The Analysis of Wealth Group, Ltd.'s Holdings
Currently, Wealth Group, Ltd. holds 84 types of securities in its portfolio with a total value $102.6K. In the most recent quarter, they have increased their positions in AAPL (+40.8K shares, valued at $11.1K), N/A (+17.3K shares, valued at $5.4K), WMT (+41.1K shares, valued at $4.6K); decreased their positions in INTU (-480 shares, valued at $318.01857585139317), N/A (-164 shares, valued at $82.44959932517925), TGT (-187 shares, valued at $18.29260999572832); initiated new positions in CAT (+5.6K shares, valued at $3.2K), MA (+4.9K shares, valued at $2.8K), N/A (+23.7K shares, valued at $2.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC49.1K shares492.50%2025-12-312026-01-22
ALPHABET INC ALPHABET INC18.9K shares1057.29%2025-12-312026-01-22 NVDA NVIDIA CORPORATION29.5K shares310.70%2025-12-312026-01-22 WMT WALMART INC45.8K shares883.42%2025-12-312026-01-22 MSFT MICROSOFT CORP10.2K shares330.66%2025-12-312026-01-22 AMZN AMAZON COM INC20.6K shares1180.80%2025-12-312026-01-22 CAT CATERPILLAR INC5.6K sharesnew addition2025-12-312026-01-22 MA MASTERCARD INCORPORATED4.9K sharesnew addition2025-12-312026-01-22 META META PLATFORMS INC4.1K sharesnew addition2025-12-312026-01-22 CVX CHEVRON CORP NEW17.4K sharesnew addition2025-12-312026-01-22 MCD MCDONALDS CORP6.4K sharesnew addition2025-12-312026-01-22 PH PARKER HANNIFIN2.2K sharesnew addition2025-12-312026-01-22 CMI CUMMINS INC3.4K sharesnew addition2025-12-312026-01-22 BROADCOM INC BROADCOM INC4.6K shares157.14%2025-12-312026-01-22 COST COSTCO WHSL CORP NEW1.8K sharesnew addition2025-12-312026-01-22 HD HOME DEPOT INC4.3K sharesnew addition2025-12-312026-01-22 AMGN AMGEN INC4.3K sharesnew addition2025-12-312026-01-22 JPM JPMORGAN CHASE & CO4.2K sharesnew addition2025-12-312026-01-22 LLY ELI LILLY & CO1.2K sharesnew addition2025-12-312026-01-22 PG PROCTER AND GAMBLE CO8.8K sharesnew addition2025-12-312026-01-22 KO COCA COLA CO17.7K sharesnew addition2025-12-312026-01-22 ADP AUTOMATIC DATA PROCESSING IN2.7K sharesnew addition2025-12-312026-01-22 LMT LOCKHEED MARTIN CORP2.3K sharesnew addition2025-12-312026-01-22 PM PHILIP MORRIS INTL INC6.8K sharesnew addition2025-12-312026-01-22 QCOM QUALCOMM INC6.4K sharesnew addition2025-12-312026-01-22 PEP PEPSICO INC7.5K sharesnew addition2025-12-312026-01-22 LOW LOWES COS INC4.4K sharesnew addition2025-12-312026-01-22 JNJ JOHNSON & JOHNSON4.7K shares249.44%2025-12-312026-01-22 V VISA INC2.8K sharesnew addition2025-12-312026-01-22 TFC TRUIST FINL CORP19.2K sharesnew addition2025-12-312026-01-22 GEV GE VERNOVA INC1.3K sharesnew addition2025-12-312026-01-22 ABBV ABBVIE INC3.7K sharesnew addition2025-12-312026-01-22 HSY HERSHEY CO4.4K sharesnew addition2025-12-312026-01-22 IBM INTERNATION BUSINESS MACHS2.7K sharesnew addition2025-12-312026-01-22 MMM 3M CO4.6K shares19.70%2025-12-312026-01-22 EATON CORP PLC EATON CORP PLC2.2K