National Wealth Management Group, LLC Purchases in Q4 2025

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Equity ETF Tr
226K
+ 1196.4%
N/A
244K $7.05B
Capital Group New Geography
164K
New
N/A
164K $5.23B
Capital Group Dividend Growe
91.6K
+ 1170.0%
N/A
99.4K $3.54B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
45.2K
+ 264.14%
$49.78 - $50.16 $2.25M - $2.27M
62.3K $3.12B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.3K
+ 35.77%
$76.84 - $80.86 $1.56M - $1.64M
77.2K $6.19B
ADI
Analog Devices Inc

Technology
5.37K
+ 184.8%
$225.32 - $246.37 $1.21M - $1.32M
8.28K $2.25B
AMGN
Amgen Inc

Healthcare
4.67K
New
$290.13 - $341.71 $1.35M - $1.6M
4.67K $1.53B
WDC
Western Digital Corp

Technology
8.49K
New
$113.13 - $174.22 $960K - $1.48M
8.49K $1.46B
SCCO
Southern Copper Corp

Basic Materials
8.93K
New
$122.64 - $141.68 $1.09M - $1.26M
8.93K $1.28B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25K
New
$46.2 - $46.85 $1.15M - $1.17M
25K $1.15B
STX
Seagate Technology Holdings PLC

Technology
3.6K
New
$211.63 - $293.99 $761K - $1.06M
3.6K $990M
AMAT
Applied Materials Inc

Technology
3.38K
+ 275.45%
$209.95 - $240.89 $709K - $813K
4.6K $1.18B
TER
Teradyne, Inc

Technology
4.8K
New
$132.08 - $187.59 $634K - $900K
4.8K $929M
VRT
Vertiv Holdings CO

Industrials
5.61K
New
N/A
5.61K $910M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.71K
New
$482.23 - $557.53 $823K - $951K
1.71K $800M
SHV
Ishares Tr

ETFs
7.27K
+ 131.64%
$110.15 - $110.49 $801K - $803K
12.8K $1.41B
ABNB
Airbnb, Inc.

Consumer Cyclical
5.87K
New
$117.6 - $129.07 $690K - $757K
5.87K $796M
USB
Us Bancorp \De\

Financial Services
14.6K
New
$45.28 - $48.26 $661K - $705K
14.6K $779M
DDOG
Datadog, Inc.

Technology
5.71K
New
$151.17 - $199.72 $864K - $1.14M
5.71K $777M
FCX
Freeport Mcmoran Inc

Basic Materials
15K
New
$38.65 - $43.31 $581K - $651K
15K $763M
IQV
Iqvia Holdings Inc.

Healthcare
3.35K
New
$198.17 - $223.55 $664K - $749K
3.35K $755M
CGGR
Capital Group Growth ETF Shs C

ETFs
16.3K
+ 38.95%
$43.04 - $45.68 $703K - $746K
58.3K $2.59B
EW
Edwards Lifesciences Corp

Healthcare
8.22K
New
$72.65 - $86.3 $597K - $709K
8.22K $701M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.53K
New
$402.9 - $437.15 $616K - $668K
1.53K $693M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.4K
+ 319.13%
N/A
33.4K $876M
VTV
Vanguard Value ETF

ETFs
3.36K
+ 125.49%
$182.87 - $189.72 $615K - $638K
6.04K $1.15B
HON
Honeywell International Inc

Industrials
3.13K
New
$194.07 - $220.67 $608K - $691K
3.13K $611M
MU
Micron Technology Inc

Technology
1.02K
+ 37.44%
$181.6 - $253.3 $185K - $257K
3.73K $1.06B
VEA
Vanguard Ftse Developed Market

ETFs
8.78K
+ 139.55%
$59.18 - $62.09 $519K - $545K
15.1K $941M
AXP
American Express CO

Financial Services
1.41K
+ 155.52%
$316.26 - $372.77 $446K - $525K
2.32K $856M
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
13.8K
+ 205.32%
$37.22 - $43.73 $514K - $604K
20.6K $791M
VUSB
Vanguard Bd Index Fds
10.6K
New
N/A
10.6K $530M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.19K
+ 11.82%
$79.1 - $82.39 $411K - $428K
49.1K $4.05B
ICE
Intercontinental Exchange, Inc.

Financial Services
3.23K
New
$145.59 - $162.64 $470K - $525K
3.23K $523M
SCHO
Schwab Short Term Us Treasury

ETFs
21.6K
+ 24.39%
$24.31 - $24.46 $524K - $527K
110K $2.68B
NVDA
Nvidia Corp

Technology
2.78K
+ 5.01%
$179.83 - $207.04 $499K - $575K
58.2K $10.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.5K
+ 106.37%
$31.41 - $33.69 $455K - $489K
28.1K $918M
MO
Altria Group, Inc.

Consumer Defensive
8.17K
New
$56.38 - $66.65 $461K - $545K
8.17K $471M
DHR
Danaher Corp

Healthcare
2K
New
$202.46 - $223.01 $406K - $447K
2K $459M
Fidelity Wise Origin Bitcoin
8.47K
+ 92.41%
N/A
17.6K $1.34B
GLDB
Strategy Shs
12.3K
New
N/A
12.3K $429M
AAPL
Apple Inc.

Technology
232
+ 1.13%
$245.27 - $275.25 $56.9K - $63.9K
20.8K $5.66B
FDS
Factset Research Systems Inc

Financial Services
1.39K
New
$253.62 - $294.11 $352K - $408K
1.39K $403M
XLV
Select Sector Spdr Fund Health

ETFs
2.53K
New
$141.95 - $152.82 $359K - $387K
2.53K $392M
ROP
Roper Technologies Inc

Industrials
875
New
$443.27 - $520.0 $388K - $455K
875 $390M
MEDP
Medpace Holdings, Inc.

Healthcare
674
New
$501.22 - $605.2 $338K - $408K
674 $379M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.86K
New
$96.34 - $98.02 $372K - $379K
3.86K $376M
RDVY
First Trust Rising Dividend Ac

ETFs
4.72K
+ 25.4%
$65.02 - $68.31 $307K - $322K
23.3K $1.62B
MPLX
Mplx LP

Energy
6.9K
New
$47.8 - $53.21 $330K - $367K
6.9K $368M
Activity Summary
Buys All Purchases 146 New Holdings 64 Increased Positions 82 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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