Rmg Wealth Management LLC Incresed Positions in Q3 2025

Rmg Wealth Management LLC

  • $710 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
720K
+ 40492.24%
$175.51 - $186.57 $126M - $134M
722K $135B
SCHG
Schwab Strategic Tr Us Large C

ETFs
155K
+ 3.24%
$28.92 - $32.19 $4.49M - $4.99M
4.95M $159B
RYT
Invesco S&P 500 Equal Weight T

ETFs
44.9K
+ 3.38%
N/A
1.37M $61.8B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
46.1K
+ 4.25%
$79.58 - $83.45 $3.67M - $3.85M
1.13M $93.7B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
131K
+ 6.25%
$21.99 - $23.38 $2.88M - $3.07M
2.23M $52.2B
SJNK
Spdr Bloomberg Short Term High

ETFs
204K
+ 8.3%
$25.28 - $25.63 $5.15M - $5.23M
2.66M $67.6B
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.7K
+ 3.39%
$25.29 - $28.33 $1.18M - $1.32M
1.43M $39.9B
SPIB
Spdr Portfolio Intermediate Te

ETFs
46.8K
+ 6.63%
$33.26 - $34.01 $1.56M - $1.59M
753K $25.6B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
33.6K
+ 7.07%
$50.82 - $51.09 $1.71M - $1.72M
509K $26B
COST
Costco Wholesale Corp

Consumer Defensive
3.04K
+ 1110.58%
$915.95 - $994.57 $2.79M - $3.03M
3.32K $1.31B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
20.9K
+ 109.09%
$13.77 - $14.45 $288K - $302K
40.1K $534M
QQQ
Invesco Qqq Trust, Series 1

ETFs
282
+ 101.81%
$546.99 - $602.2 $154K - $170K
559 $339M
AMD
Advanced Micro Devices Inc

Technology
67
+ 4.25%
$134.8 - $184.42 $9.03K - $12.4K
1.64K $378M
WMT
Walmart Inc.

Consumer Defensive
600
+ 12.81%
$94.4 - $104.27 $56.6K - $62.6K
5.28K $565M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.15K
+ 2.15%
$23.82 - $25.84 $27.3K - $29.6K
54.5K $1.41B
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
3.54K
+ 43.69%
$21.47 - $21.83 $76K - $77.3K
11.6K $252M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.15%
$293.94 - $444.72 $294 - $445
660 $287M
Ishares Bitcoin ETF
1.17K
+ 263.6%
N/A
1.62K $99M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 21.18%
$357.4 - $423.42 $56.5K - $66.9K
904 $329M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
74
+ 30.71%
$275.84 - $326.36 $20.4K - $24.2K
315 $106M
ISMD
Northern Lts Fd Tr Iv

ETFs
81
+ 0.61%
$35.1 - $39.69 $2.84K - $3.21K
13.4K $520M
MGEE
Mge Energy Inc

Utilities
298
+ 6.6%
$83.0 - $90.05 $24.7K - $26.8K
4.81K $416M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.12K
+ 42.81%
$46.86 - $48.27 $52.4K - $54K
3.73K $94.6M
GLW
Corning Inc

Technology
250
+ 125.0%
$51.6 - $82.03 $12.9K - $20.5K
450 $38.3M
COIN
Coinbase Global, Inc.

Technology
175
+ 69.72%
$297.99 - $419.78 $52.1K - $73.5K
426 $134M
GE
General Electric CO

Industrials
34
+ 8.33%
$244.75 - $305.63 $8.32K - $10.4K
442 $132M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29
+ 10.7%
$224.68 - $282.71 $6.52K - $8.2K
300 $86.8M
XLV
Select Sector Spdr Fund Health

ETFs
701
+ 292.08%
$129.01 - $139.72 $90.4K - $97.9K
941 $49.4M
Broadcom Inc
2
+ 0.75%
N/A
268 $90.8M
SBUX
Starbucks Corp

Consumer Cyclical
200
+ 109.89%
$81.9 - $96.86 $16.4K - $19.4K
382 $32.7M
BX
Blackstone Inc.

Financial Services
90
+ 33.46%
$152.77 - $188.68 $13.7K - $17K
359 $57.7M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
120
+ 0.77%
$23.8 - $24.29 $2.86K - $2.91K
15.7K $380M
Abbott Labs
43
+ 10.49%
N/A
453 $58.3M
WFC
Wells Fargo & Company

Financial Services
6
+ 0.48%
$77.05 - $85.16 $462 - $511
1.26K $106M
TPR
Tapestry, Inc.

Consumer Cyclical
4
+ 1.5%
$86.48 - $116.14 $346 - $465
270 $31.4M
Dolly Varden Silver CO F
250
+ 50.0%
N/A
750 $3.07M
Ge Healthcare Technologi
11
+ 9.73%
N/A
124 $9.49M
LUV
Southwest Airlines CO

Industrials
32
+ 25.4%
$29.06 - $37.7 $930 - $1.21K
158 $5.42M
Global X Russell 2000 Cvred Call ETF
20
+ 2.95%
N/A
698 $10.7M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 10.0%
$255.35 - $282.87 $255 - $283
11 $2.82M
CDW
Cdw Corp

Technology
118
+ 11.45%
$156.97 - $182.84 $18.5K - $21.6K
1.15K $184M
Activity Summary
Buys All Purchases 84 New Holdings 42 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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