National Wealth Management Group, LLC Purchases in Q2 2025

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
273
+ 0.64%
$94.31 - $157.99 $25.7K - $43.1K
42.7K $6.74B
TCHP
T Rowe Price Exchange Traded F

Technology
4.83K
+ 2.13%
$34.07 - $45.35 $164K - $219K
231K $10.5B
Lam Research Corp
17.4K
New
N/A
17.4K $1.69B
PLTR
Palantir Technologies Inc.

Technology
4.15K
+ 19.83%
$74.01 - $144.25 $307K - $598K
25.1K $3.42B
IVV
Ishares Core S&P 500 ETF

ETFs
1.01K
+ 7.65%
$498.8 - $620.9 $505K - $629K
14.3K $8.85B
AVGO
Broadcom Inc.

Technology
4.85K
New
$146.29 - $275.65 $709K - $1.34M
4.85K $1.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.19K
+ 149.15%
$456.74 - $568.03 $998K - $1.24M
3.65K $2.07B
T Rowe Price ETF Inc
8.73K
+ 2.75%
N/A
326K $11.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.54K
+ 6.47%
$171.4 - $227.1 $263K - $349K
25.3K $5.74B
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
+ 26.34%
$221.86 - $362.89 $391K - $639K
8.45K $2.68B
UNH
Unitedhealth Group Inc

Healthcare
2.26K
New
$274.35 - $599.47 $621K - $1.36M
2.26K $706M
MU
Micron Technology Inc

Technology
5.65K
New
$64.72 - $127.91 $366K - $723K
5.65K $697M
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
+ 110.8%
$210.28 - $289.91 $425K - $586K
3.85K $1.11B
MSFT
Microsoft Corp

Technology
79
+ 1.56%
$354.56 - $497.45 $28K - $39.3K
5.15K $2.56B
NEM
Newmont Corp

Basic Materials
10.9K
New
$44.18 - $59.46 $481K - $648K
10.9K $635M
AIG
American International Group, Inc.

Financial Services
7.18K
New
$77.56 - $87.72 $556K - $629K
7.18K $614M
DUK
Duke Energy Corp

Utilities
4.95K
New
$112.46 - $124.05 $557K - $614K
4.95K $585M
KLAC
Kla Corp

Technology
636
New
$576.53 - $902.94 $367K - $574K
636 $570M
STX
Seagate Technology Holdings PLC

Technology
3.93K
New
$66.54 - $144.33 $262K - $568K
3.93K $568M
ADI
Analog Devices Inc

Technology
2.34K
New
$164.6 - $238.02 $386K - $558K
2.34K $558M
TXN
Texas Instruments Inc

Technology
2.53K
New
N/A
2.53K $525M
DAL
Delta Air Lines, Inc.

Industrials
10.2K
New
$35.88 - $52.99 $365K - $540K
10.2K $501M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.03K
+ 4.26%
$58.41 - $72.69 $119K - $148K
49.8K $3.62B
QTUM
ETF Ser Solutions Defiance Qua
4.28K
+ 151.9%
N/A
7.1K $652M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.07K
+ 32.4%
$30.53 - $40.65 $216K - $287K
28.9K $1.17B
DDOG
Datadog, Inc.

Technology
2.86K
New
$87.0 - $134.33 $248K - $384K
2.86K $384M
MS
Morgan Stanley

Financial Services
2.71K
New
$99.83 - $140.86 $271K - $382K
2.71K $382M
LVS
Las Vegas Sands Corp

Consumer Cyclical
8.62K
New
$30.7 - $44.12 $265K - $380K
8.62K $375M
VTI
Vanguard Total Stock Market Et

ETFs
140
+ 1.26%
$243.75 - $303.93 $34.1K - $42.6K
11.3K $3.43B
VO
Vanguard Mid Cap ETF

ETFs
1.13K
+ 76.24%
$228.54 - $279.83 $257K - $315K
2.6K $728M
VEEV
Veeva Systems Inc

Healthcare
820
+ 42.73%
$209.39 - $289.94 $172K - $238K
2.74K $789M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.75K
+ 113.5%
$73.0 - $85.5 $274K - $321K
7.05K $593M
ORCL
Oracle Corp

Technology
1.51K
New
$122.82 - $218.63 $185K - $330K
1.51K $330M
CRM
Salesforce, Inc.

Technology
1.2K
New
$236.26 - $291.15 $283K - $349K
1.2K $327M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.39K
New
$108.12 - $135.04 $258K - $323K
2.39K $323M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.37K
New
$48.22 - $60.41 $259K - $324K
5.37K $321M
Global X Fds
3.52K
+ 44.53%
N/A
11.4K $689M
IDEV
Ishares Core Msci Intl Develop

ETFs
515
+ 1.33%
$61.79 - $76.67 $31.8K - $39.5K
39.3K $2.99B
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.5K
New
$98.58 - $123.6 $247K - $309K
2.5K $309M
APP
App Lovin Corp

Technology
742
New
$219.37 - $417.89 $163K - $310K
742 $260M
AMAT
Applied Materials Inc

Technology
1.39K
New
$126.95 - $183.52 $176K - $254K
1.39K $254M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.41K
New
$59.98 - $74.92 $204K - $255K
3.41K $254M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.94K
+ 5.41%
$51.16 - $62.02 $99.1K - $120K
37.7K $2.34B
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.15K
+ 36.97%
$19.6 - $24.44 $160K - $199K
30.2K $738M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.88K
+ 34.74%
$50.36 - $50.68 $246K - $247K
18.9K $959M
IWF
Ishares Russell 1000 Gr ETF

ETFs
571
New
$320.42 - $424.58 $183K - $242K
571 $242M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.41K
New
$55.54 - $69.09 $189K - $236K
3.41K $236M
XLF
Financial Sector Spdr

ETFs
4.34K
New
$43.92 - $52.37 $190K - $227K
4.34K $227M
O
Realty Income Corp

Real Estate
3.89K
New
$52.27 - $58.52 $204K - $228K
3.89K $224M
Activity Summary
Buys All Purchases 107 New Holdings 34 Increased Positions 73 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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