Wealth-Group-Ltd

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMM",
  "GOOGL",
  "AVGO",
  "EBAY",
  "GIS",
  "HD",
  null,
  "INTU",
  "UNP",
  "IJH",
  "BBUS",
  "MRVL",
  "MSFT",
  "PCAR",
  "IJR",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "AMGN",
  null,
  "SCHX",
  null,
  "TGT",
  "VXF",
  "VIG",
  null,
  null,
  "IWR",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "BND",
  "VOO",
  "VTV",
  "WMT",
  null,
  "SCHA",
  null,
  "IXUS",
  null,
  "DGRO",
  "BRK-B",
  null,
  "CLX",
  "CLFD",
  "QQQ",
  "IWM",
  "JNJ",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 66
Total Value: 341312607
Accession Number: 0002010748-25-000002
Form Type: 13F-HR
CIK: wealth-group-ltd
Manager Name: Wealth-Group-Ltd

Data Enrichment

74% identified

49 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $341.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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CLOROX CO /DE/

CLX|189054109

Shares:1.4K

Value:$208.7K

% of Portfolio:0.1% ($208.7K/$341.3M)

HOME DEPOT, INC.

HD|437076102

Shares:563

Value:$206.4K

% of Portfolio:0.1% ($206.4K/$341.3M)

Q9869P115

Shares:13.8K

Value:$43.5K

% of Portfolio:0.0% ($43.5K/$341.3M)

Q60408129

Shares:65.0K

Value:$28.0K

% of Portfolio:0.0% ($28.0K/$341.3M)

989696109

Shares:35.2K

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$341.3M)

66516A105

Shares:14.5K

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$341.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CLOROX CO /DE/(CLXcusip189054109)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$208.7K	0.1% ($208.7K/$341.3M)	QoQ -9.33% (-$21.5K) YoY +2.72% (+$5.5K)
HOME DEPOT, INC.(HDcusip437076102)	563	QoQ 0.00% (-0) YoY NEW(+563)	All Managers (Combined)	$206.4K	0.1% ($206.4K/$341.3M)	QoQ -5.78% (-$12.7K) YoY NEW(+$206.4K)
(cusipQ9869P115)✕	13.8K	QoQ -26.64% (-5.0K) YoY -2.71% (-384)	All Managers (Combined)	$43.5K	0.0% ($43.5K/$341.3M)	QoQ -42.35% (-$32.0K) YoY -22.50% (-$12.6K)
(cusipQ60408129)✕	65.0K	QoQ +30.00% (+15.0K) YoY NEW(+65.0K)	All Managers (Combined)	$28.0K	0.0% ($28.0K/$341.3M)	QoQ +118.20% (+$15.2K) YoY NEW(+$28.0K)
(cusip989696109)✕	35.2K	QoQ +3.05% (+1.0K) YoY NEW(+35.2K)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$341.3M)	QoQ +56.22% (+$2.2K) YoY NEW(+$6.0K)
(cusip66516A105)✕	14.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$341.3M)	QoQ -29.06% (-$454) YoY -12.89% (-$164)