Wagner Wealth Management, LLC Purchases in Q2 2025

Wagner Wealth Management, LLC

  • $302 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
22K
+ 6.02%
$49.07 - $59.23 $1.08M - $1.3M
388K $22.9M
FID
First Tr Exchange Trded Fd Vi

ETFs
32.6K
+ 4.92%
$15.86 - $19.39 $517K - $632K
695K $13.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.9K
+ 6.99%
$51.14 - $57.0 $1.38M - $1.53M
412K $23.4M
MSFT
Microsoft Corp

Technology
814
+ 9.22%
$354.56 - $497.45 $289K - $405K
9.64K $4.79M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.7K
+ 4.28%
$29.52 - $35.31 $552K - $661K
456K $16.1M
JPIE
J P Morgan Exchange Traded Fd
22.6K
+ 3.56%
$45.12 - $46.32 $1.02M - $1.05M
656K $30.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
5.14K
+ 2.94%
$33.7 - $43.1 $173K - $222K
180K $7.76M
AVGO
Broadcom Inc.

Technology
241
+ 2.95%
$146.29 - $275.65 $35.3K - $66.4K
8.4K $2.31M
RDVY
First Trust Rising Dividend Ac

ETFs
3.13K
+ 1.8%
$51.6 - $62.74 $162K - $196K
177K $11.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3K
+ 2.99%
$56.88 - $70.77 $171K - $213K
103K $7.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
+ 23.87%
$45.88 - $54.4 $534K - $634K
60.4K $3.29M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
7.91K
+ 4.98%
$25.92 - $33.03 $205K - $261K
167K $5.5M
TRGP
Targa Resources Corp.

Energy
3.89K
New
$157.32 - $205.72 $612K - $800K
3.89K $676K
IBM
International Business Machines Corp

Technology
235
+ 2.08%
$221.03 - $294.78 $51.9K - $69.3K
11.5K $3.4M
NVDA
Nvidia Corp

Technology
832
+ 9.8%
$94.31 - $157.99 $78.5K - $131K
9.32K $1.47M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
27.4K
+ 4.62%
$45.3 - $50.64 $1.24M - $1.39M
620K $30.4M
ET
Energy Transfer LP

Energy
26.5K
New
$15.65 - $18.93 $414K - $501K
26.5K $480K
TSLA
Tesla, Inc.

Consumer Cyclical
551
+ 14.49%
$221.86 - $362.89 $122K - $200K
4.35K $1.38M
WMB
Williams Companies, Inc.

Energy
6.03K
New
$54.33 - $62.87 $328K - $379K
6.03K $378K
CAT
Caterpillar Inc

Industrials
738
+ 84.15%
$273.94 - $388.21 $202K - $286K
1.62K $626K
VUG
Vanguard Growth ETF

ETFs
736
New
$329.49 - $438.4 $243K - $323K
736 $322K
VTV
Vanguard Value ETF

ETFs
1.72K
+ 42975.0%
$153.67 - $176.74 $264K - $304K
1.72K $304K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
22.2K
New
$13.05 - $14.45 $290K - $321K
22.2K $298K
WMT
Walmart Inc.

Consumer Defensive
2.42K
+ 57.52%
$81.79 - $99.98 $198K - $242K
6.62K $647K
VEA
Vanguard Ftse Developed Market

ETFs
4.79K
New
$45.65 - $57.01 $219K - $273K
4.79K $272K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
414
+ 0.45%
$15.84 - $20.94 $6.56K - $8.67K
92.9K $1.95M
PDI
Pimco Dynamic Income Fund

Financial Services
29.4K
+ 8.02%
$17.02 - $19.87 $501K - $585K
396K $7.52M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
26.3K
+ 73.68%
$8.64 - $9.34 $227K - $246K
62K $568K
PMF
Pimco Municipal Income Fund

Financial Services
30.1K
New
$7.76 - $8.98 $233K - $270K
30.1K $239K
IIM
Invesco Value Municipal Income Trust

Financial Services
21.3K
+ 42.57%
$11.31 - $12.11 $241K - $258K
71.4K $830K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 1.18%
$210.28 - $289.91 $11.6K - $15.9K
4.73K $1.37M
GOOG
Alphabet Inc.

Communication Services
453
+ 6.92%
$146.58 - $180.01 $66.4K - $81.5K
7K $1.24M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
9.73K
New
$17.58 - $21.07 $171K - $205K
9.73K $202K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 0.95%
$462.22 - $707.75 $5.08K - $7.79K
1.17K $824K
RY
Royal Bank Of Canada

Financial Services
527
+ 8.21%
$108.36 - $131.55 $57.1K - $69.3K
6.95K $914K
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 1.23%
$167.32 - $223.3 $11.9K - $15.9K
5.83K $1.28M
PM
Philip Morris International Inc.

Consumer Defensive
165
+ 2.55%
$149.23 - $184.95 $24.6K - $30.5K
6.62K $1.21M
PLTR
Palantir Technologies Inc.

Technology
84
+ 2.88%
$74.01 - $144.25 $6.22K - $12.1K
3K $408K
T
At&T Inc.

Communication Services
2.05K
+ 1.75%
$26.33 - $28.94 $54K - $59.3K
119K $3.45M
ITA
Ishares Tr

ETFs
655
New
$135.31 - $188.64 $88.6K - $124K
655 $123K
STLG
Ishares Factors Us Growth Styl

ETFs
2.29K
New
N/A
2.29K $115K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 0.63%
$141.37 - $228.57 $1.56K - $2.51K
1.75K $396K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.91K
New
$41.54 - $53.93 $79.2K - $103K
1.91K $102K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.9%
$484.66 - $738.09 $2.42K - $3.69K
563 $415K
HD
Home Depot, Inc.

Consumer Cyclical
238
+ 5.91%
$335.24 - $380.78 $79.8K - $90.6K
4.27K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
762
New
$102.31 - $105.8 $78K - $80.6K
762 $79K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
265
+ 24.16%
$483.48 - $539.8 $128K - $143K
1.36K $661K
PH
Parker Hannifin Corp

Industrials
5
+ 0.73%
$517.23 - $700.54 $2.59K - $3.5K
689 $481K
SO
Southern CO

Utilities
701
+ 7.98%
$84.91 - $92.56 $59.5K - $64.9K
9.48K $870K
Activity Summary
Buys All Purchases 134 New Holdings 24 Increased Positions 110 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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