$131 Million is the total value of National Wealth Management Group, LLC's 130 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TCHP | Buy | T ROWE PRICE ETF INCprice blue chip | $7,755,422 | +11.1% | 200,295 | +1.3% | 5.91% | +8.8% |
| Buy | T ROWE PRICE ETF INCcap appreciation | $6,089,547 | +10.9% | 193,873 | +6.7% | 4.64% | +8.6% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,311,138 | +37.2% | 9,705 | +31.8% | 4.05% | +34.3% |
| Sell | CAPITAL GROUP INTL FOCUS EQT | $4,987,710 | -0.8% | 193,923 | -0.5% | 3.80% | -2.8% | |
| NVDA | Buy | NVIDIA CORPORATION | $4,888,989 | +76.6% | 39,574 | +1191.6% | 3.72% | +72.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,611,074 | +5.9% | 9,624 | -1.8% | 3.51% | +3.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $4,358,972 | -1.6% | 90,567 | -1.4% | 3.32% | -3.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $4,085,352 | +19.3% | 20,726 | +10.5% | 3.11% | +16.8% |
| AMZN | Sell | AMAZON COM INC | $3,467,292 | -18.3% | 17,942 | -23.7% | 2.64% | -20.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,335,760 | +13.0% | 8,200 | +16.8% | 2.54% | +10.6% |
| FB | Buy | META PLATFORMS INCcl a | $2,772,380 | +7.8% | 5,498 | +3.8% | 2.11% | +5.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,623,096 | -5.3% | 9,806 | -8.0% | 2.00% | -7.3% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $2,493,435 | -15.0% | 27,168 | -15.0% | 1.90% | -16.7% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $2,320,720 | +8.8% | 4,025 | -1.1% | 1.77% | +6.5% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $2,233,748 | +3.1% | 34,902 | -0.9% | 1.70% | +0.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,212,807 | -24.0% | 30,712 | -23.4% | 1.69% | -25.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,143,790 | -3.3% | 39,343 | +3.1% | 1.63% | -5.3% |
| EQWL | Sell | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $2,125,498 | -3.2% | 22,492 | -2.8% | 1.62% | -5.2% |
| IDEV | Buy | ISHARES TRcore msci intl | $2,099,658 | +22.2% | 31,987 | +25.0% | 1.60% | +19.8% |
| CALF | Buy | PACER FDS TRpacer us small | $2,006,116 | -8.7% | 46,054 | +3.0% | 1.53% | -10.6% |
| MSFT | Buy | MICROSOFT CORP | $1,793,302 | +10.9% | 4,012 | +4.4% | 1.37% | +8.6% |
| ANET | New | ARISTA NETWORKS INC | $1,667,934 | – | 4,759 | +100.0% | 1.27% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $1,616,713 | -14.6% | 9,803 | -16.0% | 1.23% | -16.4% |
| AAPL | Buy | APPLE INC | $1,609,409 | +38.2% | 7,641 | +12.5% | 1.23% | +35.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,547,653 | +33.0% | 26,447 | +38.0% | 1.18% | +30.1% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,462,928 | -18.0% | 30,058 | -17.1% | 1.11% | -19.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,294,330 | -20.3% | 7,090 | -20.3% | 0.99% | -22.0% |
| APH | New | AMPHENOL CORP NEWcl a | $1,272,013 | – | 18,881 | +100.0% | 0.97% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,203,046 | +18.6% | 6,605 | -1.7% | 0.92% | +16.1% |
| New | GE AEROSPACE | $1,164,154 | – | 7,323 | +100.0% | 0.89% | – | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,163,590 | +17.8% | 6,393 | +20.9% | 0.89% | +15.2% |
| AMAT | Sell | APPLIED MATLS INC | $1,139,832 | +1.7% | 4,830 | -11.1% | 0.87% | -0.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,026,813 | +23.8% | 9,050 | +29.0% | 0.78% | +21.2% |
| GSY | Sell | POWERSHARES ACTIVELY MANAGEDultra shrt dur | $981,305 | -5.0% | 19,665 | -5.1% | 0.75% | -7.0% |
| SNPS | New | SYNOPSYS INC | $980,064 | – | 1,647 | +100.0% | 0.75% | – |
| COST | New | COSTCO WHSL CORP NEW | $975,206 | – | 1,147 | +100.0% | 0.74% | – |
| LLY | Sell | ELI LILLY & CO | $949,907 | +2.7% | 1,049 | -11.8% | 0.72% | +0.6% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $935,247 | +4.7% | 18,231 | +8.9% | 0.71% | +2.4% |
