Wealth Group Ltd Top Holdings and 13F Report (2025) About Wealth Group LtdInvestment ActivityWealth Group Ltd has $341.31 million in total holdings as of March 31, 2025.Wealth Group Ltd owns shares of 66 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Wealth Group Ltd has purchased 65 new stocks and bought additional shares in 21 stocks.Wealth Group Ltd sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $110,748,333iShares MSCI USA Quality Factor ETF $30,604,870Pacer US Cash Cows 100 ETF $26,178,522Vanguard S&P 500 ETF $24,508,531Vanguard Information Technology ETF $21,451,792 Largest New Holdings this Quarter 46641Q399 - JP Morgan BetaBuilders U.S. Equity ETF $4,952,527 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $1,538,798 Holding464287101 - iShares S&P 100 ETF $1,184,896 Holding461202103 - Intuit $493,034 Holding031162100 - Amgen $236,155 Holding Largest Purchases this Quarter JP Morgan BetaBuilders U.S. Equity ETF 49,088 shares (about $4.95M)Invesco QQQ 4,835 shares (about $2.27M)iShares U.S. Equity Factor Rotation Active ETF 31,559 shares (about $1.54M)Vanguard S&P 500 ETF 2,851 shares (about $1.47M)iShares Core S&P 500 ETF 2,271 shares (about $1.28M) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 32,107 shares (about $1.48M)Pacer Developed Markets International Cash Cows 100 ETF 25,446 shares (about $799.26K)Pacer US Small Cap Cash Cows ETF 19,358 shares (about $725.92K)Vanguard Extended Market ETF 4,075 shares (about $701.96K)iShares Core Dividend Growth ETF 7,913 shares (about $488.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Group Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$110,748,333$1,276,076 ▲1.2%197,09632.4%ETFQUALiShares MSCI USA Quality Factor ETF$30,604,870$1,274,498 ▲4.3%179,0919.0%ETFCOWZPacer US Cash Cows 100 ETF$26,178,522$398,817 ▲1.5%478,0597.7%ETFVOOVanguard S&P 500 ETF$24,508,531$1,465,167 ▲6.4%47,6907.2%ETFVGTVanguard Information Technology ETF$21,451,792$638,385 ▲3.1%39,5516.3%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$20,746,009$799,258 ▼-3.7%660,4916.1%ETFDGROiShares Core Dividend Growth ETF$18,946,128$488,865 ▼-2.5%306,6715.6%ETFVXFVanguard Extended Market ETF$13,740,322$701,960 ▼-4.9%79,7654.0%ETFCALFPacer US Small Cap Cash Cows ETF$11,542,756$725,925 ▼-5.9%307,8073.4%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$4,952,527$4,952,527 ▲New Holding49,0881.5%ETFSCHBSchwab US Broad Market ETF$3,186,271$7,213 ▼-0.2%147,9920.9%ETFRPGInvesco S&P 500 Pure Growth ETF$3,153,418$27,884 ▼-0.9%82,4420.9%ETFQQQInvesco QQQ$3,010,133$2,267,330 ▲305.2%6,4190.9%FinanceNOBLProShares S&P 500 Aristocrats ETF$2,953,815$29,421 ▼-1.0%28,9150.9%ETFSCHMSchwab U.S. Mid-Cap ETF$2,842,709$3,091 ▼-0.1%108,5070.8%ETFESGVVanguard ESG US Stock ETF$2,760,090$784 ▲0.0%28,1790.