National Wealth Management Group, LLC
Top Portfolio Positions
108 positions ·
$104,570,540 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
51,727 | $9,021,188 | 8.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,574 | $6,680,281 | 6.39% | |
| AAPL |
Apple Inc.
Technology
|
19,560 | $4,964,132 | 4.75% | |
| GLD |
Spdr Gold Trust
|
11,532 | $4,962,104 | 4.75% | |
| MSFT |
Microsoft Corp
Technology
|
10,389 | $3,845,696 | 3.68% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
23,350 | $3,415,638 | 3.27% | |
| SLV |
iShares Silver Trust
|
48,918 | $3,333,272 | 3.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,567 | $3,184,782 | 3.05% | |
| LRCX |
Lam Research Corp
Technology
|
14,402 | $3,077,131 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,910 | $2,849,719 | 2.73% |
Portfolio Trend
Holdings in UGA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $700,645 | 6,780 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $450,196 | 7,293 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $474,839 | 7,363 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $394,561 | 6,552 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $496,716 | 7,731 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $519,037 | 8,240 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $562,739 | 9,631 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||