Wealth Group, Ltd.

Q1 2025 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    157

  • Value ($000)

    $154

  • Date Filed
    05/07/2025
  • Form type
    13F-HR
  • CIK
    0002013988
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$16.73K
11 %

75,340

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.73K
5 %

20,597

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.03K
3 %

26,417

---

TJX COS INC NEW

COM
872540109
$4.81K
3 %

39,495

WMT
WMT

WALMART INC

COM
931142103
$4.54K
3 %

51,662

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.35K
3 %

40,139

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.92K
3 %

25,350

---

TRUIST FINL CORP

COM
89832Q109
$3.77K
2 %

91,613

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$3.69K
2 %

22,075

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$3.27K
2 %

26,782

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 157