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Wealth Group, Ltd.

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValue ↓Shares% of portfolio
Apple Inc.—$13.3K49,08913.0%
Alphabet Inc.—$5.9K18,8875.8%
NVIDIA Corp—$5.5K29,4515.4%
Walmart Inc.—$5.1K45,7785.0%
MICROSOFT CORP—$4.9K10,1554.8%
Amazon.com Inc—$4.8K20,6084.6%
CATERPILLAR INC—$3.2K5,6333.1%
Mastercard Inc—$2.8K4,9252.7%
Duke Energy Corp—$2.8K23,7362.7%
Meta Platforms Inc—$2.7K4,0612.6%
CHEVRON CORP—$2.7K17,4092.6%
MCDONALD'S CORP—$1.9K6,3581.9%
Parker-Hannifin Corp—$1.9K2,1601.9%
CUMMINS INC—$1.7K3,4091.7%
Broadcom Inc.—$1.6K4,5901.5%
COSTCO WHOLESALE CORP /NEW—$1.6K1,8401.5%
HOME DEPOT, INC.—$1.5K4,3191.4%
AMGEN INC—$1.4K4,2671.4%
JPMORGAN CHASE & CO—$1.4K4,2151.3%
ELI LILLY & Co—$1.3K1,2291.3%
PROCTER & GAMBLE Co—$1.3K8,8061.2%
COCA COLA CO—$1.2K17,6631.2%
AUTOMATIC DATA PROCESSING INC—$1.2K2,7131.2%
Warren E. Buffett—$1.2K2,3711.2%
LOCKHEED MARTIN CORP—$1.1K2,3391.1%
Philip Morris International Inc.—$1.1K6,8311.1%
QUALCOMM INC/DE—$1.1K6,3661.1%
LAM RESEARCH CORP—$1.1K6,3501.1%
PEPSICO INC—$1.1K7,5331.1%
LOWES COMPANIES INC—$1.1K4,3551.0%
JOHNSON & JOHNSON—$9774,7211.0%
Visa Inc—$9652,7520.9%
TRUIST FINANCIAL CORP—$94619,2180.9%
GE Vernova Inc.—$8631,3200.8%
AbbVie Inc.—$8533,7340.8%
HERSHEY CO—$8054,4250.8%
INTERNATIONAL BUSINESS MACHINES CORP—$7922,6750.8%
3M CO—$7314,5690.7%
Eaton Corp plc—$7022,2030.7%
ROYAL BK CDA—$6723,9430.7%
ADOBE INC.—$6081,7360.6%
DEERE & CO—$5631,2100.5%
RTX Corp—$5392,9370.5%
APPLIED MATERIALS INC /DE—$5342,0770.5%
NUCOR CORP—$5273,2300.5%
Netflix Inc—$5245,5900.5%
ILLINOIS TOOL WORKS INC—$5092,0660.5%
AMERICAN EXPRESS CO—$4761,2870.5%
Toyota Motor CorporationTMADR$4722,2050.5%
Alphabet Inc.—$4491,4320.4%
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