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
NVS
Novartis Ag

Healthcare
2.17K
New
$96.78 - $117.18 $210K - $255K
2.17K $211M
VGT
Vanguard Information Technolog

ETFs
114
+ 2.88%
$571.78 - $647.97 $65.2K - $73.9K
4.07K $2.53B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.37K
+ 11.32%
$61.68 - $67.87 $208K - $229K
33.1K $2.06B
UTHR
United Therapeutics Corp

Healthcare
591
New
$348.66 - $410.0 $206K - $242K
591 $209M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.65K
+ 30.96%
$34.49 - $39.24 $160K - $182K
19.7K $731M
Global X Fds
5.57K
New
N/A
5.57K $208M
ACI
Albertsons Companies, Inc.

Consumer Defensive
10.5K
New
$18.01 - $19.92 $189K - $209K
10.5K $207M
GOOGL
Alphabet Inc.

Communication Services
360
+ 6.13%
$161.86 - $196.66 $58.3K - $70.8K
6.24K $1.18B
QLYS
Qualys, Inc.

Technology
1.47K
New
$119.24 - $159.23 $175K - $234K
1.47K $206M
FNDA
Schwab Fundamental U S Small C

ETFs
6.89K
New
$29.26 - $59.11 $202K - $407K
6.89K $205M
FCN
Fti Consulting, Inc

Industrials
1.07K
New
$190.39 - $231.2 $203K - $247K
1.07K $204M
TDIV
First Trust Nasdaq Technology

ETFs
2.21K
+ 10.82%
$78.03 - $82.13 $172K - $181K
22.6K $1.77B
MNST
Monster Beverage Corp

Consumer Defensive
2.36K
+ 16.82%
$49.24 - $56.38 $116K - $133K
16.4K $861M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 477.69%
$25.93 - $105.3 $270K - $1.1M
12.6K $351M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 306.27%
$22.4 - $68.28 $302K - $921K
17.9K $415M
MGK
Vanguard Mega Cap Growth ETF

ETFs
245
+ 21.19%
$316.94 - $357.88 $77.7K - $87.7K
1.4K $481M
MSFT
Microsoft Corp

Technology
337
+ 8.46%
$406.35 - $454.46 $137K - $153K
4.32K $1.82B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.79K
+ 22.67%
$50.37 - $50.6 $90.2K - $90.6K
9.69K $488M
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 25.48%
$567.81 - $607.81 $75.5K - $80.8K
655 $384M
DIS
Walt Disney CO

Communication Services
1
+ 0.02%
$92.39 - $117.6 $92.4 - $118
5.15K $574M
GOOG
Alphabet Inc.

Communication Services
205
+ 16.33%
$163.08 - $198.16 $33.4K - $40.6K
1.46K $278M
ENB
Enbridge Inc

Energy
1.1K
+ 9.82%
$40.4 - $43.92 $44.6K - $48.5K
12.3K $524M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
699
+ 7.46%
$66.77 - $71.52 $46.7K - $50K
10.1K $695M
VB
Vanguard Small Cap ETF

ETFs
209
+ 24.68%
$233.76 - $261.58 $48.9K - $54.7K
1.06K $254M
FNX
First Tr Mid Cap Core Alphadex

ETFs
481
+ 17.06%
$114.77 - $127.28 $55.2K - $61.2K
3.3K $382M
RDVY
First Trust Rising Dividend Ac

ETFs
858
+ 10.67%
$58.65 - $64.37 $50.3K - $55.2K
8.9K $526M
USXF
Ishares Esg Advanced Msci Usa

Technology
658
+ 3.78%
$48.45 - $52.57 $31.9K - $34.6K
18.1K $899M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.28K
+ 12.47%
$28.56 - $30.02 $65K - $68.3K
20.5K $588M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.15K
+ 6.46%
$22.39 - $23.45 $48.2K - $50.4K
35.4K $814M
VO
Vanguard Mid Cap ETF

ETFs
99
+ 7.4%
$261.5 - $284.63 $25.9K - $28.2K
1.44K $380M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
824
+ 8.05%
$24.55 - $25.16 $20.2K - $20.7K
11.1K $273M
CGUS
Capital Group Core Equity ETF
200
+ 2.13%
$33.96 - $36.24 $6.79K - $7.25K
9.6K $336M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
279
+ 5.01%
$41.09 - $45.94 $11.5K - $12.8K
5.84K $246M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
133
+ 2.63%
$55.86 - $60.21 $7.43K - $8.01K
5.18K $297M
LLY
Eli Lilly & CO

Healthcare
52
+ 18.98%
$727.2 - $932.06 $37.8K - $48.5K
326 $252M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.12%
$33.92 - $36.6 $678 - $732
17.1K $592M
PLUG
Plug Power Inc

Industrials
4.35K
+ 6.9%
$1.87 - $2.67 $8.13K - $11.6K
67.4K $143M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
389
+ 5.53%
$38.37 - $42.82 $14.9K - $16.7K
7.43K $285M
PG
Procter & Gamble CO

Consumer Defensive
257
+ 2.85%
$161.05 - $179.7 $41.4K - $46.2K
9.27K $1.55B
CGDV
Capital Group Divid Value ETF

ETFs
329
+ 2.05%
$35.16 - $37.12 $11.6K - $12.2K
16.4K $577M
CGCP
Capital Group Core Plus Income

ETFs
100
+ 0.94%
$22.13 - $23.17 $2.21K - $2.32K
10.7K $238M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26
+ 0.35%
$113.92 - $127.38 $2.96K - $3.31K
7.42K $855M
VEA
Vanguard Ftse Developed Market

ETFs
193
+ 4.17%
$47.57 - $52.44 $9.18K - $10.1K
4.82K $230M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.62K
+ 195.26%
$26.93 - $84.95 $205K - $647K
11.5K $315M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20.7K
+ 192.33%
$27.54 - $83.04 $571K - $1.72M
31.5K $873M
Cooper Cos Inc
104
+ 3.13%
N/A
3.43K $316M
IEMG
Ishares Inc

ETFs
345
+ 2.47%
N/A
14.3K $748M
IDEV
Ishares Core Msci Intl Develop

ETFs
799
+ 2.26%
$64.18 - $70.42 $51.3K - $56.3K
36.2K $2.33B
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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