Plus Group Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $11.28M | 12.5% |
| FIRST TR EXCHANGE-TRADED FD | $7.67M | 8.5% |
| SCHWAB STRATEGIC TR | $7.56M | 8.4% |
| VANGUARD INDEX FDS | $7.42M | 8.2% |
| VANGUARD INDEX FDS | $6.71M | 7.4% |
| SCHWAB STRATEGIC TR | $6.63M | 7.3% |
| SCHWAB STRATEGIC TR | $5.93M | 6.6% |
| FIRST TR EXCHANGE-TRADED FD | $5.86M | 6.5% |
| Amazon.com Inc | $4.32M | 4.8% |
| FIRST TR EXCHANGE-TRADED FD | $4.06M | 4.5% |
| SPDR SERIES TRUST | $2.54M | 2.8% |
| VANGUARD INDEX FDS | $2.41M | 2.7% |
| FIRST TR EXCHANGE-TRADED FD | $2.16M | 2.4% |
| FIRST TR EXCHANGE-TRADED FD | $1.67M | 1.9% |
| FIRST TR EXCHANGE TRADED FD | $1.20M | 1.3% |
| FIRST TR EXCHANGE-TRADED FD | $1.12M | 1.2% |
| GABELLI UTIL TR | $1.07M | 1.2% |
| WEC ENERGY GROUP, INC. | $943.0K | 1.0% |
| VANGUARD INDEX FDS | $651.7K | 0.7% |
| FIDELITY COVINGTON TRUST | $642.2K | 0.7% |
| BADGER METER INC | $616.4K | 0.7% |
| FIDELITY COVINGTON TRUST | $582.3K | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $547.6K | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $519.4K | 0.6% |
| FRANKLIN TEMPLETON ETF TR | $501.8K | 0.6% |
| SPROTT INC | $489.6K | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $452.6K | 0.5% |
| SCHWAB STRATEGIC TR | $441.0K | 0.5% |
| FIDELITY MERRIMACK STR TR | $401.4K | 0.4% |
| ISHARES TR | $392.5K | 0.4% |
| SPDR S&P 500 ETF TR | $371.0K | 0.4% |
| MICROSOFT CORP | $320.2K | 0.4% |
| VANGUARD WORLD FD | $314.8K | 0.3% |
| SMITH A O CORP | $305.6K | 0.3% |
| KINDER MORGAN, INC. | $274.9K | 0.3% |
| Apple Inc. | $267.5K | 0.3% |
| CONSTRUCTION PARTNERS INC | $227.6K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $226.1K | 0.3% |
| SPDR SERIES TRUST | $223.9K | 0.2% |
| Markel Group Inc | $215.0K | 0.2% |
| ISHARES TR | $210.9K | 0.2% |
| iShares MSCI UAE ETF | $206.1K | 0.2% |
| ISHARES TR | $204.9K | 0.2% |