National Wealth Management Group, LLC Reduced Holdings in Q3 2025

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
-2.94K
- 52.0%
$104.88 - $168.89 $308K - $497K
2.71K $454M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.62K
- 8.16%
$55.15 - $58.11 $420K - $443K
85.7K $4.92B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.48K
- 35.15%
$81.76 - $86.36 $203K - $214K
4.57K $388M
ILF
Ishares Latin America 40 ETF

ETFs
-7.76K
- 48.41%
$24.77 - $28.98 $192K - $225K
8.27K $239M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-7.77K
- 22.33%
$19.5 - $19.83 $151K - $154K
27K $532M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.96K
- 21.62%
$48.72 - $50.73 $144K - $150K
10.7K $529M
MS
Morgan Stanley

Financial Services
-1.18K
- 43.33%
$139.09 - $161.16 $163K - $189K
1.54K $244M
BNDX
Vanguard Total International B

ETFs
-2.03K
- 12.88%
$49.0 - $49.51 $99.5K - $101K
13.7K $680M
PEG
Public Service Enterprise Group Inc

Utilities
-750
- 18.73%
$79.99 - $90.14 $60K - $67.6K
3.26K $272M
HWM
Howmet Aerospace Inc.

Industrials
-621
- 10.15%
$171.0 - $196.23 $106K - $122K
5.5K $1.08B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.03K
- 10.69%
$50.08 - $50.37 $51.3K - $51.6K
8.56K $430M
JPM
Jpmorgan Chase & CO

Financial Services
-445
- 11.57%
$282.78 - $316.06 $126K - $141K
3.4K $1.07B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.43K
- 10.31%
$39.37 - $44.24 $253K - $285K
56K $2.45B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.13K
- 11.74%
$24.73 - $25.29 $27.8K - $28.5K
8.47K $213M
DNP
Dnp Select Income Fund Inc

Financial Services
-1K
- 4.86%
$9.65 - $10.02 $9.65K - $10K
19.6K $196M
AMAT
Applied Materials Inc

Technology
-160
- 11.54%
$156.25 - $204.95 $25K - $32.8K
1.23K $251M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-486
- 8.11%
$42.26 - $47.16 $20.5K - $22.9K
5.51K $255M
CGUS
Capital Group Core Equity ETF
-521
- 6.18%
$36.89 - $39.72 $19.2K - $20.7K
7.91K $313M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-286
- 3.47%
N/A
7.97K $206M
SHOP
Shopify Inc.

Technology
-391
- 21.48%
$112.11 - $157.12 $43.8K - $61.4K
1.43K $212M
FTCS
First Trust Capital Strength E

ETFs
-57
- 1.65%
$89.72 - $93.74 $5.11K - $5.34K
3.39K $317M
TDIV
First Trust Nasdaq Technology

ETFs
-496
- 7.24%
$89.27 - $100.33 $44.3K - $49.8K
6.36K $627M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-18
- 0.38%
$101.12 - $106.18 $1.82K - $1.91K
4.72K $486M
SPMD
Spdr Portfolio

ETFs
-512
- 2.8%
$54.43 - $58.29 $27.9K - $29.8K
17.8K $1.02B
XLK
Technology Sector Spdr

ETFs
-4
- 0.44%
$250.97 - $282.66 $1K - $1.13K
913 $257M
Fidelity Covington Trust
-250
- 2.55%
N/A
9.55K $393M
ENB
Enbridge Inc

Energy
-584
- 4.54%
$43.79 - $50.46 $25.6K - $29.5K
12.3K $620M
IWY
Ishares Tr Russell 200 Growth

ETFs
-29
- 1.46%
$243.93 - $275.62 $7.07K - $7.99K
1.96K $536M
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 0.83%
N/A
5.12K $1.11B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-141
- 1.05%
$42.67 - $46.91 $6.02K - $6.61K
13.3K $622M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-438
- 1.69%
$108.47 - $114.7 $47.5K - $50.2K
25.4K $2.92B
MPWR
Monolithic Power Systems Inc

Technology
-48
- 3.72%
$711.24 - $922.81 $34.1K - $44.3K
1.24K $1.15B
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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