WEALTH GROUP, LTD.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TFC | 80K | $3.44M |
 | AAPL | 51K | $10.45M |
 | WMT | 46K | $4.48M |
 | CHRS | 39K | $29.00K |
 | NVDA | 33K | $5.14M |
 | DUK | 24K | $2.83M |
 | AMZN | 21K | $4.66M |
 | GOOGL | 20K | $3.47M |
 | CVX | 19K | $2.67M |
 | KO | 18K | $1.26M |
 | MSFT | 14K | $6.72M |
 | PDSB | 13K | $18.00K |
 | CMG | 10K | $579.00K |
 | PG | 9K | $1.49M |
 | PEP | 8K | $1.07M |
 | CSCO | 8K | $540.00K |
 | MCD | 8K | $2.24M |
 | CSX | 8K | $245.00K |
 | PM | 7K | $1.30M |
 | QCOM | 7K | $1.05M |
Truist Financial Corporation
TFC
Shares Held
80K
Value
$3.44M
Apple Inc.
AAPL
Shares Held
51K
Value
$10.45M
Walmart Inc.
WMT
Shares Held
46K
Value
$4.48M
Coherus Oncology, Inc.
CHRS
Shares Held
39K
Value
$29.00K
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$5.14M
Duke Energy Corporation
DUK
Shares Held
24K
Value
$2.83M
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.66M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$3.47M
Chevron Corporation
CVX
Shares Held
19K
Value
$2.67M
The Coca-Cola Company
KO
Shares Held
18K
Value
$1.26M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.72M
PDS Biotechnology Corporation
PDSB
Shares Held
13K
Value
$18.00K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
10K
Value
$579.00K
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.49M
PepsiCo, Inc.
PEP
Shares Held
8K
Value
$1.07M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$540.00K
McDonald's Corporation
MCD
Shares Held
8K
Value
$2.24M
CSX Corporation
CSX
Shares Held
8K
Value
$245.00K
Philip Morris International Inc.
PM
Shares Held
7K
Value
$1.30M
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.05M