Institutions / Wealth Group, Ltd. / Holdings

Wealth Group, Ltd.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
PDS Biotechnology CorpPDSB	Common Stock	$10	13,399	0.0%
Coherus Oncology, Inc.	—	$20	14,195	0.0%
AFLAC INC	—	$201	1,821	0.2%
INTUIT INC.	—	$214	323	0.2%
NIKE, Inc.	—	$218	3,422	0.2%
The Boeing Company	—	$223	1,025	0.2%
ENBRIDGE INC	—	$224	4,682	0.2%
CrowdStrike Holdings, Inc.	—	$225	479	0.2%
STARBUCKS CORP	—	$228	2,703	0.2%
TARGET CORP	—	$229	2,341	0.2%
Mondelez International, Inc.	—	$241	4,482	0.2%
STRYKER CORP	—	$244	695	0.2%
ADVANCED MICRO DEVICES INC	—	$250	1,169	0.2%
INVESTORS TITLE COITIC	Common Stock	$263	1,054	0.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$270	888	0.3%
Chipotle Mexican Grill Inc	—	$278	7,510	0.3%
Merck & Co., Inc.	—	$281	2,667	0.3%
EMERSON ELECTRIC CO	—	$285	2,145	0.3%
VEEVA SYSTEMS INC	—	$296	1,328	0.3%
Marriott International Inc/MD	—	$302	975	0.3%
NOVARTIS AG	—	$303	2,200	0.3%
T Rowe Price Group Inc	—	$307	3,000	0.3%
NORFOLK SOUTHERN CORP	—	$318	1,100	0.3%
Tesla Inc	—	$342	761	0.3%
FedEx Corp	—	$344	1,190	0.3%
EXXON MOBIL CORP	—	$356	2,961	0.3%
Palo Alto Networks Inc	—	$374	2,030	0.4%
CISCO SYSTEMS, INC.	—	$382	4,965	0.4%
SCHWAB CHARLES CORP	—	$385	3,852	0.4%
SHERWIN WILLIAMS CO	—	$386	1,191	0.4%
Union Pacific Corp	—	$395	1,707	0.4%
Builders FirstSource Inc	—	$417	4,050	0.4%
ORACLE CORP	—	$424	2,177	0.4%
Uber Technologies, Inc	—	$425	5,202	0.4%
Alphabet Inc.	—	$449	1,432	0.4%
Toyota Motor CorporationTM	ADR	$472	2,205	0.5%
AMERICAN EXPRESS CO	—	$476	1,287	0.5%
ILLINOIS TOOL WORKS INC	—	$509	2,066	0.5%
Netflix Inc	—	$524	5,590	0.5%
NUCOR CORP	—	$527	3,230	0.5%
APPLIED MATERIALS INC /DE	—	$534	2,077	0.5%
RTX Corp	—	$539	2,937	0.5%
DEERE & CO	—	$563	1,210	0.5%
ADOBE INC.	—	$608	1,736	0.6%
ROYAL BK CDA	—	$672	3,943	0.7%
Eaton Corp plc	—	$702	2,203	0.7%
3M CO	—	$731	4,569	0.7%
INTERNATIONAL BUSINESS MACHINES CORP	—	$792	2,675	0.8%
HERSHEY CO	—	$805	4,425	0.8%
AbbVie Inc.	—	$853	3,734	0.8%