Plus Group Wealth Advisors LLC
CIK: 0002109515SEC EDGAR →
Portfolio Value
$90K
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | 166,417 | $7.7M | 8506.20% |
| 2 | SCHWAB STRATEGIC TR | 255,245 | $7.6M | 8383.07% |
| 3 | VANGUARD INDEX FDS | 28,778 | $7.4M | 8234.42% |
| 4 | VANGUARD INDEX FDS | 23,104 | $6.7M | 7437.93% |
| 5 | SCHWAB STRATEGIC TR | 275,605 | $6.6M | 7349.19% |
| 6 | SCHWAB STRATEGIC TR | 181,763 | $5.9M | 6577.11% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 21,754 | $5.9M | 6495.02% |
| 8 | AMAZON COM INC | 18,727 | $4.3M | 4794.44% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 67,700 | $4.1M | 4500.48% |
| 10 | SPDR SERIES TRUST | 88,200 | $2.5M | 2820.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $69.1M | 89.2% |
| Consumer Cyclical | 1 | $4.3M | 5.6% |
| Technology | 4 | $2.3M | 2.9% |
| Utilities | 1 | $943K | 1.2% |
| Industrials | 2 | $532K | 0.7% |
| Energy | 1 | $274K | 0.4% |
| Unknown | 1 | $11K | 0.0% |