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

160 positions • $418.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

Shares:8.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$418.6M)

MCDONALDS CORP

Shares:4.2K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$418.6M)

Meta Platforms, Inc.

Shares:2.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

922908769

Shares:4.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

AbbVie Inc.

Shares:5.7K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

CHEVRON CORP

Shares:7.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

26922B832

Shares:41.8K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

922908553

Shares:13.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

CINCINNATI FINANCIAL CORP

Shares:8.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

HOME DEPOT, INC.

Shares:3.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$418.6M)

AMGEN INC

Shares:3.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$418.6M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:4.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$418.6M)

INVESCO QQQ TRUST, SERIES 1

Shares:2.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$418.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.5K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$418.6M)

464287804

Shares:9.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$418.6M)

Tesla, Inc.

Shares:3.7K

Value:$967.3K

% of Portfolio:0.2% ($967.3K/$418.6M)

Mastercard Inc

Shares:1.8K

Value:$964.2K

% of Portfolio:0.2% ($964.2K/$418.6M)

46432F339

Shares:5.6K

Value:$963.5K

% of Portfolio:0.2% ($963.5K/$418.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$959.2K

% of Portfolio:0.2% ($959.2K/$418.6M)

922908363

Shares:1.8K

Value:$924.2K

% of Portfolio:0.2% ($924.2K/$418.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	8.1K	QoQ +13.21% (-951) YoY +2406.46% (+7.8K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$418.6M)	QoQ -18.24% (-$304.4K) YoY +216.60% (+$933.1K)
MCDONALDS CORP(MCDcusip580135101)	4.2K	QoQ +3.23% (+130) YoY +10.93% (+409)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$418.6M)	QoQ +11.21% (+$130.7K) YoY +22.88% (+$241.4K)
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ +4.00% (+83) YoY +85.45% (+993)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +2.39% (+$29.1K) YoY +120.14% (+$678.0K)
(VTIcusip922908769)	4.5K	QoQ +4.17% (-179) YoY +18.09% (+685)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ -1.19% (-$14.9K) YoY +24.89% (+$244.9K)
AbbVie Inc.(ABBVcusip00287Y109)	5.7K	QoQ -0.59% (-34) YoY +26.05% (+1.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +17.22% (-$175.6K) YoY +45.03% (+$371.1K)
CHEVRON CORP(CVXcusip166764100)	7.1K	QoQ +15.19% (+942) YoY +34.21% (+1.8K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +33.05% (+$296.9K) YoY +42.34% (+$355.5K)
(cusip26922B832)✕	41.8K	QoQ NEW(+41.8K) YoY NEW(+41.8K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(VNQcusip922908553)	13.1K	QoQ +0.44% (+58) YoY +5.12% (+640)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +2.09% (+$24.4K) YoY +10.05% (+$108.6K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	8.0K	QoQ -0.42% (-34) YoY +0.51% (+41)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +2.36% (-$27.4K) YoY +19.57% (+$194.3K)
HOME DEPOT, INC.(HDcusip437076102)	3.1K	QoQ +10.02% (+287) YoY +27.11% (+672)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$418.6M)	QoQ +3.64% (+$40.6K) YoY +21.43% (+$203.8K)
AMGEN INC(AMGNcusip031162100)	3.6K	QoQ -0.49% (-18) YoY -2.49% (-93)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$418.6M)	QoQ +18.94% (-$180.2K) YoY +6.85% (-$72.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.1K	QoQ +4.05% (+161) YoY -2.15% (-91)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$418.6M)	QoQ +17.69% (+$154.6K) YoY +27.41% (-$221.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.2K	QoQ -4.12% (-93) YoY +30.44% (+505)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$418.6M)	QoQ -12.05% (-$139.1K) YoY +37.74% (+$278.1K)
Alphabet Inc.(GOOGLcusip02079K305)	6.5K	QoQ +3.46% (-219) YoY +16.18% (+910)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$418.6M)	QoQ -15.47% (-$185.0K) YoY +19.03% (+$161.5K)
(IJRcusip464287804)	9.6K	QoQ +0.09% (-9) YoY +8.88% (+783)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$418.6M)	QoQ -9.16% (-$101.2K) YoY +3.02% (+$29.4K)
Tesla, Inc.(TSLAcusip88160R101)	3.7K	QoQ +0.45% (-17) YoY +1766.00% (+3.5K)	All Managers (Combined)	$967.3K	0.2% ($967.3K/$418.6M)	QoQ -35.53% (-$533.1K) YoY +4396490.90% (+$967.2K)
Mastercard Inc(MAcusip57636Q104)	1.8K	QoQ -1.29% (-23) YoY +63.93% (+686)	All Managers (Combined)	$964.2K	0.2% ($964.2K/$418.6M)	QoQ +2.77% (-$26.0K) YoY +86.68% (+$447.7K)
(QUALcusip46432F339)	5.6K	QoQ -0.61% (-35) YoY -15.52% (-1.0K)	All Managers (Combined)	$963.5K	0.2% ($963.5K/$418.6M)	QoQ -4.62% (-$46.8K) YoY -12.16% (-$133.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ -2.01% (-37) YoY -11.54% (-235)	All Managers (Combined)	$959.2K	0.2% ($959.2K/$418.6M)	QoQ +15.12% (-$126.0K) YoY +12.02% (-$103.0K)
(VOOcusip922908363)	1.8K	QoQ +0.33% (-6) YoY +21.15% (+314)	All Managers (Combined)	$924.2K	0.2% ($924.2K/$418.6M)	QoQ -4.28% (-$41.3K) YoY +29.56% (+$210.9K)