National Wealth Management Group, LLC New Holdings in Q3 2025

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
1.25K
New
N/A
1.25K $439M
LMT
Lockheed Martin Corp

Industrials
873
New
$410.74 - $499.21 $359K - $436K
873 $436M
QCOM
Qualcomm Inc

Technology
2.59K
New
$145.84 - $173.55 $378K - $450K
2.59K $432M
KMB
Kimberly Clark Corp

Consumer Defensive
3.4K
New
$121.72 - $136.77 $414K - $465K
3.4K $423M
FOX
Fox Corp Cl B (De)

Communication Services
7.22K
New
$49.06 - $57.29 $354K - $414K
7.22K $414M
ASND
Ascendis Pharma A/S

Healthcare
2.07K
New
$163.32 - $205.91 $338K - $426K
2.07K $411M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.67K
New
N/A
4.67K $410M
VOD
Vodafone Group Public LTD CO

Communication Services
34.9K
New
$10.67 - $12.06 $373K - $421K
34.9K $405M
Evoke Pharma Inc
80.1K
New
N/A
80.1K $398M
CL
Colgate Palmolive CO

Consumer Defensive
4.93K
New
$79.36 - $93.33 $391K - $460K
4.93K $394M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.7K
New
$51.78 - $57.89 $347K - $388K
6.7K $385M
TGT
Target Corp

Consumer Defensive
4.18K
New
$86.56 - $107.43 $362K - $449K
4.18K $375M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.02K
New
$85.43 - $92.81 $343K - $373K
4.02K $371M
UNP
Union Pacific Corp

Industrials
1.53K
New
$214.91 - $237.16 $330K - $364K
1.53K $362M
WTM
White Mountains Insurance Group LTD

Financial Services
208
New
$1671.52 - $1869.81 $348K - $389K
208 $348M
JNJ
Johnson & Johnson

Healthcare
1.87K
New
$155.17 - $185.42 $290K - $347K
1.87K $347M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.41K
New
$50.79 - $76.4 $224K - $337K
4.41K $337M
ASML
Asml Holding Nv

Technology
330
New
$689.63 - $968.09 $228K - $319K
330 $319M
PPG
Ppg Industries Inc

Basic Materials
3.02K
New
$103.65 - $119.07 $313K - $360K
3.02K $318M
IEFA
Ishares Tr

ETFs
3.56K
New
$81.7 - $87.53 $291K - $312K
3.56K $311M
AXP
American Express CO

Financial Services
906
New
$294.27 - $342.31 $267K - $310K
906 $301M
BFB
Brown Forman Corp Cl B
10.9K
New
N/A
10.9K $295M
PANW
Palo Alto Networks Inc

Technology
1.43K
New
$167.06 - $208.19 $239K - $298K
1.43K $291M
XOM
Exxon Mobil Corp

Energy
2.46K
New
$105.83 - $117.22 $260K - $288K
2.46K $277M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
855
New
$301.44 - $365.84 $258K - $313K
855 $277M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.79K
New
$54.21 - $57.41 $260K - $275K
4.79K $272M
PLD
Prologis, Inc.

Real Estate
2.37K
New
$104.08 - $115.35 $247K - $274K
2.37K $272M
Capital Group Dividend Growe
7.83K
New
N/A
7.83K $271M
ADBE
Adobe Inc.

Technology
741
New
$333.65 - $392.1 $247K - $291K
741 $261M
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
6.73K
New
$28.6 - $40.2 $193K - $271K
6.73K $259M
WEC
Wec Energy Group, Inc.

Utilities
2.22K
New
$103.66 - $114.59 $230K - $255K
2.22K $255M
FRT
Federal Realty Investment Trust

Real Estate
2.5K
New
$90.61 - $102.67 $226K - $256K
2.5K $253M
FNDA
Schwab Fundamental U S Small C

ETFs
8.09K
New
$28.75 - $31.93 $233K - $258K
8.09K $252M
AEP
American Electric Power CO Inc

Utilities
2.22K
New
$103.26 - $115.0 $230K - $256K
2.22K $250M
CSCO
Cisco Systems, Inc.

Technology
3.51K
New
$66.2 - $71.79 $232K - $252K
3.51K $240M
Linde PLC
496
New
N/A
496 $236M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.3K
New
$49.43 - $54.52 $212K - $234K
4.3K $233M
XLE
Energy Sector Spdr

ETFs
2.58K
New
$84.25 - $91.99 $217K - $237K
2.58K $230M
Blackrock ETF Trust
7.03K
New
N/A
7.03K $223M
CVX
Chevron Corp

Energy
1.43K
New
$145.57 - $161.83 $208K - $231K
1.43K $222M
ABT
Abbott Laboratories

Healthcare
1.62K
New
$120.51 - $136.62 $195K - $221K
1.62K $217M
CGXU
Capital Group Intl Focus Equit

ETFs
7.31K
New
$26.49 - $29.62 $194K - $217K
7.31K $217M
MGNI
Magnite, Inc.

Communication Services
9.22K
New
$21.75 - $26.52 $201K - $245K
9.22K $201M
F
Ford Motor CO

Consumer Cyclical
13.1K
New
$10.82 - $12.09 $142K - $158K
13.1K $156M
Cohen & Steers Infrastructur
11.8K
New
N/A
11.8K $922K
Activity Summary
Buys All Purchases 190 New Holdings 96 Increased Positions 94 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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