President

0002013988-24-000002.txt : 20240510 0002013988-24-000002.hdr.sgml : 20240510 20240510130902 ACCESSION NUMBER: 0002013988-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Group, Ltd. CENTRAL INDEX KEY: 0002013988 ORGANIZATION NAME: IRS NUMBER: 582130287 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24122 FILM NUMBER: 24933927 BUSINESS ADDRESS: STREET 1: 100 E. SIX FORKS ROAD STREET 2: SUITE W00 CITY: RALEIGH STATE: NC ZIP: 27605 BUSINESS PHONE: 9198651924 MAIL ADDRESS: STREET 1: 100 E. SIX FORKS ROAD STREET 2: SUITE W00 CITY: RALEIGH STATE: NC ZIP: 27605 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002013988 XXXXXXXX 03-31-2024 03-31-2024 Wealth Group, Ltd.

100 E. SIX FORKS ROAD SUITE W00 RALEIGH NC 27605

13F HOLDINGS REPORT 028-24122 N Cornelius T. McDonald III President 9198632355 Cornelius T. McDonald III Raleigh NC 05-10-2024 1 148 132455 false 1 000105146 801-24593 SEI INFORMATION TABLE 2 WG13F03.31.24.xml WG 13F 03.31.24 ABBOTT LABS COM 002824100 253 2224 SH SOLE 0 0 2224 ABDRN ETFS BBRG ALL COMD K1 003261104 200 10096 SH SOLE 0 0 10096 ADVANCED MICRO DEVICES INC COM 007903107 565 3128 SH SOLE 0 0 3128 AIR PRODS &CHEMS INC COM 009158106 325 1342 SH SOLE 0 0 1342 AMAZON COM INC COM 023135106 3727 20664 SH SOLE 0 0 20664 AMERICAN ELEC PWR CO INC COM 025537101 284 3294 SH SOLE 0 0 3294 AMERICAN EXPRESS CO COM 025816109 364 1597 SH SOLE 0 0 1597 AMGEN INC COM 031162100 1390 4888 SH SOLE 0 0 4888 APPLE INC COM 037833100 11963 69764 SH SOLE 0 0 69764 APPLIED MATLS INC COM 038222105 383 1857 SH SOLE 0 0 1857 ARCHER DANIELS MIDLAND CO COM 039483102 221 3523 SH SOLE 0 0 3523 AUTOMATIC DATA PROCESSING IN COM 053015103 1566 6269 SH SOLE 0 0 6269 BANK AMERICA CORP COM 060505104 275 7265 SH SOLE 0 0 7265 BECTON DICKINSON & CO COM 075887109 718 2903 SH SOLE 0 0 2903 BERKSHIRE HATHAWAY 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CORP ADS 892331307 318 1264 SH SOLE 0 0 1264 UNION PAC CORP COM 907818108 555 2255 SH SOLE 0 0 2255 UNITED PARCEL SERVICE INC CL B 911312106 1225 8241 SH SOLE 0 0 8241 VANGUARD BD INDEX FDX TOTAL BND MRKT 921937835 1379 18990 SH SOLE 0 0 18990 VANGUARD TAX-MANAGED FDX VAN FTSE DEV MKT 921943858 702 13992 SH SOLE 0 0 13992 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 490 10232 SH SOLE 0 0 10232 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 289 6930 SH SOLE 0 0 6930 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 460 9093 SH SOLE 0 0 9093 VANGUARD INDEX FDS SM CP VAL ETF 922908611 208 1084 SH SOLE 0 0 1084 VANGUARD INDEX FDS GROWTH ETF 922908736 325 945 SH SOLE 0 0 945 VANGUARD INDEX FDS VALUE ETF 922908744 338 2076 SH SOLE 0 0 2076 WALMART INC COM 931142103 3203 53238 SH SOLE 0 0 53238 EWELLS FARGO CO NEW COM 949746101 250 4306 SH SOLE 0 0 4306 TARGET COM 87612E106 718 4053 SH SOLE 0 0 4053 AT&T INC COM 00206R102 337 19128 SH SOLE 0 0 19128 ABBVIE INC COM 00287Y109 952 5231 SH 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SH SOLE 0 0 6827 TRANE TECHNOLOGIES PLC SHS G8994E103 229 764 SH SOLE 0 0 764 ASML HOLDING N V N Y REGISTRY SHS N07059210 374 385 SH SOLE 0 0 385