| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 11 | Q2 2024 | 10.3% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 5.1% |
| FIRST TR EXCHANGE TRAD FD VI | 11 | Q2 2024 | 6.4% |
| VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.5% |
| AMAZON COM INC | 11 | Q2 2024 | 3.7% |
| UNITED STS OIL FD LP | 11 | Q2 2024 | 4.7% |
| ISHARES TR | 11 | Q2 2024 | 4.0% |
| PROCTER AND GAMBLE CO | 11 | Q2 2024 | 2.3% |
View National Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-11-13 |
View National Wealth Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.