CIK 2109515
Plus Group Wealth Advisors LLC
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 18K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 166K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 255K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 276K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 182K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 22K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 68K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 88K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 43K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 18K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 12K | $1M+ | SH |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 26K | $1M+ | SH |
| GUT | GABELLI UTIL TR | 178K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 9K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| BMI | BADGER METER INC | 4K | $500K+ | SH |
| FIDI | FIDELITY COVINGTON TRUST | 22K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 18K | $500K+ | SH |
| SII | SPROTT INC | 5K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 9K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 544 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 662 | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 763 | $100K–$500K | SH |
| AOS | SMITH A O CORP | 5K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 10K | $100K–$500K | SH |
| AAPL | APPLE INC | 984 | $100K–$500K | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 2K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 100 | $100K–$500K | SH |
| IVV | ISHARES TR | 308 | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 433 | $100K–$500K | SH |