NW
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National Wealth Management Group, LLC13F | |
| National Wealth Management Group, LLC | |
| Last update 2025-05-15 | 145 Stocks (40 new) |
| Value $152.00 Mil | Turnover 22 % |
National Wealth Management Gro... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 317,222 | 10,239.9 | +5.56% | 6.730 | +0.35% | 0.320 | +21.12% | +8.24% | 4,653.6 | ||
TCHP | T. Rowe Price Blue Chip Growth ETF | 226,539 | 8,628.9 | +5.77% | 5.670 | +0.31% | 0.930 | +31.82% | +9.78% | 1,387.6 | ||
IVV | iShares Core S&P 500 ETF | 13,246 | 7,442.8 | +10.29% | 4.890 | +0.46% | 0.000 | +22.79% | +8.04% | 635,927.4 | ||
QQQ | INVESCO QQQ Trust | 11,892 | 5,576.5 | +10.75% | 3.670 | +0.36% | 0.000 | +30.60% | +10.81% | 360,165.6 | ||
BRK.B | Berkshire Hathaway Inc | 10,308 | 5,489.8 | +0.97% | 3.610 | +0.03% | 0.000 | -6.30% | +4.79% | 1,024,885.8 | Insurance | |
COWZ | Pacer US Cash Cows 100 ETF | 91,852 | 5,029.8 | +0.94% | 3.310 | +0.03% | 0.020 | +13.68% | -0.20% | 20,569.9 | ||
NVDA | NVIDIA Corp | 42,402 | 4,595.6 | +4.03% | 3.020 | +0.12% | 0.000 | +77.48% | +28.09% | 4,194,172.1 | Semiconductors | |
QQQM | Invesco NASDAQ 100 ETF | 23,740 | 4,582.3 | +94.57% | 3.010 | +1.46% | 0.010 | +30.13% | +10.49% | 54,723.4 | ||
META | Meta Platforms Inc | 6,440 | 3,712.0 | -2.20% | 2.440 | -0.06% | 0.000 | +47.15% | +21.91% | 1,791,759.9 | Interactive Media | |
AMZN | Amazon.com Inc | 17,836 | 3,393.5 | -1.20% | 2.230 | -0.03% | 0.000 | +34.97% | +2.94% | 2,397,543.9 | Retail - Cyclical |
National Wealth Management Group, LLC's Historical Top Holdings Breakdowns
National Wealth Management Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -1.96% | 91.45 ($91.59) 91.75 | $91.66 | 0.07% | Reduce -76.69% | 9,810 | -32,266 | |
GSY | Invesco Ultra Short Duration ETF | 2025-03-31 | Reduce Reduce | -1.73% | 50.03 ($50.15) 50.27 | $50.08 | -0.14% | Reduce -83.75% | 10,110 | -52,098 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +1.63% | 64.88 ($69.16) 72.1 | $74.00 | 7.01% | Add 374.43% | 47,799 | 37,724 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +1.46% | 192.82 ($209.18) 222.1 | $231.81 | 10.82% | Add 94.57% | 23,740 | 11,539 | |
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2025-03-31 | Add Add | +1.12% | 100.56 ($104.97) 108.28 | $110.98 | 5.73% | Add 176.35% | 25,759 | 16,438 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Sold Out Sold Out | -0.99% | 99.16 ($99.33) 99.52 | $99.31 | -0.02% | Sold Out | 0 | -14,993 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.69% | 61.57 ($97.02) 126.06 | $72.77 | -24.99% | Sold Out | 0 | -9,375 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -0.66% | 828.4 ($951.01) 1058.6 | $1,213.72 | 27.62% | Reduce -77.45% | 322 | -1,106 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +0.59% | 44.22 ($59.84) 68.64 | $61.84 | 3.34% | New holding | 13,153 | 13,153 | |
CI | The Cigna Group | 2025-03-31 | New Buy New Buy | +0.59% | 274.49 ($301.26) 329 | $295.35 | -1.96% | New holding | 2,706 | 2,706 |
National Wealth Management Group, LLC Total Holding History ($B)
National Wealth Management Group, LLC's Asset Allocation
National Wealth Management Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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National Wealth Management Group, LLC's Hypothetical Growth since 2025-03-31
National Wealth Management Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
National Wealth Management Group, LLC's Holdings Heat Map
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National Wealth Management Group, LLC's Holdings Bubble Chart
National Wealth Management Group, LLC News
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