National Wealth Management Group, LLC Incresed Positions in Q1 2025

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.7K
+ 374.43%
$64.88 - $72.1 $2.45M - $2.72M
47.8K $3.14B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 94.57%
$192.82 - $222.1 $2.22M - $2.56M
23.7K $4.58B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
16.4K
+ 176.35%
$100.56 - $108.28 $1.65M - $1.78M
25.8K $2.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 0.97%
$442.66 - $534.52 $43.8K - $52.9K
10.3K $5.49B
LLY
Eli Lilly & CO

Healthcare
900
+ 276.07%
$725.72 - $929.72 $653K - $837K
1.23K $1.01B
GE
General Electric CO

Industrials
2.36K
+ 53.01%
$168.59 - $212.13 $398K - $501K
6.82K $1.37B
SPMD
Spdr Portfolio

ETFs
12K
+ 202.66%
$50.21 - $57.73 $605K - $696K
18K $921M
AAPL
Apple Inc.

Technology
3.78K
+ 35.11%
$209.68 - $247.1 $792K - $934K
14.5K $3.23B
GOOGL
Alphabet Inc.

Communication Services
4.47K
+ 71.7%
$154.33 - $206.19 $690K - $922K
10.7K $1.66B
GLD
Spdr Gold Trust

ETFs
572
+ 8.94%
$243.19 - $288.14 $139K - $165K
6.97K $2.01B
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 10.29%
$554.06 - $615.85 $685K - $761K
13.2K $7.44B
RDVY
First Trust Rising Dividend Ac

ETFs
5.88K
+ 66.06%
$57.22 - $63.39 $336K - $373K
14.8K $865M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.59K
+ 7.15%
$63.77 - $71.36 $165K - $185K
38.8K $2.67B
SCHO
Schwab Short Term Us Treasury

ETFs
12.6K
+ 22.75%
$24.1 - $24.34 $303K - $306K
67.9K $1.65B
BMY
Bristol Myers Squibb CO

Healthcare
3.96K
+ 87.83%
$53.9 - $63.11 $214K - $250K
8.48K $517M
T Rowe Price ETF Inc
16.7K
+ 5.56%
N/A
317K $10.2B
MGK
Vanguard Mega Cap Growth ETF

ETFs
929
+ 66.31%
$307.43 - $357.48 $286K - $332K
2.33K $720M
ACI
Albertsons Companies, Inc.

Consumer Defensive
9.27K
+ 88.14%
$19.58 - $22.02 $181K - $204K
19.8K $435M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.36K
+ 44.99%
$50.39 - $50.66 $220K - $221K
14.1K $711M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.37K
+ 26.17%
$28.27 - $29.28 $152K - $157K
25.9K $752M
Global X Fds
2.35K
+ 42.21%
N/A
7.91K $368M
FCN
Fti Consulting, Inc

Industrials
1.04K
+ 97.66%
$160.54 - $198.75 $167K - $207K
2.11K $346M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.58K
+ 15.74%
$22.25 - $23.0 $124K - $128K
41K $943M
PG
Procter & Gamble CO

Consumer Defensive
512
+ 5.53%
$158.56 - $176.26 $81.2K - $90.2K
9.78K $1.67B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.45K
+ 29.93%
$27.01 - $28.54 $93.2K - $98.4K
15K $419M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
5.15K
+ 15.98%
$20.2 - $20.86 $104K - $107K
37.4K $755M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 10.75%
$468.34 - $539.52 $540K - $623K
11.9K $5.58B
MSFT
Microsoft Corp

Technology
750
+ 17.37%
$375.39 - $447.2 $282K - $335K
5.07K $1.9B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.68K
+ 22.58%
$37.07 - $40.63 $62.2K - $68.1K
9.1K $358M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.15K
+ 23.19%
$21.75 - $24.28 $90.3K - $101K
22K $487M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
993
+ 4.77%
$49.22 - $51.73 $48.9K - $51.4K
21.8K $1.1B
ILF
Ishares Latin America 40 ETF

ETFs
177
+ 0.97%
$20.87 - $24.43 $3.69K - $4.32K
18.4K $432M
SPY
Spdr S&P 500 ETF Trust

ETFs
122
+ 18.63%
$551.42 - $612.93 $67.3K - $74.8K
777 $435M
ENB
Enbridge Inc

Energy
414
+ 3.35%
$41.54 - $45.45 $17.2K - $18.8K
12.8K $565M
PPA
Invesco Exchange Traded Fd Tr

ETFs
185
+ 3.57%
$113.59 - $123.29 $21K - $22.8K
5.37K $626M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
554
+ 6.13%
$23.43 - $25.55 $13K - $14.2K
9.59K $245M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.7K
+ 8.14%
$57.21 - $65.8 $154K - $177K
35.8K $2.09B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
408
+ 6.44%
$78.0 - $84.37 $31.8K - $34.4K
6.74K $538M
VTV
Vanguard Value ETF

ETFs
79
+ 4.26%
$167.73 - $179.21 $13.3K - $14.2K
1.93K $334M
Fidelity Wise Origin Bitcoin
750
+ 20.98%
N/A
4.33K $311M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.15K
+ 10.95%
$33.98 - $39.84 $73.1K - $85.7K
21.8K $747M
IWL
Ishares Tr Russell 200 ETF

ETFs
215
+ 11.62%
$135.83 - $151.73 $29.2K - $32.6K
2.07K $284M
CGDV
Capital Group Divid Value ETF

ETFs
86
+ 0.53%
$34.95 - $37.36 $3.01K - $3.21K
16.4K $586M
DGRO
Ishares Core Dividend Growth E

ETFs
78
+ 1.24%
$60.46 - $64.42 $4.72K - $5.02K
6.38K $394M
VO
Vanguard Mid Cap ETF

ETFs
40
+ 2.78%
$251.87 - $277.95 $10.1K - $11.1K
1.48K $382M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
178
+ 3.05%
$37.84 - $44.02 $6.74K - $7.84K
6.02K $231M
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.76%
$217.89 - $252.64 $1.74K - $2.02K
1.06K $236M
SCHG
Schwab Strategic Tr Us Large C

ETFs
661
+ 5.25%
$24.91 - $29.02 $16.5K - $19.2K
13.2K $332M
XLK
Technology Sector Spdr

ETFs
25
+ 2.63%
$206.38 - $242.18 $5.16K - $6.05K
975 $201M
Activity Summary
Buys All Purchases 101 New Holdings 40 Increased Positions 61 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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