Wealth Group, Ltd.
CIK 2013988 · Holdings on Mar 31, 2024 · First reported May 10, 2024
Top ten holdings
Q1 2024- AAPL9.03%
- MSFT6.26%
- TJX3.08%
- GOOGL2.83%
- AMZN2.81%
- TFC2.62%
- WMT2.42%
- NVDA2.39%
- CVX2.29%
- MCD2.17%
Share classes counted separately35.90%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $11.96M | 9.03% | 69.76K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $8.29M | 6.26% | 19.71K shares | Prior unavailable — | — | ↗▾ |
| 03 | TJXTJX COMPANIES INC View history and evidence | $4.08M | 3.08% | 40.19K shares | Prior unavailable — | — | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.75M | 2.83% | 24.86K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $3.73M | 2.81% | 20.66K shares | Prior unavailable — | — | ↗▾ |
| 06 | TFCTRUIST FINANCIAL CORP View history and evidence | $3.47M | 2.62% | 88.94K shares | Prior unavailable — | — | ↗▾ |
| 07 | WMTWALMART INC View history and evidence | $3.20M | 2.42% | 53.24K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $3.17M | 2.39% | 3.50K shares | Prior unavailable — | — | ↗▾ |
| 09 | CVXCHEVRON CORP View history and evidence | $3.03M | 2.29% | 19.23K shares | Prior unavailable — | — | ↗▾ |
| 10 | MCDMCDONALD'S CORP View history and evidence | $2.87M | 2.17% | 10.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2013988 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132455
}Research all 148 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.