National Wealth Management Group, LLC Incresed Positions in Q3 2024

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
36.4K
+ 134.08%
$91.42 - $91.82 $3.33M - $3.34M
63.6K $5.84B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
42.7K
+ 217.06%
$49.9 - $50.37 $2.13M - $2.15M
62.4K $3.13B
TDIV
First Trust Nasdaq Technology

ETFs
15.2K
+ 289.66%
$70.51 - $81.07 $1.07M - $1.23M
20.4K $1.64B
IVV
Ishares Core S&P 500 ETF

ETFs
1.21K
+ 12.49%
$520.18 - $576.82 $630K - $699K
10.9K $6.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 13.27%
$405.19 - $478.57 $441K - $521K
9.29K $4.27B
GLD
Spdr Gold Trust

ETFs
3.25K
+ 148.11%
$215.56 - $246.98 $701K - $804K
5.45K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
2.37K
+ 92.83%
$191.76 - $263.26 $455K - $624K
4.93K $1.29B
T Rowe Price ETF Inc
12.8K
+ 6.61%
N/A
207K $6.87B
HWM
Howmet Aerospace Inc.

Industrials
4.75K
+ 57.16%
$77.3 - $100.22 $367K - $476K
13.1K $1.31B
TCHP
T Rowe Price Exchange Traded F

Technology
12.1K
+ 6.02%
$35.14 - $40.43 $423K - $487K
212K $8.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.96K
+ 123.89%
$162.83 - $179.16 $481K - $530K
5.34K $957M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.8K
+ 199.59%
$50.02 - $54.5 $490K - $534K
14.7K $801M
QQQ
Invesco Qqq Trust, Series 1

ETFs
922
+ 9.58%
$434.77 - $502.96 $401K - $464K
10.5K $5.15B
CGXU
Capital Group Intl Focus Equit

ETFs
8.52K
+ 4.39%
$24.27 - $27.46 $207K - $234K
202K $5.46B
META
Meta Platforms, Inc.

Communication Services
70
+ 1.27%
$453.41 - $572.44 $31.7K - $40.1K
5.57K $3.19B
SCHO
Schwab Short Term Us Treasury

ETFs
6.76K
+ 7.46%
$47.93 - $49.06 $324K - $332K
97.3K $4.77B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.39K
+ 10.6%
$63.46 - $71.43 $215K - $242K
35.4K $2.51B
CTAS
Cintas Corp

Industrials
3.53K
+ 481.17%
$201.38 - $819.83 $710K - $2.89M
4.26K $877M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.91K
+ 9.93%
$53.41 - $57.9 $209K - $226K
43.2K $2.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.29K
+ 12.43%
$57.32 - $62.65 $188K - $206K
29.7K $1.85B
RDVY
First Trust Rising Dividend Ac

ETFs
3.58K
+ 80.33%
$53.68 - $59.24 $192K - $212K
8.04K $476M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.97K
+ 4.28%
$42.22 - $48.62 $83.2K - $95.8K
48K $2.23B
USXF
Ishares Esg Advanced Msci Usa

Technology
1.52K
+ 9.58%
$43.59 - $49.35 $66.4K - $75.2K
17.4K $855M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.56K
+ 11.99%
$22.38 - $23.66 $79.7K - $84.3K
33.3K $781M
IEMG
Ishares Inc

ETFs
978
+ 7.52%
$53.64 - $53.64 $52.5K - $52.5K
14K $803M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.82K
+ 18.24%
$28.45 - $30.18 $80.1K - $85K
18.3K $548M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.96K
+ 15.02%
$30.71 - $34.79 $60.2K - $68.2K
15K $522M
PPA
Invesco Exchange Traded Fd Tr

ETFs
116
+ 2.2%
$102.05 - $114.97 $11.8K - $13.3K
5.39K $620M
CGDV
Capital Group Divid Value ETF

ETFs
606
+ 3.93%
$32.96 - $36.48 $20K - $22.1K
16K $584M
VUG
Vanguard Growth ETF

ETFs
156
+ 10.55%
$341.08 - $391.94 $53.2K - $61.1K
1.64K $628M
VO
Vanguard Mid Cap ETF

ETFs
158
+ 13.39%
$237.84 - $263.83 $37.6K - $41.7K
1.34K $353M
ACGL
Arch Capital Group Ltd.

Financial Services
233
+ 7.92%
$94.47 - $114.25 $22K - $26.6K
3.17K $355M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2
+ 0.02%
$75.47 - $83.18 $151 - $166
10.8K $895M
DGRO
Ishares Core Dividend Growth E

ETFs
366
+ 5.91%
$57.47 - $62.76 $21K - $23K
6.56K $411M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
663
+ 10.4%
$36.02 - $41.68 $23.9K - $27.6K
7.04K $291M
AOM
Ishares Tr Core Moderate Alloc

ETFs
583
+ 6.01%
$42.66 - $45.18 $24.9K - $26.3K
10.3K $464M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
151
+ 4.02%
$77.02 - $85.06 $11.6K - $12.8K
3.9K $330M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19
+ 0.11%
$31.05 - $34.29 $590 - $652
17.1K $586M
VTV
Vanguard Value ETF

ETFs
27
+ 1.43%
$159.75 - $174.57 $4.31K - $4.71K
1.91K $334M
CGUS
Capital Group Core Equity ETF
30
+ 0.32%
$31.19 - $34.33 $936 - $1.03K
9.4K $322M
MGK
Vanguard Mega Cap Growth ETF

ETFs
19
+ 1.67%
$285.48 - $330.24 $5.42K - $6.27K
1.16K $372M
NVDA
Nvidia Corp

Technology
679
+ 1.72%
$98.91 - $134.91 $67.2K - $91.6K
40.3K $4.89B
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
64
+ 8.07%
$268.61 - $337.37 $17.2K - $21.6K
857 $243M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
32
+ 0.34%
$28.19 - $31.47 $902 - $1.01K
9.31K $269M
Activity Summary
Buys All Purchases 87 New Holdings 42 Increased Positions 45 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email