National Wealth Management Group, LLC Reduced Holdings in Q3 2024

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-9.12K
- 44.02%
$178.94 - $207.0 $1.63M - $1.89M
11.6K $2.33B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.5K
- 73.14%
$60.84 - $67.51 $1.55M - $1.72M
9.38K $633M
ANET
Arista Networks, Inc.

Technology
-3.39K
- 71.3%
$311.42 - $388.21 $1.06M - $1.32M
1.37K $524M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 50.66%
$93.07 - $102.32 $1.06M - $1.17M
11.1K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
-909
- 79.25%
$801.83 - $917.05 $729K - $834K
238 $211M
LLY
Eli Lilly & CO

Healthcare
-775
- 73.88%
$772.14 - $960.02 $598K - $744K
274 $243M
SNPS
Synopsys Inc

Technology
-885
- 53.73%
$463.97 - $621.3 $411K - $550K
762 $386M
SPMD
Spdr Portfolio

ETFs
-9.19K
- 50.4%
$50.29 - $54.92 $462K - $505K
9.04K $494M
USO
United States Oil Fund, LP

ETFs
-4.38K
- 37.53%
$66.96 - $81.54 $293K - $357K
7.28K $509M
ARES
Ares Management Corp

Financial Services
-2.67K
- 51.77%
$133.73 - $158.05 $357K - $421K
2.48K $387M
GOOGL
Alphabet Inc.

Communication Services
-728
- 11.02%
$148.65 - $191.18 $108K - $139K
5.88K $975M
AMZN
Amazon Com Inc

Consumer Cyclical
-483
- 2.69%
$161.02 - $200.0 $77.8K - $96.6K
17.5K $3.25B
VIG
Vanguard Dividend Appreciation

ETFs
-1.18K
- 16.59%
$182.15 - $182.15 $214K - $214K
5.91K $1.17B
IWY
Ishares Tr Russell 200 Growth

ETFs
-586
- 19.13%
$194.66 - $225.97 $114K - $132K
2.48K $545M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.18K
- 29.47%
$106.85 - $117.19 $126K - $138K
2.82K $330M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.76K
- 26.87%
$24.39 - $25.28 $91.8K - $95.1K
10.2K $257M
MSFT
Microsoft Corp

Technology
-30
- 0.75%
$395.15 - $467.56 $11.9K - $14K
3.98K $1.71B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.53K
- 16.19%
$50.25 - $50.74 $76.7K - $77.4K
7.9K $401M
SOXX
Ishares Semiconductor ETF

ETFs
-110
- 4.69%
$199.29 - $265.49 $21.9K - $29.2K
2.24K $515M
PG
Procter & Gamble CO

Consumer Defensive
-795
- 8.11%
$160.76 - $177.82 $128K - $141K
9.01K $1.56B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.21K
- 14.02%
$105.53 - $118.34 $127K - $143K
7.4K $865M
ENB
Enbridge Inc

Energy
-2.99K
- 21.02%
$35.27 - $41.18 $106K - $123K
11.2K $457M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-139
- 12.48%
$475.2 - $527.7 $66.1K - $73.4K
975 $515M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.01K
- 14.12%
$43.21 - $49.0 $43.7K - $49.6K
6.15K $298M
XLE
Energy Sector Spdr

ETFs
-125
- 2.69%
$84.35 - $93.39 $10.5K - $11.7K
4.51K $396M
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 12.42%
$517.38 - $573.86 $38.3K - $42.5K
522 $300M
XLK
Technology Sector Spdr

ETFs
-100
- 4.82%
$197.34 - $237.68 $19.7K - $23.8K
1.98K $446M
AOK
Ishares Tr Core Conservative A

ETFs
-888
- 13.86%
$36.8 - $38.71 $32.7K - $34.4K
5.52K $213M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-740
- 15.64%
$69.31 - $77.34 $51.3K - $57.2K
3.99K $306M
SH
Proshares Short S&P500 New (De

ETFs
-654
- 4.56%
$10.85 - $12.08 $7.1K - $7.9K
13.7K $148M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-421
- 13.21%
$95.81 - $109.03 $40.3K - $45.9K
2.77K $298M
FDN
First Tr Fd Dow Jones

ETFs
-85
- 6.08%
$183.68 - $212.48 $15.6K - $18.1K
1.31K $278M
SHOP
Shopify Inc.

Technology
-668
- 20.35%
$52.26 - $80.75 $34.9K - $53.9K
2.62K $210M
PLUG
Plug Power Inc

Industrials
-240
- 0.38%
$1.61 - $3.34 $386 - $802
63K $142M
VGT
Vanguard Information Technolog

ETFs
-73
- 1.81%
$514.43 - $606.85 $37.6K - $44.3K
3.95K $2.32B
XLC
Select Sector Spdr Tr Communic

ETFs
-140
- 4.68%
$82.16 - $90.4 $11.5K - $12.7K
2.85K $258M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-54
- 0.71%
$51.0 - $52.05 $2.75K - $2.81K
7.54K $392M
BNDX
Vanguard Total International B

ETFs
-852
- 2.83%
$48.42 - $50.35 $41.3K - $42.9K
29.2K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-984
- 3.2%
$71.45 - $75.64 $70.3K - $74.4K
29.7K $2.23B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-377
- 6.55%
$95.1 - $106.76 $35.9K - $40.2K
5.38K $574M
FTCS
First Trust Capital Strength E

ETFs
-40
- 1.07%
$83.58 - $90.94 $3.34K - $3.64K
3.71K $337M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3
- 0.05%
$41.02 - $46.01 $123 - $138
5.78K $263M
VPU
Vanguard Utilities ETF

ETFs
-173
- 4.08%
$146.64 - $174.54 $25.4K - $30.2K
4.06K $707M
AAPL
Apple Inc.

Technology
-217
- 2.84%
$207.23 - $234.82 $45K - $51K
7.42K $1.73B
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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