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Wealth Dimensions Group, Ltd.

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
RTX Corp$374.3K2,0410.1%
ISHARES TR$377.9K3,3230.1%
Morgan Stanley$387.9K2,1850.1%
COCA COLA CO$399.3K5,7120.1%
ISHARES TR$400.3K12,9300.1%
EMERSON ELECTRIC CO$410.9K3,0960.1%
NEXTERA ENERGY INC$413.0K5,1440.1%
VANECK ETF TRUST$415.2K1,1530.1%
ASTRAZENECA PLC$421.1K4,5800.1%
3M CO$424.9K2,6540.1%
ALTRIA GROUP, INC.$433.9K7,5250.1%
TJX Cos Inc/The$438.3K2,8530.1%
SPDR GOLD TR$449.2K1,1330.1%
ISHARES TR$450.5K4,6910.1%
GRIFFON CORP$451.5K6,1300.1%
LOCKHEED MARTIN CORP$465.8K9630.1%
BRISTOL MYERS SQUIBB CO$470.6K8,7240.1%
DEERE & CO$483.6K1,0390.1%
Walt Disney Co$498.7K4,3830.1%
Visa Inc$514.0K1,4660.1%
WASTE MANAGEMENT INC$517.9K2,3570.1%
DELTA AIR LINES, INC.$541.4K7,8010.1%
Constellation Energy Corp$548.9K1,5540.1%
AT&T INC.$554.2K22,3120.1%
KROGER CO$561.8K8,9920.1%
INTEL CORP$575.3K15,8900.1%
PEPSICO INC$578.9K4,0340.1%
CrowdStrike Holdings, Inc.$589.6K1,2580.1%
LOWES COMPANIES INC$592.5K2,4570.1%
INVESCO EXCHANGE TRADED FD T$599.9K3,1320.1%
VERIZON COMMUNICATIONS INC$606.7K14,8950.1%
CATERPILLAR INC$619.2K1,0810.1%
ABBOTT LABORATORIES$626.8K5,0030.1%
ISHARES TR$627.3K6,5160.1%
VANGUARD INDEX FDS$636.2K3,3310.1%
VANGUARD INDEX FDS$641.0K2,4850.1%
Netflix Inc$643.4K6,8630.1%
Philip Morris International Inc.$651.8K4,0630.1%
VANGUARD WHITEHALL FDS$652.2K7,2470.1%
ENBRIDGE INC$659.4K13,7850.1%
ISHARES INC$678.5K5,7140.1%
BANK OF AMERICA CORP /DE$680.9K12,3810.1%
SOUTHERN CO$693.1K7,9490.1%
VANGUARD INTL EQUITY INDEX F$711.5K9,6730.1%
MICRON TECHNOLOGY INC$714.9K2,5050.1%
FIDELITY WISE ORIGIN BITCOIN$724.4K9,5030.1%
QUALCOMM INC/DE$741.0K4,3320.1%
PFIZER INC$773.5K31,0650.2%
VANGUARD TAX-MANAGED FDS$778.2K12,4570.2%
Warren E. Buffett$802.2K1,5960.2%
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