National Wealth Management Group, LLC Incresed Positions in Q2 2025

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
119
+ 1.53%
$90.56 - $109.49 $10.8K - $13K
7.91K $865M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.12%
$29.12 - $35.84 $582 - $717
17.1K $614M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
273
+ 4.05%
$71.28 - $83.74 $19.5K - $22.9K
7.02K $587M
LNG
Cheniere Energy, Inc.

Energy
145
+ 14.5%
$197.25 - $244.33 $28.6K - $35.4K
1.15K $279M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.22K
+ 12.72%
$22.63 - $26.95 $27.6K - $32.9K
10.8K $291M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
856
+ 9.16%
$48.5 - $49.35 $41.5K - $42.2K
10.2K $502M
Gsk PLC
1.15K
+ 10.75%
N/A
11.8K $453M
FCN
Fti Consulting, Inc

Industrials
253
+ 12.0%
$152.87 - $168.51 $38.7K - $42.6K
2.36K $381M
VB
Vanguard Small Cap ETF

ETFs
66
+ 6.2%
$193.73 - $237.37 $12.8K - $15.7K
1.13K $268M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
510
+ 9.3%
$35.35 - $42.68 $18K - $21.8K
6K $255M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.09K
+ 2.65%
$22.54 - $23.17 $24.5K - $25.2K
42.1K $968M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
644
+ 2.49%
$28.18 - $29.22 $18.1K - $18.8K
26.6K $776M
ENB
Enbridge Inc

Energy
103
+ 0.81%
$41.09 - $47.16 $4.23K - $4.86K
12.9K $583M
DGRO
Ishares Core Dividend Growth E

ETFs
34
+ 0.53%
$55.22 - $63.94 $1.88K - $2.17K
6.42K $410M
AIZ
Assurant, Inc.

Financial Services
218
+ 9.82%
$179.73 - $211.56 $39.2K - $46.1K
2.44K $482M
PLUG
Plug Power Inc

Industrials
3.3K
+ 4.9%
$0.7 - $1.49 $2.31K - $4.92K
70.7K $105M
POST
Post Holdings, Inc.

Consumer Defensive
345
+ 10.3%
$107.47 - $118.46 $37.1K - $40.9K
3.69K $403M
OHI
Omega Healthcare Investors Inc

Real Estate
526
+ 9.99%
$35.55 - $39.05 $18.7K - $20.5K
5.79K $212M
T
At&T Inc.

Communication Services
3
+ 0.04%
$26.33 - $28.94 $79 - $86.8
8.18K $237M
BP
Bp PLC

Energy
1.48K
+ 12.47%
$26.11 - $33.81 $38.5K - $49.9K
13.3K $399M
CLX
Clorox CO

Consumer Defensive
285
+ 10.01%
$118.01 - $148.69 $33.6K - $42.4K
3.13K $376M
BMY
Bristol Myers Squibb CO

Healthcare
384
+ 4.53%
$44.12 - $59.6 $16.9K - $22.9K
8.86K $410M
Activity Summary
Buys All Purchases 107 New Holdings 34 Increased Positions 73 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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