Back to Wealth Group, Ltd.

Wealth Group, Ltd.

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
Uber Technologies, Inc$4255,2020.4%
ORACLE CORP$4242,1770.4%
Builders FirstSource Inc$4174,0500.4%
Union Pacific Corp$3951,7070.4%
SHERWIN WILLIAMS CO$3861,1910.4%
SCHWAB CHARLES CORP$3853,8520.4%
CISCO SYSTEMS, INC.$3824,9650.4%
Palo Alto Networks Inc$3742,0300.4%
EXXON MOBIL CORP$3562,9610.3%
FedEx Corp$3441,1900.3%
Tesla Inc$3427610.3%
NORFOLK SOUTHERN CORP$3181,1000.3%
T Rowe Price Group Inc$3073,0000.3%
NOVARTIS AG$3032,2000.3%
Marriott International Inc/MD$3029750.3%
VEEVA SYSTEMS INC$2961,3280.3%
EMERSON ELECTRIC CO$2852,1450.3%
Merck & Co., Inc.$2812,6670.3%
Chipotle Mexican Grill Inc$2787,5100.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2708880.3%
INVESTORS TITLE COITICCommon Stock$2631,0540.3%
ADVANCED MICRO DEVICES INC$2501,1690.2%
STRYKER CORP$2446950.2%
Mondelez International, Inc.$2414,4820.2%
TARGET CORP$2292,3410.2%
STARBUCKS CORP$2282,7030.2%
CrowdStrike Holdings, Inc.$2254790.2%
ENBRIDGE INC$2244,6820.2%
The Boeing Company$2231,0250.2%
NIKE, Inc.$2183,4220.2%
INTUIT INC.$2143230.2%
AFLAC INC$2011,8210.2%
Coherus Oncology, Inc.$2014,1950.0%
PDS Biotechnology CorpPDSBCommon Stock$1013,3990.0%
← PrevPage 2 of 2Next →