WEALTH DIMENSIONS GROUP, LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 3K | $1.29M |
 | SBUX | 3K | $262.85K |
 | EMR | 3K | $403.12K |
 | JOBY | 3K | $48.91K |
 | TJX | 3K | $398.94K |
 | MMM | 3K | $415.04K |
 | RTX | 2K | $414.26K |
 | LOW | 2K | $619.73K |
 | WM | 2K | $516.96K |
 | NVS | 2K | $287.23K |
 | AFG | 2K | $325.25K |
 | MS | 2K | $350.37K |
 | META | 2K | $1.54M |
 | GEV | 2K | $1.15M |
 | BRK-B | 2K | $853.65K |
 | MA | 2K | $955.58K |
 | CEG | 2K | $512.97K |
 | V | 1K | $502.28K |
 | LMT | 1K | $707.44K |
 | AMAT | 1K | $281.56K |
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.29M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$262.85K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$403.12K
Joby Aviation, Inc.
JOBY
Shares Held
3K
Value
$48.91K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$398.94K
3M Company
MMM
Shares Held
3K
Value
$415.04K
RTX Corporation
RTX
Shares Held
2K
Value
$414.26K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$619.73K
Waste Management, Inc.
WM
Shares Held
2K
Value
$516.96K
Novartis AG
NVS
Shares Held
2K
Value
$287.23K
American Financial Group, Inc.
AFG
Shares Held
2K
Value
$325.25K
Morgan Stanley
MS
Shares Held
2K
Value
$350.37K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.54M
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.15M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$853.65K
Mastercard Incorporated
MA
Shares Held
2K
Value
$955.58K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$512.97K
Visa Inc.
V
Shares Held
1K
Value
$502.28K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$707.44K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$281.56K