Plus Group Wealth Advisors LLC - Portfolio overview
Plus Group Wealth Advisors LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-04-07.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Industrials and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- QQQ - INVESCO QQQ TR, 11.28%
- FVD - FIRST TR EXCHANGE-TRADED FD, 9.30%
- SCHV - SCHWAB STRATEGIC TR, 8.78%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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