| USO | Sell | UNITED STS OIL FD LPunits | $927,940 | -24.2% | 11,659 | -25.0% | 0.71% | -25.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $917,652 | +0.1% | 8,604 | +3.7% | 0.70% | -2.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $838,329 | -9.8% | 10,771 | -5.6% | 0.64% | -11.6% |
| NXPI | New | NXP SEMICONDUCTORS N V | $741,074 | – | 2,754 | +100.0% | 0.56% | – |
| USXF | Buy | ISHARES TResg msci usa etf | $740,296 | +24.6% | 15,893 | +20.8% | 0.56% | +22.1% |
| TTD | Buy | THE TRADE DESK INC | $736,822 | +60.3% | 7,544 | +43.5% | 0.56% | +56.7% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $709,668 | – | 1,852 | +100.0% | 0.54% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $695,945 | +4.8% | 13,001 | +1.0% | 0.53% | +2.5% |
| ARES | New | ARES MANAGEMENT CORPORATION | $686,392 | – | 5,150 | +100.0% | 0.52% | – |
| GOVT | Buy | ISHARES TRus treas bd etf | $670,929 | +10.0% | 29,727 | +11.0% | 0.51% | +7.8% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $657,217 | +59.7% | 3,064 | +45.3% | 0.50% | +56.6% |
| HWM | New | HOWMET AEROSPACE INC | $644,872 | – | 8,307 | +100.0% | 0.49% | – |
| VPU | Sell | VANGUARD WORLD FDutilities etf | $626,624 | -2.4% | 4,236 | -5.9% | 0.48% | -4.6% |
| SOXX | Buy | ISHARES TRishares semicdtr | $578,291 | +16.1% | 2,345 | +6.3% | 0.44% | +13.7% |
| VOO | Sell | VANGUARD INDEX FDS | $557,237 | -60.8% | 1,114 | -62.4% | 0.42% | -61.6% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $553,036 | -9.2% | 5,753 | -4.2% | 0.42% | -11.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $553,161 | +35.2% | 1,479 | +24.4% | 0.42% | +32.4% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $550,124 | -6.3% | 17,063 | -7.1% | 0.42% | -8.3% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $542,053 | +2.7% | 5,277 | +1.6% | 0.41% | +0.5% |
| TAYD | Sell | TAYLOR DEVICES INC | $528,335 | -10.5% | 11,746 | -0.9% | 0.40% | -12.4% |
| TER | New | TERADYNE INC | $521,239 | – | 3,515 | +100.0% | 0.40% | – |
| CTAS | CINTAS CORP | $513,291 | +1.9% | 733 | 0.0% | 0.39% | -0.3% | |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $508,833 | +5.1% | 15,419 | +3.5% | 0.39% | +2.9% | |
| ENB | Sell | ENBRIDGE INC | $506,624 | -2.6% | 14,235 | -1.0% | 0.39% | -4.7% |
| TSLA | Sell | TESLA INC | $505,386 | -65.2% | 2,554 | -69.1% | 0.38% | -65.9% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $475,749 | -27.8% | 9,426 | -27.9% | 0.36% | -29.4% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $472,048 | -8.0% | 2,358 | -9.0% | 0.36% | -9.8% |
| GLD | Buy | SPDR GOLD TR | $472,377 | +8.2% | 2,197 | +3.5% | 0.36% | +5.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $469,320 | -6.0% | 2,075 | -13.5% | 0.36% | -8.0% |
| SPBO | Buy | SPDR SER TRportfolio crport | $443,163 | +17.8% | 15,441 | +19.5% | 0.34% | +15.4% |
| HD | New | HOME DEPOT INC | $440,904 | – | 1,281 | +100.0% | 0.34% | – |
| FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $433,759 | -12.4% | 3,997 | -8.5% | 0.33% | -14.3% |
| Buy | CAPITAL GROUP GROWTH ETF | $429,238 | +4.7% | 13,051 | +1.9% | 0.33% | +2.5% | |
| PANW | New | PALO ALTO NETWORKS INC | $426,136 | – | 1,257 | +100.0% | 0.32% | – |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $422,845 | -21.3% | 4,639 | -18.5% | 0.32% | -23.0% |
| AON | New | AON PLC | $420,994 | – | 1,434 | +100.0% | 0.32% | – |
| VRSK | New | VERISK ANALYTICS INC | $421,576 | – | 1,564 | +100.0% | 0.32% | – |
| AOM | Sell | ISHARES TRmodert alloc etf | $416,939 | -32.7% | 9,694 | -33.1% | 0.32% | -34.0% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $395,853 | -13.3% | 5,232 | -20.1% | 0.30% | -14.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $391,972 | -15.7% | 2,386 | -13.1% | 0.30% | -17.4% |
