National Wealth Management Group, LLC New Holdings in Q4 2024

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
22K
New
$36.46 - $82.38 $802K - $1.81M
22K $1.66B
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
WST
West Pharmaceutical Services Inc

Healthcare
2.16K
New
$285.69 - $344.0 $616K - $742K
2.16K $706M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
32.2K
New
$20.56 - $21.33 $663K - $687K
32.2K $663M
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
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
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
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
HD
Home Depot, Inc.

Consumer Cyclical
612
New
$385.02 - $431.37 $236K - $264K
612 $238M
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
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
NVS
Novartis Ag

Healthcare
2.17K
New
$96.78 - $117.18 $210K - $255K
2.17K $211M
UTHR
United Therapeutics Corp

Healthcare
591
New
$348.66 - $410.0 $206K - $242K
591 $209M
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
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
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.59K
New
$128.36 - $186.0 $204K - $296K
1.59K $205M
FCN
Fti Consulting, Inc

Industrials
1.07K
New
$190.39 - $231.2 $203K - $247K
1.07K $204M
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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