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Wealth Dimensions Group, Ltd.

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$231.6K18,2950.0%
STARBUCKS CORP$227.7K2,7040.0%
CUMMINS INC$227.4K4460.0%
Nuveen Municipal Credit Income FundNZFClosed-End Fund$225.2K17,9000.0%
AMERICAN EXPRESS CO$224.9K6080.0%
The Boeing Company$224.0K1,0320.0%
INVESCO EXCH TRADED FD TR II$222.3K8790.0%
iShares MSCI UAE ETF$217.1K2,0350.0%
L3HARRIS TECHNOLOGIES, INC. /DE$216.8K7390.0%
Snowflake Inc.$215.8K9840.0%
NORFOLK SOUTHERN CORP$215.1K7450.0%
Leidos Holdings Inc$214.4K1,1880.0%
SELECT SECTOR SPDR TR$211.0K4,9420.0%
Salesforce Inc$210.4K7940.0%
UNITEDHEALTH GROUP INC$204.7K6200.0%
Exelon Corp$203.3K4,6630.0%
VANGUARD INDEX FDS$202.1K6690.0%
Eaton Corp plc$201.6K6330.0%
Global X Artificial Intelligence & Technology ETF$200.7K3,9460.0%
NUVEEN SELECT TAX FREE INCOME PORTFOLIONXPClosed-End Fund$162.4K11,5210.0%
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