| FMB | FIRST TR EXCHANGE-TRADED FDmanagd mun etf | $387,596 | -0.6% | 7,591 | 0.0% | 0.30% | -2.6% | |
| AIZ | New | ASSURANT INC | $359,817 | – | 2,164 | +100.0% | 0.27% | – |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $357,186 | -11.8% | 1,137 | -19.5% | 0.27% | -13.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $356,580 | -1.3% | 6,190 | -0.5% | 0.27% | -3.2% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $342,349 | -2.3% | 14,002 | -1.7% | 0.26% | -4.4% |
| CAVA GROUP INC | $342,155 | +32.4% | 3,689 | 0.0% | 0.26% | +29.9% | ||
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $337,209 | -4.8% | 7,166 | -6.5% | 0.26% | -6.5% |
| PENN | New | PENN ENTERTAINMENT INC | $332,945 | – | 17,202 | +100.0% | 0.25% | – |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $328,016 | -3.2% | 4,730 | -1.1% | 0.25% | -5.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $324,117 | -12.0% | 596 | -15.3% | 0.25% | -13.9% |
| NVO | New | NOVO-NORDISK A Sadr | $319,595 | – | 2,239 | +100.0% | 0.24% | – |
| CVS | New | CVS HEALTH CORP | $317,625 | – | 5,378 | +100.0% | 0.24% | – |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $315,427 | -2.1% | 3,753 | -0.2% | 0.24% | -4.4% |
| RPV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $312,573 | -11.5% | 3,747 | -6.2% | 0.24% | -13.5% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $311,868 | -40.3% | 13,043 | -40.8% | 0.24% | -41.4% |
| FIDELITY COVINGTON TRUSTenhanced large | $311,051 | +9.2% | 9,642 | 0.0% | 0.24% | +6.8% | ||
| ERJ | EMBRAER S.A.sponsored ads | $311,174 | -3.2% | 12,061 | 0.0% | 0.24% | -5.2% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $310,097 | -73.1% | 3,188 | -71.6% | 0.24% | -73.7% |
| NVS | New | NOVARTIS AGsponsored adr | $307,031 | – | 2,884 | +100.0% | 0.23% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $302,694 | +3.9% | 1,887 | +5.5% | 0.23% | +1.8% |
| Sell | CAPITAL GROUP CORE EQUITY ET | $302,150 | +1.7% | 9,369 | -1.7% | 0.23% | -0.4% | |
| ACGL | New | ARCH CAP GROUP LTDord | $296,717 | – | 2,941 | +100.0% | 0.23% | – |
| MCK | New | MCKESSON CORP | $294,940 | – | 505 | +100.0% | 0.22% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $294,968 | – | 2,758 | +100.0% | 0.22% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $291,759 | +0.2% | 3,752 | +3.9% | 0.22% | -1.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $285,696 | -44.8% | 1,180 | -43.1% | 0.22% | -45.9% |
| GBDC | New | GOLUB CAP BDC INC | $286,488 | – | 18,236 | +100.0% | 0.22% | – |
| FTXN | Sell | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $286,252 | -28.1% | 9,276 | -24.7% | 0.22% | -29.7% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $286,711 | -6.7% | 1,399 | -6.7% | 0.22% | -8.8% |
| CNC | New | CENTENE CORP DEL | $267,587 | – | 4,036 | +100.0% | 0.20% | – |
| OXY | New | OCCIDENTAL PETE CORP | $266,869 | – | 4,234 | +100.0% | 0.20% | – |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $266,839 | -0.5% | 3,479 | -0.6% | 0.20% | -2.9% |
| FNDA | Buy | SCHWAB STRATEGIC TRfundamental us s | $256,202 | -3.2% | 4,665 | +0.5% | 0.20% | -5.3% |
| XLC | Sell | SELECT SECTOR SPDR TR | $256,038 | -19.9% | 2,989 | -23.7% | 0.20% | -21.7% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $250,731 | -16.0% | 793 | -10.7% | 0.19% | -17.7% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft vest s&p 500 | $248,053 | +23.4% | 4,910 | +31.1% | 0.19% | +21.2% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $244,135 | -12.5% | 4,459 | -10.2% | 0.19% | -14.3% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $240,031 | -27.9% | 5,780 | -25.2% | 0.18% | -29.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $240,151 | +6.5% | 6,375 | +2.3% | 0.18% | +4.6% |
