Wealth-Dimensions-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AFG",
  "HUM",
  "NVG",
  "ACN",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "CMI",
  "DUK",
  null,
  "FITB",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  "UNP",
  "QCOM",
  "EMR",
  "META",
  "IJH",
  "RBCAA",
  null,
  "NXP",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "NVS",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "EEM",
  "IWF",
  "PEP",
  "VGSH",
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IOT",
  "IEFA",
  null,
  "ROP",
  "RTX",
  "BP",
  "IBM",
  "SBUX",
  "TMO",
  "TJX",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "ACWV",
  "BXMX",
  null,
  "VCIT",
  "VIG",
  "IWN",
  null,
  "VYM",
  "GFF",
  null,
  "WM",
  "IWR",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "ESGD",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VYMI",
  "VTWO",
  "VTEB",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "ORGO",
  "DVY",
  "NZF",
  "SO",
  "CRM",
  null,
  "GEV",
  null,
  "LULU",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "DE",
  "DAL",
  null,
  "RSP",
  null,
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 160
Total Value: 418553140
Accession Number: 0001846462-25-000002
Form Type: 13F-HR
CIK: wealth-dimensions-group
Manager Name: Wealth-Dimensions-Group

Data Enrichment

88% identified

140 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $418.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FIFTH THIRD BANCORP

FITB|316773100

Shares:69.3K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$418.6M)

AMAZON COM INC

AMZN|023135106

Shares:14.2K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$418.6M)

92206C664

VTWO|92206C664

Shares:31.0K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$418.6M)

46434G103

IEMG|46434G103

Shares:46.0K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$418.6M)

46432F859

Shares:49.9K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$418.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:13.6K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$418.6M)

464287598

IWD|464287598

Shares:11.3K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$418.6M)

464287408

IVE|464287408

Shares:11.2K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$418.6M)

922908629

VO|922908629

Shares:8.1K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$418.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:17.5K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$418.6M)

Alphabet Inc.

GOOG|02079K107

Shares:12.4K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$418.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:9.6K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$418.6M)

92206C649

Shares:14.4K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$418.6M)

Duke Energy CORP

DUK|26441C204

Shares:14.5K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$418.6M)

Organogenesis Holdings Inc.

ORGO|68621F102

Shares:408.0K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$418.6M)

464287630

IWN|464287630

Shares:11.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$418.6M)

464287226

Shares:16.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$418.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:18.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$418.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$418.6M)

46641Q332

Shares:25.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$418.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIFTH THIRD BANCORP(FITBcusip316773100)	69.3K	QoQ -0.48% (-339) YoY -3.86% (-2.8K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$418.6M)	QoQ -7.73% (-$227.9K) YoY +1.27% (-$34.1K)
AMAZON COM INC(AMZNcusip023135106)	14.2K	QoQ +0.83% (-118) YoY +27.20% (+3.0K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$418.6M)	QoQ -12.54% (-$386.8K) YoY +34.17% (+$686.5K)
(VTWOcusip92206C664)	31.0K	QoQ +2.42% (-732) YoY -0.41% (-129)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$418.6M)	QoQ -7.53% (-$203.3K) YoY -5.57% (-$147.5K)
(IEMGcusip46434G103)	46.0K	QoQ +11.43% (+4.7K) YoY +9.89% (+4.1K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$418.6M)	QoQ +15.17% (+$326.7K) YoY +14.94% (+$322.4K)
(cusip46432F859)✕	49.9K	QoQ +4.86% (+2.3K) YoY +2.35% (+1.1K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$418.6M)	QoQ +6.13% (+$139.4K) YoY +4.31% (+$99.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	13.6K	QoQ +0.79% (+107) YoY -9.04% (-1.4K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$418.6M)	QoQ +15.58% (+$304.6K) YoY -4.64% (-$110.0K)
(IWDcusip464287598)	11.3K	QoQ -0.28% (-32) YoY -6.74% (-821)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$418.6M)	QoQ +1.35% (-$28.5K) YoY -2.03% (-$44.4K)
(IVEcusip464287408)	11.2K	QoQ -1.68% (-191) YoY -3.77% (-438)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$418.6M)	QoQ -1.84% (-$39.9K) YoY -1.83% (-$39.8K)
(VOcusip922908629)	8.1K	QoQ +2.04% (-163) YoY -1.25% (-103)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$418.6M)	QoQ -0.08% (-$1.8K) YoY +2.21% (-$45.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	17.5K	QoQ +0.75% (+132) YoY -6.73% (-1.3K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$418.6M)	QoQ +11.39% (+$213.0K) YoY -4.57% (-$99.9K)
Alphabet Inc.(GOOGcusip02079K107)	12.4K	QoQ -0.84% (-106) YoY +17.83% (+1.9K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$418.6M)	QoQ -18.65% (-$444.5K) YoY +20.91% (+$335.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	9.6K	QoQ +29.42% (+2.2K) YoY +38.22% (+2.7K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$418.6M)	QoQ +55.30% (+$685.6K) YoY +57.61% (+$703.8K)
(cusip92206C649)✕	14.4K	QoQ +1.67% (-237) YoY +0.04% (-6)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$418.6M)	QoQ -6.42% (-$131.4K) YoY -4.77% (-$95.9K)
Duke Energy CORP(DUKcusip26441C204)	14.5K	QoQ -0.38% (-56) YoY +0.66% (+95)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$418.6M)	QoQ +12.76% (-$199.7K) YoY +26.95% (+$374.4K)
Organogenesis Holdings Inc.(ORGOcusip68621F102)	408.0K	QoQ 0.00% (+0) YoY +435.91% (+331.8K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$418.6M)	QoQ +35.00% (+$456.9K) YoY +715.19% (+$1.5M)
(IWNcusip464287630)	11.1K	QoQ -3.14% (-360) YoY -13.85% (-1.8K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$418.6M)	QoQ -10.92% (-$205.1K) YoY -18.10% (-$369.7K)
(cusip464287226)✕	16.6K	QoQ -6.28% (-1.1K) YoY -11.97% (-2.3K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$418.6M)	QoQ -4.32% (-$74.2K) YoY -11.08% (-$204.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	18.1K	QoQ +8.85% (-1.5K) YoY +10.35% (-1.7K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$418.6M)	QoQ -1.77% (-$29.5K) YoY -24.93% (-$541.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.6K	QoQ +3.28% (+211) YoY +20.40% (+1.1K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$418.6M)	QoQ +5.69% (+$87.7K) YoY +47.46% (+$523.6K)
(cusip46641Q332)✕	25.4K	QoQ +4.67% (+1.1K) YoY +4.76% (+1.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$418.6M)	QoQ +3.96% (+$55.4K) YoY +3.45% (+$48.6K)