Wealth Group Ltd
Top Portfolio Positions
31 positions ·
$45,654,371 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
48,701 | $28,109,243 | 61.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,137 | $2,040,116 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
11,166 | $1,947,350 | 4.27% | |
| AAPL |
Apple Inc.
Technology
|
7,447 | $1,889,974 | 4.14% | |
| CLFD |
Clearfield, Inc.
Technology
|
47,000 | $1,244,090 | 2.73% | |
| PCAR |
Paccar Inc
Industrials
|
8,500 | $981,750 | 2.15% | |
| MSFT |
Microsoft Corp
Technology
|
2,569 | $950,966 | 2.08% | |
| AVGO |
Broadcom Inc.
Technology
|
2,366 | $732,300 | 1.60% | |
| MMM |
3M Co
Industrials
|
4,694 | $681,709 | 1.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,066 | $594,098 | 1.30% |
Portfolio Trend
Holdings in ZNOG
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,218 | 29,195 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,741 | 26,096 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,144 | 73,023 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,975 | 57,764 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,989 | 35,230 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,760 | 34,185 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $2,749 | 45,824 | Shares | Sole | 2024-07-09 | |
| No 13F history on record for this holder in this stock. | ||||||