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ICA Group Wealth Management

Latest statistics and disclosures from ICA Group Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, SPY, JCPB, FDL, AAPL, and represent 25.96% of ICA Group Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VRIG, NVDA, JCPB, JEPI, VONG, TFLO, URTH, RDVI, EIPI, CMG.
Started 25 new stock positions in DWAS, HRTS, AAAU, DKS, GME, FFLC, PULS, JGRO, INDV, MMIT.
Reduced shares in these 10 stocks: QQQ (-$23M), AAPL (-$9.0M), IVV (-$8.6M), VLU (-$8.6M), FDL (-$8.5M), XMHQ (-$7.0M), FVD (-$6.8M), SPYG (-$6.7M), MSFT (-$5.9M), VGT (-$5.8M).
Sold out of its positions in HYFI, OGIG, OUSA, BFOR, BCI, ACHL, ACM, Aeterna Zentaris, AFRM, A.
ICA Group Wealth Management was a net seller of stock by $-332M.
ICA Group Wealth Management has $167M in assets under management (AUM), dropping by -66.61%.
Central Index Key (CIK): 0001944579

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Portfolio Holdings for ICA Group Wealth Management

ICA Group Wealth Management holds 793 positions in its portfolio as reported in the June 2024 quarterly 13F filing

ICA Group Wealth Management has 793 total positions. Only the first 250 positions are shown.

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Download the ICA Group Wealth Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	10.2	$17M	-57%	35k	479.12	View chart
SPDR S&P MF Closed and MF Open (SPY)	4.3	$7.2M	-31%	13k	544.21	View chart
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)	4.1	$6.8M	+10%	147k	46.33	View chart
First Trust MF Closed and MF Open (FDL)	3.9	$6.4M	-56%	169k	37.93	View chart
Apple Common Stock (AAPL)	3.5	$5.9M	-60%	28k	210.62	View chart
Vanguard Russell 1000 Growth Stock/ETF (VONG)	3.0	$5.0M	+11%	53k	93.81	View chart
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)	2.8	$4.6M	+13%	81k	56.68	View chart
First Trust MF Closed and MF Open (FVD)	2.7	$4.6M	-59%	112k	40.75	View chart
SPDR S&P MF Closed and MF Open (VLU)	2.7	$4.6M	-65%	27k	172.09	View chart
Vanguard Value MF Closed and MF Open (VTV)	2.7	$4.6M	-52%	28k	160.41	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	2.4	$4.0M	-63%	41k	97.03	View chart
Ishares Core MF Closed and MF Open (IVV)	2.3	$3.8M	-69%	7.0k	547.48	View chart
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)	1.9	$3.2M	+9%	64k	50.66	View chart
iShares MSCI World Index Stock/ETF (URTH)	1.8	$3.0M	+8%	21k	147.49	View chart
Nvidia Corp Common Stock (NVDA)	1.7	$2.9M	+164%	24k	123.54	View chart
Vanguard Information MF Closed and MF Open (VGT)	1.7	$2.9M	-66%	5.0k	576.59	View chart
First Trust MF Closed and MF Open (BUFR)	1.7	$2.8M	-65%	96k	28.92	View chart
iShares Barclays 7-10 Yr Treasury Bond Stock/ETF (IEF)	1.5	$2.6M	-18%	27k	93.65	View chart
First Trust MF Closed and MF Open (AIRR)	1.4	$2.4M	-64%	35k	68.31	View chart
First Trust MF Closed and MF Open (RDVY)	1.4	$2.3M	-68%	43k	54.75	View chart
First Trust MF Closed and MF Open (FTCS)	1.4	$2.3M	-69%	27k	84.04	View chart
Invesco Variable MF Closed and MF Open (VRIG)	1.3	$2.1M	+650%	85k	25.14	View chart
Sector Healthcare MF Closed and MF Open (XLV)	1.3	$2.1M	-65%	14k	145.75	View chart
First Trust MF Closed and MF Open (FIXD)	1.2	$2.0M	-70%	47k	43.05	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$1.8M	-76%	4.0k	446.92	View chart
Vanguard S&p MF Closed and MF Open (VOO)	1.0	$1.7M	-59%	3.3k	500.19	View chart
Blackrock Floating MF Closed and MF Open (BGT)	0.9	$1.6M		123k	12.76	View chart
