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| Name: |
Wealth Group Ltd. |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27605 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TBIL |
Us Treasury 3 Month Bill Etf |
58 |
New |
$0.00 |
$526,000 |
10,507 |
0.38% |
526,000 |
10,507 |
0.012 |
N/A |
|
|
RTX |
RTX Corp |
69 |
New |
$101.02 |
$488,000 |
4,861 |
0.35% |
488,000 |
4,861 |
0 |
Conglomerates |
|
|
EW |
Edwards Lifesciences Corp |
122 |
New |
$28.85 |
$263,000 |
2,844 |
0.19% |
263,000 |
2,844 |
0 |
Medical Appliances & ... |
|
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ENB |
Enbridge Inc (USA) |
138 |
New |
$40.86 |
$225,000 |
6,319 |
0.16% |
225,000 |
6,319 |
0 |
Oil & Gas Pipelines &... |
|
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AZBA |
Allianzim Us Large Cap Buff... |
145 |
New |
$0.00 |
$201,000 |
6,467 |
0.14% |
201,000 |
6,467 |
0.072 |
N/A |
|
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CHRS |
Coherus Biosciences, Inc. |
146 |
New |
$1.00 |
$94,000 |
52,477 |
0.07% |
94,000 |
52,477 |
0.064 |
N/A |
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