Wealth Group, Ltd.

Q4 2024 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    160

  • Value ($000)

    $155

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0002013988
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$18.53K
12 %

73,996

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.50K
6 %

20,171

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.91K
3 %

36,556

---

TJX COS INC NEW

COM
872540109
$4.88K
3 %

40,353

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.78K
3 %

21,791

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.72K
3 %

24,911

WMT
WMT

WALMART INC

COM
931142103
$4.70K
3 %

52,025

---

TRUIST FINL CORP

COM
89832Q109
$3.84K
3 %

88,606

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$3.02K
2 %

5,741

MCD
MCD

MCDONALDS CORP

COM
580135101
$2.94K
2 %

10,134

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