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Home > Institutional Investor > Wealth Group Ltd > 13F Holdings

Instuitional Investor - Wealth Group Ltd

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 156,518 $117,214,912 22.43%
2.
Jp Morgan
 628,517 $84,673,781 16.2%
3.
Ishares Trust
 HYG 215,910 $47,377,029 9.07%
4.
Invesco
 48,982 $36,070,356 6.9%
5.
Vanguard World Fund
 VGT 266,045 $31,797,681 6.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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