Calamos Convertible MF Closed and MF Open (CHY)	0.8	$1.3M	-3%	115k	11.16	View chart
Select Utilities MF Closed and MF Open (XLU)	0.8	$1.3M	-2%	19k	68.14	View chart
First Trust MF Closed and MF Open (FPE)	0.7	$1.2M	-36%	68k	17.36	View chart
First Trust MF Closed and MF Open (BUFG)	0.7	$1.2M	-62%	51k	23.20	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.7	$1.1M	-85%	14k	80.13	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.6	$922k	-49%	12k	77.76	View chart
Amazon Common Stock (AMZN)	0.5	$890k	-79%	4.6k	193.25	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.5	$859k	-36%	5.2k	164.28	View chart
iShares iBoxx Investment Grade Corporate Bond ETF Stock/ETF (LQD)	0.5	$852k	-28%	8.0k	107.12	View chart
First Trust MF Closed and MF Open (FPEI)	0.5	$841k	-53%	46k	18.37	View chart
Walmart Common Stock (WMT)	0.5	$806k	-36%	12k	67.71	View chart
First Trust MF Closed and MF Open (SDVY)	0.4	$731k	-77%	22k	33.38	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.4	$682k		1.7k	391.13	View chart
Exxon Mobil Common Stock (XOM)	0.4	$662k	-65%	5.8k	115.13	View chart
Procter & Gamble Common Stock (PG)	0.4	$650k	-68%	3.9k	164.94	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$623k	-70%	1.5k	406.80	View chart
Chevron Corp Common Stock (CVX)	0.4	$600k	-77%	3.8k	156.43	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.3	$566k	-87%	2.9k	197.11	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.3	$560k	-60%	11k	52.95	View chart
Verizon Communications Common Stock (VZ)	0.3	$539k	-60%	13k	41.24	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.3	$537k	-71%	2.9k	182.55	View chart
Abbvie Common Stock (ABBV)	0.3	$532k	-67%	3.1k	171.53	View chart
First Trust US Equity Opportunities ETF Stock/ETF (FPX)	0.3	$529k		5.3k	99.37	View chart
First Trust MF Closed and MF Open (FTSL)	0.3	$527k	-64%	12k	45.71	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$508k	-70%	4.3k	118.60	View chart
Waste Management Common Stock (WM)	0.3	$501k	-51%	2.3k	213.32	View chart
Costco Wholesale Common Stock (COST)	0.3	$480k	-81%	564.00	850.53	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$475k	-60%	3.2k	146.16	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$461k	-70%	7.7k	59.60	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.3	$457k	-17%	1.9k	242.56	View chart
Eli Lilly Common Stock (LLY)	0.3	$423k	-73%	467.00	905.38	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.3	$422k	-87%	1.6k	267.51	View chart
First Trust MF Closed and MF Open (RDVI)	0.3	$417k	+86%	18k	23.38	View chart
Broadcom Common Stock (AVGO)	0.2	$406k	-80%	253.00	1606.03	View chart
First Trust MF Closed and MF Open (HYLS)	0.2	$399k	-68%	9.8k	40.63	View chart
First Trust MF Closed and MF Open (FTGS)	0.2	$398k	+14%	13k	30.51	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	0.2	$397k	+17%	5.1k	78.05	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$387k	-71%	1.7k	226.23	View chart
Caterpillar Common Stock (CAT)	0.2	$364k	-64%	1.1k	333.11	View chart
Alphabet Common Stock (GOOGL)	0.2	$364k	-84%	2.0k	182.17	View chart
Quanta Services Stock/ETF (PWR)	0.2	$356k	-2%	1.4k	254.09	View chart
Tesla Common Stock (TSLA)	0.2	$341k	-81%	1.7k	197.88	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$339k	-93%	907.00	374.16	View chart
Bank Montreal Common Stock (BMO)	0.2	$337k	-52%	4.0k	83.85	View chart
Illinois Tool Common Stock (ITW)	0.2	$335k	-23%	1.4k	236.96	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.2	$321k	-66%	4.2k	76.58	View chart
