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The Analysis of Wealth Group, Ltd.'s Holdings & P&L

Currently, Wealth Group, Ltd. holds 88 types of securities in its portfolio with a total value $107.2K. In the most recent quarter, they have increased their positions in CAT (+5.6K shares, valued at $4.0K), CVX (+17.9K shares, valued at $3.7K), N/A (+25.6K shares, valued at $3.3K); decreased their positions in MCD (-9 shares, valued at $2.7968183965978897); initiated new positions in CAT (+5.6K shares, valued at $4.0K), CVX (+17.9K shares, valued at $3.7K), N/A (+25.6K shares, valued at $3.3K).

1M P&L

+3.2M+3.24%

3M P&L

+4.6M+4.70%

HY P&L

+11.0M+12.03%

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

1Consumer Electronics12.5K

13.5%

2Discount Stores8.3K

8.9%

3Semiconductors7.1K

7.6%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks

7.5%

2Semiconductors6 stocks

7.5%

3Aerospace & Defense4 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC49.4K shares0.58%2026-03-312026-04-14

WMT WALMART INC46.9K shares2.39%2026-03-312026-04-14

ALPHABET INC ALPHABET INC19.3K shares2.25%2026-03-312026-04-14

NVDA NVIDIA CORPORATION29.7K shares0.87%2026-03-312026-04-14

AMZN AMAZON COM INC21.5K shares4.17%2026-03-312026-04-14

CAT CATERPILLAR INC5.6K sharesnew addition2026-03-312026-04-14

MSFT MICROSOFT CORP10.5K shares3.46%2026-03-312026-04-14

CVX CHEVRON CORP NEW17.9K sharesnew addition2026-03-312026-04-14

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW25.6K sharesnew addition2026-03-312026-04-14

META META PLATFORMS INC4.4K sharesnew addition2026-03-312026-04-14

MA MASTERCARD INCORPORATED4.9K sharesnew addition2026-03-312026-04-14

COST COSTCO WHSL CORP NEW2.2K sharesnew addition2026-03-312026-04-14

MCD MCDONALDS CORP6.3K shares-0.14%2026-03-312026-04-14

PH PARKER HANNIFIN2.1K sharesnew addition2026-03-312026-04-14

CMI CUMMINS INC3.4K sharesnew addition2026-03-312026-04-14

PG PROCTER AND GAMBLE CO12.0K sharesnew addition2026-03-312026-04-14

Sponsored

HD HOME DEPOT INC4.9K sharesnew addition2026-03-312026-04-14

LLY ELI LILLY & CO1.6K sharesnew addition2026-03-312026-04-14

AMGN AMGEN INC4.3K shares0.00%2026-03-312026-04-14

KO COCA COLA CO19.4K sharesnew addition2026-03-312026-04-14

BROADCOM INC BROADCOM INC4.7K shares2.40%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP2.3K sharesnew addition2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP6.3K sharesnew addition2026-03-312026-04-14

GEV GE VERNOVA INC1.5K sharesnew addition2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO4.5K shares7.85%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON5.2K shares10.99%2026-03-312026-04-14

PEP PEPSICO INC8.2K sharesnew addition2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN5.6K sharesnew addition2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares0.00%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC6.8K sharesnew addition2026-03-312026-04-14

LOW LOWES COS INC4.4K sharesnew addition2026-03-312026-04-14

XOM EXXON MOBIL CORP5.5K sharesnew addition2026-03-312026-04-14

Sponsored

HSY HERSHEY CO4.4K sharesnew addition2026-03-312026-04-14

TFC TRUIST FINL CORP19.5K sharesnew addition2026-03-312026-04-14

V VISA INC2.9K sharesnew addition2026-03-312026-04-14

ABBV ABBVIE INC3.9K sharesnew addition2026-03-312026-04-14

QCOM QUALCOMM INC6.6K sharesnew addition2026-03-312026-04-14

MMM 3M CO5.1K shares12.04%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC2.1K sharesnew addition2026-03-312026-04-14

