National Wealth Management Group, LLC
Q1 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
145
- Value ($000)
$152,083
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001977723
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $10.24M | 7 % | 317,222 | ||
TCHP T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $8.63M | 6 % | 226,539 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.44M | 5 % | 13,246 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.58M | 4 % | 11,892 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.49M | 4 % | 10,308 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $5.03M | 3 % | 91,852 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.60M | 3 % | 42,402 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $4.58M | 3 % | 23,740 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.71M | 2 % | 6,440 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.39M | 2 % | 17,836 |
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