Spdr Series MF Closed and MF Open (SDY)	0.2	$316k	-69%	2.5k	127.17	View chart
Advanced Micro Common Stock (AMD)	0.2	$306k	-78%	1.9k	162.21	View chart
First Trust MF Closed and MF Open (EMLP)	0.2	$306k	-56%	10k	30.46	View chart
First Trust MF Closed and MF Open (HISF)	0.2	$302k	-6%	6.9k	43.77	View chart
Meta Platforms Common Stock (META)	0.2	$300k	-83%	594.00	504.29	View chart
iShares Barclays 20 Yr Treasury Bond Stock/ETF (TLT)	0.2	$293k	-13%	3.2k	91.79	View chart
First Tr Nasdaq Clean Edge Smart Grid Infrastructure Index Stock/ETF (GRID)	0.2	$277k	+32%	2.4k	115.58	View chart
Jpmorgan Equity Focus Etf Stock/ETF (JPEF)	0.2	$274k	+27%	4.4k	62.39	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.2	$273k	-79%	3.6k	76.70	View chart
Sector Energy MF Closed and MF Open (XLE)	0.2	$264k	-73%	2.9k	91.15	View chart
MPLX Stock/ETF (MPLX)	0.2	$264k	+62%	6.2k	42.59	View chart
Spdr Gold Common Stock (GLD)	0.2	$262k	-66%	1.2k	215.01	View chart
Coca Cola Company Common Stock (KO)	0.2	$257k	-66%	4.0k	63.65	View chart
Sector Financial MF Closed and MF Open (XLF)	0.2	$256k	-64%	6.2k	41.11	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$251k	-62%	2.4k	103.91	View chart
Altria Group Common Stock (MO)	0.1	$250k	-70%	5.5k	45.55	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$248k	-85%	1.1k	218.47	View chart
Pfizer Common Stock (PFE)	0.1	$239k	-65%	8.5k	27.98	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$230k	-95%	2.6k	88.13	View chart
Kimberly Clark Common Stock (KMB)	0.1	$226k	-45%	1.6k	138.18	View chart
First Tr Long/Short Equity Stock/ETF (FTLS)	0.1	$224k		3.6k	62.55	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$215k	-95%	2.0k	106.69	View chart
Conocophillips Common Stock (COP)	0.1	$215k	-39%	1.9k	114.40	View chart
Capital Group MF Closed and MF Open (CGDV)	0.1	$214k	-78%	6.5k	33.00	View chart
Capital Group Intrtnl Foc Eqy ETF Stock/ETF (CGXU)	0.1	$204k	+66%	7.9k	25.72	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$193k	-71%	6.2k	31.41	View chart
First Trust MF Closed and MF Open (LMBS)	0.1	$190k	-72%	4.0k	48.06	View chart
Linde Common Stock (LIN)	0.1	$189k	-53%	431.00	438.81	View chart
Alphabet Common Stock (GOOG)	0.1	$187k	-85%	1.0k	183.42	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	0.1	$183k	-79%	2.9k	64.00	View chart
Southern Company Common Stock (SO)	0.1	$182k	-80%	2.3k	77.55	View chart
Netflix Common Stock (NFLX)	0.1	$182k	-85%	269.00	674.88	View chart
Oracle Corp Common Stock (ORCL)	0.1	$178k	-73%	1.3k	141.20	View chart
Dow Common Stock (DOW)	0.1	$176k	-57%	3.3k	53.05	View chart
Visa Common Stock (V)	0.1	$176k	-84%	672.00	262.49	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$176k	-72%	1.9k	92.56	View chart
Cbre Global MF Closed and MF Open (IGR)	0.1	$175k	-4%	35k	5.04	View chart
First Trust MF Closed and MF Open (EIPI)	0.1	$174k	NEW	9.4k	18.58	View chart
Capital Group Core Equity Etf Stock/ETF (CGUS)	0.1	$174k	-46%	5.4k	32.25	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$173k	-47%	2.3k	75.66	View chart
Capital Group Global Grwt Eqy Etf Stock/ETF (CGGO)	0.1	$172k	+44%	5.8k	29.44	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.1	$171k	-96%	3.5k	48.74	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$169k	-81%	635.00	266.00	View chart
Phillips 66 Common Stock (PSX)	0.1	$169k	-31%	1.2k	141.19	View chart
McDonald's Corporation Stock/ETF (MCD)	0.1	$168k	-51%	661.00	254.67	View chart
Duke Energy Common Stock (DUK)	0.1	$167k	-60%	1.7k	100.23	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$166k	-89%	2.3k	72.63	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$164k	-5%	943.00	173.81	View chart