AMAT APPLIED MATLS INC2.1K sharesnew addition2026-03-312026-04-14

Sponsored

DE DEERE & CO1.2K sharesnew addition2026-03-312026-04-14

IBM INTERNATION BUSINESS MACHS2.7K sharesnew addition2026-03-312026-04-14

RY ROYAL BK CDA3.9K sharesnew addition2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC2.2K sharesnew addition2026-03-312026-04-14

RTX RTX CORPORATION2.9K sharesnew addition2026-03-312026-04-14

SBUX STARBUCKS CORP6.2K sharesnew addition2026-03-312026-04-14

NUE NUCOR CORP3.2K sharesnew addition2026-03-312026-04-14

NFLX NETFLIX INC5.6K sharesnew addition2026-03-312026-04-14

Sponsored

BA BOEING2.4K sharesnew addition2026-03-312026-04-14

FDX FEDEX CORP1.3K sharesnew addition2026-03-312026-04-14

TM TOYOTA MOTOR CORP2.2K sharesnew addition2026-03-312026-04-14

UNP UNION PAC CORP1.7K shares0.18%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.4K sharesnew addition2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.3K sharesnew addition2026-03-312026-04-14

CSCO CISCO SYS INC5.0K sharesnew addition2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO1.2K sharesnew addition2026-03-312026-04-14

Sponsored

UBER UBER TECHNOLOGIES INC5.3K sharesnew addition2026-03-312026-04-14

PANW PALTO ALTO NETWORKS2.3K sharesnew addition2026-03-312026-04-14

SCHW CHARLES SCHWAB3.9K sharesnew addition2026-03-312026-04-14

BLDR BUILDERS FIRSTSOURCE INC4.3K sharesnew addition2026-03-312026-04-14

NVS NOVARTIS AG2.2K sharesnew addition2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC2.7K sharesnew addition2026-03-312026-04-14

ORCL ORACLE CORP2.2K sharesnew addition2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW975 sharesnew addition2026-03-312026-04-14

Sponsored

NSC NORFOLK SOUTHN CORP1.1K sharesnew addition2026-03-312026-04-14

SYK STRYKER CORPORATION946 sharesnew addition2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR888 sharesnew addition2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES1.4K sharesnew addition2026-03-312026-04-14

TGT TARGET2.3K shares0.04%2026-03-312026-04-14

TSLA TESLA761 sharesnew addition2026-03-312026-04-14

EMR EMERSON ELEC CO2.1K sharesnew addition2026-03-312026-04-14

TROW T. ROWE PRICE GROUP3.0K sharesnew addition2026-03-312026-04-14

Sponsored

SO SOUTHERN CO2.6K sharesnew addition2026-03-312026-04-14

MDLZ MONDELEZ INTL INC4.4K sharesnew addition2026-03-312026-04-14

ENB ENBRIDGE INC4.7K sharesnew addition2026-03-312026-04-14

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-14

CMG CHIPOTLE MEXICAN GRILL INC7.4K sharesnew addition2026-03-312026-04-14

VEEV VEEVA SYS INC1.3K sharesnew addition2026-03-312026-04-14

ITIC INVESTORS TITLE CO NC1.1K sharesnew addition2026-03-312026-04-14

TXN TEXAS INSTRUMENTS1.1K sharesnew addition2026-03-312026-04-14

Sponsored

URI UNITED RENTALS300 sharesnew addition2026-03-312026-04-14

TMO THERMO FISHER439 sharesnew addition2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO3.5K sharesnew addition2026-03-312026-04-14

ASML ASML HLDG NV158 sharesnew addition2026-03-312026-04-14

HWM HOMEMET AEROSPACE INC904 sharesnew addition2026-03-312026-04-14

ADI ANALOG DEVICES INC650 sharesnew addition2026-03-312026-04-14

CHRS COHERUS BIOSCIENCES14.2K sharesnew addition2026-03-312026-04-14

PDSB PDS BIOTECHNOLOGY CORP13.4K sharesnew addition2026-03-312026-04-14

Sponsored

AAPL

APPLE INC

0.58%

Shares49.4K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

2.39%

Shares46.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

2.25%

Shares19.3K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.87%

Shares29.7K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

4.17%

Shares21.5K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

New

Shares5.6K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

3.46%

Shares10.5K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORP NEW

New

Shares17.9K

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

New

Shares25.6K

Event2026-03-31

Filed2026-04-14