National Wealth Management Group, LLC Reduced Holdings in Q2 2025

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-743
- 60.6%
$713.71 - $898.95 $530K - $668K
483 $376M
TDIV
First Trust Nasdaq Technology

ETFs
-10.1K
- 59.55%
$64.41 - $90.17 $650K - $910K
6.85K $618M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 0.82%
$483.48 - $539.8 $41.1K - $45.9K
10.2K $4.97B
HD
Home Depot, Inc.

Consumer Cyclical
-1.18K
- 67.64%
$335.24 - $380.78 $395K - $448K
563 $207M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-8.11K
- 37.22%
$45.3 - $50.64 $368K - $411K
13.7K $672M
AAPL
Apple Inc.

Technology
-756
- 5.2%
$172.42 - $223.89 $130K - $169K
13.8K $2.83B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.58K
- 20.09%
$167.32 - $223.3 $600K - $800K
14.3K $3.13B
VZ
Verizon Communications Inc

Communication Services
-5.14K
- 50.33%
$41.67 - $45.62 $214K - $234K
5.07K $219M
PG
Procter & Gamble CO

Consumer Defensive
-246
- 2.52%
$157.66 - $172.39 $38.8K - $42.4K
9.53K $1.52B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.48K
- 10.82%
$72.02 - $73.82 $107K - $109K
12.2K $898M
UGA
United States Gasoline Fund, LP

ETFs
-1.18K
- 15.25%
$55.29 - $67.34 $65.2K - $79.4K
6.55K $395M
BNDX
Vanguard Total International B

ETFs
-2.15K
- 11.97%
$48.77 - $49.55 $105K - $106K
15.8K $781M
VUG
Vanguard Growth ETF

ETFs
-387
- 28.31%
$329.49 - $438.4 $128K - $170K
980 $430M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-2.57K
- 6.89%
$19.39 - $20.21 $49.9K - $52K
34.8K $682M
CI
Cigna Corp

Healthcare
-214
- 7.91%
$301.89 - $340.04 $64.6K - $72.8K
2.49K $824M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-538
- 14.64%
$152.93 - $181.74 $82.3K - $97.8K
3.14K $570M
VPU
Vanguard Utilities ETF

ETFs
-338
- 9.1%
$158.36 - $178.82 $53.5K - $60.4K
3.38K $596M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-516
- 3.45%
$24.32 - $27.87 $12.5K - $14.4K
14.5K $383M
PEG
Public Service Enterprise Group Inc

Utilities
-438
- 9.86%
$77.13 - $84.18 $33.8K - $36.9K
4.01K $337M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-524
- 5.18%
$49.98 - $50.26 $26.2K - $26.3K
9.59K $481M
CGCP
Capital Group Core Plus Income

ETFs
-888
- 8.35%
$21.92 - $22.56 $19.5K - $20K
9.74K $219M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-884
- 14.68%
$33.46 - $41.33 $29.6K - $36.5K
5.14K $212M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-765
- 7.39%
$24.48 - $24.9 $18.7K - $19K
9.59K $239M
FTCS
First Trust Capital Strength E

ETFs
-211
- 5.77%
$81.6 - $92.39 $17.2K - $19.5K
3.45K $313M
ILF
Ishares Latin America 40 ETF

ETFs
-2.33K
- 12.66%
$21.35 - $26.21 $49.6K - $60.9K
16K $420M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-28
- 0.59%
$90.85 - $102.31 $2.54K - $2.86K
4.73K $477M
CGUS
Capital Group Core Equity ETF
-1.13K
- 11.77%
$29.93 - $36.93 $33.7K - $41.5K
8.43K $311M
SLV
I Shares Silver Trust

ETFs
-855
- 6.47%
$27.08 - $33.74 $23.2K - $28.8K
12.4K $406M
VTV
Vanguard Value ETF

ETFs
-64
- 3.31%
$153.67 - $176.74 $9.83K - $11.3K
1.87K $330M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-134
- 4.1%
$94.92 - $114.85 $12.7K - $15.4K
3.14K $360M
HWM
Howmet Aerospace Inc.

Industrials
-2.55K
- 29.39%
$112.33 - $186.13 $286K - $474K
6.12K $1.14B
XLK
Technology Sector Spdr

ETFs
-58
- 5.95%
$179.73 - $253.23 $10.4K - $14.7K
917 $232M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-611
- 2.13%
$22.92 - $28.05 $14K - $17.1K
28.1K $788M
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.8K
- 9.71%
$41.54 - $53.93 $74.6K - $96.9K
16.7K $901M
FDN
First Tr Fd Dow Jones

ETFs
-10
- 0.78%
$200.29 - $269.33 $2K - $2.69K
1.28K $345M
IWY
Ishares Tr Russell 200 Growth

ETFs
-11
- 0.55%
$187.5 - $246.51 $2.06K - $2.71K
1.99K $489M
IEMG
Ishares Inc

ETFs
-164
- 1.2%
N/A
13.6K $813M
AMD
Advanced Micro Devices Inc

Technology
-88
- 2.51%
$78.21 - $143.81 $6.88K - $12.7K
3.42K $485M
DIS
Walt Disney CO

Communication Services
-22
- 0.43%
$81.72 - $124.01 $1.8K - $2.73K
5.11K $633M
MPWR
Monolithic Power Systems Inc

Technology
-76
- 5.56%
$455.19 - $737.73 $34.6K - $56.1K
1.29K $945M
GOOGL
Alphabet Inc.

Communication Services
-451
- 4.21%
$144.7 - $178.6 $65.3K - $80.5K
10.3K $1.81B
GE
General Electric CO

Industrials
-534
- 7.83%
$166.81 - $257.39 $89.1K - $137K
6.29K $1.62B
VGT
Vanguard Information Technolog

ETFs
-2
- 0.05%
$470.37 - $663.28 $941 - $1.33K
4.08K $2.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-154
- 1.29%
$416.06 - $551.64 $64.1K - $85K
11.7K $6.48B
META
Meta Platforms, Inc.

Communication Services
-93
- 1.44%
$484.66 - $738.09 $45.1K - $68.6K
6.35K $4.68B
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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