Holdings
Plus Group Wealth Advisors LLC
As of Jun 30, 2026, Plus Group Wealth Advisors LLC reported 11 positions worth US$8.07M. Largest: Amazon.com, Inc., Wec Energy Group, Inc. and Sprott Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 17,080 | US$4.07M | −758 | Jun 30, 2026 |
| Wec Energy Group, Inc. | 8,963 | US$1.05M | no change | Jun 30, 2026 |
| Sprott Inc. | 5,000 | US$562K | no change | Jun 30, 2026 |
| Badger Meter, Inc. | 3,694 | US$548K | no change | Jun 30, 2026 |
| Kinder Morgan, Inc. | 10,069 | US$322K | +48 | Jun 30, 2026 |
| Apple Inc | 973 | US$282K | −60 | Jun 30, 2026 |
| A.o. Smith Corporation | 4,290 | US$269K | −280 | Jun 30, 2026 |
| Principal Financial Group Inc | 2,373 | US$256K | new | Jun 30, 2026 |
| Construction Partners, Inc. | 2,147 | US$255K | +50 | Jun 30, 2026 |
| Microsoft Corp. | 674 | US$251K | −24 | Jun 30, 2026 |