Wealth Group, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Wealth Group, Ltd. held in its portfolio 84 assets valued at $102,594 (i.e. $102.59K).
The most valuable assets in the portfolio included: APPLE INC ($13.35K), ALPHABET INC ($5.91K), and NVIDIA CORPORATION ($5.49K).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Group, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 49089 | 13345 | COM |
| ALPHABET INC | 18887 | 5912 | CAP STK CL A |
| NVIDIA CORPORATION | 29451 | 5493 | COM |
| WALMART INC | 45778 | 5100 | COM |
| MICROSOFT CORP | 10155 | 4911 | COM |
| AMAZON COM INC | 20608 | 4757 | COM |
| CATERPILLAR INC | 5633 | 3227 | COM |
| MASTERCARD INCORPORATED | 4925 | 2812 | CL A |
| DUKE ENERGY CORP NEW | 23736 | 2782 | COM NEW |
| META PLATFORMS INC | 4061 | 2681 | CL A |
| CHEVRON CORP NEW | 17409 | 2653 | COM |
| MCDONALDS CORP | 6358 | 1943 | COM |
| PARKER HANNIFIN | 2160 | 1898 | COM |
| CUMMINS INC | 3409 | 1740 | COM |
| BROADCOM INC | 4590 | 1589 | COM |
| COSTCO WHSL CORP NEW | 1840 | 1587 | COM |
| HOME DEPOT INC | 4319 | 1486 | COM |
| AMGEN INC | 4267 | 1397 | COM |
| JPMORGAN CHASE & CO | 4215 | 1358 | COM |
| ELI LILLY & CO | 1229 | 1321 | COM |
| PROCTER AND GAMBLE CO | 8806 | 1262 | COM |
| COCA COLA CO | 17663 | 1235 | COM |
| AUTOMATIC DATA PROCESSING IN | 2713 | 1212 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2371 | 1192 | CL B NEW |
| LOCKHEED MARTIN CORP | 2339 | 1131 | COM |
| PHILIP MORRIS INTL INC | 6831 | 1096 | COM |
| QUALCOMM INC | 6366 | 1089 | COM |
| LAM RESEARCH CORP | 6350 | 1087 | COM NEW |
| PEPSICO INC | 7533 | 1081 | COM |
| LOWES COS INC | 4355 | 1050 | COM |
| JOHNSON & JOHNSON | 4721 | 977 | COM |
| VISA INC | 2752 | 965 | COM CL A |
| TRUIST FINL CORP | 19218 | 946 | COM |
| GE VERNOVA INC | 1320 | 863 | COM |
| ABBVIE INC | 3734 | 853 | COM |
| HERSHEY CO | 4425 | 805 | COM |
| INTERNATION BUSINESS MACHS | 2675 | 792 | COM |
| 3M CO | 4569 | 731 | COM |
| EATON CORP PLC | 2203 | 702 | SHS |
| ROYAL BK CDA | 3943 | 672 | COM |
| ADOBE INC | 1736 | 608 | COM |
| DEERE & CO | 1210 | 563 | COM |
| RTX CORPORATION | 2937 | 539 | COM |
| APPLIED MATLS INC | 2077 | 534 | COM |
| NUCOR CORP | 3230 | 527 | COM |
| NETFLIX INC | 5590 | 524 | COM |
| ILLINOIS TOOL WKS INC | 2066 | 509 | COM |
| AMERICAN EXPRESS CO | 1287 | 476 | COM |
| TOYOTA MOTOR CORP | 2205 | 472 | ADS |
| ALPHABET INC | 1432 | 449 | CAP STK CL C |
| UBER TECHNOLOGIES INC | 5202 | 425 | COM |
| ORACLE CORP | 2177 | 424 | COM |
| BUILDERS FIRSTSOURCE INC | 4050 | 417 | COM |
| UNION PAC CORP | 1707 | 395 | COM |
| SHERWIN WILLIAMS CO | 1191 | 386 | COM |
| CHARLES SCHWAB | 3852 | 385 | COM |
| CISCO SYS INC | 4965 | 382 | COM |
| PALTO ALTO NETWORKS | 2030 | 374 | COM |
| EXXON MOBIL CORP | 2961 | 356 | COM |
| FEDEX CORP | 1190 | 344 | COM |
| TESLA | 761 | 342 | COM |
| NORFOLK SOUTHN CORP | 1100 | 318 | COM |
| T. ROWE PRICE GROUP | 3000 | 307 | COM |
| NOVARTIS AG | 2200 | 303 | SPONSORED ADR |
| MARRIOTT INTL INC NEW | 975 | 302 | CL A |
| VEEVA SYS INC | 1328 | 296 | CL A COM |
| EMERSON ELEC CO | 2145 | 285 | COM |
| MERCK & CO INC | 2667 | 281 | COM |
| CHIPOTLE MEXICAN GRILL INC | 7510 | 278 | COM |
| TAIWAN SEMICONDUCTOR | 888 | 270 | SPONSORED ADS |
| INVESTORS TITLE CO NC | 1054 | 263 | COM |
| ADVANCED MICRO DEVICES | 1169 | 250 | COM |
| STRYKER CORPORATION | 695 | 244 | COM |
| MONDELEZ INTL INC | 4482 | 241 | CL A |
| TARGET | 2341 | 229 | COM |
| STARBUCKS CORP | 2703 | 228 | COM |
| CROWDSTRIKE | 479 | 225 | CL A |
| ENBRIDGE INC | 4682 | 224 | COM |
| BOEING | 1025 | 223 | COM |
| NIKE INC | 3422 | 218 | CL B |
| INTUIT | 323 | 214 | COM |
| AFLAC | 1821 | 201 | COM |
| COHERUS BIOSCIENCES | 14195 | 20 | COM |
| PDS BIOTECHNOLOGY CORP | 13399 | 10 | COM |
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