National Wealth Management Group, LLC Purchases in Q2 2024

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
36.5K
+ 1191.58%
$118.11 - $1224.4 $4.31M - $44.7M
39.6K $4.89B
ANET
Arista Networks, Inc.

Technology
4.76K
New
$245.47 - $350.48 $1.17M - $1.67M
4.76K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
2.34K
+ 31.79%
$497.53 - $549.64 $1.16M - $1.29M
9.71K $5.31B
APH
Amphenol Corp

Technology
18.9K
New
$67.16 - $136.4 $1.27M - $2.58M
18.9K $1.27B
GE
General Electric CO

Industrials
7.32K
New
$136.47 - $175.36 $999K - $1.28M
7.32K $1.16B
SNPS
Synopsys Inc

Technology
1.65K
New
$510.71 - $620.31 $841K - $1.02M
1.65K $980M
COST
Costco Wholesale Corp

Consumer Defensive
1.15K
New
$704.88 - $870.75 $808K - $999K
1.15K $975M
TCHP
T Rowe Price Exchange Traded F

Technology
2.63K
+ 1.33%
$33.27 - $39.07 $87.5K - $103K
200K $7.76B
NXPI
Nxp Semiconductors N.V.

Technology
2.75K
New
$215.12 - $282.99 $592K - $779K
2.75K $741M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.85K
New
$282.64 - $390.43 $523K - $723K
1.85K $710M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.98K
+ 10.53%
$170.63 - $199.67 $337K - $394K
20.7K $4.09B
HWM
Howmet Aerospace Inc.

Industrials
8.31K
New
$62.93 - $85.28 $523K - $708K
8.31K $645M
T Rowe Price ETF Inc
12.2K
+ 6.74%
N/A
194K $6.09B
TER
Teradyne, Inc

Technology
3.52K
New
$95.97 - $151.75 $337K - $533K
3.52K $521M
AAPL
Apple Inc.

Technology
852
+ 12.55%
$165.0 - $216.67 $141K - $185K
7.64K $1.61B
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
New
$325.1 - $368.03 $416K - $471K
1.28K $441M
PANW
Palo Alto Networks Inc

Technology
1.26K
New
$265.2 - $340.82 $333K - $428K
1.26K $426M
VRSK
Verisk Analytics, Inc.

Industrials
1.56K
New
$217.96 - $272.27 $341K - $426K
1.56K $422M
AON
Aon PLC

Financial Services
1.43K
New
$275.82 - $329.64 $396K - $473K
1.43K $421M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.29K
+ 38.02%
$56.43 - $60.79 $411K - $443K
26.4K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 16.78%
$396.73 - $420.24 $467K - $495K
8.2K $3.34B
IDEV
Ishares Core Msci Intl Develop

ETFs
6.4K
+ 25.0%
$64.09 - $68.74 $410K - $440K
32K $2.1B
AIZ
Assurant, Inc.

Financial Services
2.16K
New
$164.81 - $187.22 $357K - $405K
2.16K $360M
PENN
Penn National Gaming Inc

Consumer Cyclical
17.2K
New
$14.63 - $20.04 $252K - $345K
17.2K $333M
NVO
Novo Nordisk A S

Healthcare
2.24K
New
$122.71 - $146.91 $275K - $329K
2.24K $320M
CVS
Cvs Health Corp

Healthcare
5.38K
New
$53.63 - $79.56 $288K - $428K
5.38K $318M
NVS
Novartis Ag

Healthcare
2.88K
New
$92.57 - $107.37 $267K - $310K
2.88K $307M
ACGL
Arch Capital Group Ltd.

Financial Services
2.94K
New
$89.76 - $103.36 $264K - $304K
2.94K $297M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.76K
New
$98.05 - $107.78 $270K - $297K
2.76K $295M
MCK
Mckesson Corp

Healthcare
505
New
$518.81 - $607.81 $262K - $307K
505 $295M
GBDC
Golub Capital Bdc, Inc.

Financial Services
18.2K
New
$15.5 - $17.58 $283K - $321K
18.2K $286M
TTD
Trade Desk, Inc.

Technology
2.29K
+ 43.5%
$77.3 - $99.25 $177K - $227K
7.54K $737M
CNC
Centene Corp

Healthcare
4.04K
New
$66.3 - $78.43 $268K - $317K
4.04K $268M
OXY
Occidental Petroleum Corp

Energy
4.23K
New
$59.48 - $69.26 $252K - $293K
4.23K $267M
IWY
Ishares Tr Russell 200 Growth

ETFs
955
+ 45.28%
$183.56 - $216.15 $175K - $206K
3.06K $657M
BA
Boeing CO

Industrials
1.17K
New
$164.33 - $191.42 $192K - $223K
1.17K $212M
SPYG
Spdr Portfolio

ETFs
2.63K
New
$68.71 - $80.95 $181K - $213K
2.63K $211M
META
Meta Platforms, Inc.

Communication Services
202
+ 3.81%
$430.17 - $527.34 $86.9K - $107K
5.5K $2.77B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.04K
+ 29.05%
$109.44 - $118.4 $223K - $241K
9.05K $1.03B
MSFT
Microsoft Corp

Technology
169
+ 4.4%
$389.33 - $452.85 $65.8K - $76.5K
4.01K $1.79B
IVE
Ishares S&P 500 Value ETF

ETFs
1.1K
+ 20.87%
$176.58 - $186.7 $195K - $206K
6.39K $1.16B
USXF
Ishares Esg Advanced Msci Usa

Technology
2.74K
+ 20.8%
$41.56 - $47.79 $114K - $131K
15.9K $740M
VUG
Vanguard Growth ETF

ETFs
290
+ 24.39%
$322.46 - $377.11 $93.5K - $109K
1.48K $553M
SOXX
Ishares Semiconductor ETF

ETFs
140
+ 6.35%
$198.39 - $259.28 $27.8K - $36.3K
2.35K $578M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.52K
+ 19.52%
$28.13 - $28.99 $70.9K - $73.1K
15.4K $443M
PLUG
Plug Power Inc

Industrials
39.3K
+ 163.97%
$2.3 - $3.45 $90.4K - $136K
63.2K $147M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.95K
+ 11.02%
$22.12 - $22.75 $65.3K - $67.1K
29.7K $671M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.17K
+ 31.14%
$50.4 - $53.5 $58.8K - $62.4K
4.91K $248M
SPMD
Spdr Portfolio

ETFs
1.49K
+ 8.91%
$49.54 - $53.39 $73.9K - $79.6K
18.2K $935M
Activity Summary
Buys All Purchases 63 New Holdings 27 Increased Positions 36 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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