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Home > Institutional Investor > Wealth Group, Ltd. > Profile

Instuitional Investor - Wealth Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Wealth Group, Ltd.
Portfolio Value $107,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,373 $12,530 11.69%
2.
Walmart Inc.
 WMT 46,870 $5,825 5.43%
3.
Alphabet Inc.
 GOOGL 19,312 $5,553 5.18%
4.
Nvidia Corp
 NVDA 29,706 $5,181 4.83%
5.
Amazon Com Inc
 AMZN 21,468 $4,471 4.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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