Wealth Group Ltd
Q4 2024 13F Holdings
- Locationeden prairie, MN
- Num holdings
65
- Value ($000)
$345,902
- Date Filed01/08/2025
- Form type13F-HR
- CIK0002010748
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES | CORE S&P500 ETF | 464287200 | $114.69M | 33 % | 194,825 | ||
QUAL ISHARES | MSCI USA QLT FCT | 46432F339 | $30.56M | 9 % | 171,633 | ||
COWZ Pacer | US CASH COWS 100 | 69374H881 | $26.59M | 8 % | 470,776 | ||
VOO Vanguard | S&P 500 ETF SHS | 922908363 | $24.16M | 7 % | 44,839 | ||
Vanguard | INF TECH ETF | 92204A702 | $23.86M | 7 % | 38,374 | ||
ICOW pacer | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | 69374H873 | $20.02M | 6 % | 685,937 | ||
DGRO ISHARES | CORE DIV GRWTH | 46434V621 | $19.30M | 6 % | 314,584 | ||
VXF Vanguard | EXTEND MKT ETF | 922908652 | $15.93M | 5 % | 83,840 | ||
CALF Pacer | PACER US SMALL | 69374H857 | $14.40M | 4 % | 327,165 | ||
RPG Invesco | S&P500 PUR GWT | 46137V266 | $3.43M | 1 % | 83,171 |
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