National Wealth Management Group, LLC Closed Holding Positions

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ZTS
Zoetis Inc.

Healthcare
Q4 2022 Filed on Nov 17, 2023
2,296
$131.14 - $157.47 $301K - $362K
FAAR
First Trust Vii Alternative Ab

ETFs
Q4 2022 Filed on Nov 17, 2023
16,590
$28.93 - $32.06 $480K - $532K
D
Dominion Energy, Inc

Utilities
Q4 2022 Filed on Nov 17, 2023
4,529
$57.96 - $71.5 $263K - $324K
DE
Deere & CO

Industrials
Q4 2022 Filed on Nov 17, 2023
1,155
$344.05 - $445.7 $397K - $515K
CION
Cion Investment Corp

Financial Services
Q4 2022 Filed on Nov 17, 2023
14,220
$8.36 - $10.83 $119K - $154K
CVNA
Carvana Co.

Consumer Cyclical
Q4 2022 Filed on Nov 17, 2023
10,262
$3.72 - $23.26 $38.2K - $239K
BXP
Boston Properties Inc

Real Estate
Q4 2022 Filed on Nov 17, 2023
3,978
$65.03 - $76.96 $259K - $306K
ALB
Albemarle Corp

Basic Materials
Q4 2022 Filed on Nov 17, 2023
1,225
$214.02 - $325.38 $262K - $399K
AES
Aes Corp

Utilities
Q4 2022 Filed on Nov 17, 2023
15,482
$23.31 - $29.27 $361K - $453K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Nov 17, 2023
11,939
$32.02 - $36.26 $382K - $433K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q2 2022 Filed on Nov 17, 2023
1,069
$254.1 - $315.41 $272K - $337K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2022 Filed on Nov 17, 2023
13,239
$58.54 - $69.42 $775K - $919K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Nov 17, 2023
3,043
$76.64 - $93.57 $233K - $285K
WMT
Walmart Inc.

Consumer Defensive
Q2 2022 Filed on Nov 17, 2023
6,644
$118.29 - $159.87 $786K - $1.06M
VEON
Veon Ltd.

Communication Services
Q1 2022 Filed on Nov 17, 2023
16,149
$0.26 - $1.72 $4.2K - $27.8K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on Nov 17, 2023
5,482
$271.48 - $348.23 $1.49M - $1.91M
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on Nov 17, 2023
2,372
$191.25 - $221.63 $454K - $526K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2022 Filed on Nov 17, 2023
5,939
$36.88 - $42.02 $219K - $250K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q4 2022 Filed on Nov 17, 2023
4,063
$74.8 - $111.66 $304K - $454K
GWW
W.W. Grainger, Inc.

Industrials
Q4 2022 Filed on Nov 17, 2023
635
$500.92 - $608.38 $318K - $386K
TYL
Tyler Technologies Inc

Technology
Q4 2022 Filed on Nov 17, 2023
835
$282.14 - $367.27 $236K - $307K
TT
Trane Technologies PLC

Industrials
Q4 2022 Filed on Nov 17, 2023
2,403
$140.26 - $179.59 $337K - $432K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2022 Filed on Nov 17, 2023
2,573
$76.72 - $85.66 $197K - $220K
SJM
J M Smucker CO

Consumer Defensive
Q4 2022 Filed on Nov 17, 2023
2,624
$137.59 - $159.85 $361K - $419K
SCHW
Schwab Charles Corp

Financial Services
Q4 2022 Filed on Nov 17, 2023
4,753
$67.43 - $83.26 $320K - $396K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2022 Filed on Nov 17, 2023
12,783
$37.59 - $60.92 $481K - $779K
RF
Regions Financial Corp

Financial Services
Q4 2022 Filed on Nov 17, 2023
15,680
$19.52 - $23.41 $306K - $367K
KWR
Quaker Chemical Corp

Basic Materials
Q4 2022 Filed on Nov 17, 2023
2,004
$134.14 - $203.26 $269K - $407K
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
Q4 2022 Filed on Nov 17, 2023
10,681
$27.75 - $29.6 $296K - $316K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2022 Filed on Nov 17, 2023
4,180
$67.55 - $94.42 $282K - $395K
NVCR
Novo Cure LTD

Healthcare
Q4 2022 Filed on Nov 17, 2023
4,068
$63.98 - $85.37 $260K - $347K
MCHP
Microchip Technology Inc

Technology
Q4 2022 Filed on Nov 17, 2023
5,879
$57.31 - $79.19 $337K - $466K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2022 Filed on Nov 17, 2023
1,066
$288.78 - $385.99 $308K - $411K
LMT
Lockheed Martin Corp

Industrials
Q4 2022 Filed on Nov 17, 2023
709
$389.41 - $496.3 $276K - $352K
LII
Lennox International Inc

Industrials
Q4 2022 Filed on Nov 17, 2023
1,422
$214.0 - $271.34 $304K - $386K
ICLN
Ishares

ETFs
Q4 2022 Filed on Nov 17, 2023
29,050
$17.54 - $21.27 $510K - $618K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q4 2022 Filed on Nov 17, 2023
15,541
$27.81 - $30.46 $432K - $473K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on Nov 17, 2023
1,092
$199.76 - $251.37 $218K - $274K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2022 Filed on Nov 17, 2023
3,597
N/A
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on Nov 17, 2023
22,496
$29.63 - $32.87 $667K - $739K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Nov 17, 2023
709
$318.41 - $373.67 $226K - $265K
EWSC
Invesco

ETFs
Q2 2022 Filed on Nov 17, 2023
9,320
$65.75 - $81.1 $613K - $756K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2022 Filed on Nov 17, 2023
10,941
$47.33 - $52.58 $518K - $575K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on Nov 17, 2023
49,381
$13.13 - $14.91 $648K - $736K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Nov 17, 2023
1,846
$173.2 - $205.85 $320K - $380K
GIS
General Mills Inc

Consumer Defensive
Q2 2022 Filed on Nov 17, 2023
7,378
$66.13 - $75.45 $488K - $557K
QDYN
Flexshares Quality Dividend Dy

ETFs
Q1 2022 Filed on Nov 17, 2023
9,102
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q1 2022 Filed on Nov 17, 2023
5,288
$97.1 - $118.68 $513K - $628K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
Q2 2022 Filed on Nov 17, 2023
46,974
$20.92 - $23.9 $983K - $1.12M
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