Wealth Group, Ltd.
89 holdingsFiling period: 2026-03-31Current AUM: $121.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49.4K | $12.5M | $15.3M | 12.61% | +284 | 2026-03-31 |
| 2 | WMT | WALMART INC | 46.9K | $5.8M | $5.2M | 4.31% | +1.1K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 19.3K | $5.6M | $6.9M | 5.68% | +425 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 29.7K | $5.2M | $6.0M | 4.93% | +255 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 21.5K | $4.5M | $5.8M | 4.82% | +860 | 2026-03-31 |
| 6 | CAT | CATERPILLAR INC | 5.6K | $4.0M | $4.6M | 3.79% | +1 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 10.5K | $3.9M | $4.9M | 4.04% | +351 | 2026-03-31 |
| 8 | CVX | CHEVRON CORP NEW | 17.9K | $3.7M | $3.5M | 2.92% | +537 | 2026-03-31 |
| 9 | DUK | DUKE ENERGY CORP NEW | 25.6K | $3.3M | $3.2M | 2.65% | +1.8K | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 4.4K | $2.5M | $2.5M | 2.05% | +387 | 2026-03-31 |
| 11 | MA | MASTERCARD INCORPORATED | 4.9K | $2.5M | $2.8M | 2.33% | +1 | 2026-03-31 |
| 12 | COST | COSTCO WHSL CORP NEW | 2.2K | $2.2M | $2.1M | 1.73% | +356 | 2026-03-31 |
| 13 | MCD | MCDONALDS CORP | 6.3K | $2.0M | $1.7M | 1.42% | -9 | 2026-03-31 |
| 14 | PH | PARKER HANNIFIN | 2.1K | $1.9M | $2.1M | 1.73% | -12 | 2026-03-31 |
| 15 | CMI | CUMMINS INC | 3.4K | $1.8M | $2.2M | 1.79% | -- | 2026-03-31 |
| 16 | PG | PROCTER AND GAMBLE CO | 12.0K | $1.7M | $1.7M | 1.44% | +3.2K | 2026-03-31 |
| 17 | HD | HOME DEPOT INC | 4.9K | $1.6M | $1.6M | 1.35% | +620 | 2026-03-31 |
| 18 | LLY | ELI LILLY & CO | 1.6K | $1.5M | $1.9M | 1.56% | +415 | 2026-03-31 |
| 19 | AMGN | AMGEN INC | 4.3K | $1.5M | $1.6M | 1.36% | -- | 2026-03-31 |
| 20 | KO | COCA COLA CO | 19.4K | $1.5M | $1.7M | 1.41% | +1.8K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 4.7K | $1.5M | $1.8M | 1.51% | +110 | 2026-03-31 |
| 22 | LMT | LOCKHEED MARTIN CORP | 2.3K | $1.4M | $1.3M | 1.11% | -25 | 2026-03-31 |
| 23 | LRCX | LAM RESEARCH CORP | 6.3K | $1.4M | $1.9M | 1.54% | -- | 2026-03-31 |
| 24 | GEV | GE VERNOVA INC | 1.5K | $1.3M | $1.5M | 1.27% | +225 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 4.5K | $1.3M | $1.6M | 1.32% | +331 | 2026-03-31 |
← Scroll →
Page 1 of 4