Plus Group Wealth Advisors

Plus Group Wealth Advisors as of March 31, 2026

Portfolio Holdings for Plus Group Wealth Advisors

Plus Group Wealth Advisors holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.3 $10M 18k 577.18
First Tr Exchange-traded SHS (FVD) 9.3 $8.5M 180k 47.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.8 $8.0M 262k 30.50
Vanguard Index Fds Small Cp Etf (VB) 8.5 $7.7M 29k 261.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.7 $7.0M 283k 24.75
Vanguard Index Fds Mid Cap Etf (VO) 7.6 $6.9M 24k 287.18
First Tr Exchange-traded Dj Internt Idx (FDN) 5.8 $5.3M 23k 234.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.7 $5.2M 178k 29.13
First Tr Exchange-traded First Tr Enh New (FTSM) 5.0 $4.6M 77k 59.78
Amazon (AMZN) 4.1 $3.7M 18k 208.27
Spdr Series Trust State Street Spd (SPTI) 3.3 $3.0M 105k 28.66
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $2.9M 33k 88.70
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.4 $2.2M 44k 49.81
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $1.7M 18k 92.76
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.3 $1.2M 12k 93.66
First Tr Exchange-traded Ssi Strg Etf (FCVT) 1.3 $1.2M 26k 44.18
Gabelli Utility Trust (GUT) 1.2 $1.1M 179k 6.05
Wec Energy Group (WEC) 1.1 $1.0M 9.0k 115.77
Sprott Com New (SII) 0.8 $715k 5.0k 142.90
Fidelity Covington Trust High Divid Etf (FDVV) 0.7 $675k 12k 55.24
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.7 $638k 23k 27.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $625k 1.0k 597.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $576k 10k 56.68
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.6 $573k 20k 28.75
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.6 $566k 12k 48.07
Badger Meter (BMI) 0.6 $563k 3.7k 152.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $523k 17k 30.68
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $485k 8.7k 55.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $458k 10k 45.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $399k 1.9k 213.72
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $354k 544.00 650.34
Kinder Morgan (KMI) 0.4 $336k 10k 33.53
A. O. Smith Corporation (AOS) 0.3 $301k 4.6k 65.94
Vanguard World Mega Grwth Ind (MGK) 0.3 $280k 763.00 367.32
Apple (AAPL) 0.3 $262k 1.0k 253.79
Microsoft Corporation (MSFT) 0.3 $258k 698.00 370.17
Construction Partners Com Cl A (ROAD) 0.3 $233k 2.1k 111.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $223k 2.7k 82.75
Spdr Series Trust State Street Spd (SPTM) 0.2 $215k 2.7k 79.07
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $203k 2.2k 92.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $201k 308.00 652.99