National Wealth Management Group, LLC Incresed Positions 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
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
+ 31.37%
$213.65 - $479.86 $330K - $741K
6.47K $2.61B
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
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
AJG
Arthur J. Gallagher & Co.

Financial Services
1.63K
+ 104.95%
$278.49 - $315.16 $454K - $514K
3.19K $904M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
514
+ 52.72%
$521.84 - $558.82 $268K - $287K
1.49K $802M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.1K
+ 41.45%
$50.06 - $55.0 $305K - $335K
20.8K $1.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
599
+ 5.16%
$198.04 - $221.51 $119K - $133K
12.2K $2.57B
GLD
Spdr Gold Trust

ETFs
946
+ 17.35%
$236.59 - $257.5 $224K - $244K
6.4K $1.55B
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
CGGR
Capital Group Growth ETF Shs C

ETFs
4.65K
+ 30.96%
$34.49 - $39.24 $160K - $182K
19.7K $731M
GOOGL
Alphabet Inc.

Communication Services
360
+ 6.13%
$161.86 - $196.66 $58.3K - $70.8K
6.24K $1.18B
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
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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