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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NOVARTIS AG

NVS|66987V109

Shares:2.2K

Value:$249.5K

% of Portfolio:0.1% ($249.5K/$418.6M)

92189F676

Shares:1.2K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$418.6M)

81369Y209

Shares:1.6K

Value:$238.4K

% of Portfolio:0.1% ($238.4K/$418.6M)

HUMANA INC

HUM|444859102

Shares:891

Value:$235.9K

% of Portfolio:0.1% ($235.9K/$418.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.2K

Value:$232.7K

% of Portfolio:0.1% ($232.7K/$418.6M)

464285204

Shares:3.9K

Value:$230.8K

% of Portfolio:0.1% ($230.8K/$418.6M)

85207H104

Shares:9.5K

Value:$228.6K

% of Portfolio:0.1% ($228.6K/$418.6M)

922908652

VXF|922908652

Shares:1.3K

Value:$223.1K

% of Portfolio:0.1% ($223.1K/$418.6M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:17.9K

Value:$218.9K

% of Portfolio:0.1% ($218.9K/$418.6M)

92206C870

VCIT|92206C870

Shares:2.7K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$418.6M)

CUMMINS INC

CMI|231021106

Shares:692

Value:$217.0K

% of Portfolio:0.1% ($217.0K/$418.6M)

464288158

Shares:2.0K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$418.6M)

EXELON CORP

EXC|30161N101

Shares:4.7K

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$418.6M)

81369Y308

Shares:2.5K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$418.6M)

Chubb Ltd

CB|H1467J104

Shares:681

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$418.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:761

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$418.6M)

81369Y803

XLK|81369Y803

Shares:974

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$418.6M)

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

NXP|67062F100

Shares:11.5K

Value:$165.6K

% of Portfolio:0.0% ($165.6K/$418.6M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:12.3K

Value:$160.8K

% of Portfolio:0.0% ($160.8K/$418.6M)

INTEL CORP

INTC|458140100

Shares:400

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$418.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVARTIS AG(NVScusip66987V109)	2.2K	QoQ 0.00% (+0) YoY +2.33% (+51)	All Managers (Combined)	$249.5K	0.1% ($249.5K/$418.6M)	QoQ +14.56% (+$31.7K) YoY +17.96% (+$38.0K)
(cusip92189F676)✕	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$418.6M)	QoQ -12.67% (-$35.4K) YoY -6.00% (-$15.6K)
(cusip81369Y209)✕	1.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$238.4K	0.1% ($238.4K/$418.6M)	QoQ +6.13% (+$13.8K) YoY -1.16% (-$2.8K)
HUMANA INC(HUMcusip444859102)	891	QoQ -2.40% (-22) YoY -27.73% (-342)	All Managers (Combined)	$235.9K	0.1% ($235.9K/$418.6M)	QoQ +1.84% (-$4.3K) YoY -44.81% (-$191.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.2K	QoQ +8.21% (+246) YoY NEW(+3.2K)	All Managers (Combined)	$232.7K	0.1% ($232.7K/$418.6M)	QoQ +10.61% (+$22.3K) YoY NEW(+$232.7K)
(cusip464285204)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$230.8K	0.1% ($230.8K/$418.6M)	QoQ NEW(+$230.8K) YoY NEW(+$230.8K)
(cusip85207H104)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$228.6K	0.1% ($228.6K/$418.6M)	QoQ NEW(+$228.6K) YoY NEW(+$228.6K)
(VXFcusip922908652)	1.3K	QoQ +0.07% (-1) YoY +0.77% (-10)	All Managers (Combined)	$223.1K	0.1% ($223.1K/$418.6M)	QoQ -9.22% (-$22.7K) YoY -0.93% (-$2.1K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	17.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$218.9K	0.1% ($218.9K/$418.6M)	QoQ +0.49% (+$1.1K) YoY -0.08% (-$179)
(VCITcusip92206C870)	2.7K	QoQ -33.68% (-1.4K) YoY NEW(+2.7K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$418.6M)	QoQ -32.45% (-$104.8K) YoY NEW(+$218.1K)
CUMMINS INC(CMIcusip231021106)	692	QoQ +0.14% (-1) YoY NEW(+692)	All Managers (Combined)	$217.0K	0.1% ($217.0K/$418.6M)	QoQ -9.94% (-$24.0K) YoY NEW(+$217.0K)
(cusip464288158)✕	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$214.9K	0.1% ($214.9K/$418.6M)	QoQ +0.11% (+$244) YoY +0.83% (+$1.8K)
EXELON CORP(EXCcusip30161N101)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$214.6K	0.1% ($214.6K/$418.6M)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
(cusip81369Y308)✕	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$418.6M)	QoQ +3.89% (+$7.8K) YoY NEW(+$208.3K)
Chubb Ltd(CBcusipH1467J104)	681	QoQ NEW(+681) YoY NEW(+681)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$418.6M)	QoQ NEW(+$205.5K) YoY NEW(+$205.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	761	QoQ -0.65% (-5) YoY NEW(+761)	All Managers (Combined)	$204.7K	0.0% ($204.7K/$418.6M)	QoQ -9.93% (-$22.6K) YoY NEW(+$204.7K)
(XLKcusip81369Y803)	974	QoQ 0.00% (-0) YoY -2.40% (-24)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$418.6M)	QoQ -11.19% (-$25.4K) YoY -3.24% (-$6.7K)
NUVEEN SELECT TAX FREE INCOME PORTFOLIO(NXPcusip67062F100)	11.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$165.6K	0.0% ($165.6K/$418.6M)	QoQ -5.14% (-$9.0K) YoY -0.48% (-$806)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	12.3K	QoQ -7.20% (-952) YoY -7.20% (-952)	All Managers (Combined)	$160.8K	0.0% ($160.8K/$418.6M)	QoQ -12.98% (-$24.0K) YoY -7.98% (-$13.9K)
INTEL CORP(INTCcusip458140100)	400	QoQ 0.00% (+0) YoY -97.64% (-16.6K)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$418.6M)	QoQ +15.93% (+$160) YoY -99.84% (-$748.8K)