National Wealth Management Group, LLC Purchases in Q3 2024

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
36.4K
+ 134.08%
$91.42 - $91.82 $3.33M - $3.34M
63.6K $5.84B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
42.7K
+ 217.06%
$49.9 - $50.37 $2.13M - $2.15M
62.4K $3.13B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.2K
New
$98.97 - $99.59 $1.7M - $1.71M
17.2K $1.71B
TDIV
First Trust Nasdaq Technology

ETFs
15.2K
+ 289.66%
$70.51 - $81.07 $1.07M - $1.23M
20.4K $1.64B
PGR
Progressive Corp

Financial Services
4.7K
New
$209.46 - $259.24 $984K - $1.22M
4.7K $1.19B
IVV
Ishares Core S&P 500 ETF

ETFs
1.21K
+ 12.49%
$520.18 - $576.82 $630K - $699K
10.9K $6.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 13.27%
$405.19 - $478.57 $441K - $521K
9.29K $4.27B
CAH
Cardinal Health Inc

Healthcare
8.17K
New
$93.74 - $114.66 $765K - $936K
8.17K $903M
NFLX
Netflix Inc

Communication Services
1.27K
New
$598.55 - $722.26 $760K - $917K
1.27K $901M
GLD
Spdr Gold Trust

ETFs
3.25K
+ 148.11%
$215.56 - $246.98 $701K - $804K
5.45K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
2.37K
+ 92.83%
$191.76 - $263.26 $455K - $624K
4.93K $1.29B
T Rowe Price ETF Inc
12.8K
+ 6.61%
N/A
207K $6.87B
URI
United Rentals, Inc.

Industrials
945
New
$627.41 - $814.1 $593K - $769K
945 $765M
MNST
Monster Beverage Corp

Consumer Defensive
14K
New
$45.01 - $52.47 $631K - $736K
14K $732M
LRCX
Lam Research Corp

Technology
879
New
$731.56 - $1127.3 $643K - $991K
879 $717M
CDNS
Cadence Design Systems Inc

Technology
2.5K
New
$246.84 - $321.11 $618K - $803K
2.5K $678M
HWM
Howmet Aerospace Inc.

Industrials
4.75K
+ 57.16%
$77.3 - $100.22 $367K - $476K
13.1K $1.31B
TCHP
T Rowe Price Exchange Traded F

Technology
12.1K
+ 6.02%
$35.14 - $40.43 $423K - $487K
212K $8.42B
VTI
Vanguard Total Stock Market Et

ETFs
1.77K
+ 18.05%
$255.18 - $283.2 $452K - $501K
11.6K $3.28B
CHTR
Charter Communications, Inc.

Communication Services
1.94K
New
$290.56 - $383.07 $563K - $743K
1.94K $628M
DELL
Dell Technologies Inc.

Technology
5.18K
New
$87.89 - $145.97 $455K - $756K
5.18K $614M
SLV
I Shares Silver Trust

ETFs
21.5K
New
$24.33 - $29.38 $524K - $632K
21.5K $612M
EPP
Ishares Inc

ETFs
11.7K
New
$41.3 - $48.84 $483K - $571K
11.7K $571M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.96K
+ 123.89%
$162.83 - $179.16 $481K - $530K
5.34K $957M
UGA
United States Gasoline Fund, LP

ETFs
9.63K
New
$56.17 - $69.55 $541K - $670K
9.63K $563M
BBY
Best Buy CO Inc

Consumer Cyclical
5.38K
New
$80.23 - $103.29 $432K - $556K
5.38K $556M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.8K
+ 199.59%
$50.02 - $54.5 $490K - $534K
14.7K $801M
AMT
American Tower Corp

Real Estate
2.37K
New
$192.27 - $242.73 $456K - $575K
2.37K $551M
ILF
Ishares Latin America 40 ETF

ETFs
20.9K
New
$23.4 - $26.7 $489K - $558K
20.9K $542M
QQQ
Invesco Qqq Trust, Series 1

ETFs
922
+ 9.58%
$434.77 - $502.96 $401K - $464K
10.5K $5.15B
MTB
M&T Bank Corp

Financial Services
2.97K
New
$146.49 - $179.85 $435K - $534K
2.97K $529M
DIS
Walt Disney CO

Communication Services
5.15K
New
$85.6 - $98.61 $441K - $508K
5.15K $495M
CGXU
Capital Group Intl Focus Equit

ETFs
8.52K
+ 4.39%
$24.27 - $27.46 $207K - $234K
202K $5.46B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.18K
New
$332.02 - $382.76 $391K - $451K
1.18K $443M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.55K
New
$259.22 - $299.75 $403K - $466K
1.55K $437M
QCOM
Qualcomm Inc

Technology
2.54K
New
$156.12 - $209.64 $396K - $531K
2.54K $431M
NEM
Newmont Corp

Basic Materials
8.06K
New
$41.65 - $55.85 $336K - $450K
8.06K $431M
META
Meta Platforms, Inc.

Communication Services
70
+ 1.27%
$453.41 - $572.44 $31.7K - $40.1K
5.57K $3.19B
SCHO
Schwab Short Term Us Treasury

ETFs
6.76K
+ 7.46%
$47.93 - $49.06 $324K - $332K
97.3K $4.77B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.39K
+ 10.6%
$63.46 - $71.43 $215K - $242K
35.4K $2.51B
CL
Colgate Palmolive CO

Consumer Defensive
3.68K
New
$95.54 - $108.77 $351K - $400K
3.68K $382M
CVLT
Commvault Systems Inc

Technology
2.44K
New
$119.99 - $155.51 $293K - $380K
2.44K $376M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.36K
New
$100.57 - $116.37 $338K - $391K
3.36K $374M
LMT
Lockheed Martin Corp

Industrials
631
New
$460.3 - $584.56 $290K - $369K
631 $369M
Cooper Cos Inc
3.33K
New
N/A
3.33K $367M
RNR
Renaissancere Holdings LTD

Financial Services
1.34K
New
$211.47 - $272.21 $283K - $364K
1.34K $364M
CTAS
Cintas Corp

Industrials
3.53K
+ 481.17%
$201.38 - $819.83 $710K - $2.89M
4.26K $877M
UL
Unilever PLC

Consumer Defensive
5.57K
New
$54.7 - $65.59 $305K - $365K
5.57K $362M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.91K
+ 9.93%
$53.41 - $57.9 $209K - $226K
43.2K $2.5B
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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