National Wealth Management Group, LLC Reduced Holdings in Q1 2025

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-32.3K
- 76.69%
$91.45 - $91.75 $2.95M - $2.96M
9.81K $900M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-52.1K
- 83.75%
$50.03 - $50.27 $2.61M - $2.62M
10.1K $507M
NFLX
Netflix Inc

Communication Services
-1.11K
- 77.45%
$828.4 - $1058.6 $916K - $1.17M
322 $300M
AMZN
Amazon Com Inc

Consumer Cyclical
-217
- 1.2%
$190.26 - $242.06 $41.3K - $52.5K
17.8K $3.39B
TDIV
First Trust Nasdaq Technology

ETFs
-5.65K
- 25.03%
$73.39 - $83.95 $415K - $475K
16.9K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
-462
- 36.9%
$890.62 - $1076.86 $411K - $498K
790 $747M
APO
Apollo Global Management, Inc.

Financial Services
-1.39K
- 21.05%
$126.01 - $172.06 $175K - $239K
5.21K $714M
VIG
Vanguard Dividend Appreciation

ETFs
-1.34K
- 23.68%
N/A
4.31K $836M
USO
United States Oil Fund, LP

ETFs
-2.62K
- 46.68%
$70.89 - $84.34 $185K - $221K
2.99K $231M
META
Meta Platforms, Inc.

Communication Services
-145
- 2.2%
$576.36 - $736.67 $83.6K - $107K
6.44K $3.71B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.78K
- 8.83%
$25.58 - $29.24 $71.1K - $81.3K
28.7K $752M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.59K
- 27.45%
$50.17 - $51.45 $79.7K - $81.8K
4.2K $212M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-380
- 9.37%
$169.43 - $182.84 $64.4K - $69.5K
3.68K $637M
DIS
Walt Disney CO

Communication Services
-22
- 0.43%
$96.87 - $114.0 $2.13K - $2.51K
5.13K $506M
SOXX
Ishares Semiconductor ETF

ETFs
-1
- 0.05%
$188.17 - $235.81 $188 - $236
2.15K $404M
SLV
I Shares Silver Trust

ETFs
-4.46K
- 25.22%
$26.93 - $31.32 $120K - $140K
13.2K $410M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-24
- 1.61%
$507.05 - $563.67 $12.2K - $13.5K
1.47K $753M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-586
- 10.96%
$97.38 - $104.52 $57.1K - $61.2K
4.76K $487M
BNDX
Vanguard Total International B

ETFs
-705
- 3.79%
$48.33 - $49.5 $34.1K - $34.9K
17.9K $875M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-86
- 1.54%
$40.03 - $46.81 $3.44K - $4.03K
5.49K $224M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-377
- 12.03%
$76.94 - $78.28 $29K - $29.5K
2.76K $216M
VPU
Vanguard Utilities ETF

ETFs
-329
- 8.13%
$161.24 - $173.33 $53K - $57K
3.72K $635M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-31
- 0.94%
$105.28 - $121.93 $3.26K - $3.78K
3.27K $356M
UGA
United States Gasoline Fund, LP

ETFs
-509
- 6.18%
$58.56 - $68.15 $29.8K - $34.7K
7.73K $497M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-643
- 16.29%
$69.81 - $78.9 $44.9K - $50.7K
3.3K $257M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-24
- 0.91%
$94.5 - $110.71 $2.27K - $2.66K
2.61K $250M
MGC
Vanguard Mega Cap ETF

ETFs
-18
- 1.52%
$199.2 - $222.69 $3.59K - $4.01K
1.17K $236M
CGUS
Capital Group Core Equity ETF
-40
- 0.42%
$33.08 - $36.62 $1.32K - $1.46K
9.56K $319M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-706
- 6.38%
$24.5 - $24.95 $17.3K - $17.6K
10.4K $256M
VEA
Vanguard Ftse Developed Market

ETFs
-495
- 10.27%
$47.4 - $52.99 $23.5K - $26.2K
4.32K $220M
IEMG
Ishares Inc

ETFs
-610
- 4.26%
N/A
13.7K $740M
CGCP
Capital Group Core Plus Income

ETFs
-100
- 0.93%
$21.94 - $22.64 $2.19K - $2.26K
10.6K $239M
FTCS
First Trust Capital Strength E

ETFs
-15
- 0.41%
$86.39 - $91.35 $1.3K - $1.37K
3.66K $328M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-147
- 1.06%
$71.17 - $73.66 $10.5K - $10.8K
13.7K $1B
CTAS
Cintas Corp

Industrials
-260
- 7.67%
$182.09 - $208.14 $47.3K - $54.1K
3.13K $643M
PLTR
Palantir Technologies Inc.

Technology
-1.1K
- 5.0%
$64.98 - $124.62 $71.5K - $137K
20.9K $1.76B
AJG
Arthur J. Gallagher & Co.

Financial Services
-207
- 6.5%
$275.89 - $345.24 $57.1K - $71.5K
2.98K $1.03B
HWM
Howmet Aerospace Inc.

Industrials
-370
- 4.1%
$110.79 - $139.39 $41K - $51.6K
8.66K $1.12B
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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