Institutions / Plus Group Wealth Advisors LLC

Plus Group Wealth Advisors LLC

CIK 2109515 · Institution · as of Dec 31, 2025
Portfolio value
$90.15M
Positions
43
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 43 →
CompanyClassValueShares% of portfolio
Invesco Qqq Tr—$11.28M18,36412.5%
First Tr Exchange-Traded Fd—$7.67M166,4178.5%
Schwab Strategic Tr—$7.56M255,2458.4%
Vanguard Index Fds—$7.42M28,7788.2%
Vanguard Index Fds—$6.71M23,1047.4%
Schwab Strategic Tr—$6.63M275,6057.3%
Schwab Strategic Tr—$5.93M181,7636.6%
First Tr Exchange-Traded Fd—$5.86M21,7546.5%
Amazon.com Inc—$4.32M18,7274.8%
First Tr Exchange-Traded Fd—$4.06M67,7004.5%
SPDR Series Trust—$2.54M88,2002.8%
Vanguard Index Fds—$2.41M27,2462.7%
First Tr Exchange-Traded Fd—$2.16M43,1192.4%
First Tr Exchange-Traded Fd—$1.67M18,1021.9%
First Tr Exchange Traded Fd—$1.20M12,3531.3%
First Tr Exchange-Traded Fd—$1.12M25,9271.2%
Gabelli Util Tr—$1.07M178,0161.2%
Wec Energy Group, Inc.—$943.0K8,9421.0%
Vanguard Index Fds—$651.7K1,0390.7%
Fidelity Covington Trust—$642.2K11,3290.7%
Badger Meter Inc—$616.4K3,5340.7%
Fidelity Covington Trust—$582.3K22,4750.6%
J P Morgan Exchange Traded F—$547.6K9,5670.6%
J P Morgan Exchange Traded F—$519.4K11,1190.6%
Franklin Templeton ETF Tr—$501.8K17,8950.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.