.79M
30.9K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.8K
- 11.84%
$600.51 - $631.95 $2.88M - $3.03M
35.7K $22.4B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-56K
- 15.14%
$55.63 - $58.98 $3.12M - $3.31M
314K $18.9B
VGT
Vanguard Information Technolog

ETFs
-2.55K
- 7.18%
$736.33 - $801.52 $1.88M - $2.05M
33K $24.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.93K
- 23.29%
$46.57 - $47.16 $276K - $280K
19.5K $909M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.75K
- 8.07%
$25.2 - $26.46 $246K - $258K
111K $2.91B
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.38K
- 1.75%
$45.61 - $48.53 $63.1K - $67.2K
77.9K $3.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-263
- 10.37%
$475.68 - $513.11 $125K - $135K
2.27K $1.14B
AAPL
Apple Inc.

Technology
-878
- 10.6%
$245.27 - $275.25 $215K - $242K
7.41K $2.01B
EBAY
Ebay Inc

Consumer Cyclical
-531
- 7.61%
$80.85 - $99.58 $42.9K - $52.9K
6.45K $562M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-595
- 3.09%
$74.09 - $75.1 $44.1K - $44.7K
18.7K $1.38B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.88K
- 2.73%
$28.9 - $30.17 $83.3K - $87K
103K $3.09B
GIS
General Mills Inc

Consumer Defensive
-109
- 1.32%
$45.98 - $50.93 $5.01K - $5.55K
8.16K $380M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-559
- 3.24%
$142.79 - $150.05 $79.8K - $83.9K
16.7K $2.48B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-296
- 5.48%
$114.27 - $121.15 $33.8K - $35.9K
5.11K $614M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.42K
- 3.12%
$27.17 - $28.65 $65.7K - $69.3K
75K $2.14B
TGT
Target Corp

Consumer Defensive
-440
- 17.41%
$85.53 - $97.77 $37.6K - $43K
2.09K $204M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-411
- 1.48%
$100.8 - $103.83 $41.4K - $42.7K
27.3K $2.85B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-500
- 4.0%
$43.76 - $44.71 $21.9K - $22.4K
12K $538M
ZNOG
Zion Oil & Gas Inc

Energy
-46.9K
- 64.26%
$0.15 - $0.22 $7.04K - $10.3K
26.1K $5.64M
WMT
Walmart Inc.

Consumer Defensive
-376
- 8.08%
$101.18 - $109.03 $38K - $41K
4.28K $477M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-24
- 2.2%
$394.96 - $425.89 $9.48K - $10.2K
1.07K $439M
Metals X Limited Shs New
-8.84K
- 25.26%
N/A
26.2K $19.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-68
- 0.65%
$72.21 - $75.0 $4.91K - $5.1K
10.3K $776M
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.08%
N/A
3.57K $785M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-239
- 0.58%
$63.25 - $66.24 $15.1K - $15.8K
41K $2.71B
IXUS
Ishares Tr

ETFs
-143
- 0.45%
$81.21 - $85.27 $11.6K - $12.2K
31.6K $2.68B
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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