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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
980
+ 13.97%
$84.28 - $89.46 $82.6K - $87.7K
8K $711M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.42K
+ 53.82%
$45.4 - $47.61 $110K - $115K
6.91K $329M
CGDV
Capital Group Divid Value ETF

ETFs
1.87K
+ 11.09%
$39.59 - $42.21 $74.1K - $79K
18.8K $788M
VB
Vanguard Small Cap ETF

ETFs
329
+ 29.12%
$237.58 - $259.17 $78.2K - $85.3K
1.46K $371M
VZ
Verizon Communications Inc

Communication Services
2.24K
+ 44.17%
$40.84 - $45.06 $91.5K - $101K
7.31K $321M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.24K
+ 22.39%
$26.38 - $27.95 $85.4K - $90.5K
17.7K $483M
MGK
Vanguard Mega Cap Growth ETF

ETFs
21
+ 0.88%
$362.31 - $405.74 $7.61K - $8.52K
2.41K $970M
IWF
Ishares Russell 1000 Gr ETF

ETFs
148
+ 25.92%
$420.11 - $472.68 $62.2K - $70K
719 $337M
VUG
Vanguard Growth ETF

ETFs
102
+ 10.41%
$433.97 - $484.08 $44.3K - $49.4K
1.08K $519M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 28.95%
$357.4 - $423.42 $58.3K - $69K
726 $294M
UGA
United States Gasoline Fund, LP

ETFs
811
+ 12.38%
$61.18 - $66.21 $49.6K - $53.7K
7.36K $475M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.33K
+ 8.79%
$28.77 - $29.79 $67.1K - $69.5K
28.9K $856M
SOXX
Ishares Semiconductor ETF

ETFs
23
+ 1.06%
$236.93 - $271.12 $5.45K - $6.24K
2.2K $595M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.02K
+ 3.62%
$28.15 - $30.13 $28.6K - $30.6K
29.1K $863M
DGRO
Ishares Core Dividend Growth E

ETFs
673
+ 10.49%
$64.12 - $68.08 $43.2K - $45.8K
7.09K $483M
USXF
Ishares Esg Advanced Msci Usa

Technology
207
+ 1.24%
$53.69 - $57.31 $11.1K - $11.9K
16.9K $969M
CEG
Constellation Energy Corp

Utilities
193
+ 28.64%
$298.82 - $354.89 $57.7K - $68.5K
867 $285M
PG
Procter & Gamble CO

Consumer Defensive
706
+ 7.41%
$150.47 - $161.22 $106K - $114K
10.2K $1.57B
PWB
Invesco Exchange Traded Fd Tr

ETFs
224
+ 7.41%
$115.87 - $125.42 $26K - $28.1K
3.25K $407M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
623
+ 11.6%
$57.15 - $62.12 $35.6K - $38.7K
5.99K $372M
MGC
Vanguard Mega Cap ETF

ETFs
96
+ 6.7%
$224.2 - $245.55 $21.5K - $23.6K
1.53K $373M
PKW
Invesco Exchange Traded Fd Tr

ETFs
206
+ 8.23%
$123.59 - $132.83 $25.5K - $27.4K
2.71K $359M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19
+ 0.11%
$36.04 - $38.78 $685 - $737
17.2K $662M
SCHG
Schwab Strategic Tr Us Large C

ETFs
352
+ 2.65%
$28.92 - $32.19 $10.2K - $11.3K
13.6K $435M
VPU
Vanguard Utilities ETF

ETFs
6
+ 0.18%
$175.25 - $189.41 $1.05K - $1.14K
3.38K $641M
BND
Vanguard Bd Index Fd Inc Total

ETFs
448
+ 3.67%
$72.57 - $74.72 $32.5K - $33.5K
12.6K $940M
O
Realty Income Corp

Real Estate
450
+ 11.56%
$56.13 - $60.79 $25.3K - $27.4K
4.34K $264M
OHI
Omega Healthcare Investors Inc

Real Estate
120
+ 2.07%
$36.29 - $43.34 $4.35K - $5.2K
5.91K $250M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
63
+ 1.23%
$41.34 - $45.65 $2.6K - $2.88K
5.2K $234M
TLT
Ishares Barclays 20+ Year Trea

ETFs
178
+ 4.04%
$85.01 - $90.35 $15.1K - $16.1K
4.59K $410M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
589
+ 1.4%
$22.64 - $23.22 $13.3K - $13.7K
42.7K $987M
DIS
Walt Disney CO

Communication Services
589
+ 11.53%
$112.25 - $124.0 $66.1K - $73K
5.7K $652M
EMLP
First Tr Exchange Traded Iv

ETFs
311
+ 3.66%
$36.99 - $38.38 $11.5K - $11.9K
8.81K $337M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
48
+ 1.41%
$68.24 - $73.73 $3.28K - $3.54K
3.46K $254M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
99
+ 2.91%
$71.6 - $76.11 $7.09K - $7.53K
3.51K $266M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.01K
+ 9.31%
$24.0 - $27.1 $24.1K - $27.3K
11.8K $293M
Cohen & Steers Infrastructur
11.8K
New
N/A
11.8K $922K
NFLX
Netflix Inc

Communication Services
32
+ 9.94%
$1147.87 - $1297.18 $36.7K - $41.5K
354 $424M
CTAS
Cintas Corp

Industrials
71
+ 2.27%
$199.29 - $226.27 $14.1K - $16.1K
3.2K $657M
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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