Rmg Wealth Management LLC New Holdings in Q2 2025

Rmg Wealth Management LLC

  • $650 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.8M
New
$22.27 - $29.21 $107M - $140M
4.8M $143B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.9M
New
$24.32 - $27.87 $119M - $137M
4.9M $133B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.08M
New
$65.41 - $79.66 $70.9M - $86.3M
1.08M $87.7B
SJNK
Spdr Bloomberg Short Term High

ETFs
2.46M
New
$24.12 - $25.48 $59.2M - $62.6M
2.46M $62.3B
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.33M
New
N/A
1.33M $55.2B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2.1M
New
$21.37 - $22.67 $44.8M - $47.5M
2.1M $46.4B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.38M
New
$20.42 - $25.3 $28.1M - $34.9M
1.38M $36B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
476K
New
$50.1 - $51.02 $23.8M - $24.3M
476K $24.3B
SPIB
Spdr Portfolio Intermediate Te

ETFs
706K
New
$32.62 - $33.58 $23M - $23.7M
706K $23.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.9K
New
$456.74 - $568.03 $2.69M - $3.35M
5.9K $3.4B
VO
Vanguard Mid Cap ETF

ETFs
6.92K
New
$228.54 - $279.83 $1.58M - $1.94M
6.92K $1.97B
BIBL
Northern Lts Fd Tr Iv

ETFs
44K
New
$33.5 - $41.33 $1.47M - $1.82M
44K $1.85B
LMT
Lockheed Martin Corp

Industrials
3.39K
New
$430.82 - $486.45 $1.46M - $1.65M
3.39K $1.58B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53.4K
New
$19.1 - $23.83 $1.02M - $1.27M
53.4K $1.29B
NVDA
Nvidia Corp

Technology
6.06K
New
$94.31 - $157.99 $571K - $957K
6.06K $1.04B
CEG
Constellation Energy Corp

Utilities
3.07K
New
$170.96 - $322.76 $524K - $990K
3.07K $999M
MSFT
Microsoft Corp

Technology
1.7K
New
$354.56 - $497.45 $601K - $843K
1.7K $865M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
New
$498.8 - $620.9 $658K - $819K
1.32K $832M
MCD
Mcdonalds Corp

Consumer Cyclical
2.62K
New
$285.55 - $321.23 $747K - $841K
2.62K $778M
AMZN
Amazon Com Inc

Consumer Cyclical
2.89K
New
$167.32 - $223.3 $484K - $645K
2.89K $650M
LNT
Alliant Energy Corp

Utilities
9.11K
New
$58.79 - $64.85 $535K - $591K
9.11K $586M
ISMD
Northern Lts Fd Tr Iv

ETFs
13.3K
New
$29.72 - $35.6 $396K - $475K
13.3K $484M
DE
Deere & CO

Industrials
940
New
$412.99 - $531.48 $388K - $500K
940 $470M
JNJ
Johnson & Johnson

Healthcare
2.78K
New
$146.36 - $159.82 $407K - $445K
2.78K $457M
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
New
$210.28 - $289.91 $324K - $446K
1.54K $449M
WMT
Walmart Inc.

Consumer Defensive
4.68K
New
$81.79 - $99.98 $383K - $468K
4.68K $446M
MGEE
Mge Energy Inc

Utilities
4.51K
New
$86.85 - $93.48 $392K - $422K
4.51K $387M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.37K
New
$82.96 - $110.1 $279K - $370K
3.37K $378M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
15.5K
New
$23.33 - $24.01 $362K - $373K
15.5K $372M
ETN
Eaton Corp PLC

Industrials
879
New
$246.52 - $356.99 $217K - $314K
879 $336M
VUG
Vanguard Growth ETF

ETFs
730
New
$329.49 - $438.4 $241K - $320K
730 $327M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
New
$17.76 - $22.1 $224K - $279K
12.6K $321M
VTV
Vanguard Value ETF

ETFs
1.78K
New
$153.67 - $176.74 $273K - $314K
1.78K $316M
NWLG
Nushares ETF Tr Nuveen Winslow

ETFs
3.26K
New
$26.85 - $36.2 $87.5K - $118K
3.26K $311M
EXC
Exelon Corp

Utilities
7.18K
New
$42.2 - $47.37 $303K - $340K
7.18K $311M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.8K
New
$22.92 - $28.05 $247K - $302K
10.8K $310M
UMBF
Umb Financial Corp

Financial Services
2.8K
New
$86.4 - $107.99 $242K - $302K
2.8K $306M
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
10.7K
New
$24.71 - $28.36 $265K - $304K
10.7K $305M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.33K
New
$496.48 - $617.85 $659K - $821K
1.33K $289M
GOOGL
Alphabet Inc.

Communication Services
1.56K
New
$144.7 - $178.6 $226K - $279K
1.56K $289M
USB
Us Bancorp \De\

Financial Services
6.29K
New
$36.4 - $45.76 $229K - $288K
6.29K $286M
HD
Home Depot, Inc.

Consumer Cyclical
746
New
$335.24 - $380.78 $250K - $284K
746 $267M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
19.2K
New
$12.71 - $14.52 $244K - $278K
19.2K $265M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
21K
New
$11.76 - $13.64 $246K - $286K
21K $263M
COST
Costco Wholesale Corp

Consumer Defensive
274
New
$908.13 - $1056.85 $249K - $290K
274 $262M
META
Meta Platforms, Inc.

Communication Services
365
New
$484.66 - $738.09 $177K - $269K
365 $255M
FIS
Fidelity National Information Services, Inc.

Technology
3.13K
New
$68.14 - $82.13 $213K - $257K
3.13K $251M
AMD
Advanced Micro Devices Inc

Technology
1.58K
New
$78.21 - $143.81 $123K - $227K
1.58K $249M
ALL
Allstate Corp

Financial Services
1.27K
New
$180.53 - $212.64 $229K - $270K
1.27K $246M
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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