Wagner Wealth Management, LLC Purchases in Q4 2024

Wagner Wealth Management, LLC

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
346K
+ 20.18%
$24.55 - $25.16 $8.48M - $8.69M
2.06M $50.7M
JMEE
J P Morgan Exchange Traded Fd

ETFs
24.9K
+ 8.0%
$60.1 - $66.4 $1.49M - $1.65M
336K $20.3M
JPIE
J P Morgan Exchange Traded Fd
26.2K
+ 4.9%
$45.59 - $46.25 $1.19M - $1.21M
560K $25.6M
AAPL
Apple Inc.

Technology
687
+ 2.74%
$221.69 - $259.02 $152K - $178K
25.8K $6.45M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
10K
+ 13344.0%
$59.74 - $60.03 $598K - $601K
10.1K $602K
VRIG
Invesco Actively Managed ETF F

ETFs
22.7K
+ 13.83%
$25.06 - $25.2 $569K - $572K
187K $4.7M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.3K
+ 1010.76%
$50.0 - $50.27 $517K - $519K
11.4K $568K
AVGO
Broadcom Inc.

Technology
158
+ 2.0%
$159.67 - $250.0 $25.2K - $39.5K
8.08K $1.87M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.14%
$213.65 - $479.86 $1.07K - $2.4K
3.52K $1.42M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
19.3K
+ 5.17%
$35.45 - $40.33 $683K - $777K
392K $14.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.4K
+ 5.65%
$57.53 - $60.83 $1.06M - $1.12M
343K $19.8M
CSCO
Cisco Systems, Inc.

Technology
5.06K
New
$52.45 - $60.02 $265K - $304K
5.06K $299K
RDVY
First Trust Rising Dividend Ac

ETFs
5.19K
+ 3.21%
$58.65 - $64.37 $304K - $334K
167K $9.86M
AMZN
Amazon Com Inc

Consumer Cyclical
315
+ 5.85%
$180.88 - $232.93 $57K - $73.4K
5.7K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
529
+ 12.87%
$205.18 - $250.29 $109K - $132K
4.64K $1.11M
EMLP
First Tr Exchange Traded Iv

ETFs
5.2K
+ 18.96%
$33.69 - $38.24 $175K - $199K
32.6K $1.16M
NVDA
Nvidia Corp

Technology
1.07K
+ 14.54%
$117.0 - $148.88 $125K - $159K
8.44K $1.13M
PANW
Palo Alto Networks Inc

Technology
1.26K
New
$181.96 - $405.9 $229K - $511K
1.26K $228K
GS
Goldman Sachs Group Inc

Financial Services
282
+ 32.94%
$486.1 - $608.57 $137K - $172K
1.14K $651K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.56K
+ 19.55%
$29.73 - $30.81 $195K - $202K
40.1K $1.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
338
New
$521.84 - $558.82 $176K - $189K
338 $182K
GOOG
Alphabet Inc.

Communication Services
157
+ 2.44%
$163.08 - $198.16 $25.6K - $31.1K
6.6K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 0.72%
$481.22 - $538.17 $21.2K - $23.7K
6.15K $3.14M
GILD
Gilead Sciences, Inc.

Healthcare
684
+ 8.52%
$83.95 - $97.9 $57.4K - $67K
8.71K $804K
MO
Altria Group, Inc.

Consumer Defensive
1.47K
+ 11.02%
$49.06 - $57.74 $72.2K - $85K
14.8K $775K
RSP
Invesco S&P 500 Equal Weight E

ETFs
541
+ 236.24%
$174.22 - $187.62 $94.3K - $102K
770 $134K
V
Visa Inc.

Financial Services
121
+ 9.91%
$273.87 - $320.91 $33.1K - $38.8K
1.34K $424K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
203
+ 22.41%
$442.29 - $483.08 $89.8K - $98.1K
1.11K $502K
IBM
International Business Machines Corp

Technology
389
+ 3.6%
$204.9 - $238.04 $79.7K - $92.6K
11.2K $2.46M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.12K
+ 5.78%
$20.98 - $21.19 $65.5K - $66.1K
57.1K $1.2M
MSFT
Microsoft Corp

Technology
343
+ 3.99%
$406.35 - $454.46 $139K - $156K
8.93K $3.76M
VUG
Vanguard Growth ETF

ETFs
163
New
$378.79 - $428.11 $61.7K - $69.8K
163 $66K
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 0.86%
$567.81 - $607.81 $18.2K - $19.4K
3.75K $2.2M
VTV
Vanguard Value ETF

ETFs
340
New
$168.32 - $181.87 $57.2K - $61.8K
340 $57K
MA
Mastercard Inc

Financial Services
61
+ 7.97%
$491.3 - $536.15 $30K - $32.7K
826 $434K
EFG
Msci Eafe Growth ETF

ETFs
485
New
$96.83 - $106.88 $47K - $51.8K
485 $46K
VTI
Vanguard Total Stock Market Et

ETFs
153
New
$280.04 - $302.45 $42.8K - $46.3K
153 $44K
RY
Royal Bank Of Canada

Financial Services
521
+ 9.04%
$119.72 - $128.02 $62.4K - $66.7K
6.28K $757K
EFV
Msci Eafe Value ETF

ETFs
753
New
$51.78 - $57.15 $39K - $43K
753 $39K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.85K
New
$21.1 - $23.08 $39.1K - $42.7K
1.85K $39K
PM
Philip Morris International Inc.

Consumer Defensive
377
+ 6.27%
$118.38 - $133.06 $44.6K - $50.2K
6.39K $769K
FSK
Fs Kkr Capital Corp

Financial Services
679
+ 6.39%
$19.71 - $22.22 $13.4K - $15.1K
11.3K $245K
GOOGL
Alphabet Inc.

Communication Services
80
+ 9.77%
$161.86 - $196.66 $12.9K - $15.7K
899 $170K
FDM
First Trust Dow Jones Select M

ETFs
76
+ 1.23%
$62.59 - $73.1 $4.76K - $5.56K
6.26K $426K
VO
Vanguard Mid Cap ETF

ETFs
97
New
$261.5 - $284.63 $25.4K - $27.6K
97 $25K
VXF
Vanguard Extended Market ETF

ETFs
111
New
$179.17 - $207.15 $19.9K - $23K
111 $21K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
2.19K
+ 5.58%
$18.04 - $18.54 $39.4K - $40.5K
41.4K $747K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.81K
+ 161.54%
$22.63 - $47.53 $63.5K - $133K
4.54K $103K
LDI
Loan Depot, Inc.

Financial Services
10K
New
$1.85 - $2.81 $18.5K - $28.1K
10K $20K
Activity Summary
Buys All Purchases 148 New Holdings 21 Increased Positions 127 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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