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
VIG
Vanguard Dividend Appreciation

ETFs
856
+ 19.86%
N/A
5.17K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
282
+ 36.29%
$496.48 - $617.85 $140K - $174K
1.06K $654M
GOOG
Alphabet Inc.

Communication Services
1.24K
New
$146.58 - $180.01 $181K - $222K
1.24K $219M
CEG
Constellation Energy Corp

Utilities
674
New
$170.96 - $322.76 $115K - $218K
674 $218M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.32K
+ 47.41%
$34.72 - $42.74 $150K - $184K
13.4K $574M
SHOP
Shopify Inc.

Technology
1.82K
New
$76.89 - $115.35 $140K - $210K
1.82K $210M
RDVY
First Trust Rising Dividend Ac

ETFs
2.32K
+ 15.72%
$51.6 - $62.74 $120K - $146K
17.1K $1.07B
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.5K
New
$41.55 - $46.04 $187K - $207K
4.5K $207M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.25K
New
N/A
8.25K $204M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
104
+ 0.4%
$91.62 - $109.97 $9.53K - $11.4K
25.9K $2.84B
T Rowe Price ETF Inc
4.11K
+ 23.51%
N/A
21.6K $708M
SCHO
Schwab Short Term Us Treasury

ETFs
6.32K
+ 9.31%
$24.19 - $24.45 $153K - $155K
74.2K $1.81B
MGK
Vanguard Mega Cap Growth ETF

ETFs
59
+ 2.53%
$273.67 - $366.17 $16.1K - $21.6K
2.39K $875M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
170
+ 0.27%
$32.0 - $39.87 $5.44K - $6.78K
62.4K $2.48B
GLD
Spdr Gold Trust

ETFs
102
+ 1.46%
$273.71 - $316.29 $27.9K - $32.3K
7.07K $2.16B
PPA
Invesco Exchange Traded Fd Tr

ETFs
71
+ 1.32%
$105.2 - $141.69 $7.47K - $10.1K
5.45K $772M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
1.99K
+ 10.06%
$14.1 - $22.95 $28K - $45.6K
21.7K $469M
ERJ
Embraer S.A.

Industrials
5
+ 0.04%
$40.42 - $56.91 $202 - $285
12.1K $687M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
696
+ 30.99%
$82.32 - $112.47 $57.3K - $78.3K
2.94K $331M
Fidelity Wise Origin Bitcoin
244
+ 5.64%
N/A
4.57K $429M
SOXX
Ishares Semiconductor ETF

ETFs
26
+ 1.21%
$154.86 - $239.07 $4.03K - $6.22K
2.17K $518M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.45K
+ 1.58%
$47.46 - $55.3 $68.8K - $80.1K
93.3K $5.14B
PWB
Invesco Exchange Traded Fd Tr

ETFs
414
+ 15.87%
$86.24 - $117.44 $35.7K - $48.6K
3.02K $355M
PGR
Progressive Corp

Financial Services
460
+ 23.15%
$255.27 - $288.74 $117K - $133K
2.45K $653M
MGC
Vanguard Mega Cap ETF

ETFs
262
+ 22.39%
$179.23 - $224.92 $47K - $58.9K
1.43K $322M
CGDV
Capital Group Divid Value ETF

ETFs
439
+ 2.67%
$31.93 - $39.49 $14K - $17.3K
16.9K $667M
ABC
Amerisourcebergen Corp

Healthcare
128
+ 7.37%
N/A
1.87K $559M
SPMD
Spdr Portfolio

ETFs
285
+ 1.58%
$44.89 - $54.38 $12.8K - $15.5K
18.3K $994M
EMLP
First Tr Exchange Traded Iv

ETFs
1.67K
+ 24.46%
$33.62 - $37.89 $56.1K - $63.3K
8.5K $319M
Fidelity Covington Trust
160
+ 1.66%
N/A
9.8K $363M
SCHG
Schwab Strategic Tr Us Large C

ETFs
37
+ 0.28%
$22.27 - $29.21 $824 - $1.08K
13.3K $388M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
301
+ 5.98%
$50.1 - $63.16 $15.1K - $19K
5.33K $337M
OXLC
Oxford Lane Capital Corp.

Financial Services
12.5K
New
$4.01 - $4.96 $50.2K - $62.1K
12.5K $52.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
119
+ 1.53%
$90.56 - $109.49 $10.8K - $13K
7.91K $865M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.12%
$29.12 - $35.84 $582 - $717
17.1K $614M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
273
+ 4.05%
$71.28 - $83.74 $19.5K - $22.9K
7.02K $587M
LNG
Cheniere Energy, Inc.

Energy
145
+ 14.5%
$197.25 - $244.33 $28.6K - $35.4K
1.15K $279M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.22K
+ 12.72%
$22.63 - $26.95 $27.6K - $32.9K
10.8K $291M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
856
+ 9.16%
$48.5 - $49.35 $41.5K - $42.2K
10.2K $502M
Gsk PLC
1.15K
+ 10.75%
N/A
11.8K $453M
FCN
Fti Consulting, Inc

Industrials
253
+ 12.0%
$152.87 - $168.51 $38.7K - $42.6K
2.36K $381M
VB
Vanguard Small Cap ETF

ETFs
66
+ 6.2%
$193.73 - $237.37 $12.8K - $15.7K
1.13K $268M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
510
+ 9.3%
$35.35 - $42.68 $18K - $21.8K
6K $255M
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.72K
+ 8.71%
$19.94 - $22.91 $34.4K - $39.5K
21.5K $463M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.09K
+ 2.65%
$22.54 - $23.17 $24.5K - $25.2K
42.1K $968M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
644
+ 2.49%
$28.18 - $29.22 $18.1K - $18.8K
26.6K $776M
ENB
Enbridge Inc

Energy
103
+ 0.81%
$41.09 - $47.16 $4.23K - $4.86K
12.9K $583M
DGRO
Ishares Core Dividend Growth E

ETFs
34
+ 0.53%
$55.22 - $63.94 $1.88K - $2.17K
6.42K $410M
AIZ
Assurant, Inc.

Financial Services
218
+ 9.82%
$179.73 - $211.56 $39.2K - $46.1K
2.44K $482M
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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