Wealth Group Ltd

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Adam Colby - Chief Financial Officer
Location
Eden Prairie, MN
Holdings as of
31 Dec 2023
Value $
$301,803,982
Num holdings
60
Filing time
07 Feb 2024, 17:54:09 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, QUAL, IUSB, COWZ, and VOO.
Next filing
Q1 2024 - 14 May 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Adam Colby Chief Financial Officer Eden Prairie, Minnesota 07 Feb 2024