Wealth Group, Ltd. Portfolio Stock Holdings
Wealth Group, Ltd. disclosed 88 stock positions valued at approximately $107,198 in its latest SEC 13F filing. The largest holdings include APPLE INC, WALMART INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $107.2K
Holdings by Sector
Wealth Group, Ltd. Portfolio Holdings in Q1 2026
88 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 11.69% | 49,373 | +284 | +0.58% | $12,530 |
| WALMART INC | WMT | Consumer Defensive | 5.43% | 46,870 | +1,092 | +2.39% | $5,825 |
| ALPHABET INC | GOOGL | Communication Services | 5.18% | 19,312 | +425 | +2.25% | $5,553 |
| NVIDIA CORPORATION | NVDA | Technology | 4.83% | 29,706 | +255 | +0.87% | $5,181 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.17% | 21,468 | +860 | +4.17% | $4,471 |
| CATERPILLAR INC | CAT | Industrials | 3.72% | 5,634 | +1 | +0.02% | $3,991 |
| MICROSOFT CORP | MSFT | Technology | 3.63% | 10,506 | +351 | +3.46% | $3,889 |
| CHEVRON CORP NEW | CVX | Energy | 3.46% | 17,946 | +537 | +3.08% | $3,713 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 3.12% | 25,569 | +1,833 | +7.72% | $3,348 |
| META PLATFORMS INC | META | Communication Services | 2.37% | 4,448 | +387 | +9.53% | $2,545 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.30% | 4,926 | +1 | +0.02% | $2,461 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 2.04% | 2,196 | +356 | +19.35% | $2,188 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.84% | 6,349 | -9 | -0.14% | $1,973 |
| PARKER HANNIFIN | PH | Industrials | 1.79% | 2,148 | -12 | -0.56% | $1,923 |
| CUMMINS INC | CMI | Industrials | 1.71% | 3,409 | - | - | $1,834 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 1.62% | 12,041 | +3,235 | +36.74% | $1,739 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.51% | 4,939 | +620 | +14.36% | $1,624 |
| ELI LILLY & CO | LLY | Healthcare | 1.41% | 1,644 | +415 | +33.77% | $1,512 |
| AMGEN INC | AMGN | Healthcare | 1.40% | 4,267 | - | - | $1,501 |
| COCA COLA CO | KO | Consumer Defensive | 1.38% | 19,425 | +1,762 | +9.98% | $1,477 |
| BROADCOM INC | AVGO | Technology | 1.36% | 4,700 | +110 | +2.40% | $1,455 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.31% | 2,314 | -25 | -1.07% | $1,399 |
| LAM RESEARCH CORP | LRCX | Other | 1.27% | 6,350 | - | - | $1,357 |
| GE VERNOVA INC | GEV | Utilities | 1.26% | 1,545 | +225 | +17.05% | $1,349 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.25% | 4,546 | +331 | +7.85% | $1,337 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.19% | 5,240 | +519 | +10.99% | $1,281 |
| PEPSICO INC | PEP | Consumer Defensive | 1.19% | 8,192 | +659 | +8.75% | $1,272 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.07% | 5,647 | +2,934 | +108.15% | $1,147 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.06% | 2,371 | - | - | $1,136 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.05% | 6,832 | +1 | +0.01% | $1,130 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.96% | 4,355 | - | - | $1,029 |
| EXXON MOBIL CORP | XOM | Energy | 0.87% | 5,515 | +2,554 | +86.25% | $936 |
| HERSHEY CO | HSY | Consumer Defensive | 0.86% | 4,425 | - | - | $920 |
| TRUIST FINL CORP | TFC | Financial Services | 0.84% | 19,500 | +282 | +1.47% | $896 |
| VISA INC | V | Financial Services | 0.82% | 2,921 | +169 | +6.14% | $883 |
| ABBVIE INC | ABBV | Healthcare | 0.80% | 3,949 | +215 | +5.76% | $859 |
| QUALCOMM INC | QCOM | Technology | 0.79% | 6,617 | +251 | +3.94% | $852 |
| 3M CO | MMM | Industrials | 0.69% | 5,119 | +550 | +12.04% | $743 |
| EATON CORP PLC | ETN | Other | 0.69% | 2,054 | -149 | -6.76% | $735 |
| APPLIED MATLS INC | AMAT | Technology | 0.68% | 2,127 | +50 | +2.41% | $727 |
| DEERE & CO | DE | Industrials | 0.64% | 1,210 | - | - | $682 |
