National Wealth Management Group, LLC Incresed Positions in Q2 2024

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
36.5K
+ 1191.58%
$118.11 - $1224.4 $4.31M - $44.7M
39.6K $4.89B
IVV
Ishares Core S&P 500 ETF

ETFs
2.34K
+ 31.79%
$497.53 - $549.64 $1.16M - $1.29M
9.71K $5.31B
TCHP
T Rowe Price Exchange Traded F

Technology
2.63K
+ 1.33%
$33.27 - $39.07 $87.5K - $103K
200K $7.76B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.98K
+ 10.53%
$170.63 - $199.67 $337K - $394K
20.7K $4.09B
T Rowe Price ETF Inc
12.2K
+ 6.74%
N/A
194K $6.09B
AAPL
Apple Inc.

Technology
852
+ 12.55%
$165.0 - $216.67 $141K - $185K
7.64K $1.61B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.29K
+ 38.02%
$56.43 - $60.79 $411K - $443K
26.4K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 16.78%
$396.73 - $420.24 $467K - $495K
8.2K $3.34B
IDEV
Ishares Core Msci Intl Develop

ETFs
6.4K
+ 25.0%
$64.09 - $68.74 $410K - $440K
32K $2.1B
TTD
Trade Desk, Inc.

Technology
2.29K
+ 43.5%
$77.3 - $99.25 $177K - $227K
7.54K $737M
META
Meta Platforms, Inc.

Communication Services
202
+ 3.81%
$430.17 - $527.34 $86.9K - $107K
5.5K $2.77B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.04K
+ 29.05%
$109.44 - $118.4 $223K - $241K
9.05K $1.03B
MSFT
Microsoft Corp

Technology
169
+ 4.4%
$389.33 - $452.85 $65.8K - $76.5K
4.01K $1.79B
IVE
Ishares S&P 500 Value ETF

ETFs
1.1K
+ 20.87%
$176.58 - $186.7 $195K - $206K
6.39K $1.16B
USXF
Ishares Esg Advanced Msci Usa

Technology
2.74K
+ 20.8%
$41.56 - $47.79 $114K - $131K
15.9K $740M
VUG
Vanguard Growth ETF

ETFs
290
+ 24.39%
$322.46 - $377.11 $93.5K - $109K
1.48K $553M
SOXX
Ishares Semiconductor ETF

ETFs
140
+ 6.35%
$198.39 - $259.28 $27.8K - $36.3K
2.35K $578M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.52K
+ 19.52%
$28.13 - $28.99 $70.9K - $73.1K
15.4K $443M
PLUG
Plug Power Inc

Industrials
39.3K
+ 163.97%
$2.3 - $3.45 $90.4K - $136K
63.2K $147M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.95K
+ 11.02%
$22.12 - $22.75 $65.3K - $67.1K
29.7K $671M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.17K
+ 31.14%
$50.4 - $53.5 $58.8K - $62.4K
4.91K $248M
SPMD
Spdr Portfolio

ETFs
1.49K
+ 8.91%
$49.54 - $53.39 $73.9K - $79.6K
18.2K $935M
GLD
Spdr Gold Trust

ETFs
74
+ 3.49%
$207.82 - $224.56 $15.4K - $16.6K
2.2K $472M
IEMG
Ishares Inc

ETFs
129
+ 1.0%
$50.02 - $54.95 $6.45K - $7.09K
13K $696M
CGDV
Capital Group Divid Value ETF

ETFs
526
+ 3.53%
$31.1 - $33.37 $16.4K - $17.6K
15.4K $509M
CGGR
Capital Group Growth ETF Shs C

ETFs
238
+ 1.86%
$30.03 - $33.13 $7.15K - $7.88K
13.1K $429M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
143
+ 2.29%
$35.3 - $38.79 $5.05K - $5.55K
6.38K $240M
PPA
Invesco Exchange Traded Fd Tr

ETFs
82
+ 1.58%
$98.11 - $105.73 $8.05K - $8.67K
5.28K $542M
VTV
Vanguard Value ETF

ETFs
98
+ 5.48%
$154.57 - $163.65 $15.1K - $16K
1.89K $303M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
308
+ 3.71%
$102.13 - $110.88 $31.5K - $34.2K
8.6K $918M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
142
+ 3.93%
$75.81 - $80.15 $10.8K - $11.4K
3.75K $292M
VEA
Vanguard Ftse Developed Market

ETFs
43
+ 0.94%
$47.83 - $51.21 $2.06K - $2.2K
4.63K $229M
FNDA
Schwab Fundamental U S Small C

ETFs
24
+ 0.52%
$52.82 - $57.21 $1.27K - $1.37K
4.67K $256M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.19K
+ 3.12%
$54.04 - $58.09 $64.4K - $69.2K
39.3K $2.14B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.33K
+ 2.98%
$43.12 - $48.83 $57.5K - $65.1K
46.1K $2.01B
Activity Summary
Buys All Purchases 63 New Holdings 27 Increased Positions 36 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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