Fund HoldingsWealth Group, Ltd.

Total Portfolio Value
$102.6K
Total Bought
$102.6K
Total Sold
$0
Net Transaction
+$102.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)049,089+49,08901313.01%+13
ALPHABET INC(GOOG)018,887+18,887065.76%+6
NVIDIA CORPORATION(NVDA)029,451+29,451055.35%+5
WALMART INC(WMT)045,778+45,778054.97%+5
MICROSOFT CORP(MSFT)010,155+10,155054.79%+5
AMAZON COM INC(AMZN)020,608+20,608054.64%+5
CATERPILLAR INC(CAT)05,633+5,633033.15%+3
MASTERCARD INCORPORATED(MA)04,925+4,925032.74%+3
DUKE ENERGY CORP NEW(DUK)023,736+23,736032.71%+3
META PLATFORMS INC(META)04,061+4,061032.61%+3
CHEVRON CORP NEW(CVX)017,409+17,409032.59%+3
MCDONALDS CORP(MCD)06,358+6,358021.89%+2
PARKER HANNIFIN(PH)02,160+2,160021.85%+2
CUMMINS INC(CMI)03,409+3,409021.70%+2
BROADCOM INC(AVGO)04,590+4,590021.55%+2
COSTCO WHSL CORP NEW(COST)01,840+1,840021.55%+2
HOME DEPOT INC(HD)04,319+4,319011.45%+1
AMGEN INC(AMGN)04,267+4,267011.36%+1
JPMORGAN CHASE & CO(JPM)04,215+4,215011.32%+1
ELI LILLY & CO(LLY)01,229+1,229011.29%+1
PROCTER AND GAMBLE CO(PG)08,806+8,806011.23%+1
COCA COLA CO(KO)017,663+17,663011.20%+1
AUTOMATIC DATA PROCESSING IN02,713+2,713011.18%+1
BERKSHIRE HATHAWAY INC DEL02,371+2,371011.16%+1
LOCKHEED MARTIN CORP(LMT)02,339+2,339011.10%+1
PHILIP MORRIS INTL INC(PM)06,831+6,831011.07%+1
QUALCOMM INC(QCOM)06,366+6,366011.06%+1
LAM RESEARCH CORP(LRCX)06,350+6,350011.06%+1
PEPSICO INC(PEP)07,533+7,533011.05%+1
LOWES COS INC(LOW)04,355+4,355011.02%+1
JOHNSON & JOHNSON(JNJ)04,721+4,721010.95%+1
VISA INC(V)02,752+2,752010.94%+1
TRUIST FINL CORP(TFC)019,218+19,218010.92%+1
GE VERNOVA INC(GEV)01,320+1,320010.84%+1
ABBVIE INC(ABBV)03,734+3,734010.83%+1
HERSHEY CO(HSY)04,425+4,425010.78%+1
INTERNATION BUSINESS MACHS(IBM)02,675+2,675010.77%+1
3M CO(MMM)04,569+4,569010.71%+1
EATON CORP PLC(ETN)02,203+2,203010.68%+1
ROYAL BK CDA(RY)03,943+3,943010.66%+1
ADOBE INC(ADBE)01,736+1,736010.59%+1
DEERE & CO(DE)01,210+1,210010.55%+1
RTX CORPORATION(RTX)02,937+2,937010.53%+1
APPLIED MATLS INC02,077+2,077010.52%+1
NUCOR CORP(NUE)03,230+3,230010.51%+1
NETFLIX INC(NFLX)05,590+5,590010.51%+1
ILLINOIS TOOL WKS INC(ITW)02,066+2,066010.50%+1
AMERICAN EXPRESS CO(AXP)01,287+1,287000.46%0
TOYOTA MOTOR CORP(TM)02,205+2,205000.46%0
ALPHABET INC(GOOG)01,432+1,432000.44%0
UBER TECHNOLOGIES INC(UBER)05,202+5,202000.41%0
ORACLE CORP(ORCL)02,177+2,177000.41%0
BUILDERS FIRSTSOURCE INC(BLDR)04,050+4,050000.41%0
UNION PAC CORP(UNP)01,707+1,707000.39%0
SHERWIN WILLIAMS CO(SHW)01,191+1,191000.38%0
CHARLES SCHWAB(SCHW)03,852+3,852000.38%0
CISCO SYS INC(CSCO)04,965+4,965000.37%0
PALTO ALTO NETWORKS(PANW)02,030+2,030000.36%0
EXXON MOBIL CORP02,961+2,961000.35%0
FEDEX CORP(FDX)01,190+1,190000.34%0
TESLA(TSLA)0761+761000.33%0
NORFOLK SOUTHN CORP(NSC)01,100+1,100000.31%0
T. ROWE PRICE GROUP(TROW)03,000+3,000000.30%0
NOVARTIS AG(NVS)02,200+2,200000.30%0
MARRIOTT INTL INC NEW(MAR)0975+975000.29%0
VEEVA SYS INC(VEEV)01,328+1,328000.29%0
EMERSON ELEC CO(EMR)02,145+2,145000.28%0
MERCK & CO INC(MRK)02,667+2,667000.27%0
CHIPOTLE MEXICAN GRILL INC(CMG)07,510+7,510000.27%0
TAIWAN SEMICONDUCTOR(TSM)0888+888000.26%0
INVESTORS TITLE CO NC01,054+1,054000.26%0
ADVANCED MICRO DEVICES(AMD)01,169+1,169000.24%0
STRYKER CORPORATION(SYK)0695+695000.24%0
MONDELEZ INTL INC(MDLZ)04,482+4,482000.23%0
TARGET(TGT)02,341+2,341000.22%0
STARBUCKS CORP(SBUX)02,703+2,703000.22%0
CROWDSTRIKE(CRWD)0479+479000.22%0
ENBRIDGE INC(ENB)04,682+4,682000.22%0
BOEING(BA)01,025+1,025000.22%0
NIKE INC(NKE)03,422+3,422000.21%0
INTUIT(INTU)0323+323000.21%0
AFLAC(AFL)01,821+1,821000.20%0
COHERUS BIOSCIENCES014,195+14,195000.02%0
PDS BIOTECHNOLOGY CORP013,399+13,399000.01%0
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