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
GLD
Spdr Gold Trust

ETFs
256
New
$273.71 - $316.29 $70.1K - $81K
256 $79.1M
ABBV
Abb Vie Inc.

Healthcare
405
New
$170.16 - $206.27 $68.9K - $83.5K
405 $76.9M
Broadcom Inc
266
New
N/A
266 $75.1M
T
At&T Inc.

Communication Services
2.73K
New
$26.33 - $28.94 $72K - $79.1K
2.73K $73.7M
NOC
Northrop Grumman Corp

Industrials
2.97K
New
$456.3 - $540.39 $1.36M - $1.6M
2.97K $73.5M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
890
New
$60.22 - $80.1 $53.6K - $71.3K
890 $73.2M
ZTS
Zoetis Inc.

Healthcare
488
New
$144.41 - $170.3 $70.5K - $83.1K
488 $72.1M
ATO
Atmos Energy Corp

Utilities
452
New
$145.06 - $162.66 $65.6K - $73.5K
452 $70.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
241
New
$179.95 - $278.88 $43.4K - $67.2K
241 $70M
ORCL
Oracle Corp

Technology
280
New
$122.82 - $218.63 $34.4K - $61.2K
280 $69.1M
ITB
Ishares Tr

ETFs
710
New
$85.52 - $96.61 $60.7K - $68.6K
710 $67.3M
IBM
International Business Machines Corp

Technology
232
New
$221.03 - $294.78 $51.3K - $68.4K
232 $66.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.61K
New
$46.41 - $47.7 $121K - $125K
2.61K $65.6M
NOW
Service Now, Inc.

Technology
68
New
$721.65 - $1040.18 $49.1K - $70.7K
68 $65.4M
MFC
Manulife Financial Corp

Financial Services
2.1K
New
$26.93 - $32.44 $56.6K - $68.2K
2.1K $65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
271
New
$141.37 - $228.57 $38.3K - $61.9K
271 $64.9M
SLV
I Shares Silver Trust

ETFs
1.87K
New
$27.08 - $33.74 $50.5K - $62.9K
1.87K $64.8M
VEA
Vanguard Ftse Developed Market

ETFs
1.13K
New
$45.65 - $57.01 $51.8K - $64.6K
1.13K $64.5M
EMR
Emerson Electric CO

Industrials
440
New
$94.15 - $133.33 $41.4K - $58.7K
440 $63.8M
Ge Vernova Inc
108
New
N/A
108 $62.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
261
New
$171.4 - $227.1 $44.7K - $59.3K
261 $60.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
960
New
$54.27 - $63.01 $52.1K - $60.5K
960 $57.9M
CAT
Caterpillar Inc

Industrials
136
New
$273.94 - $388.21 $37.3K - $52.8K
136 $56.5M
NSC
Norfolk Southern Corp

Industrials
204
New
$206.34 - $257.46 $42.1K - $52.5K
204 $56.3M
SYK
Stryker Corp

Healthcare
142
New
$337.37 - $395.63 $47.9K - $56.2K
142 $55.4M
MLM
Martin Marietta Materials Inc

Basic Materials
98
New
$452.51 - $568.19 $44.3K - $55.7K
98 $54.6M
V
Visa Inc.

Financial Services
150
New
$308.27 - $373.31 $46.2K - $56K
150 $52.2M
BSX
Boston Scientific Corp

Healthcare
500
New
$89.7 - $107.41 $44.9K - $53.7K
500 $52.1M
CRM
Salesforce, Inc.

Technology
200
New
$236.26 - $291.15 $47.3K - $58.2K
200 $52M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.06K
New
$212.1 - $244.27 $437K - $503K
2.06K $51.2M
Abbott Labs
410
New
N/A
410 $51M
CRWD
Crowd Strike Holdings, Inc.

Technology
107
New
$321.63 - $509.31 $34.4K - $54.5K
107 $50.7M
IHF
Ishares Tr

ETFs
1.16K
New
$46.2 - $54.6 $53.5K - $63.3K
1.16K $49.5M
XLF
Financial Sector Spdr

ETFs
941
New
$43.92 - $52.37 $41.3K - $49.3K
941 $49.5M
DIS
Walt Disney CO

Communication Services
401
New
$81.72 - $124.01 $32.8K - $49.7K
401 $48.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
504
New
$73.7 - $90.98 $37.1K - $45.9K
504 $46.8M
AMAT
Applied Materials Inc

Technology
243
New
$126.95 - $183.52 $30.8K - $44.6K
243 $46.6M
BX
Blackstone Inc.

Financial Services
269
New
$120.07 - $151.11 $32.3K - $40.6K
269 $46.2M
XEL
Xcel Energy Inc

Utilities
648
New
$65.65 - $72.39 $42.5K - $46.9K
648 $45.7M
PEP
Pepsico Inc

Consumer Defensive
314
New
$128.02 - $151.37 $40.2K - $47.5K
314 $45.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
78
New
$468.22 - $566.51 $36.5K - $44.2K
78 $45.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
129
New
$272.36 - $339.57 $35.1K - $43.8K
129 $44.5M
LPX
Louisiana Pacific Corp

Industrials
500
New
$81.16 - $95.48 $40.6K - $47.7K
500 $43.6M
XLY
Select Sector Spdr Consumer Di

ETFs
192
New
$176.34 - $218.59 $33.9K - $42K
192 $42.6M
BCC
Boise Cascade CO

Basic Materials
500
New
$83.96 - $102.07 $42K - $51K
500 $42.4M
Rigel Pharmaceutical Equclass Equity
2.21K
New
N/A
2.21K $41.5M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.71K
New
N/A
1.71K $40.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
New
$483.48 - $539.8 $41.1K - $45.9K
85 $40.4M
FNDC
Schwab Fundamental Intl Small

ETFs
915
New
$32.97 - $42.05 $30.2K - $38.5K
915 $38.7M
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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