test

Adam Colby

@Wealth Group Ltd

Latest period2024 - Q4ReportedManaged Assets$345.902MTotal holdings65
Assets growth rate0.69%Assets growth rate (2-Q avg)2.24%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Group Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Wealth Group Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 345.902M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Adam Colby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMGNAmgen Incorporated
Recent Activity
Exited
0%
$244,235
758 shares@ $322.21 avg price
SAVEQSpirit Airls Incorporated
Recent Activity
Exited
0%
$223,812
93,255 shares@ $2.4 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$212,996
1,314 shares@ $162.1 avg price