• 13F History

Wealth Group Ltd

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$341M
Signature - Title
Adam Colby - Chief Financial Officer
Location
Eden Prairie, MN
Summary
This page shows a list of all the recent 13F filings made by Wealth Group Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Group Ltd reported 66 stock holdings with total value $341M as of Q1 2025. Top holdings included IVV, QUAL, COWZ, VOO, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 66 $341M +$16.7M -$5.65M +$11M IVV, QUAL, COWZ, VOO, VGT 13F-HR 4/10/2025, 05:05 PM
Q4 2024 65 $346M +$16M -$6.92M +$9.07M IVV, QUAL, COWZ, VOO, VGT 13F-HR 1/8/2025, 05:29 PM
Q3 2024 65 $344M +$9.57M -$14.9M -$5.35M IVV, QUAL, COWZ, VOO, VGT 13F-HR 10/8/2024, 11:23 AM
Q2 2024 61 $331M +$5.2M -$6.31M -$1.11M IVV, QUAL, COWZ, VOO, VGT 13F-HR 7/9/2024, 04:31 PM
Q1 2024 57 $319M +$14.7M -$3.14M +$11.6M IVV, QUAL, IUSB, COWZ, VOO 13F-HR 5/13/2024, 08:20 PM
Q4 2023 58 $302M IVV, QUAL, IUSB, COWZ, VOO 13F-HR 2/7/2024, 05:54 PM