National Wealth Management Group, LLC New Holdings in Q3 2024

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.2K
New
$98.97 - $99.59 $1.7M - $1.71M
17.2K $1.71B
PGR
Progressive Corp

Financial Services
4.7K
New
$209.46 - $259.24 $984K - $1.22M
4.7K $1.19B
CAH
Cardinal Health Inc

Healthcare
8.17K
New
$93.74 - $114.66 $765K - $936K
8.17K $903M
NFLX
Netflix Inc

Communication Services
1.27K
New
$598.55 - $722.26 $760K - $917K
1.27K $901M
SYK
Stryker Corp

Healthcare
2.28K
New
$315.94 - $371.96 $721K - $849K
2.28K $824M
URI
United Rentals, Inc.

Industrials
945
New
$627.41 - $814.1 $593K - $769K
945 $765M
MNST
Monster Beverage Corp

Consumer Defensive
14K
New
$45.01 - $52.47 $631K - $736K
14K $732M
LRCX
Lam Research Corp

Technology
879
New
$731.56 - $1127.3 $643K - $991K
879 $717M
CDNS
Cadence Design Systems Inc

Technology
2.5K
New
$246.84 - $321.11 $618K - $803K
2.5K $678M
CHTR
Charter Communications, Inc.

Communication Services
1.94K
New
$290.56 - $383.07 $563K - $743K
1.94K $628M
SLV
I Shares Silver Trust

ETFs
21.5K
New
$24.33 - $29.38 $524K - $632K
21.5K $612M
EPP
Ishares Inc

ETFs
11.7K
New
$41.3 - $48.84 $483K - $571K
11.7K $571M
UGA
United States Gasoline Fund, LP

ETFs
9.63K
New
$56.17 - $69.55 $541K - $670K
9.63K $563M
BBY
Best Buy CO Inc

Consumer Cyclical
5.38K
New
$80.23 - $103.29 $432K - $556K
5.38K $556M
AMT
American Tower Corp

Real Estate
2.37K
New
$192.27 - $242.73 $456K - $575K
2.37K $551M
ILF
Ishares Latin America 40 ETF

ETFs
20.9K
New
$23.4 - $26.7 $489K - $558K
20.9K $542M
MTB
M&T Bank Corp

Financial Services
2.97K
New
$146.49 - $179.85 $435K - $534K
2.97K $529M
DIS
Walt Disney CO

Communication Services
5.15K
New
$85.6 - $98.61 $441K - $508K
5.15K $495M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.18K
New
$332.02 - $382.76 $391K - $451K
1.18K $443M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.55K
New
$259.22 - $299.75 $403K - $466K
1.55K $437M
QCOM
Qualcomm Inc

Technology
2.54K
New
$156.12 - $209.64 $396K - $531K
2.54K $431M
NEM
Newmont Corp

Basic Materials
8.06K
New
$41.65 - $55.85 $336K - $450K
8.06K $431M
CL
Colgate Palmolive CO

Consumer Defensive
3.68K
New
$95.54 - $108.77 $351K - $400K
3.68K $382M
CVLT
Commvault Systems Inc

Technology
2.44K
New
$119.99 - $155.51 $293K - $380K
2.44K $376M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.36K
New
$100.57 - $116.37 $338K - $391K
3.36K $374M
LMT
Lockheed Martin Corp

Industrials
631
New
$460.3 - $584.56 $290K - $369K
631 $369M
Cooper Cos Inc
3.33K
New
N/A
3.33K $367M
RNR
Renaissancere Holdings LTD

Financial Services
1.34K
New
$211.47 - $272.21 $283K - $364K
1.34K $364M
UL
Unilever PLC

Consumer Defensive
5.57K
New
$54.7 - $65.59 $305K - $365K
5.57K $362M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9.42K
New
$31.95 - $38.02 $301K - $358K
9.42K $353M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.59K
New
$85.84 - $85.84 $308K - $308K
3.59K $348M
WRB
Berkley W R Corp

Financial Services
5.92K
New
$51.54 - $79.62 $305K - $471K
5.92K $336M
FICO
Fair Isaac Corp

Technology
166
New
$1496.51 - $1947.38 $248K - $323K
166 $323M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.41K
New
$61.11 - $67.85 $269K - $299K
4.41K $299M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.05K
New
$51.29 - $56.57 $259K - $286K
5.05K $286M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.57K
New
$38.03 - $42.06 $212K - $234K
5.57K $233M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.18K
New
$92.63 - $105.69 $202K - $230K
2.18K $227M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3K
New
$64.83 - $72.82 $194K - $218K
3K $216M
VB
Vanguard Small Cap ETF

ETFs
847
New
$214.77 - $237.72 $182K - $201K
847 $201M
OXLC
Oxford Lane Capital Corp.

Financial Services
10.4K
New
$5.15 - $5.67 $53.3K - $58.7K
10.4K $54.3M
OXSQ
Oxford Square Capital Corp.

Financial Services
10K
New
$2.75 - $3.1 $27.5K - $31K
10K $28.3M
Activity Summary
Buys All Purchases 87 New Holdings 42 Increased Positions 45 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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