Stock Taper 
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Principal Financial Group, Inc. | PFG | 5.97K | $643.82K |
 Analog Devices, Inc. | ADI | 5.98K | $2.38M |
 Arista Networks, Inc. | ANET | 6.67K | $1.13M |
 Altria Group, Inc. | MO | 7.5K | $539.99K |
 Bristol-Myers Squibb Company | BMY | 8.01K | $461.36K |
 Microsoft Corporation | MSFT | 8.33K | $3.11M |
 Walmart Inc. | WMT | 8.43K | $954.54K |
 Freeport-McMoRan Inc. | FCX | 8.83K | $555.09K |
 Tesla, Inc. | TSLA | 8.96K | $3.77M |
 Comcast Corporation | CMCSA | 9.16K | $224.93K |
 The Procter & Gamble Company | PG | 9.69K | $1.42M |
 Alphabet Inc. | GOOGL | 9.7K | $3.47M |
 Enbridge Inc. | ENB | 10K | $541.88K |
 Oxford Square Capital Corp. | OXSQ | 11.58K | $15.29K |
 Lam Research Corporation | LRCX | 12.22K | $5.29M |
 Amazon.com, Inc. | AMZN | 13.01K | $3.1M |
 AT&T Inc. | T | 15.55K | $321.98K |
 F&G Annuities & Life, Inc. | FG | 17.5K | $465.25K |
 Apple Inc. | AAPL | 19.16K | $5.54M |
 Palantir Technologies Inc. | PLTR | 21.9K | $2.55M |