Wealth Dimensions Group, Ltd.
Top Portfolio Positions
102 positions ·
$153,926,141 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
204,434 | $29,528,446 | 19.18% | |
| AAPL |
Apple Inc.
Technology
|
63,253 | $16,052,978 | 10.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,147 | $11,801,719 | 7.67% | |
| NVDA |
Nvidia Corp
Technology
|
49,878 | $8,698,723 | 5.65% | |
| MSFT |
Microsoft Corp
Technology
|
17,212 | $6,371,366 | 4.14% | |
| IOT |
Samsara Inc.
Technology
|
159,266 | $5,047,139 | 3.28% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,596 | $3,307,492 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,432 | $3,038,878 | 1.97% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,143 | $2,738,821 | 1.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,987 | $2,704,802 | 1.76% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NXP
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,326 | 11,521 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $162,446 | 11,521 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,593 | 11,521 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $161,870 | 11,521 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $165,556 | 11,521 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $174,543 | 11,521 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $174,082 | 11,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $166,939 | 11,521 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $166,363 | 11,521 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $170,280 | 11,521 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $153,229 | 11,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $166,017 | 11,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $164,865 | 11,521 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $160,257 | 11,521 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $150,233 | 11,521 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $157,722 | 11,521 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $166,248 | 11,521 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $184,105 | 11,521 | Shares | Sole | 2022-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||