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The Analysis of Plus Group Wealth Advisors LLC's Holdings & P&L

Currently, Plus Group Wealth Advisors LLC holds 41 types of securities in its portfolio with a total value $90.9M. In the most recent quarter, they have increased their positions in FVD (+13.3K shares, valued at $625.1K), FTSM (+9.0K shares, valued at $536.1K), VNQ (+5.6K shares, valued at $495.2K); decreased their positions in N/A (-604 shares, valued at $348.6K), AMZN (-889 shares, valued at $185.2K), SCHG (-3.7K shares, valued at $109.1K).

1M P&L

-163.2K-0.19%

3M P&L

+2.0M+2.47%

HY P&L

-18.9M-18.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A72.6M

91.9%

2Internet Retail3.7M

4.7%

3Asset Management714.5K

0.9%

Top Industries by Stock Count

1N/A30 stocks

78.9%

2Internet Retail1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR17.8K shares-3.29%2026-03-312026-04-07

FVD FIRST TR EXCHANGE-TRADED FD179.7K shares7.99%2026-03-312026-04-07

SCHV SCHWAB STRATEGIC TR261.7K shares2.54%2026-03-312026-04-07

VB VANGUARD INDEX FDS29.3K shares1.95%2026-03-312026-04-07

SCHF SCHWAB STRATEGIC TR282.8K shares2.62%2026-03-312026-04-07

VO VANGUARD INDEX FDS23.9K shares3.66%2026-03-312026-04-07

FDN FIRST TR EXCHANGE-TRADED FD22.6K shares3.88%2026-03-312026-04-07

SCHG SCHWAB STRATEGIC TR178.0K shares-2.06%2026-03-312026-04-07

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FTSM FIRST TR EXCHANGE-TRADED FD76.7K shares13.25%2026-03-312026-04-07

AMZN AMAZON COM INC17.8K shares-4.75%2026-03-312026-04-07

SPTI SPDR SERIES TRUST105.0K shares18.99%2026-03-312026-04-07

VNQ VANGUARD INDEX FDS32.8K shares20.49%2026-03-312026-04-07

LMBS FIRST TR EXCHANGE-TRADED FD43.8K shares1.53%2026-03-312026-04-07

FTCS FIRST TR EXCHANGE-TRADED FD18.2K shares0.29%2026-03-312026-04-07

TDIV FIRST TR EXCHANGE TRADED FD12.3K shares-0.17%2026-03-312026-04-07

FCVT FIRST TR EXCHANGE-TRADED FD26.0K shares0.46%2026-03-312026-04-07

Sponsored

GUT GABELLI UTIL TR179.3K shares0.70%2026-03-312026-04-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.0K shares0.23%2026-03-312026-04-07

SII SPROTT INC5.0K shares0.00%2026-03-312026-04-07

FDVV FIDELITY COVINGTON TRUST12.2K shares7.87%2026-03-312026-04-07

FIDI FIDELITY COVINGTON TRUST23.1K shares2.83%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.67%2026-03-312026-04-07

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares6.23%2026-03-312026-04-07

INCM FRANKLIN TEMPLETON ETF TR19.9K shares11.36%2026-03-312026-04-07

Sponsored

JPRE J P MORGAN EXCHANGE TRADED F11.8K shares5.97%2026-03-312026-04-07

BMI BADGER METER INC3.7K shares4.53%2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR17.0K shares5.94%2026-03-312026-04-07

