National Wealth Management Group, LLC Portfolio Holdings

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

National Wealth Management Group, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc with a value of $10B, T Rowe Price Exchange Traded F with a value of $9.02B, Ishares Core S&P 500 ETF with a value of $7.07B, Invesco Qqq Trust, Series 1 with a value of $5.49B, and Nvidia Corp with a value of $5.47B.

Examining the 13F form we can see an increase of $2.61B in the current position value, from $148B to 150B.

National Wealth Management Group, LLC is based out at Cincinnati, OH

Below you can find more details about National Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $77.8 Billion
Technology: $15.8 Billion
Financial Services: $7.37 Billion
Consumer Cyclical: $7.24 Billion
Communication Services: $7.16 Billion
Consumer Defensive: $4.91 Billion
Industrials: $4.2 Billion
Healthcare: $2.47 Billion
Other: $927 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02B
$143 Million 0.1% of portfolio
67,350
Q4 2024 Added 6.9%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $150 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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