| AOK | Sell | ISHARES TRconser alloc etf | $236,511 | -27.2% | 6,405 | -27.4% | 0.18% | -28.9% |
| Sell | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $236,221 | -3.1% | 10,631 | -2.1% | 0.18% | -5.3% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $230,209 | -55.9% | 1,255 | -63.4% | 0.18% | -57.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $228,617 | -0.6% | 4,626 | +0.9% | 0.17% | -2.8% |
| SHOP | Sell | SHOPIFY INCcl a | $216,842 | -15.9% | 3,283 | -1.7% | 0.16% | -17.9% |
| BA | New | BOEING CO | $212,455 | – | 1,167 | +100.0% | 0.16% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $210,982 | – | 2,633 | +100.0% | 0.16% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $206,331 | -44.0% | 1,272 | -37.6% | 0.16% | -45.1% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $163,619 | -23.7% | 14,340 | -20.7% | 0.12% | -25.1% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $164,368 | +0.7% | 12,024 | -4.8% | 0.12% | -1.6% |
| PLUG | Buy | PLUG POWER INC | $147,349 | +78.8% | 63,240 | +164.0% | 0.11% | +75.0% |
| MTNB | Sell | MATINAS BIOPHARMA HLDGS INC | $6,055 | -46.5% | 38,250 | -8.4% | 0.01% | -44.4% |
| TELL | TELLURIAN INC NEW | $6,926 | +4.7% | 10,000 | 0.0% | 0.01% | 0.0% | |
| Exit | FS CREDIT OPPORTUNITIES CORP | $0 | – | -15,781 | -100.0% | -0.07% | – | |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -10,467 | -100.0% | -0.12% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,219 | -100.0% | -0.16% | – |
| PXE | Exit | INVESCO EXCHANGE TRADED FD Tenergy explorati | $0 | – | -5,803 | -100.0% | -0.16% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -1,845 | -100.0% | -0.17% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -4,213 | -100.0% | -0.19% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -2,169 | -100.0% | -0.21% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -5,221 | -100.0% | -0.24% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,088 | -100.0% | -0.26% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -23,295 | -100.0% | -0.28% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -6,359 | -100.0% | -0.28% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,453 | -100.0% | -0.29% | – |
| BWXT | Exit | BWX TECHNOLOGIES INC | $0 | – | -3,722 | -100.0% | -0.30% | – |
| DQ | Exit | DAQO NEW ENERGY CORPspnsrd ads new | $0 | – | -14,311 | -100.0% | -0.31% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -2,664 | -100.0% | -0.32% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -4,155 | -100.0% | -0.34% | – |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -5,168 | -100.0% | -0.35% | – |
| BCPC | Exit | BALCHEM CORP | $0 | – | -2,987 | -100.0% | -0.36% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -2,449 | -100.0% | -0.36% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -1,931 | -100.0% | -0.39% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -4,220 | -100.0% | -0.40% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -6,121 | -100.0% | -0.40% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -7,705 | -100.0% | -0.41% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -3,613 | -100.0% | -0.42% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,652 | -100.0% | -0.46% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -13,702 | -100.0% | -0.50% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -2,015 | -100.0% | -0.51% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -3,323 | -100.0% | -0.54% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -6,859 | -100.0% | -0.64% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,274 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-09
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.