Wealth Group, Ltd.
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
Raleigh, NC
CIK
0002013988
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
147
139,352
AAPL, MSFT, NVDA, GOOGL
13F-HR
8/13/2024
000201398824000003
Q1 2024
148
132,455
AAPL, MSFT, TJX, GOOGL
13F-HR
5/10/2024
000201398824000002