Wealth Group, Ltd.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationraleigh, NC
- CIK0002013988
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
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 |