National Wealth Management Group, LLC Incresed Positions in Q2 2025

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
273
+ 0.64%
$94.31 - $157.99 $25.7K - $43.1K
42.7K $6.74B
TCHP
T Rowe Price Exchange Traded F

Technology
4.83K
+ 2.13%
$34.07 - $45.35 $164K - $219K
231K $10.5B
PLTR
Palantir Technologies Inc.

Technology
4.15K
+ 19.83%
$74.01 - $144.25 $307K - $598K
25.1K $3.42B
IVV
Ishares Core S&P 500 ETF

ETFs
1.01K
+ 7.65%
$498.8 - $620.9 $505K - $629K
14.3K $8.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.19K
+ 149.15%
$456.74 - $568.03 $998K - $1.24M
3.65K $2.07B
T Rowe Price ETF Inc
8.73K
+ 2.75%
N/A
326K $11.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.54K
+ 6.47%
$171.4 - $227.1 $263K - $349K
25.3K $5.74B
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
+ 26.34%
$221.86 - $362.89 $391K - $639K
8.45K $2.68B
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
+ 110.8%
$210.28 - $289.91 $425K - $586K
3.85K $1.11B
MSFT
Microsoft Corp

Technology
79
+ 1.56%
$354.56 - $497.45 $28K - $39.3K
5.15K $2.56B
QTUM
ETF Ser Solutions Defiance Qua
4.28K
+ 151.9%
N/A
7.1K $652M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.07K
+ 32.4%
$30.53 - $40.65 $216K - $287K
28.9K $1.17B
VTI
Vanguard Total Stock Market Et

ETFs
140
+ 1.26%
$243.75 - $303.93 $34.1K - $42.6K
11.3K $3.43B
VO
Vanguard Mid Cap ETF

ETFs
1.13K
+ 76.24%
$228.54 - $279.83 $257K - $315K
2.6K $728M
VEEV
Veeva Systems Inc

Healthcare
820
+ 42.73%
$209.39 - $289.94 $172K - $238K
2.74K $789M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.75K
+ 113.5%
$73.0 - $85.5 $274K - $321K
7.05K $593M
Global X Fds
3.52K
+ 44.53%
N/A
11.4K $689M
IDEV
Ishares Core Msci Intl Develop

ETFs
515
+ 1.33%
$61.79 - $76.67 $31.8K - $39.5K
39.3K $2.99B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.94K
+ 5.41%
$51.16 - $62.02 $99.1K - $120K
37.7K $2.34B
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.15K
+ 36.97%
$19.6 - $24.44 $160K - $199K
30.2K $738M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.88K
+ 34.74%
$50.36 - $50.68 $246K - $247K
18.9K $959M
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.32K
+ 47.41%
$34.72 - $42.74 $150K - $184K
13.4K $574M
RDVY
First Trust Rising Dividend Ac

ETFs
2.32K
+ 15.72%
$51.6 - $62.74 $120K - $146K
17.1K $1.07B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
104
+ 0.4%
$91.62 - $109.97 $9.53K - $11.4K
25.9K $2.84B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.93K
+ 19.69%
$91.43 - $91.74 $177K - $177K
11.7K $1.08B
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
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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