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Wheelhouse Advisory Group LLC - Q42025 Holdings

Wheelhouse Advisory Group LLC holds 49 stocks with a total portfolio value of $ 262.86M as of Q42025. In Q42025, Wheelhouse Advisory Group LLC added 7 new positions, increased stakes in 31 stocks, reduced 11 holdings, and fully exited 3 positions. The largest holding is Vanguard S&P 500 Growth Etf (VOOG), representing 10.39% of the total portfolio.

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