National Wealth Management Group, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$288.5B
Holdings
244
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
APDAIR PRODS & CHEMS INC | $264.0M |
MMM3M CO | $263.0M |
SPSMSPDR SERIES TRUST | $259.0M |
GLDMWORLD GOLD TR | $258.0M |
RSPINVESCO EXCHANGE TRADED FD T | $252.0M |
ASMLASML HOLDING N V | $249.0M |
BUFRFIRST TR EXCHNG TRADED FD VI | $243.0M |
BXBLACKSTONE INC | $242.0M |
ESMLISHARES TR | $242.0M |
FNDASCHWAB STRATEGIC TR | $242.0M |
XYLXYLEM INC | $241.0M |
BALIBLACKROCK ETF TRUST | $238.0M |
LMTLOCKHEED MARTIN CORP | $238.0M |
NJRNEW JERSEY RES CORP | $238.0M |
ABTABBOTT LABS | $236.0M |
CLCOLGATE PALMOLIVE CO | $236.0M |
JCIJOHNSON CTLS INTL PLC | $231.0M |
LINLINDE PLC | $229.0M |
VXUSVANGUARD STAR FDS | $227.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $227.0M |
MCKMCKESSON CORP | $223.0M |
SYKSTRYKER CORPORATION | $223.0M |
MOATVANECK ETF TRUST | $223.0M |
UCONFIRST TR EXCHNG TRADED FD VI | $221.0M |
IXUSISHARES TR | $221.0M |
LULULULULEMON ATHLETICA INC | $219.0M |
RCLROYAL CARIBBEAN GROUP | $218.0M |
SRESEMPRA | $218.0M |
KDPKEURIG DR PEPPER INC | $217.0M |
SHWSHERWIN WILLIAMS CO | $214.0M |
PLDPROLOGIS INC. | $212.0M |
JKHYHENRY JACK & ASSOC INC | $212.0M |
HOODROBINHOOD MKTS INC | $211.0M |
PAYXPAYCHEX INC | $209.0M |
RTXRTX CORPORATION | $209.0M |
BSVVANGUARD BD INDEX FDS | $209.0M |
GEVGE VERNOVA INC | $206.0M |
XLKSELECT SECTOR SPDR TR | $205.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $201.0M |
DNPDNP SELECT INCOME FD INC | $192.0M |
KYNKAYNE ANDERSON ENERGY INFRST | $170.0M |
PLUNPLUG POWER INC | $139.0M |
FFORD MTR CO | $136.0M |
OXSQOXFORD SQUARE CAP CORP | $17.0M |
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