Instuitional Investor - National Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: National Wealth Management Group, Llc
Portfolio Value $323,427,031
Filing Period:
No. Security Ticker Shares Value % Port
1. KRE 258,146 $22,685,874 7.01%
2. IEF 14,888 $11,149,362 3.45%
3. NVDA 52,551 $10,514,989 3.25%
4.
Ishares Tr - CORE MSCI INTL
116,723 $10,389,541 3.21%
5.
T Rowe Price Exchange-Traded
250,394 $10,291,200 3.18%