National Wealth Management Group, LLC Purchases in Q4 2024

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
93.8K
+ 45.4%
N/A
301K $10B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
47.7K
+ 110.4%
$56.06 - $61.35 $2.68M - $2.93M
91K $5.14B
PLTR
Palantir Technologies Inc.

Technology
22K
New
$36.46 - $82.38 $802K - $1.81M
22K $1.66B
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
+ 31.37%
$213.65 - $479.86 $330K - $741K
6.47K $2.61B
APO
Apollo Global Management, Inc.

Financial Services
6.6K
New
$131.36 - $178.61 $868K - $1.18M
6.6K $1.09B
MRVL
Marvell Technology, Inc.

Technology
9.38K
New
$70.31 - $124.78 $659K - $1.17M
9.38K $1.04B
AAPL
Apple Inc.

Technology
3.34K
+ 44.92%
$221.69 - $259.02 $739K - $864K
10.8K $2.69B
COST
Costco Wholesale Corp

Consumer Defensive
1.01K
+ 426.05%
$873.59 - $994.69 $886K - $1.01M
1.25K $1.15B
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 10.01%
$570.51 - $610.59 $624K - $667K
12K $7.07B
AMZN
Amazon Com Inc

Consumer Cyclical
594
+ 3.4%
$180.88 - $232.93 $107K - $138K
18.1K $3.96B
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 18.27%
$554.08 - $632.68 $563K - $643K
6.59K $3.86B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
32.2K
New
$20.56 - $21.33 $663K - $687K
32.2K $663M
TCHP
T Rowe Price Exchange Traded F

Technology
1.84K
+ 0.87%
$39.17 - $43.9 $72.2K - $81K
214K $9.02B
NVDA
Nvidia Corp

Technology
505
+ 1.25%
$117.0 - $148.88 $59.1K - $75.2K
40.8K $5.47B
Arista Networks Inc
4.81K
New
N/A
4.81K $532M
FTNT
Fortinet, Inc.

Technology
5.61K
New
$76.49 - $99.21 $429K - $557K
5.61K $530M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.75K
New
$180.39 - $205.43 $497K - $566K
2.75K $522M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.33K
New
$80.93 - $85.66 $513K - $543K
6.33K $513M
AVGO
Broadcom Inc.

Technology
2.21K
New
$159.67 - $250.0 $353K - $552K
2.21K $512M
ADBE
Adobe Inc.

Technology
1.13K
New
$437.39 - $552.96 $495K - $625K
1.13K $503M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
13.6K
+ 28.25%
$43.84 - $48.76 $595K - $662K
61.6K $2.71B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.63K
+ 104.95%
$278.49 - $315.16 $454K - $514K
3.19K $904M
EL
Estee Lauder Companies Inc

Consumer Defensive
6.18K
New
$62.74 - $97.24 $388K - $601K
6.18K $464M
TGT
Target Corp

Consumer Defensive
3.32K
New
$121.59 - $160.69 $403K - $533K
3.32K $448M
ISRG
Intuitive Surgical Inc

Healthcare
836
New
$471.27 - $550.62 $394K - $460K
836 $436M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.54K
New
$94.77 - $97.36 $430K - $442K
4.54K $433M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
362
New
$1146.59 - $1270.6 $415K - $460K
362 $429M
NOW
Service Now, Inc.

Technology
382
New
$867.18 - $1148.42 $331K - $439K
382 $405M
NFLX
Netflix Inc

Communication Services
158
+ 12.44%
$687.65 - $936.56 $109K - $148K
1.43K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
921
+ 9.92%
$442.29 - $483.08 $407K - $445K
10.2K $4.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
192
+ 1.82%
$481.22 - $538.17 $92.4K - $103K
10.7K $5.49B
NOC
Northrop Grumman Corp

Industrials
717
New
$466.52 - $543.88 $334K - $390K
717 $336M
Fidelity Wise Origin Bitcoin
3.58K
New
N/A
3.58K $292M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.4K
New
$201.32 - $217.44 $282K - $305K
1.4K $290M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
514
+ 52.72%
$521.84 - $558.82 $268K - $287K
1.49K $802M
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$98.04 - $108.11 $258K - $285K
2.63K $268M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.85K
New
$138.92 - $149.97 $257K - $277K
1.85K $268M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.22K
New
$114.02 - $125.22 $253K - $278K
2.22K $256M
BMY
Bristol Myers Squibb CO

Healthcare
4.51K
New
$51.92 - $59.94 $234K - $270K
4.51K $255M
MGC
Vanguard Mega Cap ETF

ETFs
1.19K
New
$204.21 - $220.18 $243K - $262K
1.19K $253M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.1K
+ 41.45%
$50.06 - $55.0 $305K - $335K
20.8K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
612
New
$385.02 - $431.37 $236K - $264K
612 $238M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
599
+ 5.16%
$198.04 - $221.51 $119K - $133K
12.2K $2.57B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.74K
New
$46.94 - $51.62 $222K - $244K
4.74K $237M
PEP
Pepsico Inc

Consumer Defensive
1.53K
New
$151.29 - $176.1 $231K - $269K
1.53K $232M
GLD
Spdr Gold Trust

ETFs
946
+ 17.35%
$236.59 - $257.5 $224K - $244K
6.4K $1.55B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.61K
New
$129.96 - $144.97 $209K - $233K
1.61K $224M
DBX
Dropbox, Inc.

Technology
7.37K
New
$25.05 - $30.8 $184K - $227K
7.37K $221M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9.04K
New
$23.17 - $26.26 $209K - $237K
9.04K $217M
Activity Summary
Buys All Purchases 99 New Holdings 39 Increased Positions 60 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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