National Wealth Management Group, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$288.5M
Holdings
244
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
APDAIR PRODS & CHEMS INC | $264K |
MMM3M CO | $263K |
SPSMSPDR SERIES TRUST | $259K |
GLDMWORLD GOLD TR | $258K |
RSPINVESCO EXCHANGE TRADED FD T | $252K |
ASMLASML HOLDING N V | $249K |
BUFRFIRST TR EXCHNG TRADED FD VI | $243K |
BXBLACKSTONE INC | $242K |
ESMLISHARES TR | $242K |
FNDASCHWAB STRATEGIC TR | $242K |
XYLXYLEM INC | $241K |
BALIBLACKROCK ETF TRUST | $238K |
LMTLOCKHEED MARTIN CORP | $238K |
NJRNEW JERSEY RES CORP | $238K |
ABTABBOTT LABS | $236K |
CLCOLGATE PALMOLIVE CO | $236K |
JCIJOHNSON CTLS INTL PLC | $231K |
LINLINDE PLC | $229K |
VXUSVANGUARD STAR FDS | $227K |
TMOTHERMO FISHER SCIENTIFIC INC | $227K |
MCKMCKESSON CORP | $223K |
SYKSTRYKER CORPORATION | $223K |
MOATVANECK ETF TRUST | $223K |
UCONFIRST TR EXCHNG TRADED FD VI | $221K |
IXUSISHARES TR | $221K |
LULULULULEMON ATHLETICA INC | $219K |
RCLROYAL CARIBBEAN GROUP | $218K |
SRESEMPRA | $218K |
KDPKEURIG DR PEPPER INC | $217K |
SHWSHERWIN WILLIAMS CO | $214K |
PLDPROLOGIS INC. | $212K |
JKHYHENRY JACK & ASSOC INC | $212K |
HOODROBINHOOD MKTS INC | $211K |
PAYXPAYCHEX INC | $209K |
RTXRTX CORPORATION | $209K |
BSVVANGUARD BD INDEX FDS | $209K |
GEVGE VERNOVA INC | $206K |
XLKSELECT SECTOR SPDR TR | $205K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $201K |
DNPDNP SELECT INCOME FD INC | $192K |
KYNKAYNE ANDERSON ENERGY INFRST | $170K |
PLUNPLUG POWER INC | $139K |
FFORD MTR CO | $136K |
OXSQOXFORD SQUARE CAP CORP | $17K |
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