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,728,736$207,843 ▼-7.1%46,7650.8%ETFSCHXSchwab US Large-Cap ETF$2,564,206$24,950 ▼-1.0%116,1330.8%ETFIXUSiShares Core MSCI Total International Stock ETF$2,552,968$90,614 ▼-3.4%36,5700.7%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$2,013,788$5,612 ▲0.3%16,5050.6%ETFIUSBiShares Core Total USD Bond Market ETF$1,983,637$1,479,479 ▼-42.7%43,0480.6%ManufacturingAAPLApple$1,887,001$133,278 ▲7.6%8,4950.6%Computer and TechnologySCHASchwab US Small-Cap ETF$1,873,860$30,179 ▼-1.6%79,9730.5%ETFSPYSPDR S&P 500 ETF Trust$1,749,772$55,380 ▲3.3%3,1280.5%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$1,538,798$1,538,798 ▲New Holding31,5590.5%ETFBNDVanguard Total Bond Market ETF$1,421,992$5,142 ▼-0.4%19,3600.4%ETFVTIVanguard Total Stock Market ETF$1,411,578$275 ▲0.0%5,1360.4%ETFCLFDClearfield$1,396,8400.0%47,0000.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,352,221$1,598 ▼-0.1%2,5390.4%FinanceOEFiShares S&P 100 ETF$1,184,896$1,184,896 ▲New Holding4,3750.3%ETFVXUSVanguard Total International Stock ETF$880,062$120,878 ▼-12.1%14,1680.3%ETFUNHUnitedHealth Group$878,853$51,851 ▼-5.6%1,6780.3%MedicalMSFTMicrosoft$864,713$26,272 ▼-2.9%2,3040.3%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$846,813$21,154 ▼-2.4%21,3360.2%ETFPCARPACCAR$827,6000.0%8,5000.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$745,310$19,399 ▲2.7%3,8420.2%ETFNVDANVIDIA$715,096$97,109 ▲15.7%6,5980.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$621,130$25,305 ▼-3.9%5,9400.2%ETFfidelity$579,574$363,880 ▲168.7%8,0530.2%FIDELITY WISE ORIGIN BITCOIN FUND etfEBAYeBay$565,0710.0%8,3430.2%Retail/WholesaleGISGeneral Mills$493,301$53,210 ▼-9.7%8,2510.1%Consumer StaplesINTUIntuit$493,034$493,034 ▲New Holding8030.1%Computer and TechnologyVUGVanguard Growth ETF$474,818$3,339 ▼-0.7%1,2800.1%ETFWMTWalmart$403,395$17,558 ▲4.6%4,5950.1%Retail/WholesaleVTVVanguard Value ETF$391,621$3,800 ▲1.0%2,2670.1%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$366,604$7,935 ▲2.2%9,2400.1%ETFGCOWPacer Global Cash Cows Dividend ETF$316,732$36,721 ▼-10.4%8,5650.1%ETFMGKVanguard Mega Cap Growth ETF$314,027$1,235 ▲0.4%1,0170.1%ETFMMM3M$301,5040.0%2,0530.1%Multi-Sector ConglomeratesAVGOBroadcom$294,6770.0%1,7600.1%Computer and TechnologyAMZNAmazon.com$286,151$13,508 ▼-4.5%1,5040.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$283,733$10,268 ▼-3.5%5,5820.1%ETFTGTTarget$263,8220.0%2,5280.1%Retail/WholesaleUNPUnion Pacific$261,045$22,207 ▼-7.8%1,1050.1%TransportationGOOGLAlphabet$246,342$1,701 ▲0.7%1,5930.1%Computer and TechnologyAMGNAmgen$236,155$236,155 ▲New Holding7580.1%MedicalIWRiShares Russell Mid-Cap ETF$234,1980.0%2,7530.1%ETFJNJJohnson & Johnson$217,964$217,964 ▲New Holding1,3140.1%MedicalMRVLMarvell Technology$216,7880.0%3,5210.1%Computer and TechnologyIWMiShares Russell 2000 ETF$212,2570.0%1,0640.1%FinanceCLXClorox$208,6530.0%1,4170.1%Consumer StaplesHDHome Depot$206,4090.0%5630.1%Retail/WholesaleYANCOAL AUSTRALIA LIMITED SHS$43,529$15,811 ▼-26.6%13,7710.0%comMETALS X LIMITED SHS NEW$28,017$6,465 ▲30.0%65,0000.0%comZNOGZion Oil & Gas$5,982$177 ▲3.1%35,2300.0%EnergyNORTHERN GRAPHITE CORPORATION$1,1080.0%14,5000.0%comTSLATesla$0$275,419 ▼-100.0%00.0%Auto/Tires/TrucksORCLOracle$0$216,632 ▼-100.0%00.0%Computer and TechnologyFOLGFFalcon Oil & Gas$0$66,157 ▼-100.0%00.0%Energywhitehaven coal lmt brisbane shs$0$49,997 ▼-100.0%00.0%comALPHAMIN RES CORPORATION SHARES$0$19,369 ▼-100.0%00.0%comShowing largest 100 holdings. 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