National Wealth Management Group, LLC New Holdings in Q3 2025

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
32.3K
New
$50.23 - $50.48 $1.62M - $1.63M
32.3K $1.62B
APH
Amphenol Corp

Technology
12.5K
New
$97.39 - $125.4 $1.22M - $1.57M
12.5K $1.55B
Arista Networks Inc
8.89K
New
N/A
8.89K $1.3B
SPGI
S&P Global Inc.

Financial Services
2.48K
New
$484.94 - $564.15 $1.2M - $1.4M
2.48K $1.21B
WMT
Walmart Inc.

Consumer Defensive
10.9K
New
$94.4 - $104.27 $1.03M - $1.14M
10.9K $1.13B
LHX
L3 Harris Technologies, Inc.

Industrials
3.57K
New
$252.18 - $305.41 $900K - $1.09M
3.57K $1.09B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
22.8K
New
$43.36 - $44.8 $987K - $1.02M
22.8K $1.01B
Ishares Bitcoin Trust ETF
14.2K
New
N/A
14.2K $924M
MRVL
Marvell Technology, Inc.

Technology
11K
New
$62.31 - $84.07 $685K - $924K
11K $924M
EMR
Emerson Electric CO

Industrials
6.93K
New
$128.6 - $149.63 $891K - $1.04M
6.93K $908M
MSTR
Microstrategy Inc

Technology
2.53K
New
$300.7 - $455.9 $760K - $1.15M
2.53K $815M
Blackrock Inc
687
New
N/A
687 $801M
LOW
Lowes Companies Inc

Consumer Cyclical
3.15K
New
$215.01 - $273.02 $677K - $860K
3.15K $792M
TJX
Tjx Companies Inc

Consumer Cyclical
5.35K
New
$121.35 - $144.54 $649K - $774K
5.35K $774M
NUE
Nucor Corp

Basic Materials
5.56K
New
$133.3 - $150.33 $742K - $836K
5.56K $753M
TRV
Travelers Companies, Inc.

Financial Services
2.55K
New
$250.62 - $279.43 $640K - $713K
2.55K $713M
NTAP
Net App, Inc.

Technology
6.01K
New
$101.1 - $126.36 $607K - $759K
6.01K $712M
PHM
Pultegroup Inc

Consumer Cyclical
5.33K
New
$108.0 - $141.42 $576K - $754K
5.33K $705M
HAL
Halliburton CO

Energy
28.6K
New
$20.5 - $25.11 $586K - $717K
28.6K $703M
EBAY
Ebay Inc

Consumer Cyclical
7.48K
New
$75.33 - $100.77 $563K - $753K
7.48K $680M
PH
Parker Hannifin Corp

Industrials
879
New
$697.13 - $769.67 $613K - $677K
879 $666M
CMI
Cummins Inc

Industrials
1.54K
New
$327.85 - $426.39 $504K - $656K
1.54K $650M
Fidelity Ethereum Fd
15.4K
New
N/A
15.4K $640M
URI
United Rentals, Inc.

Industrials
669
New
$774.14 - $975.23 $518K - $652K
669 $639M
NKE
Nike, Inc.

Consumer Cyclical
9.11K
New
$69.24 - $79.24 $631K - $722K
9.11K $635M
CAT
Caterpillar Inc

Industrials
1.32K
New
$390.92 - $477.15 $516K - $630K
1.32K $630M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
14K
New
$42.79 - $45.73 $601K - $642K
14K $629M
SHV
Ishares Tr

ETFs
5.52K
New
$110.06 - $110.49 $608K - $610K
5.52K $610M
NEE
Nextera Energy Inc

Utilities
8.01K
New
$69.77 - $77.54 $559K - $621K
8.01K $605M
XYL
Xylem Inc.

Industrials
3.91K
New
$129.67 - $147.5 $507K - $577K
3.91K $577M
CMCSA
Comcast Corp

Communication Services
18.2K
New
$31.41 - $36.33 $571K - $660K
18.2K $571M
COST
Costco Wholesale Corp

Consumer Defensive
602
New
$915.95 - $994.57 $551K - $599K
602 $557M
VBR
Vanguard Small Cap Value ETF

ETFs
2.65K
New
$195.41 - $212.37 $517K - $562K
2.65K $552M
AVUV
American Centy ETF Tr Avantis

ETFs
5.52K
New
$90.37 - $102.12 $499K - $564K
5.52K $550M
F&G Annuities & Life Inc
17.5K
New
N/A
17.5K $547M
MCD
Mcdonalds Corp

Consumer Cyclical
1.79K
New
$291.67 - $316.99 $522K - $567K
1.79K $543M
Capital Group Equity ETF Tr
18.9K
New
N/A
18.9K $535M
BDX
Becton Dickinson & CO

Healthcare
2.85K
New
$172.41 - $199.66 $492K - $570K
2.85K $534M
V
Visa Inc.

Financial Services
1.53K
New
$332.09 - $358.86 $506K - $547K
1.53K $520M
ZTS
Zoetis Inc.

Healthcare
3.44K
New
$141.13 - $159.19 $485K - $547K
3.44K $503M
ADP
Automatic Data Processing Inc

Industrials
1.7K
New
$288.69 - $310.94 $490K - $528K
1.7K $499M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.6K
New
$284.17 - $319.49 $456K - $512K
1.6K $497M
PSX
Phillips 66

Energy
3.59K
New
$118.37 - $139.46 $425K - $501K
3.59K $488M
ELV
Elevance Health, Inc.

Healthcare
1.42K
New
$274.66 - $395.76 $390K - $562K
1.42K $459M
COP
Conocophillips

Energy
4.82K
New
$91.0 - $98.99 $438K - $477K
4.82K $456M
PEP
Pepsico Inc

Consumer Defensive
3.21K
New
$133.81 - $152.16 $429K - $488K
3.21K $450M
CDNS
Cadence Design Systems Inc

Technology
1.28K
New
$309.46 - $373.37 $396K - $478K
1.28K $450M
MA
Mastercard Inc

Financial Services
783
New
$550.18 - $598.96 $431K - $469K
783 $445M
FOXA
Fox Corp

Communication Services
6.98K
New
$53.87 - $63.06 $376K - $440K
6.98K $440M
Activity Summary
Buys All Purchases 190 New Holdings 96 Increased Positions 94 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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