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Home > Institutional Investor > National Wealth Management Group, Llc > 13F Holdings

Instuitional Investor - National Wealth Management Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Etf Inc
 325,947 $11,499,409 6.44%
2.
T Rowe Price Etf Inc
 231,365 $10,492,403 5.88%
3.
Ishares Trust
 IEF 14,259 $8,853,655 4.96%
4.
Nvidia Corp
 NVDA 42,675 $6,742,234 3.78%
5.
Invesco Qqq Tr
 11,738 $6,475,406 3.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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