National-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "ACAD",
  null,
  "PCG",
  "GOOGL",
  "T",
  "BRO",
  null,
  null,
  "UTF",
  "CCI",
  null,
  null,
  null,
  "ERJ",
  null,
  null,
  null,
  null,
  null,
  "OXSQ",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACI",
  "HWM",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MMC",
  "MSFT",
  "GE",
  "IJR",
  null,
  null,
  null,
  "DNP",
  "PGR",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "ENB",
  "GEHC",
  "PLTR",
  "PG",
  "VZ",
  null,
  null,
  "SCHX",
  "GLD",
  null,
  null,
  null,
  "BP",
  null,
  "SPLG",
  null,
  null,
  "SNPS",
  "CI",
  "TMO",
  "VO",
  null,
  "VIG",
  null,
  "GSK",
  null,
  "OHI",
  "MGC",
  null,
  null,
  null,
  "AMD",
  "AJG",
  "AIZ",
  null,
  null,
  "PEG",
  "AMZN",
  "PLUG",
  null,
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  null,
  null,
  null,
  "POST",
  "FCN",
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  null,
  "BRK-B",
  "BMY",
  "LNG",
  "CTAS",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "COST",
  "CVS",
  "DFAC",
  "RSP",
  "QQQ",
  "DIS",
  "LLY",
  "TSLA",
  "NFLX",
  "APO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 145
Total Value: 152082801
Accession Number: 0001848831-25-000007
Form Type: 13F-HR
CIK: national-wealth-management-group
Manager Name: National-Wealth-Management-Group

Data Enrichment

60% identified

87 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $152.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:20.9K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$152.1M)

Tesla, Inc.

TSLA|88160R101

Shares:6.7K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:9.8K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.7K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.1M)

808524862

Shares:67.9K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:6.8K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$152.1M)

33738R118

Shares:16.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.1M)

Howmet Aerospace Inc.

HWM|443201108

Shares:8.7K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.1M)

33739Q705

Shares:21.8K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.1M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:3.0K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.2K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.1M)

921937835

BND|921937835

Shares:13.7K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.1M)

46429B267

Shares:41.0K

Value:$942.8K

% of Portfolio:0.6% ($942.8K/$152.1M)

78464A847

Shares:18.0K

Value:$920.9K

% of Portfolio:0.6% ($920.9K/$152.1M)

78468R663

Shares:9.8K

Value:$899.9K

% of Portfolio:0.6% ($899.9K/$152.1M)

CVS HEALTH Corp

CVS|126650100

Shares:13.2K

Value:$891.1K

% of Portfolio:0.6% ($891.1K/$152.1M)

Cigna Group

CI|125523100

Shares:2.7K

Value:$890.3K

% of Portfolio:0.6% ($890.3K/$152.1M)

92203J407

BNDX|92203J407

Shares:17.9K

Value:$874.7K

% of Portfolio:0.6% ($874.7K/$152.1M)

33738R506

Shares:14.8K

Value:$865.1K

% of Portfolio:0.6% ($865.1K/$152.1M)

