National Wealth Management Group, LLC Purchases in Q3 2025

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
9.11K
New
$69.24 - $79.24 $631K - $722K
9.11K $635M
CAT
Caterpillar Inc

Industrials
1.32K
New
$390.92 - $477.15 $516K - $630K
1.32K $630M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
14K
New
$42.79 - $45.73 $601K - $642K
14K $629M
AMD
Advanced Micro Devices Inc

Technology
3.44K
+ 100.64%
$134.8 - $184.42 $463K - $634K
6.85K $1.11B
SHV
Ishares Tr

ETFs
5.52K
New
$110.06 - $110.49 $608K - $610K
5.52K $610M
GE
General Electric CO

Industrials
1.12K
+ 17.75%
$244.75 - $305.63 $273K - $341K
7.4K $2.23B
NEE
Nextera Energy Inc

Utilities
8.01K
New
$69.77 - $77.54 $559K - $621K
8.01K $605M
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
+ 19.09%
$211.65 - $238.24 $576K - $648K
17K $3.73B
XYL
Xylem Inc.

Industrials
3.91K
New
$129.67 - $147.5 $507K - $577K
3.91K $577M
CMCSA
Comcast Corp

Communication Services
18.2K
New
$31.41 - $36.33 $571K - $660K
18.2K $571M
VBR
Vanguard Small Cap Value ETF

ETFs
2.65K
New
$195.41 - $212.37 $517K - $562K
2.65K $552M
AVUV
American Centy ETF Tr Avantis

ETFs
5.52K
New
$90.37 - $102.12 $499K - $564K
5.52K $550M
F&G Annuities & Life Inc
17.5K
New
N/A
17.5K $547M
MCD
Mcdonalds Corp

Consumer Cyclical
1.79K
New
$291.67 - $316.99 $522K - $567K
1.79K $543M
Capital Group Equity ETF Tr
18.9K
New
N/A
18.9K $535M
BDX
Becton Dickinson & CO

Healthcare
2.85K
New
$172.41 - $199.66 $492K - $570K
2.85K $534M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.63K
+ 11.78%
$74.68 - $80.26 $345K - $371K
43.9K $3.52B
LLY
Eli Lilly & CO

Healthcare
708
+ 146.58%
$625.65 - $812.69 $443K - $575K
1.19K $909M
V
Visa Inc.

Financial Services
1.53K
New
$332.09 - $358.86 $506K - $547K
1.53K $520M
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 145.75%
$175.16 - $255.24 $315K - $459K
3.04K $739M
ZTS
Zoetis Inc.

Healthcare
3.44K
New
$141.13 - $159.19 $485K - $547K
3.44K $503M
ADP
Automatic Data Processing Inc

Industrials
1.7K
New
$288.69 - $310.94 $490K - $528K
1.7K $499M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.6K
New
$284.17 - $319.49 $456K - $512K
1.6K $497M
VGT
Vanguard Information Technolog

ETFs
209
+ 5.12%
$656.44 - $753.15 $137K - $157K
4.29K $3.2B
PSX
Phillips 66

Energy
3.59K
New
$118.37 - $139.46 $425K - $501K
3.59K $488M
Fidelity Wise Origin Bitcoin
4.6K
+ 100.59%
N/A
9.17K $915M
QTUM
ETF Ser Solutions Defiance Qua
3.53K
+ 49.74%
N/A
10.6K $1.12B
ELV
Elevance Health, Inc.

Healthcare
1.42K
New
$274.66 - $395.76 $390K - $562K
1.42K $459M
COP
Conocophillips

Energy
4.82K
New
$91.0 - $98.99 $438K - $477K
4.82K $456M
LNG
Cheniere Energy, Inc.

Energy
1.96K
+ 171.53%
$222.68 - $244.28 $437K - $480K
3.11K $731M
PEP
Pepsico Inc

Consumer Defensive
3.21K
New
$133.81 - $152.16 $429K - $488K
3.21K $450M
CDNS
Cadence Design Systems Inc

Technology
1.28K
New
$309.46 - $373.37 $396K - $478K
1.28K $450M
MA
Mastercard Inc

Financial Services
783
New
$550.18 - $598.96 $431K - $469K
783 $445M
FOXA
Fox Corp

Communication Services
6.98K
New
$53.87 - $63.06 $376K - $440K
6.98K $440M
RE
Everest Re Group LTD

Financial Services
1.25K
New
N/A
1.25K $439M
LMT
Lockheed Martin Corp

Industrials
873
New
$410.74 - $499.21 $359K - $436K
873 $436M
QCOM
Qualcomm Inc

Technology
2.59K
New
$145.84 - $173.55 $378K - $450K
2.59K $432M
KMB
Kimberly Clark Corp

Consumer Defensive
3.4K
New
$121.72 - $136.77 $414K - $465K
3.4K $423M
FOX
Fox Corp Cl B (De)

Communication Services
7.22K
New
$49.06 - $57.29 $354K - $414K
7.22K $414M
ASND
Ascendis Pharma A/S

Healthcare
2.07K
New
$163.32 - $205.91 $338K - $426K
2.07K $411M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.67K
New
N/A
4.67K $410M
VOD
Vodafone Group Public LTD CO

Communication Services
34.9K
New
$10.67 - $12.06 $373K - $421K
34.9K $405M
Global X Fds
4.12K
+ 36.01%
N/A
15.6K $1.09B
Evoke Pharma Inc
80.1K
New
N/A
80.1K $398M
CL
Colgate Palmolive CO

Consumer Defensive
4.93K
New
$79.36 - $93.33 $391K - $460K
4.93K $394M
DOX
Amdocs LTD

Technology
4.7K
New
$81.2 - $92.62 $382K - $435K
4.7K $386M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.7K
New
$51.78 - $57.89 $347K - $388K
6.7K $385M
TGT
Target Corp

Consumer Defensive
4.18K
New
$86.56 - $107.43 $362K - $449K
4.18K $375M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.02K
New
$85.43 - $92.81 $343K - $373K
4.02K $371M
Activity Summary
Buys All Purchases 190 New Holdings 96 Increased Positions 94 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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