Rmg Wealth Management LLC Purchases in Q2 2025

Rmg Wealth Management LLC

  • $650 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
115
New
N/A
115 $15M
IRM
Iron Mountain Inc

Real Estate
150
New
$76.93 - $105.25 $11.5K - $15.8K
150 $14.9M
DHR
Danaher Corp

Healthcare
75
New
$174.64 - $205.16 $13.1K - $15.4K
75 $14.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$121.58 - $136.74 $12.2K - $13.7K
100 $13.9M
TRV
Travelers Companies, Inc.

Financial Services
52
New
$233.83 - $276.34 $12.2K - $14.4K
52 $13.8M
FDX
Fedex Corp

Industrials
61
New
$198.07 - $245.17 $12.1K - $15K
61 $13.8M
CMCO
Columbus Mckinnon Corp

Industrials
887
New
$12.68 - $18.23 $11.2K - $16.2K
887 $13.7M
VIG
Vanguard Dividend Appreciation

ETFs
66
New
N/A
66 $13.6M
FVD
First Tr Value Line Divid Inde

ETFs
300
New
$40.62 - $45.12 $12.2K - $13.5K
300 $13.6M
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
1.33K
New
$9.15 - $10.0 $12.2K - $13.3K
1.33K $13.4M
MKC
Mccormick & CO Inc

Consumer Defensive
183
New
$71.11 - $82.25 $13K - $15.1K
183 $13.1M
GERN
Geron Corp

Healthcare
10K
New
$1.18 - $1.62 $11.8K - $16.2K
10K $13.1M
VV
Vanguard Large Cap ETF

ETFs
44
New
$228.25 - $285.3 $10K - $12.6K
44 $12.8M
IWM
Ishares Russell 2000 ETF

ETFs
57
New
$174.82 - $215.79 $9.96K - $12.3K
57 $12.7M
SHOP
Shopify Inc.

Technology
100
New
$76.89 - $115.35 $7.69K - $11.5K
100 $12.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
132
New
$85.42 - $94.39 $11.3K - $12.5K
132 $12.3M
NKE
Nike, Inc.

Consumer Cyclical
160
New
$53.27 - $72.04 $8.52K - $11.5K
160 $11.6M
RILY
B. Riley Financial, Inc.

Financial Services
1.9K
New
$2.8 - $3.89 $5.33K - $7.41K
1.9K $11.1M
LOW
Lowes Companies Inc

Consumer Cyclical
50
New
$210.83 - $235.28 $10.5K - $11.8K
50 $10.9M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
358
New
$23.18 - $30.7 $8.3K - $11K
358 $10.9M
GLW
Corning Inc

Technology
200
New
$39.07 - $52.59 $7.81K - $10.5K
200 $10.8M
UNH
Unitedhealth Group Inc

Healthcare
38
New
$274.35 - $599.47 $10.4K - $22.8K
38 $10.8M
UBER
Uber Technologies, Inc

Technology
118
New
$64.62 - $93.3 $7.63K - $11K
118 $10.7M
PRU
Prudential Financial Inc

Financial Services
102
New
$95.12 - $112.71 $9.7K - $11.5K
102 $10.5M
AFL
Aflac Inc

Financial Services
103
New
$99.77 - $112.45 $10.3K - $11.6K
103 $10.5M
Global X Russell 2000 Cvred Call ETF
678
New
N/A
678 $10.1M
BIIB
Biogen Inc.

Healthcare
80
New
$113.38 - $135.49 $9.07K - $10.8K
80 $10.1M
GXO
Gxo Logistics, Inc.

Industrials
200
New
$31.53 - $49.1 $6.31K - $9.82K
200 $10.1M
COP
Conocophillips

Energy
107
New
$82.66 - $106.1 $8.84K - $11.4K
107 $9.79M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
200
New
$41.9 - $50.31 $8.38K - $10.1K
200 $9.72M
MSI
Motorola Solutions, Inc.

Technology
22
New
$394.72 - $440.39 $8.68K - $9.69K
22 $9.29M
QCOM
Qualcomm Inc

Technology
60
New
$124.66 - $159.48 $7.48K - $9.57K
60 $9.27M
NUE
Nucor Corp

Basic Materials
62
New
$103.22 - $131.43 $6.4K - $8.15K
62 $8.67M
Ge Healthcare Technologi
113
New
N/A
113 $8.55M
DELL
Dell Technologies Inc.

Technology
59
New
$71.63 - $125.98 $4.23K - $7.43K
59 $7.69M
MET
Metlife Inc

Financial Services
99
New
$68.42 - $82.49 $6.77K - $8.17K
99 $7.63M
BG
Bungeltd

Consumer Defensive
100
New
$69.51 - $86.28 $6.95K - $8.63K
100 $7.4M
CSCO
Cisco Systems, Inc.

Technology
104
New
$53.19 - $69.38 $5.53K - $7.22K
104 $7.1M
Barrick Mng Corp F
340
New
N/A
340 $7.08M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.1K
New
$5.0 - $7.65 $5.52K - $8.44K
1.1K $7.02M
PAVE
Global X Fds Us Infrastructure

ETFs
154
New
$33.78 - $43.68 $5.2K - $6.73K
154 $6.98M
PCT
Pure Cycle Technologies, Inc.

Industrials
400
New
$5.57 - $14.12 $2.23K - $5.65K
400 $6.72M
FSK
Fs Kkr Capital Corp

Financial Services
287
New
$17.95 - $21.5 $5.15K - $6.17K
287 $6.48M
PSX
Phillips 66

Energy
51
New
$92.87 - $125.73 $4.74K - $6.41K
51 $6.42M
IBKR
Interactive Brokers Group, Inc.

Financial Services
100
New
$50.53 - $212.53 $5.05K - $21.3K
100 $6.29M
Labcorp Hldgs Inc
25
New
N/A
25 $6.11M
AG
First Majestic Silver Corp

Basic Materials
725
New
$5.24 - $8.55 $3.8K - $6.2K
725 $6.09M
MSTR
Microstrategy Inc

Technology
14
New
$237.95 - $421.61 $3.33K - $5.9K
14 $6.03M
MOFG
Mid West One Financial Group, Inc.

Financial Services
200
New
$25.39 - $29.92 $5.08K - $5.98K
200 $5.98M
Activity Summary
Buys All Purchases 329 New Holdings 329 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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