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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 $154,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 73,996 $18,530 11.98%
2.
Microsoft Corp
 MSFT 20,171 $8,502 5.49%
3.
Nvidia Corp
 NVDA 36,556 $4,909 3.17%
4.
Tjx Companies Inc
 TJX 40,353 $4,875 3.15%
5.
Amazon Com Inc
 AMZN 21,791 $4,781 3.09%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)