National Wealth Management Group, LLC ETFs

National Wealth Management Group, LLC

$150 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VO Vanguard Mid Cap ETF	$0	$380 Million 0.25% of portfolio	1,437	Q4 2024 Added 7.4%
SCHG Schwab Strategic Tr Us Large C	$0	$351 Million 0.23% of portfolio	12,582	Q4 2024 Added 477.69%
SPMD Spdr Portfolio	$0	$325 Million 0.22% of portfolio	5,945	Q4 2024 Reduced 34.26%
FTCS First Trust Capital Strength E	$0	$323 Million 0.21% of portfolio	3,673	Q4 2024 Reduced 1.08%
SCHD Schwab Strategic Tr Us Dividen	$0	$315 Million 0.21% of portfolio	11,524	Q4 2024 Added 195.26%
VTV Vanguard Value ETF	$0	$314 Million 0.21% of portfolio	1,854	Q4 2024 Reduced 3.13%
FDN First Tr Fd Dow Jones	$0	$314 Million 0.21% of portfolio	1,290	Q4 2024 Reduced 1.83%
JQUA J P Morgan ETF Tr U S Quality	$0	$297 Million 0.2% of portfolio	5,184	Q4 2024 Added 2.63%
FMB First Tr Exchange Traded Fd Ii	$0	$295 Million 0.2% of portfolio	5,788	Q4 2024 Reduced 23.21%
MTUM Ishares Msci Usa Momentum Fact	$0	$290 Million 0.19% of portfolio	1,402	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$285 Million 0.19% of portfolio	7,427	Q4 2024 Added 5.53%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$279 Million 0.19% of portfolio	3,946	Q4 2024 Reduced 1.1%
UCON First Tr ETF Viii Tcw Unconstr	$0	$273 Million 0.18% of portfolio	11,063	Q4 2024 Added 8.05%
PWB Invesco Exchange Traded Fd Tr	$0	$268 Million 0.18% of portfolio	2,632	Q4 2024 New
IWL Ishares Tr Russell 200 ETF	$0	$268 Million 0.18% of portfolio	1,850	Q4 2024 New
FPXI First Tr Exchange Traded Fd Ii	$0	$266 Million 0.18% of portfolio	5,643	Q4 2024 Reduced 8.3%
PKW Invesco Exchange Traded Fd Tr	$0	$256 Million 0.17% of portfolio	2,221	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$254 Million 0.17% of portfolio	1,056	Q4 2024 Added 24.68%
MGC Vanguard Mega Cap ETF	$0	$253 Million 0.17% of portfolio	1,188	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$250 Million 0.17% of portfolio	5,571	Q4 2024 Reduced 3.57%
ESML Ishares Esg Aware Msci Usa Sma	$0	$246 Million 0.16% of portfolio	5,844	Q4 2024 Added 5.01%
FTXN First Tr ETF Vi Nasdaq Oil & G	$0	$244 Million 0.16% of portfolio	8,477	Q4 2024 Reduced 8.93%
BSV Vanguard Bd Index Fd Inc Short	$0	$242 Million 0.16% of portfolio	3,134	Q4 2024 Reduced 9.92%
CGCP Capital Group Core Plus Income	$0	$238 Million 0.16% of portfolio	10,731	Q4 2024 Added 0.94%
XLG Invesco Exchange Traded Fd Tr	$0	$237 Million 0.16% of portfolio	4,736	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$230 Million 0.15% of portfolio	4,819	Q4 2024 Added 4.17%
IUSG Ishares Core S&P U.S Growth Et	$0	$224 Million 0.15% of portfolio	1,607	Q4 2024 New
XLK Technology Sector Spdr	$0	$221 Million 0.15% of portfolio	950	Q4 2024 Reduced 51.9%
OIH Vaneck ETF Tr Oil Services ETF	$0	$205 Million 0.14% of portfolio	757	Q4 2024 Reduced 11.67%
FNDA Schwab Fundamental U S Small C	$0	$205 Million 0.14% of portfolio	6,892	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$202 Million 0.13% of portfolio	504	Q4 2024 Reduced 57.25%

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