JEPQ J P MORGAN EXCHANGE TRADED F8.7K shares12.16%2026-03-312026-04-07

FBND FIDELITY MERRIMACK STR TR10.0K shares15.01%2026-03-312026-04-07

IWD ISHARES TR1.9K shares0.00%2026-03-312026-04-07

SPY STATE STR SPDR S&P 500 ETF T544 shares0.00%2026-03-312026-04-07

KMI KINDER MORGAN INC DEL10.0K shares0.21%2026-03-312026-04-07

Sponsored

AOS SMITH A O CORP4.6K shares0.00%2026-03-312026-04-07

MGK VANGUARD WORLD FD763 shares0.00%2026-03-312026-04-07

AAPL APPLE INC1.0K shares4.98%2026-03-312026-04-07

MSFT MICROSOFT CORP698 shares5.44%2026-03-312026-04-07

ROAD CONSTRUCTION PARTNERS INC2.1K shares0.00%2026-03-312026-04-07

VCIT VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-03-312026-04-07

SPTM SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-07

USMV ISHARES TR2.2K shares0.00%2026-03-312026-04-07

Sponsored

IVV ISHARES TR308 shares0.00%2026-03-312026-04-07

INVESCO QQQ TR

-3.29%

Shares17.8K

Event2026-03-31

Filed2026-04-07

FVD

FIRST TR EXCHANGE-TRADED FD

7.99%

Shares179.7K

Event2026-03-31

Filed2026-04-07

SCHV

SCHWAB STRATEGIC TR

2.54%

Shares261.7K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

1.95%

Shares29.3K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

2.62%

Shares282.8K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

3.66%

Shares23.9K

Event2026-03-31

Filed2026-04-07

FDN

FIRST TR EXCHANGE-TRADED FD

3.88%

Shares22.6K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB STRATEGIC TR

-2.06%

Shares178.0K

Event2026-03-31

Filed2026-04-07

FTSM

FIRST TR EXCHANGE-TRADED FD

13.25%

Shares76.7K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

-4.75%

Shares17.8K

Event2026-03-31

Filed2026-04-07

SPTI

SPDR SERIES TRUST

18.99%

Shares105.0K

Event2026-03-31

Filed2026-04-07

VNQ

VANGUARD INDEX FDS

20.49%

Shares32.8K

Event2026-03-31

Filed2026-04-07

LMBS

FIRST TR EXCHANGE-TRADED FD

1.53%

Shares43.8K

Event2026-03-31

Filed2026-04-07

FTCS

FIRST TR EXCHANGE-TRADED FD

0.29%

Shares18.2K

Event2026-03-31

Filed2026-04-07

TDIV

FIRST TR EXCHANGE TRADED FD

-0.17%

Shares12.3K

Event2026-03-31

Filed2026-04-07

FCVT

FIRST TR EXCHANGE-TRADED FD

0.46%

Shares26.0K

Event2026-03-31

Filed2026-04-07

GUT

GABELLI UTIL TR

0.70%

Shares179.3K

Event2026-03-31

Filed2026-04-07

WEC ENERGY GROUP INC

0.23%

Shares9.0K

Event2026-03-31

Filed2026-04-07

SII

SPROTT INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-07

FDVV

FIDELITY COVINGTON TRUST

7.87%

Shares12.2K

Event2026-03-31

Filed2026-04-07

FIDI

FIDELITY COVINGTON TRUST

2.83%

Shares23.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.67%

Shares1.0K

Event2026-03-31

Filed2026-04-07

JEPI

J P MORGAN EXCHANGE TRADED F

6.23%

Shares10.2K

Event2026-03-31

Filed2026-04-07

INCM

FRANKLIN TEMPLETON ETF TR

11.36%

Shares19.9K

Event2026-03-31

Filed2026-04-07

JPRE

J P MORGAN EXCHANGE TRADED F

5.97%

Shares11.8K

Event2026-03-31

Filed2026-04-07

BMI

BADGER METER INC

4.53%

Shares3.7K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

5.94%

Shares17.0K

Event2026-03-31

Filed2026-04-07

JEPQ

J P MORGAN EXCHANGE TRADED F

12.16%

Shares8.7K

Event2026-03-31

Filed2026-04-07

FBND

FIDELITY MERRIMACK STR TR

15.01%

Shares10.0K

Event2026-03-31

Filed2026-04-07

IWD

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-07

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares544

Event2026-03-31

Filed2026-04-07

KMI

KINDER MORGAN INC DEL

0.21%

Shares10.0K

Event2026-03-31

Filed2026-04-07

AOS

SMITH A O CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-07

MGK

VANGUARD WORLD FD

0.00%

Shares763

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

4.98%

Shares1.0K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

5.44%

Shares698

Event2026-03-31

Filed2026-04-07

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-07

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-07

SPTM

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

0.00%

Shares308

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available