Wealth Group, Ltd.
13F Portfolio Filings
Most recent 13F Q2 2025Location raleigh, NCCIK 0002013988All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
89 | $101.00K | AAPL, MSFT, NVDA, AMZN | 13F-HR | Aug 19, 2025 | 000201398825000006 | ||
157 | $155.00K | AAPL, MSFT, AMZN, TJX COS INC NEW | 13F-HR | May 7, 2025 | 000201398825000002 | ||
160 | $155.00K | AAPL, MSFT, NVDA, TJX COS INC NEW | 13F-HR | Feb 6, 2025 | 000201398825000001 | ||
152 | $150.00K | AAPL, MSFT, TJX COS INC NEW, NVDA | RESTATEMENT | Oct 31, 2024 | 000166551824000007 | ||
147 | $140.00K | AAPL, MSFT, NVDA, GOOGL | 13F-HR | Aug 13, 2024 | 000201398824000003 | ||
148 | $133.00K | AAPL, MSFT, TJX COS INC NEW, GOOGL | 13F-HR | May 10, 2024 | 000201398824000002 |