| INTERNATION BUSINESS MACHS | IBM | Technology | 0.60% | 2,675 | - | - | $648 |
| ROYAL BK CDA | RY | Financial Services | 0.60% | 3,943 | - | - | $638 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.53% | 2,178 | +112 | +5.42% | $567 |
| RTX CORPORATION | RTX | Industrials | 0.53% | 2,938 | +1 | +0.03% | $567 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.52% | 6,205 | +3,502 | +129.56% | $556 |
| NUCOR CORP | NUE | Basic Materials | 0.51% | 3,230 | - | - | $546 |
| NETFLIX INC | NFLX | Communication Services | 0.50% | 5,580 | -10 | -0.18% | $537 |
| BOEING | BA | Industrials | 0.45% | 2,425 | +1,400 | +136.59% | $483 |
| FEDEX CORP | FDX | Industrials | 0.44% | 1,310 | +120 | +10.08% | $467 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.42% | 2,205 | - | - | $454 |
| UNION PAC CORP | UNP | Industrials | 0.39% | 1,710 | +3 | +0.18% | $415 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 1,432 | - | - | $411 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.38% | 1,337 | +50 | +3.89% | $404 |
| CISCO SYS INC | CSCO | Technology | 0.36% | 4,965 | - | - | $385 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.36% | 1,191 | - | - | $382 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.36% | 5,302 | +100 | +1.92% | $381 |
| PALTO ALTO NETWORKS | PANW | Technology | 0.35% | 2,330 | +300 | +14.78% | $374 |
| CHARLES SCHWAB | SCHW | Financial Services | 0.34% | 3,852 | - | - | $362 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.33% | 4,350 | +300 | +7.41% | $358 |
| NOVARTIS AG | NVS | Healthcare | 0.31% | 2,200 | - | - | $336 |
| MERCK & CO INC | MRK | Healthcare | 0.30% | 2,667 | - | - | $321 |
| ORACLE CORP | ORCL | Technology | 0.30% | 2,177 | - | - | $320 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.30% | 975 | - | - | $319 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.29% | 1,100 | - | - | $316 |
| STRYKER CORPORATION | SYK | Healthcare | 0.29% | 946 | +251 | +36.12% | $311 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 0.28% | 888 | - | - | $300 |
| ADVANCED MICRO DEVICES | AMD | Technology | 0.27% | 1,419 | +250 | +21.39% | $289 |
| TARGET | TGT | Consumer Defensive | 0.26% | 2,342 | +1 | +0.04% | $284 |
| TESLA | TSLA | Consumer Cyclical | 0.26% | 761 | - | - | $283 |
| EMERSON ELEC CO | EMR | Industrials | 0.26% | 2,145 | - | - | $281 |
| T. ROWE PRICE GROUP | TROW | Financial Services | 0.25% | 3,002 | +2 | +0.07% | $271 |
| SOUTHERN CO | SO | Utilities | 0.24% | 2,650 | +2,650 | +100.00% | $256 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.24% | 4,429 | -53 | -1.18% | $255 |
| ENBRIDGE INC | ENB | Energy | 0.24% | 4,682 | - | - | $253 |
| CONOCOPHILLIPS | COP | Energy | 0.23% | 1,830 | +1,830 | +100.00% | $242 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.22% | 7,435 | -75 | -1.00% | $238 |
| VEEVA SYS INC | VEEV | Healthcare | 0.22% | 1,328 | - | - | $233 |
| INVESTORS TITLE CO NC | ITIC | Financial Services | 0.21% | 1,054 | - | - | $229 |
| TEXAS INSTRUMENTS | TXN | Technology | 0.21% | 1,146 | +1,146 | +100.00% | $222 |
| UNITED RENTALS | URI | Industrials | 0.20% | 300 | +300 | +100.00% | $219 |
| THERMO FISHER | TMO | Healthcare | 0.20% | 439 | +439 | +100.00% | $216 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.20% | 3,458 | +3,458 | +100.00% | $210 |
| ASML HLDG NV | ASML | Other | 0.19% | 158 | +158 | +100.00% | $209 |
| HOMEMET AEROSPACE INC | HWM | Industrials | 0.19% | 904 | +904 | +100.00% | $208 |
| ANALOG DEVICES INC | ADI | Technology | 0.19% | 650 | +650 | +100.00% | $207 |
| COHERUS BIOSCIENCES | CHRS | Healthcare | 0.02% | 14,195 | - | - | $24 |
| PDS BIOTECHNOLOGY CORP | PDSB | Healthcare | 0.01% | 13,399 | - | - | $8 |