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Home > Institutional Investor > National Wealth Management Group, Llc > Profile

Instuitional Investor - National Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: National Wealth Management Group, Llc
Portfolio Value $103,355,504
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 10,299 $4,217,814 4.08%
2.
Amazon Com Inc
 AMZN 23,906 $3,632,278 3.51%
3.
Pacer Fds Tr
 64,174 $3,336,426 3.22%
4.
Vanguard Bond Index Funds
 BND 42,980 $3,161,171 3.05%
5.
Invesco Exch Traded Fd Tr Ii
 18,471 $3,113,090 3.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)