Rmg Wealth Management LLC Reduced Holdings in Q3 2025

Rmg Wealth Management LLC

  • $710 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.62M
- 94.25%
$26.38 - $27.95 $122M - $129M
282K $7.64B
BIBL
Northern Lts Fd Tr Iv

ETFs
-15.9K
- 36.06%
$41.43 - $44.43 $658K - $705K
28.2K $1.26B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.61K
- 98.6%
$30.13 - $33.37 $78.5K - $87K
37 $1.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.39K
- 18.94%
$21.69 - $23.34 $51.8K - $55.8K
10.2K $242M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-868
- 69.11%
$65.64 - $78.22 $57K - $67.9K
388 $26.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-158
- 5.47%
$211.65 - $238.24 $33.4K - $37.6K
2.73K $594M
NVDA
Nvidia Corp

Technology
-508
- 8.39%
$153.3 - $186.58 $77.9K - $94.8K
5.55K $996M
DE
Deere & CO

Industrials
-1
- 0.11%
$457.26 - $524.37 $457 - $524
939 $437M
NWLG
Nushares ETF Tr Nuveen Winslow

ETFs
-410
- 12.58%
$35.71 - $38.3 $14.6K - $15.7K
2.85K $283M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-255
- 84.44%
$98.99 - $112.2 $25.2K - $28.6K
47 $5.22M
ACN
Accenture PLC

Technology
-68
- 58.62%
$232.56 - $304.78 $15.8K - $20.7K
48 $12M
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
-968
- 9.02%
$27.91 - $29.22 $27K - $28.3K
9.76K $285M
Calvert Us Mid Cr Responindx ETF
-349
- 10.52%
N/A
2.97K $190M
SLV
I Shares Silver Trust

ETFs
-582
- 31.21%
$32.73 - $42.5 $19K - $24.7K
1.28K $55.8M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-257
- 13.12%
$40.43 - $44.52 $10.4K - $11.4K
1.7K $75.4M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-7
- 13.46%
$422.75 - $485.53 $2.96K - $3.4K
45 $18.9M
PG
Procter & Gamble CO

Consumer Defensive
-19
- 7.92%
$150.47 - $161.22 $2.86K - $3.06K
221 $33.8M
ROKU
Roku, Inc

Communication Services
-11
- 26.83%
$79.98 - $101.78 $880 - $1.12K
30 $2.88M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 16.67%
$185.65 - $214.38 $371 - $429
10 $1.96M
PAY
Paymentus Holdings, Inc.

Technology
-10
- 9.09%
$27.81 - $38.93 $278 - $389
100 $3.03M
FRC
First Republic Bank

Financial Services
-100
- 66.67%
N/A
50 $0
F
Ford Motor CO

Consumer Cyclical
-100
- 5.53%
$10.82 - $12.09 $1.08K - $1.21K
1.71K $21.2M
ABBV
Abb Vie Inc.

Healthcare
-56
- 13.83%
$184.85 - $231.54 $10.4K - $13K
349 $80.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 3.82%
$291.67 - $316.99 $29.2K - $31.7K
2.52K $784M
MTG
Mgic Investment Corp

Financial Services
-34
- 0.98%
$25.06 - $28.92 $852 - $983
3.43K $93.9M
INTC
Intel Corp

Technology
-130
- 8.46%
$19.31 - $35.5 $2.51K - $4.62K
1.41K $51.5M
EXC
Exelon Corp

Utilities
-369
- 5.14%
$42.73 - $45.54 $15.8K - $16.8K
6.81K $328M
PLTR
Palantir Technologies Inc.

Technology
-17
- 1.74%
$130.68 - $186.97 $2.22K - $3.18K
961 $168M
LNT
Alliant Energy Corp

Utilities
-99
- 1.09%
$60.76 - $67.41 $6.02K - $6.67K
9.01K $615M
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.16%
$279.83 - $293.74 $3.08K - $3.23K
6.91K $2.02B
GOOGL
Alphabet Inc.

Communication Services
-146
- 9.36%
$174.36 - $254.72 $25.5K - $37.2K
1.41K $357M
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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