National Wealth Management Group, LLC Sells in Q2 2024

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-5.71K
- 69.09%
$142.05 - $197.88 $811K - $1.13M
2.55K $505M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.85K
- 62.35%
$455.1 - $504.28 $840K - $930K
1.11K $557M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-8.05K
- 71.62%
$94.12 - $102.13 $757K - $822K
3.19K $310M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.58K
- 23.72%
$173.67 - $197.85 $969K - $1.1M
17.9K $3.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.39K
- 23.42%
$70.55 - $72.66 $663K - $682K
30.7K $2.21B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.78K
- 14.96%
$91.42 - $91.82 $437K - $439K
27.2K $2.49B
VIG
Vanguard Dividend Appreciation

ETFs
-1.81K
- 20.32%
$173.33 - $185.29 $313K - $335K
7.09K $1.29B
BNDX
Vanguard Total International B

ETFs
-6.2K
- 17.09%
$48.24 - $49.07 $299K - $304K
30.1K $1.46B
USO
United States Oil Fund, LP

ETFs
-3.89K
- 25.03%
$71.09 - $82.4 $277K - $321K
11.7K $928M
GOOG
Alphabet Inc.

Communication Services
-2.18K
- 63.43%
$151.94 - $186.86 $331K - $407K
1.26K $230M
VO
Vanguard Mid Cap ETF

ETFs
-892
- 43.05%
$234.99 - $248.98 $210K - $222K
1.18K $286M
FTGC
First Trust Global Tactical CO

ETFs
-8.97K
- 40.75%
$23.62 - $24.89 $212K - $223K
13K $312M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-4.79K
- 33.08%
$41.17 - $43.25 $197K - $207K
9.69K $417M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.64K
- 27.86%
$50.22 - $50.48 $183K - $184K
9.43K $476M
AMD
Advanced Micro Devices Inc

Technology
-768
- 37.65%
$144.27 - $183.34 $111K - $141K
1.27K $206M
VTI
Vanguard Total Stock Market Et

ETFs
-851
- 7.99%
$245.23 - $269.4 $209K - $229K
9.81K $2.62B
XLE
Energy Sector Spdr

ETFs
-1.06K
- 18.53%
$88.04 - $98.08 $92.9K - $103K
4.64K $423M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-3.05K
- 24.73%
$29.77 - $33.62 $90.7K - $102K
9.28K $286M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.95K
- 25.25%
$39.75 - $43.15 $77.6K - $84.2K
5.78K $240M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-641
- 5.62%
$75.69 - $81.19 $48.5K - $52K
10.8K $838M
AOK
Ishares Tr Core Conservative A

ETFs
-2.42K
- 27.42%
$35.66 - $37.13 $86.3K - $89.9K
6.41K $237M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-359
- 13.08%
$159.21 - $168.37 $57.2K - $60.4K
2.39K $392M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-641
- 2.77%
$90.17 - $95.04 $57.8K - $60.9K
22.5K $2.13B
SCHO
Schwab Short Term Us Treasury

ETFs
-1.29K
- 1.4%
$47.75 - $48.13 $61.6K - $62.1K
90.6K $4.36B
XLC
Select Sector Spdr Tr Communic

ETFs
-927
- 23.67%
$77.86 - $86.45 $72.2K - $80.1K
2.99K $256M
Taylor Devices Inc
-110
- 0.93%
N/A
11.7K $528M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-370
- 8.47%
$104.77 - $113.0 $38.8K - $41.8K
4K $434M
TDIV
First Trust Nasdaq Technology

ETFs
-1.32K
- 20.13%
$65.21 - $77.8 $86K - $103K
5.23K $396M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-252
- 4.2%
$95.76 - $100.68 $24.1K - $25.4K
5.75K $553M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.05K
- 5.07%
$49.77 - $50.09 $52.3K - $52.6K
19.7K $981M
SH
Proshares Short S&P500 New (De

ETFs
-3.74K
- 20.69%
$11.36 - $12.59 $42.5K - $47.1K
14.3K $164M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-95
- 10.7%
$295.3 - $349.35 $28.1K - $33.2K
793 $251M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-276
- 19.53%
$267.84 - $317.0 $73.9K - $87.5K
1.14K $357M
SPY
Spdr S&P 500 ETF Trust

ETFs
-108
- 15.34%
$495.16 - $548.49 $53.5K - $59.2K
596 $324M
FANG
Diamondback Energy, Inc.

Energy
-232
- 8.96%
$185.97 - $208.26 $43.1K - $48.3K
2.36K $472M
SHOP
Shopify Inc.

Technology
-58
- 1.74%
$56.97 - $78.19 $3.3K - $4.54K
3.28K $217M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-247
- 6.18%
$82.18 - $87.85 $20.3K - $21.7K
3.75K $313M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.04K
- 0.53%
$24.83 - $26.72 $25.8K - $27.7K
194K $4.99B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.31K
- 7.11%
$30.09 - $32.37 $39.3K - $42.3K
17.1K $550M
RDVY
First Trust Rising Dividend Ac

ETFs
-508
- 10.23%
$53.05 - $55.95 $26.9K - $28.4K
4.46K $244M
XLK
Technology Sector Spdr

ETFs
-323
- 13.47%
$192.53 - $231.41 $62.2K - $74.7K
2.08K $469M
FDN
First Tr Fd Dow Jones

ETFs
-100
- 6.67%
$192.91 - $207.84 $19.3K - $20.8K
1.4K $287M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-501
- 6.53%
$43.69 - $48.33 $21.9K - $24.2K
7.17K $337M
VPU
Vanguard Utilities ETF

ETFs
-267
- 5.93%
$136.04 - $157.94 $36.3K - $42.2K
4.24K $627M
ENB
Enbridge Inc

Energy
-139
- 0.97%
$32.97 - $37.83 $4.58K - $5.26K
14.2K $507M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-53
- 1.11%
$67.82 - $72.36 $3.59K - $3.84K
4.73K $328M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-242
- 1.7%
$24.14 - $24.61 $5.84K - $5.96K
14K $342M
CGCP
Capital Group Core Plus Income

ETFs
-225
- 2.07%
$21.83 - $22.48 $4.91K - $5.06K
10.6K $236M
FTCS
First Trust Capital Strength E

ETFs
-9
- 0.24%
$81.48 - $85.58 $733 - $770
3.75K $315M
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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