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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 $118,019
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,420 $16,125 13.66%
2.
Alphabet Inc.
 GOOGL 19,105 $6,574 5.57%
3.
Amazon Com Inc
 AMZN 22,465 $5,597 4.74%
4.
Nvidia Corp
 NVDA 24,357 $5,563 4.71%
5.
Microsoft Corp
 MSFT 10,385 $5,326 4.51%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.