National Wealth Management Group, LLC
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
146
- Value ($000)
$150,239
- Date Filed02/12/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $10.00M | 7 % | 300,507 | ||
TCHP T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $9.02M | 6 % | 214,189 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.07M | 5 % | 12,010 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.49M | 4 % | 10,738 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.47M | 4 % | 40,758 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $5.14M | 3 % | 90,995 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.63M | 3 % | 10,209 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.96M | 3 % | 18,053 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.86M | 3 % | 6,585 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $3.85M | 3 % | 42,076 |
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