National Wealth Management Group, LLC
Top Portfolio Positions
109 positions ·
$106,924,849 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
51,727 | $9,021,188 | 8.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,574 | $6,680,281 | 6.25% | |
| AAPL |
Apple Inc.
Technology
|
19,560 | $4,964,132 | 4.64% | |
| GLD |
Spdr Gold Trust
|
11,532 | $4,962,104 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
10,389 | $3,845,696 | 3.60% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
23,350 | $3,415,638 | 3.19% | |
| SLV |
iShares Silver Trust
|
48,918 | $3,333,272 | 3.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,567 | $3,184,782 | 2.98% | |
| LRCX |
Lam Research Corp
Technology
|
14,402 | $3,077,131 | 2.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,910 | $2,849,719 | 2.67% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FETH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,575 | 15,449 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $511,157 | 17,263 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $639,662 | 15,395 | Shares | Sole | 2025-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||