National Wealth Management Group, LLC New Holdings in Q2 2025

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
17.4K
New
N/A
17.4K $1.69B
AVGO
Broadcom Inc.

Technology
4.85K
New
$146.29 - $275.65 $709K - $1.34M
4.85K $1.34B
VRT
Vertiv Holdings CO

Industrials
6.62K
New
N/A
6.62K $850M
UNH
Unitedhealth Group Inc

Healthcare
2.26K
New
$274.35 - $599.47 $621K - $1.36M
2.26K $706M
MU
Micron Technology Inc

Technology
5.65K
New
$64.72 - $127.91 $366K - $723K
5.65K $697M
NEM
Newmont Corp

Basic Materials
10.9K
New
$44.18 - $59.46 $481K - $648K
10.9K $635M
AIG
American International Group, Inc.

Financial Services
7.18K
New
$77.56 - $87.72 $556K - $629K
7.18K $614M
DUK
Duke Energy Corp

Utilities
4.95K
New
$112.46 - $124.05 $557K - $614K
4.95K $585M
KLAC
Kla Corp

Technology
636
New
$576.53 - $902.94 $367K - $574K
636 $570M
STX
Seagate Technology Holdings PLC

Technology
3.93K
New
$66.54 - $144.33 $262K - $568K
3.93K $568M
TXN
Texas Instruments Inc

Technology
2.53K
New
N/A
2.53K $525M
DAL
Delta Air Lines, Inc.

Industrials
10.2K
New
$35.88 - $52.99 $365K - $540K
10.2K $501M
DDOG
Datadog, Inc.

Technology
2.86K
New
$87.0 - $134.33 $248K - $384K
2.86K $384M
MS
Morgan Stanley

Financial Services
2.71K
New
$99.83 - $140.86 $271K - $382K
2.71K $382M
LVS
Las Vegas Sands Corp

Consumer Cyclical
8.62K
New
$30.7 - $44.12 $265K - $380K
8.62K $375M
ORCL
Oracle Corp

Technology
1.51K
New
$122.82 - $218.63 $185K - $330K
1.51K $330M
CRM
Salesforce, Inc.

Technology
1.2K
New
$236.26 - $291.15 $283K - $349K
1.2K $327M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.39K
New
$108.12 - $135.04 $258K - $323K
2.39K $323M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.37K
New
$48.22 - $60.41 $259K - $324K
5.37K $321M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.5K
New
$98.58 - $123.6 $247K - $309K
2.5K $309M
APP
App Lovin Corp

Technology
742
New
$219.37 - $417.89 $163K - $310K
742 $260M
AMAT
Applied Materials Inc

Technology
1.39K
New
$126.95 - $183.52 $176K - $254K
1.39K $254M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.41K
New
$59.98 - $74.92 $204K - $255K
3.41K $254M
IWF
Ishares Russell 1000 Gr ETF

ETFs
571
New
$320.42 - $424.58 $183K - $242K
571 $242M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.41K
New
$55.54 - $69.09 $189K - $236K
3.41K $236M
XLF
Financial Sector Spdr

ETFs
4.34K
New
$43.92 - $52.37 $190K - $227K
4.34K $227M
O
Realty Income Corp

Real Estate
3.89K
New
$52.27 - $58.52 $204K - $228K
3.89K $224M
GOOG
Alphabet Inc.

Communication Services
1.24K
New
$146.58 - $180.01 $181K - $222K
1.24K $219M
CEG
Constellation Energy Corp

Utilities
674
New
$170.96 - $322.76 $115K - $218K
674 $218M
SHOP
Shopify Inc.

Technology
1.82K
New
$76.89 - $115.35 $140K - $210K
1.82K $210M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.5K
New
$41.55 - $46.04 $187K - $207K
4.5K $207M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.25K
New
N/A
8.25K $204M
OXLC
Oxford Lane Capital Corp.

Financial Services
12.5K
New
$4.01 - $4.96 $50.2K - $62.1K
12.5K $52.6M
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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