Wealth Group LTD Portfolio Holdings

Wealth Group LTD

  • $346 Billion
  • Q4 2024

Wealth Group LTD has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $346 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $115B, Ishares Msci Usa Quality Facto with a value of $30.6B, Pacer Fds Tr Us Cash Cows 100 with a value of $26.6B, Vanguard Index Fds S&P 500 ETF with a value of $24.2B, and Vanguard Information Technolog with a value of $23.9B.

Examining the 13F form we can see an increase of $2.36B in the current position value, from $344B to 346B.

Wealth Group LTD is based out at Eden Prairie, MN

Below you can find more details about Wealth Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $346 Billion
ETFs: $333 Billion
Technology: $6.21 Billion
Consumer Defensive: $1.55 Billion
Industrials: $1.42 Billion
Consumer Cyclical: $1.36 Billion
Financial Services: $1.15 Billion
Healthcare: $899 Million
Communication Services: $299 Million
Other: $79.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 33.16% of portfolio
194,825
Q4 2024 Added 2.25%
$0
$30.6 Billion 8.84% of portfolio
171,633
Q4 2024 Added 2.53%
$0
$26.6 Billion 7.69% of portfolio
470,776
Q4 2024 Added 3.84%
$0
$24.2 Billion 6.98% of portfolio
44,839
Q4 2024 Reduced 0.68%
$0
$23.9 Billion 6.9% of portfolio
38,374
Q4 2024 Added 2.53%
$0
$20 Billion 5.79% of portfolio
685,937
Q4 2024 Added 10.81%
$0
$19.3 Billion 5.58% of portfolio
314,584
Q4 2024 Added 1.43%
$0
$15.9 Billion 4.6% of portfolio
83,840
Q4 2024 Added 0.48%
$0
$14.4 Billion 4.16% of portfolio
327,165
Q4 2024 Added 7.61%
$0
$3.43 Billion 0.99% of portfolio
83,171
Q4 2024 Reduced 2.33%
$0
$3.4 Billion 0.98% of portfolio
75,155
Q4 2024 Reduced 56.41%
$0
$3.37 Billion 0.97% of portfolio
148,327
Q4 2024 Added 189.35%
$0
$3.14 Billion 0.91% of portfolio
50,327
Q4 2024 Reduced 3.67%
$0
$3.01 Billion 0.87% of portfolio
108,625
Q4 2024 Added 199.25%
$0
$2.95 Billion 0.85% of portfolio
28,171
Q4 2024 Added 3.59%
$0
$2.91 Billion 0.84% of portfolio
29,203
Q4 2024 Reduced 3.32%
$0
$2.5 Billion 0.72% of portfolio
37,868
Q4 2024 Reduced 3.43%
$0
$2.12 Billion 0.61% of portfolio
16,459
Q4 2024 Reduced 6.78%
$0
$2.1 Billion 0.61% of portfolio
81,261
Q4 2024 Added 98.82%
$3.81T
$1.98 Billion 0.57% of portfolio
7,895
Q4 2024 Reduced 6.5%
$0
$1.78 Billion 0.51% of portfolio
3,029
Q3 2024 Reduced 1.14%
$0
$1.49 Billion 0.43% of portfolio
5,135
Q4 2024 Reduced 0.83%
$475M
$1.46 Billion 0.42% of portfolio
47,000
Q4 2023 New
$0
$1.4 Billion 0.4% of portfolio
19,430
Q4 2024 Reduced 0.6%
$576B
$1.15 Billion 0.33% of portfolio
2,542
Q4 2024 Added 2.29%
$3.12T
$1 Billion 0.29% of portfolio
2,374
Q4 2024 Added 1.19%
$0
$950 Million 0.27% of portfolio
16,114
Q4 2024 Reduced 22.54%
$487B
$899 Million 0.26% of portfolio
1,777
Q3 2024 Added 3.98%
$37.1B
$884 Million 0.26% of portfolio
8,500
Q4 2023 New
$0
$812 Million 0.23% of portfolio
21,869
Q4 2024 Reduced 28.01%
$0
$810 Million 0.23% of portfolio
1,584
Q4 2024 Added 6.88%
$339B
$766 Million 0.22% of portfolio
5,702
Q4 2024 Added 1.79%
$0
$733 Million 0.21% of portfolio
3,742
Q4 2024 Reduced 1.68%
$0
$712 Million 0.21% of portfolio
6,182
Q4 2024 Reduced 8.17%
$34.7B
$583 Million 0.17% of portfolio
9,141
Q4 2024 Reduced 3.73%
$0
$529 Million 0.15% of portfolio
1,289
Q4 2024 Reduced 7.4%
$36.2B
$517 Million 0.15% of portfolio
8,343
Q3 2024 New
$90.8B
$408 Million 0.12% of portfolio
1,760
Q3 2024 Added 900.0%
$0
$367 Million 0.11% of portfolio
9,040
Q4 2024 Added 2.17%
$0
$380 Million 0.11% of portfolio
2,245
Q4 2024 Reduced 5.63%
$97.5B
$389 Million 0.11% of portfolio
3,521
Q2 2024 New
$252B
$397 Million 0.11% of portfolio
4,395
Q3 2024 Reduced 6.39%
$0
$348 Million 0.1% of portfolio
1,013
Q4 2024 Added 0.5%
$2.23T
$346 Million 0.1% of portfolio
1,575
Q4 2024 Reduced 32.72%
$65.2B
$342 Million 0.1% of portfolio
2,528
Q4 2024 Reduced 1.94%
$0
$322 Million 0.09% of portfolio
9,558
Q4 2024 Reduced 3.54%
$1.15T
$299 Million 0.09% of portfolio
1,582
Q4 2024 Added 5.19%
$72.5B
$265 Million 0.08% of portfolio
2,053
Q4 2024 Reduced 9.0%
$138B
$273 Million 0.08% of portfolio
1,199
Q4 2024 Reduced 4.08%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $346 Billion
  • Prior Value $344 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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