WEALTH GROUP, LTD.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 49K | $13.35M |
 | WMT | 46K | $5.10M |
 | NVDA | 29K | $5.49M |
 | DUK | 24K | $2.78M |
 | AMZN | 21K | $4.76M |
 | TFC | 19K | $946.00K |
 | GOOGL | 19K | $5.91M |
 | KO | 18K | $1.24M |
 | CVX | 17K | $2.65M |
 | CHRS | 14K | $20.00K |
 | PDSB | 13K | $10.00K |
 | MSFT | 10K | $4.91M |
 | PG | 9K | $1.26M |
 | PEP | 8K | $1.08M |
 | CMG | 8K | $278.00K |
 | PM | 7K | $1.10M |
 | QCOM | 6K | $1.09M |
 | MCD | 6K | $1.94M |
 | LRCX | 6K | $1.09M |
 | CAT | 6K | $3.23M |
Apple Inc.
AAPL
Shares Held
49K
Value
$13.35M
Walmart Inc.
WMT
Shares Held
46K
Value
$5.10M
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.49M
Duke Energy Corporation
DUK
Shares Held
24K
Value
$2.78M
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.76M
Truist Financial Corporation
TFC
Shares Held
19K
Value
$946.00K
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.91M
The Coca-Cola Company
KO
Shares Held
18K
Value
$1.24M
Chevron Corporation
CVX
Shares Held
17K
Value
$2.65M
Coherus Oncology, Inc.
CHRS
Shares Held
14K
Value
$20.00K
PDS Biotechnology Corporation
PDSB
Shares Held
13K
Value
$10.00K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.91M
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.26M
PepsiCo, Inc.
PEP
Shares Held
8K
Value
$1.08M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
8K
Value
$278.00K
Philip Morris International Inc.
PM
Shares Held
7K
Value
$1.10M
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$1.09M
McDonald's Corporation
MCD
Shares Held
6K
Value
$1.94M
Lam Research Corporation
LRCX
Shares Held
6K
Value
$1.09M
Caterpillar Inc.
CAT
Shares Held
6K
Value
$3.23M