Chief Executive & Compliance Officer

0001977723-23-000014.txt : 20231117 0001977723-23-000014.hdr.sgml : 20231117 20231117160515 ACCESSION NUMBER: 0001977723-23-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20231117 DATE AS OF CHANGE: 20231117 EFFECTIVENESS DATE: 20231117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: National Wealth Management Group, LLC CENTRAL INDEX KEY: 0001977723 IRS NUMBER: 472628537 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23267 FILM NUMBER: 231418576 BUSINESS ADDRESS: STREET 1: 11260 CHESTER ROAD STREET 2: SUITE 250 CITY: CINCINNATI STATE: OH ZIP: 45246 BUSINESS PHONE: (513) 438-0095 MAIL ADDRESS: STREET 1: 11260 CHESTER ROAD STREET 2: SUITE 250 CITY: CINCINNATI STATE: OH ZIP: 45246 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001977723 XXXXXXXX 12-31-2022 12-31-2022 National Wealth Management Group, LLC

11260 CHESTER ROAD SUITE 250 CINCINNATI OH 45246

13F HOLDINGS REPORT 028-23267 000174883 801-80983 N Benjamin J. Jones Chief Executive & Compliance Officer 800-936-3820 Benjamin J. Jones Cincinnati OH 11-17-2023 0 134 83396525 false INFORMATION TABLE 2 nwmginfotable.xml ABBVIE INC COM 00287Y109 256798 1589 SH SOLE 0 0 0 1589 AIR PRODS & CHEMS INC COM 009158106 344326 1117 SH SOLE 0 0 0 1117 ALLSTATE CORP COM 020002101 345780 2550 SH SOLE 0 0 0 2550 ALPHABET INC CAP STK CL A 02079K305 967089 10961 SH SOLE 0 0 0 10961 ALPHABET INC CAP STK CL C 02079K107 280121 3157 SH SOLE 0 0 0 3157 AMAZON COM INC COM 023135106 803292 9563 SH SOLE 0 0 0 9563 APPLE INC COM 037833100 1046216 8052 SH SOLE 0 0 0 8052 ATKORE INC COM 047649108 512432 4518 SH SOLE 0 0 0 4518 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1340008 4338 SH SOLE 0 0 0 4338 BRISTOL-MYERS SQUIBB CO COM 110122108 311400 4328 SH SOLE 0 0 0 4328 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 211910 9435 SH SOLE 0 0 0 9435 CAPITAL GROUP FIXED INCOME E CORE PLUS INCM 14020Y102 247152 11093 SH SOLE 0 0 0 11093 CERIDIAN HCM HLDG INC COM 15677J108 316580 4935 SH SOLE 0 0 0 4935 CINCINNATI FINL CORP COM 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