Wealth Group, Ltd.
Top Portfolio Positions
87 positions ·
$106,786,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
49,373 | $12,530,373 | 11.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
46,870 | $5,825,003 | 5.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,312 | $5,553,358 | 5.20% | |
| NVDA |
Nvidia Corp
Technology
|
29,706 | $5,180,726 | 4.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,468 | $4,471,140 | 4.19% | |
| CAT |
Caterpillar Inc
Industrials
|
5,634 | $3,991,463 | 3.74% | |
| MSFT |
Microsoft Corp
Technology
|
10,506 | $3,889,006 | 3.64% | |
| CVX |
Chevron Corp
Energy
|
17,946 | $3,713,027 | 3.48% | |
| DUK |
Duke Energy CORP
Utilities
|
25,569 | $3,348,004 | 3.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,448 | $2,544,834 | 2.38% |
Portfolio Trend
8 quarters · across all stocks
Holdings in PDSB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,106 | 13,399 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,317 | 13,399 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $17,820 | 13,399 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,324 | 15,399 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $25,100 | 15,399 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,824 | 15,399 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $45,119 | 15,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,980 | 15,399 | Shares | Sole | 2024-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||