National Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$148M
Signature - Title
Benjamin J. Jones - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by National Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. National Wealth Management Group, LLC reported 141 stock holdings with total value $148M as of Q3 2024. Top holdings included TCHP, TCAF, IVV, BIL, and CGXU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 141 $148M +$37.1M -$25.9M +$11.2M TCHP, TCAF, IVV, BIL, CGXU 13F-HR 11/13/2024, 04:50 PM
Q2 2024 130 $131M +$24.9M -$22.8M +$2.09M TCHP, TCAF, IVV, CGXU, NVDA 13F-HR 8/9/2024, 11:00 AM
Q1 2024 133 $129M +$40.7M -$22.2M +$18.5M TCHP, TCAF, CGXU, SCHO, QQQ 13F-HR 5/17/2024, 12:22 PM
Q4 2023 133 $103M +$22.7M -$18.1M +$4.61M QQQ, AMZN, COWZ, BND, QQQM 13F-HR 2/1/2024, 02:06 PM
Q3 2023 124 $91.9M +$17.2M -$17.4M -$168K QQQ, BND, AMZN, COWZ, QQQM 13F-HR 11/13/2023, 03:07 PM
Q2 2023 127 $94.5M +$30.1M -$27.1M +$3.07M QQQ, AMZN, BND, QQQM, COWZ 13F-HR 8/9/2023, 08:49 PM
Q1 2023 132 $85.6M +$24.6M -$23.5M +$1.08M BND, QQQ, QQQM, FTGC, VTI 13F-HR 5/15/2023, 05:57 PM
Q4 2022 134 $83.4M +$23.1M -$19.8M +$3.32M FTGC, QQQ, BND, VIG, USO 13F-HR 11/17/2023, 04:05 PM
Q3 2022 121 $76.9M +$24.6M -$21.6M +$2.97M FTGC, QQQ, BND, RPV, USO 13F-HR 11/17/2023, 04:02 PM
Q2 2022 111 $79.3M +$18.7M -$31.3M -$12.5M QQQ, FTGC, USO, RPV, VIG 13F-HR 11/17/2023, 03:50 PM
Q1 2022 109 $104M +$28.1M -$26.4M +$1.76M QQQ, RPV, FTGC, VIG, BIL 13F-HR 11/17/2023, 03:44 PM
Q4 2021 124 $107M $0 $0 QQQ, VIG, BND, VTI, SCHM 13F-HR 11/17/2023, 03:36 PM