National Wealth Management Group, LLC
Position in EXPE — Expedia Group, Inc.
CIK 1977723
CINCINNATI, OH
Position in EXPE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$452,907
New position
Shares Held
1,770
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#678
of 1,117 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026National Wealth Management Group, LLC holds $692,642 across 2 Travel Services names. EXPE ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPE |
Expedia Group, Inc.
This page
|
1,770 | $452,907 | |
| 2 | RCL |
Royal Caribbean Cruises Ltd
|
755 | $239,735 |
All Filings in EXPE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,907 | 1,770 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||