Plus Group Wealth Advisors LLC
Plus Group Wealth Advisors LLC reported 48 holdings worth US$106M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Plus Group Wealth Advisors LLC reported 48 holdings worth US$106M as of Jun 30, 2026. Largest: Amazon.com, Inc., Wec Energy Group, Inc. and Sprott Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$106M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 17,080 | US$4.07M | 3.8% |
| Wec Energy Group, Inc. | 8,963 | US$1.05M | 0.98% |
| Sprott Inc. | 5,000 | US$562K | 0.53% |
| Badger Meter, Inc. | 3,694 | US$548K | 0.52% |
| Kinder Morgan, Inc. | 10,069 | US$322K | 0.30% |
| Apple Inc | 973 | US$282K | 0.26% |
| A.o. Smith Corporation | 4,290 | US$269K | 0.25% |
| Principal Financial Group Inc | 2,373 | US$256K | 0.24% |
| Construction Partners, Inc. | 2,147 | US$255K | 0.24% |
| Microsoft Corp. | 674 | US$251K | 0.24% |
| Alphabet Inc (google) Class C | 573 | US$205K | 0.19% |