National Wealth Management Group, LLC Purchases in Q1 2025

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.7K
+ 374.43%
$64.88 - $72.1 $2.45M - $2.72M
47.8K $3.14B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 94.57%
$192.82 - $222.1 $2.22M - $2.56M
23.7K $4.58B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
16.4K
+ 176.35%
$100.56 - $108.28 $1.65M - $1.78M
25.8K $2.66B
CVS
Cvs Health Corp

Healthcare
13.2K
New
$44.22 - $68.64 $582K - $903K
13.2K $891M
CI
Cigna Corp

Healthcare
2.71K
New
$274.49 - $329.0 $743K - $890K
2.71K $890M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 0.97%
$442.66 - $534.52 $43.8K - $52.9K
10.3K $5.49B
MPWR
Monolithic Power Systems Inc

Technology
1.37K
New
$565.7 - $720.25 $774K - $985K
1.37K $793M
LLY
Eli Lilly & CO

Healthcare
900
+ 276.07%
$725.72 - $929.72 $653K - $837K
1.23K $1.01B
Ge Healthcare Technologies I
8.33K
New
N/A
8.33K $672M
GE
General Electric CO

Industrials
2.36K
+ 53.01%
$168.59 - $212.13 $398K - $501K
6.82K $1.37B
C
Citigroup Inc

Financial Services
8.31K
New
$67.23 - $84.63 $559K - $703K
8.31K $590M
PGR
Progressive Corp

Financial Services
1.99K
New
$235.61 - $291.22 $468K - $579K
1.99K $562M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.29K
New
$208.48 - $244.03 $476K - $558K
2.29K $558M
AAPL
Apple Inc.

Technology
3.78K
+ 35.11%
$209.68 - $247.1 $792K - $934K
14.5K $3.23B
T Rowe Price ETF Inc
17.5K
New
N/A
17.5K $532M
CCI
Crown Castle International Corp

Real Estate
4.77K
New
$84.33 - $106.39 $402K - $508K
4.77K $497M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.41K
New
$85.29 - $92.57 $461K - $501K
5.41K $492M
ABC
Amerisourcebergen Corp

Healthcare
1.74K
New
N/A
1.74K $483M
GOOGL
Alphabet Inc.

Communication Services
4.47K
+ 71.7%
$154.33 - $206.19 $690K - $922K
10.7K $1.66B
AIZ
Assurant, Inc.

Financial Services
2.22K
New
$198.92 - $218.67 $442K - $486K
2.22K $466M
VZ
Verizon Communications Inc

Communication Services
10.2K
New
$37.81 - $46.49 $386K - $475K
10.2K $463M
TMO
Thermo Fisher Scientific Inc.

Healthcare
927
New
$497.6 - $606.74 $461K - $562K
927 $461M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.34K
New
$48.31 - $49.23 $451K - $460K
9.34K $459M
GLD
Spdr Gold Trust

ETFs
572
+ 8.94%
$243.19 - $288.14 $139K - $165K
6.97K $2.01B
JPM
Jpmorgan Chase & CO

Financial Services
1.82K
New
$225.19 - $279.95 $411K - $511K
1.82K $447M
VEEV
Veeva Systems Inc

Healthcare
1.92K
New
$210.58 - $246.8 $404K - $474K
1.92K $444M
BRO
Brown & Brown, Inc.

Financial Services
3.39K
New
$100.54 - $124.4 $341K - $422K
3.39K $422M
CLX
Clorox CO

Consumer Defensive
2.85K
New
$141.76 - $162.89 $404K - $464K
2.85K $419M
Gsk PLC
10.7K
New
N/A
10.7K $413M
BP
Bp PLC

Energy
11.8K
New
$29.93 - $35.31 $354K - $418K
11.8K $400M
HD
Home Depot, Inc.

Consumer Cyclical
1.13K
+ 184.31%
$347.25 - $424.87 $392K - $479K
1.74K $638M
POST
Post Holdings, Inc.

Consumer Defensive
3.35K
New
$104.57 - $116.92 $350K - $391K
3.35K $390M
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 10.29%
$554.06 - $615.85 $685K - $761K
13.2K $7.44B
PEG
Public Service Enterprise Group Inc

Utilities
4.44K
New
$78.2 - $90.39 $347K - $402K
4.44K $366M
AMD
Advanced Micro Devices Inc

Technology
3.5K
New
$96.63 - $129.55 $339K - $454K
3.5K $360M
PCG
Pg&E Corp

Utilities
19.7K
New
$15.16 - $20.4 $299K - $403K
19.7K $339M
RDVY
First Trust Rising Dividend Ac

ETFs
5.88K
+ 66.06%
$57.22 - $63.39 $336K - $373K
14.8K $865M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.59K
+ 7.15%
$63.77 - $71.36 $165K - $185K
38.8K $2.67B
ACAD
Acadia Pharmaceuticals Inc

Healthcare
19.7K
New
$16.61 - $20.29 $328K - $401K
19.7K $328M
SCHO
Schwab Short Term Us Treasury

ETFs
12.6K
+ 22.75%
$24.1 - $24.34 $303K - $306K
67.9K $1.65B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.03K
New
$55.58 - $62.24 $280K - $313K
5.03K $284M
CMCSA
Comcast Corp

Communication Services
7.57K
New
$33.19 - $38.23 $251K - $289K
7.57K $279M
SNPS
Synopsys Inc

Technology
647
New
$428.58 - $551.54 $277K - $357K
647 $277M
BMY
Bristol Myers Squibb CO

Healthcare
3.96K
+ 87.83%
$53.9 - $63.11 $214K - $250K
8.48K $517M
KO
Coca Cola CO

Consumer Defensive
3.64K
New
$60.81 - $72.32 $221K - $263K
3.64K $261M
EMLP
First Tr Exchange Traded Iv

ETFs
6.83K
New
$35.79 - $38.28 $244K - $261K
6.83K $256M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.84K
New
$65.27 - $71.18 $250K - $273K
3.84K $254M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.3K
New
$29.34 - $31.31 $243K - $260K
8.3K $246M
T Rowe Price ETF Inc
16.7K
+ 5.56%
N/A
317K $10.2B
Activity Summary
Buys All Purchases 101 New Holdings 40 Increased Positions 61 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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