National Wealth Management Group, LLC Portfolio Holdings

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

National Wealth Management Group, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price Exchange Traded F with a value of $7.76B, T Rowe Price ETF Inc with a value of $6.09B, Ishares Core S&P 500 ETF with a value of $5.31B, Capital Group Intl Focus Equit with a value of $4.99B, and Nvidia Corp with a value of $4.89B.

Examining the 13F form we can see an increase of $2.74B in the current position value, from $129B to 131B.

National Wealth Management Group, LLC is based out at Cincinnati, OH

Below you can find more details about National Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $74.1 Billion
Technology: $16.9 Billion
Financial Services: $5.55 Billion
Consumer Cyclical: $4.75 Billion
Communication Services: $4.21 Billion
Industrials: $3.41 Billion
Consumer Defensive: $2.59 Billion
Healthcare: $2.46 Billion
Other: $1.25 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.02B
$333 Million 0.25% of portfolio
17,202
Q2 2024 New
$6.22B
$311 Million 0.24% of portfolio
12,061
Q4 2023 New
$2.55B
$286 Million 0.22% of portfolio
18,236
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $131 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 27 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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