Adobe Common Stock (ADBE)	0.1	$164k	-83%	295.00	555.54	View chart
Eaton Corp Common Stock (ETN)	0.1	$163k	-56%	520.00	313.55	View chart
At&t Common Stock (T)	0.1	$160k	-57%	8.4k	19.11	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$159k	-79%	2.0k	77.84	View chart
Intl Business Common Stock (IBM)	0.1	$159k	-77%	917.00	173.02	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.1	$157k	-40%	3.9k	40.07	View chart
Lockheed Martin Common Stock (LMT)	0.1	$155k	-65%	332.00	467.16	View chart
First Trust MF Closed and MF Open (FSIG)	0.1	$155k	-74%	8.2k	18.74	View chart
Stryker Corp Common Stock (SYK)	0.1	$154k	-16%	453.00	340.25	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.1	$154k	-95%	1.6k	94.50	View chart
Intuit Common Stock (INTU)	0.1	$153k	-71%	232.00	657.23	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$152k	-90%	1.4k	108.70	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$152k	-81%	740.00	204.94	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$150k	-88%	741.00	202.26	View chart
First Trust Managed Municipal ETF Stock/ETF (FMB)	0.1	$149k	-33%	2.9k	51.06	View chart
Bank America Common Stock (BAC)	0.1	$146k	-85%	3.7k	39.77	View chart
Fidelity Core Dividend ETF Stock/ETF (FDVV)	0.1	$142k	+105%	3.0k	46.78	View chart
Intl Paper Common Stock (IP)	0.1	$141k	-37%	3.3k	43.15	View chart
Eaton Vance Tax Managed Buy Write Stock/ETF (ETV)	0.1	$140k	-43%	10k	13.67	View chart
Mdu Resources Common Stock (MDU)	0.1	$138k	-66%	5.5k	25.10	View chart
Mastercard Common Stock (MA)	0.1	$137k	-83%	310.00	441.16	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.1	$134k	-94%	2.2k	60.78	View chart
Philip Morris Common Stock (PM)	0.1	$134k	-70%	1.3k	101.34	View chart
Home Depot Common Stock (HD)	0.1	$133k	-85%	385.00	344.55	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$131k	-86%	647.00	202.91	View chart
Gentex Corp Common Stock (GNTX)	0.1	$131k		3.9k	33.71	View chart
3m Company Common Stock (MMM)	0.1	$130k	-78%	1.3k	102.19	View chart
Automatic Data Common Stock (ADP)	0.1	$125k	-81%	523.00	238.69	View chart
Capital Group MF Closed and MF Open (CGBL)	0.1	$124k	+153%	4.2k	29.73	View chart
First Trust Alternative Absolute Return Strategy Stock/ETF (FAAR)	0.1	$123k		4.3k	28.41	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.1	$122k	-84%	1.9k	63.54	View chart
Novo Nordisk Common Stock (NVO)	0.1	$121k	+7%	850.00	142.74	View chart
Chipotle Mexican Grill Stock/ETF (CMG)	0.1	$119k	+4650%	1.9k	62.65	View chart
Ares Capital MF Closed and MF Open (ARCC)	0.1	$114k	+5%	5.5k	20.84	View chart
Price T Common Stock (TROW)	0.1	$113k	-78%	976.00	115.34	View chart
Applied Digital Common Stock (APLD)	0.1	$112k	+56%	19k	5.95	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$111k	-91%	354.00	313.80	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.1	$111k	-88%	2.9k	38.70	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$111k	-91%	4.9k	22.57	View chart
First Trust MF Closed and MF Open (SKYY)	0.1	$110k	-83%	1.2k	95.54	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$109k	-76%	2.1k	52.49	View chart
Nextera Energy Common Stock (NEE)	0.1	$107k	-56%	1.5k	70.83	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$106k	-95%	621.00	170.76	View chart
Accenture Common Stock (ACN)	0.1	$105k	-82%	346.00	303.41	View chart
