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Home > Institutional Investor > Wealth Group, Ltd. > Profile

Instuitional Investor - Wealth Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Wealth Group, Ltd.
Portfolio Value $102,594
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,089 $13,345 13.01%
2.
Alphabet Inc.
 GOOGL 18,887 $5,912 5.76%
3.
Nvidia Corp
 NVDA 29,451 $5,493 5.35%
4.
Walmart Inc.
 WMT 45,778 $5,100 4.97%
5.
Microsoft Corp
 MSFT 10,155 $4,911 4.79%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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