National Wealth Management Group, LLC New Holdings in Q4 2025

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group New Geography
164K
New
N/A
164K $5.23B
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
PFG
Principal Financial Group Inc

Financial Services
11.3K
New
$78.39 - $85.26 $887K - $965K
11.3K $998M
STX
Seagate Technology Holdings PLC

Technology
3.6K
New
$211.63 - $293.99 $761K - $1.06M
3.6K $990M
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
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
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
HON
Honeywell International Inc

Industrials
3.13K
New
$194.07 - $220.67 $608K - $691K
3.13K $611M
VUSB
Vanguard Bd Index Fds
10.6K
New
N/A
10.6K $530M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.23K
New
$145.59 - $162.64 $470K - $525K
3.23K $523M
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
GLDB
Strategy Shs
12.3K
New
N/A
12.3K $429M
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
MPLX
Mplx LP

Energy
6.9K
New
$47.8 - $53.21 $330K - $367K
6.9K $368M
INTU
Intuit Inc

Technology
547
New
$641.79 - $683.39 $351K - $374K
547 $362M
SBUX
Starbucks Corp

Consumer Cyclical
4.24K
New
$78.46 - $87.26 $333K - $370K
4.24K $357M
XLY
Select Sector Spdr Consumer Di

ETFs
2.96K
New
$228.75 - $242.18 $677K - $717K
2.96K $353M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
New
$280.66 - $305.09 $322K - $350K
1.15K $348M
BR
Broadridge Financial Solutions, Inc.

Technology
1.49K
New
$217.49 - $236.9 $325K - $354K
1.49K $333M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
745
New
$426.99 - $455.46 $318K - $339K
745 $331M
AOK
Ishares Tr Core Conservative A

ETFs
8.02K
New
$39.89 - $40.78 $320K - $327K
8.02K $322M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.51K
New
$110.25 - $112.92 $277K - $284K
2.51K $277M
ISRG
Intuitive Surgical Inc

Healthcare
483
New
$429.59 - $576.2 $207K - $278K
483 $274M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
10.1K
New
$27.49 - $28.33 $278K - $286K
10.1K $273M
ABBV
Abb Vie Inc.

Healthcare
1.17K
New
$211.96 - $244.38 $248K - $285K
1.17K $267M
CME
Cme Group Inc.

Financial Services
974
New
$261.53 - $285.04 $255K - $278K
974 $266M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.07K
New
$237.56 - $271.47 $254K - $291K
1.07K $264M
MMM
3 M CO

Industrials
1.64K
New
$148.75 - $171.6 $244K - $282K
1.64K $263M
GLDM
World Gold Trust

ETFs
3.03K
New
$76.32 - $86.69 $231K - $262K
3.03K $258M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.12K
New
$33.05 - $33.87 $235K - $241K
7.12K $244M
BX
Blackstone Inc.

Financial Services
1.57K
New
$138.42 - $168.45 $218K - $265K
1.57K $242M
NJR
New Jersey Resources Corp

Utilities
5.17K
New
$44.13 - $47.67 $228K - $246K
5.17K $238M
JCI
Johnson Controls International PLC

Industrials
1.94K
New
$105.55 - $122.66 $204K - $237K
1.94K $232M
TMO
Thermo Fisher Scientific Inc.

Healthcare
392
New
$524.58 - $588.02 $206K - $231K
392 $227M
MCK
Mckesson Corp

Healthcare
273
New
$738.06 - $859.37 $201K - $235K
273 $224M
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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