Capital Group MF Closed and MF Open (CGMU)	0.1	$105k	+135%	3.9k	26.85	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.1	$103k	-83%	2.6k	39.72	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.1	$103k	+138%	2.2k	47.98	View chart
Welltower Common Stock (WELL)	0.1	$103k	-14%	984.00	104.25	View chart
Main Street Common Stock (MAIN)	0.1	$101k		2.0k	50.49	View chart
J P Morgan Exchange-Traded Fd Tr International Resh Enhanced Equity Stock/ETF (JIRE)	0.1	$101k	-20%	1.6k	62.59	View chart
Invesco S&p MF Closed and MF Open (RSPN)	0.1	$100k	-48%	2.2k	45.41	View chart
Ishares Gold Common Stock (IAU)	0.1	$100k	-81%	2.3k	43.93	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$99k	-95%	1.7k	58.52	View chart
First Interstate Common Stock (FIBK)	0.1	$99k	-26%	3.6k	27.77	View chart
Applied Materials Common Stock (AMAT)	0.1	$99k	-86%	417.00	236.12	View chart
Ishares High MF Closed and MF Open (HYDB)	0.1	$98k	-34%	2.1k	46.44	View chart
Knife River Common Stock (KNF)	0.1	$96k	-66%	1.4k	70.14	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$95k	-95%	743.00	127.46	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$94k	-93%	185.00	509.41	View chart
Otter Tail Common Stock (OTTR)	0.1	$94k	-79%	1.1k	87.57	View chart
Agree Realty Common Stock (ADC)	0.1	$93k	+7%	1.5k	61.94	View chart
Ford Motor Common Stock (F)	0.1	$93k	-69%	7.4k	12.54	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.1	$93k	-83%	2.1k	43.96	View chart
RBB MF Closed and MF Open (TMFC)	0.1	$93k	-87%	1.7k	53.82	View chart
Emerson Electric Common Stock (EMR)	0.1	$90k	-76%	812.00	110.16	View chart
Liberty All-star MF Closed and MF Open (USA)	0.1	$87k	+2%	13k	6.80	View chart
Ishares Short MF Closed and MF Open (SHV)	0.1	$84k	-92%	763.00	110.46	View chart
Choiceone Financial Common Stock (COFS)	0.1	$84k	-81%	2.9k	28.65	View chart
Ufp Industries Common Stock (UFPI)	0.1	$84k		750.00	112.00	View chart
Snowflake Common Stock (SNOW)	0.0	$83k	-78%	615.00	135.09	View chart
CoStar Group Stock/ETF (CSGP)	0.0	$80k		1.1k	74.14	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$80k	-81%	2.8k	28.98	View chart
Devon Energy Common Stock (DVN)	0.0	$80k	-9%	1.7k	47.39	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$79k	-59%	1.6k	50.53	View chart
Capital Group MF Closed and MF Open (CGGR)	0.0	$78k	-78%	2.4k	32.89	View chart
Honeywell Intl Common Stock (HON)	0.0	$77k	-89%	360.00	213.54	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.0	$76k	-44%	708.00	106.78	View chart
Spdr Ssga MF Closed and MF Open (ULST)	0.0	$75k	-43%	1.9k	40.47	View chart
Jp Morgan MF Closed and MF Open (JEPQ)	0.0	$75k	-54%	1.4k	55.50	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.0	$75k	-53%	435.00	171.52	View chart
Avantis US Small Cap Value ETF Stock/ETF (AVUV)	0.0	$74k	+45%	820.00	89.72	View chart
Invesco ETF S&P Small Cap Value Momentum Stock/ETF (XSVM)	0.0	$73k	-10%	1.4k	52.38	View chart
Dupont De Common Stock (DD)	0.0	$73k	-72%	910.00	80.49	View chart
Alibaba Group Holding Stock/ETF (BABA)	0.0	$72k	+14%	1.0k	72.00	View chart
Ameren Corp Stock/ETF (AEE)	0.0	$71k		992.00	71.11	View chart
Kinder Morgan Common Stock (KMI)	0.0	$70k	-82%	3.5k	19.87	View chart
Shopify Common Stock (SHOP)	0.0	$70k	-92%	1.1k	66.05	View chart
United Parcel Common Stock (UPS)	0.0	$69k	-84%	507.00	136.91	View chart
Ark Fintech MF Closed and MF Open (ARKF)	0.0	$69k	+2%	2.5k	27.86	View chart
Omega Healthcare Common Stock (OHI)	0.0	$69k	-33%	2.0k	34.25	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.0	$68k	-96%	1.6k	41.53	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$67k	-40%	364.00	182.70	View chart