sharesnew addition2025-12-312026-01-22 RY ROYAL BK CDA3.9K sharesnew addition2025-12-312026-01-22 ADBE ADOBE INC1.7K sharesnew addition2025-12-312026-01-22 DE DEERE & CO1.2K sharesnew addition2025-12-312026-01-22 RTX RTX CORPORATION2.9K sharesnew addition2025-12-312026-01-22 AMAT APPLIED MATLS INC2.1K sharesnew addition2025-12-312026-01-22 NUE NUCOR CORP3.2K sharesnew addition2025-12-312026-01-22 NFLX NETFLIX INC5.6K sharesnew addition2025-12-312026-01-22 ITW ILLINOIS TOOL WKS INC2.1K sharesnew addition2025-12-312026-01-22 AXP AMERICAN EXPRESS CO1.3K sharesnew addition2025-12-312026-01-22 TM TOYOTA MOTOR CORP2.2K sharesnew addition2025-12-312026-01-22 ALPHABET INC ALPHABET INC1.4K sharesnew addition2025-12-312026-01-22 UBER UBER TECHNOLOGIES INC5.2K sharesnew addition2025-12-312026-01-22 ORCL ORACLE CORP2.2K shares48.50%2025-12-312026-01-22 BLDR BUILDERS FIRSTSOURCE INC4.0K sharesnew addition2025-12-312026-01-22 UNP UNION PAC CORP1.7K shares65.73%2025-12-312026-01-22 SHW SHERWIN WILLIAMS CO1.2K sharesnew addition2025-12-312026-01-22 SCHW CHARLES SCHWAB3.9K sharesnew addition2025-12-312026-01-22 CSCO CISCO SYS INC5.0K sharesnew addition2025-12-312026-01-22 PANW PALTO ALTO NETWORKS2.0K sharesnew addition2025-12-312026-01-22 XOM EXXON MOBIL CORP3.0K sharesnew addition2025-12-312026-01-22 FDX FEDEX CORP1.2K sharesnew addition2025-12-312026-01-22 TSLA TESLA761 shares62.26%2025-12-312026-01-22 NSC NORFOLK SOUTHN CORP1.1K sharesnew addition2025-12-312026-01-22 TROW T. ROWE PRICE GROUP3.0K sharesnew addition2025-12-312026-01-22 NVS NOVARTIS AG2.2K sharesnew addition2025-12-312026-01-22 MAR MARRIOTT INTL INC NEW975 sharesnew addition2025-12-312026-01-22 VEEV VEEVA SYS INC1.3K sharesnew addition2025-12-312026-01-22 EMR EMERSON ELEC CO2.1K sharesnew addition2025-12-312026-01-22 MERCK & CO INC MERCK & CO INC2.7K sharesnew addition2025-12-312026-01-22 CMG CHIPOTLE MEXICAN GRILL INC7.5K sharesnew addition2025-12-312026-01-22 TSM TAIWAN SEMICONDUCTOR888 sharesnew addition2025-12-312026-01-22 ITIC INVESTORS TITLE CO NC1.1K sharesnew addition2025-12-312026-01-22 AMD ADVANCED MICRO DEVICES1.2K sharesnew addition2025-12-312026-01-22 SYK STRYKER CORPORATION695 sharesnew addition2025-12-312026-01-22 MDLZ MONDELEZ INTL INC4.5K sharesnew addition2025-12-312026-01-22 TGT TARGET2.3K shares-7.40%2025-12-312026-01-22 SBUX STARBUCKS CORP2.7K sharesnew addition2025-12-312026-01-22 CRWD CROWDSTRIKE479 sharesnew addition2025-12-312026-01-22 ENB ENBRIDGE INC4.7K sharesnew addition2025-12-312026-01-22 BA BOEING1.0K sharesnew addition2025-12-312026-01-22 NKE NIKE INC3.4K sharesnew addition2025-12-312026-01-22 INTU INTUIT323 shares-59.78%2025-12-312026-01-22 AFL AFLAC1.8K sharesnew addition2025-12-312026-01-22 CHRS COHERUS BIOSCIENCES14.2K sharesnew addition2025-12-312026-01-22 PDSB PDS BIOTECHNOLOGY CORP13.4K sharesnew addition2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available