46436E767

Shares:18.5K

Value:$863.5K

% of Portfolio:0.6% ($863.5K/$152.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	20.9K	QoQ -4.99% (-1.1K) YoY NEW(+20.9K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$152.1M)	QoQ +6.01% (-$100.2K) YoY NEW(+$1.8M)
Tesla, Inc.(TSLAcusip88160R101)	6.7K	QoQ +3.33% (-216) YoY -19.07% (-1.6K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.1M)	QoQ -33.68% (-$880.1K) YoY +19.30% (-$280.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	9.8K	QoQ +5.52% (+512) YoY -16.22% (-1.9K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.1M)	QoQ +7.27% (+$113.0K) YoY -12.00% (-$227.2K)
Alphabet Inc.(GOOGLcusip02079K305)	10.7K	QoQ +71.70% (+4.5K) YoY +59.38% (+4.0K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.1M)	QoQ +40.26% (+$475.4K) YoY +63.29% (+$641.9K)
(cusip808524862)✕	67.9K	QoQ +22.75% (+12.6K) YoY -26.06% (-23.9K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.1M)	QoQ +24.17% (+$321.9K) YoY -62.67% (-$2.8M)
GENERAL ELECTRIC CO(GEcusip369604301)	6.8K	QoQ +53.00% (+2.4K) YoY NEW(+6.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$152.1M)	QoQ +83.62% (+$621.7K) YoY NEW(+$1.4M)
(cusip33738R118)✕	16.9K	QoQ -25.02% (-5.7K) YoY +158.57% (+10.4K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.1M)	QoQ -29.66% (-$525.8K) YoY +173.19% (+$790.5K)
Howmet Aerospace Inc.(HWMcusip443201108)	8.7K	QoQ -4.09% (-370) YoY NEW(+8.7K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.1M)	QoQ +13.75% (-$135.9K) YoY NEW(+$1.1M)
(cusip33739Q705)✕	21.8K	QoQ +4.77% (+993) YoY +482.29% (+18.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.1M)	QoQ +5.41% (+$56.6K) YoY +447.70% (+$900.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	3.0K	QoQ -6.49% (-207) YoY NEW(+3.0K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.1M)	QoQ +13.72% (-$124.1K) YoY NEW(+$1.0M)
ELI LILLY & Co(LLYcusip532457108)	1.2K	QoQ +276.07% (+900) YoY +3.11% (+37)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.1M)	QoQ +301.65% (+$760.2K) YoY +9.42% (+$87.2K)
(BNDcusip921937835)	13.7K	QoQ -1.06% (-147) YoY -65.91% (-26.4K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.1M)	QoQ +1.05% (-$10.5K) YoY -65.52% (-$1.9M)
(cusip46429B267)✕	41.0K	QoQ +15.73% (+5.6K) YoY +53.18% (+14.2K)	All Managers (Combined)	$942.8K	0.6% ($942.8K/$152.1M)	QoQ +15.75% (+$128.4K) YoY +54.63% (+$333.1K)
(cusip78464A847)✕	18.0K	QoQ +202.65% (+12.0K) YoY +7.48% (+1.3K)	All Managers (Combined)	$920.9K	0.6% ($920.9K/$152.1M)	QoQ +183.20% (+$595.7K) YoY +3.13% (+$27.9K)
(cusip78468R663)✕	9.8K	QoQ -76.68% (-32.3K) YoY -69.29% (-22.1K)	All Managers (Combined)	$899.9K	0.6% ($899.9K/$152.1M)	QoQ -76.60% (-$2.9M) YoY -69.31% (-$2.0M)
CVS HEALTH Corp(CVScusip126650100)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$891.1K	0.6% ($891.1K/$152.1M)	QoQ NEW(+$891.1K) YoY NEW(+$891.1K)
Cigna Group(CIcusip125523100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$890.3K	0.6% ($890.3K/$152.1M)	QoQ NEW(+$890.3K) YoY NEW(+$890.3K)
(BNDXcusip92203J407)	17.9K	QoQ -3.78% (-705) YoY -50.58% (-18.3K)	All Managers (Combined)	$874.7K	0.6% ($874.7K/$152.1M)	QoQ -4.23% (-$38.7K) YoY -50.95% (-$908.6K)
(cusip33738R506)✕	14.8K	QoQ +66.06% (+5.9K) YoY +197.52% (+9.8K)	All Managers (Combined)	$865.1K	0.6% ($865.1K/$152.1M)	QoQ +64.38% (+$338.8K) YoY +210.05% (+$586.1K)
(cusip46436E767)✕	18.5K	QoQ +2.36% (-428) YoY +40.63% (+5.3K)	All Managers (Combined)	$863.5K	0.6% ($863.5K/$152.1M)	QoQ -3.91% (-$35.2K) YoY +45.37% (+$269.5K)