First Trust Emerging Markets Small Cap Alphadex Stock/ETF (FEMS)	0.0	$65k		1.6k	40.61	View chart
General Dynamics Corporation Stock/ETF (GD)	0.0	$64k	-26%	222.00	290.14	View chart
Lam Research Corporation Common Stock (LRCX)	0.0	$64k	-88%	60.00	1065.17	View chart
Capital Group Short Duration Municipal Income Etf Stock/ETF (CGSM)	0.0	$63k	+111%	2.5k	25.75	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$63k	-35%	1.8k	35.03	View chart
SPDR S&P Biotech Stock/ETF (XBI)	0.0	$62k	-2%	666.00	92.71	View chart
Asml Holding Common Stock (ASML)	0.0	$61k	-80%	60.00	1022.73	View chart
Target Corp Common Stock (TGT)	0.0	$61k	-77%	412.00	147.92	View chart
Deere & Co Common Stock (DE)	0.0	$61k	-86%	163.00	373.67	View chart
Archer Daniels Common Stock (ADM)	0.0	$60k	-26%	987.00	60.45	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.0	$60k	+12%	1.8k	33.93	View chart
EA Ser Tr Strive US Semiconductor ETF Stock/ETF (SHOC)	0.0	$59k	+16%	1.2k	50.52	View chart
JPMorgan Municipal Stock/ETF (JMUB)	0.0	$59k	+62%	1.2k	50.38	View chart
Bristol Myers Common Stock (BMY)	0.0	$59k	-64%	1.4k	41.53	View chart
McKesson Corporation Stock/ETF (MCK)	0.0	$58k	-73%	100.00	584.04	View chart
American Express Stock/ETF (AXP)	0.0	$58k	-64%	250.00	231.56	View chart
Arista Networks Common Stock (ANET)	0.0	$58k	-84%	165.00	350.48	View chart
Shell Common Stock (SHEL)	0.0	$55k	-50%	766.00	72.18	View chart
Diageo Common Stock (DEO)	0.0	$55k	-29%	436.00	126.08	View chart
Vanguard Mid-Cap Value ETF Stock/ETF (VOE)	0.0	$55k		361.00	151.02	View chart
Xcel Energy Common Stock (XEL)	0.0	$54k	-91%	1.0k	53.41	View chart
T-mobile Us Common Stock (TMUS)	0.0	$54k	-34%	305.00	176.18	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$54k	-82%	51.00	1051.00	View chart
WisdomTree U.S. MidCap Dividend Fund ETF Stock/ETF (DON)	0.0	$53k	-61%	1.1k	46.77	View chart
Paccar Common Stock (PCAR)	0.0	$53k		512.00	102.94	View chart
Goldman Sachs MF Closed and MF Open (GSUS)	0.0	$52k	-97%	695.00	74.76	View chart
Centerspace Common Stock (CSR)	0.0	$51k	-16%	755.00	67.63	View chart
U S Bancorp De Common Stock (USB)	0.0	$51k	-86%	1.3k	39.70	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$51k	-93%	943.00	53.57	View chart
SPDR S&P Regional Banking Stock/ETF (KRE)	0.0	$50k	-8%	1.0k	49.10	View chart
Cloudflare Common Stock (NET)	0.0	$50k	-7%	604.00	82.83	View chart
Ge Aerospace Common Stock (GE)	0.0	$49k	-75%	310.00	158.97	View chart
Nucor Corp Common Stock (NUE)	0.0	$49k	-58%	311.00	158.08	View chart
Exelon Corp Common Stock (EXC)	0.0	$49k		1.4k	34.62	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$48k	-74%	830.00	58.03	View chart
Fidelity Total Bond ETF Stock/ETF (FBND)	0.0	$48k	-59%	1.1k	44.93	View chart
Ishares U S MF Closed and MF Open (IHI)	0.0	$48k	-15%	851.00	56.04	View chart

Past Filings by ICA Group Wealth Management

SEC 13F filings are viewable for ICA Group Wealth Management going back to 2022

ICA Group Wealth Management 2024 Q2 filed Aug. 8, 2024
ICA Group Wealth Management 2024 Q1 filed May 14, 2024
ICA Group Wealth Management 2023 Q4 filed March 8, 2024
ICA Group Wealth Management 2023 Q3 filed Nov. 13, 2023
ICA Group Wealth Management 2023 Q2 filed Aug. 11, 2023
ICA Group Wealth Management 2023 Q1 filed May 12, 2023
ICA Group Wealth Management 2022 Q4 filed Feb. 14, 2023
ICA Group Wealth Management 2022 Q3 filed Nov. 10, 2022
ICA Group Wealth Management 2022 Q1 filed Oct. 3, 2022
ICA Group Wealth Management 2022 Q2 filed Oct. 3, 2022

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