WG
| |
Wealth Group Ltd13F | |
| Wealth Group Ltd | |
| Last update 2025-04-11 | 66 Stocks (6 new) |
| Value $341.00 Mil | Turnover 5 % |
Wealth Group Ltd Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 197,096 | 110,748.3 | +1.17% | 32.450 | +0.37% | 0.020 | +17.02% | +7.08% | 622,054.4 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 179,091 | 30,604.9 | +4.35% | 8.970 | +0.37% | 0.060 | +12.73% | +3.71% | 53,264.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 478,059 | 26,178.5 | +1.55% | 7.670 | +0.12% | 0.110 | +13.69% | +0.86% | 21,212.8 | ||
VOO | Vanguard S&P 500 ETF | 47,690 | 24,508.5 | +6.36% | 7.180 | +0.43% | 0.000 | +17.21% | +7.08% | 654,655.2 | ||
VGT | Vanguard Information Technology ETF | 39,551 | 21,451.8 | +3.07% | 6.290 | +0.19% | 0.020 | +29.01% | +8.06% | 85,097.2 | ||
ICOW |
Pacer Developed Markets International Cash Cows 100 ETF
Pacer Developed Markets International Cash Cows 100 ETF
| 660,491 | 20,746.0 | -3.71% | 6.080 | -0.21% | 1.880 | +16.36% | +19.85% | 1,163.0 | ||
DGRO | iShares Core Dividend Growth ETF | 306,671 | 18,946.1 | -2.52% | 5.550 | -0.14% | 0.060 | +11.68% | +6.75% | 32,433.7 | ||
VXF | Vanguard Extended Market Index ETF | 79,765 | 13,740.3 | -4.86% | 4.030 | -0.22% | 0.060 | +22.29% | +3.76% | 21,090.0 | ||
CALF | Pacer US Small Cap Cash Cows ETF | 307,807 | 11,542.8 | -5.92% | 3.380 | -0.25% | 0.230 | +21.42% | -5.92% | 4,323.0 | ||
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 49,088 | 4,952.5 | New Holding | 1.450 | +1.45% | 0.110 | +17.44% | +7.16% | 5,057.0 |
Wealth Group Ltd's Historical Top Holdings Breakdowns
Wealth Group Ltd's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 2025-03-31 | New Buy New Buy | +1.45% | 99.5 ($106.33) 110.96 | $112.88 | 6.16% | New holding | 49,088 | 49,088 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.66% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Add 305.24% | 6,419 | 4,835 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | New Buy New Buy | +0.45% | 48.08 ($51.4) 53.73 | $54.83 | 6.67% | New holding | 31,559 | 31,559 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.43% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 6.36% | 47,690 | 2,851 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Reduce Reduce | -0.42% | 44.72 ($45.57) 46.25 | $45.73 | 0.35% | Reduce -42.72% | 43,048 | -32,107 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.37% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 1.17% | 197,096 | 2,271 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.37% | 168.16 ($179.03) 186.21 | $183.86 | 2.70% | Add 4.35% | 179,091 | 7,458 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | New Buy New Buy | +0.35% | 268.35 ($287.14) 300.35 | $307.11 | 6.95% | New holding | 4,375 | 4,375 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce Reduce | -0.25% | 36.64 ($41.46) 45.76 | $41.25 | -0.51% | Reduce -5.92% | 307,807 | -19,358 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Reduce Reduce | -0.22% | 170.36 ($189.24) 201.04 | $195.91 | 3.52% | Reduce -4.86% | 79,765 | -4,075 |
Wealth Group Ltd Total Holding History ($B)
Wealth Group Ltd's Asset Allocation
Wealth Group Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Wealth Group Ltd's Hypothetical Growth since 2025-03-31
Wealth Group Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth Group Ltd's Holdings Heat Map
Size field:
Wealth Group Ltd's Holdings Bubble Chart
Wealth Group Ltd News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers