Wagner Wealth Management, LLC Incresed Positions 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
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
TSLA
Tesla, Inc.

Consumer Cyclical
551
+ 14.49%
$221.86 - $362.89 $122K - $200K
4.35K $1.38M
CAT
Caterpillar Inc

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

ETFs
1.72K
+ 42975.0%
$153.67 - $176.74 $264K - $304K
1.72K $304K
WMT
Walmart Inc.

Consumer Defensive
2.42K
+ 57.52%
$81.79 - $99.98 $198K - $242K
6.62K $647K
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
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 0.63%
$141.37 - $228.57 $1.56K - $2.51K
1.75K $396K
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
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
ROUS
Hartford Multifactor Us Equity

ETFs
50
+ 0.25%
$45.36 - $53.69 $2.27K - $2.68K
20.2K $1.08M
PANW
Palo Alto Networks Inc

Technology
81
+ 6.27%
$152.44 - $204.64 $12.3K - $16.6K
1.37K $280K
SFST
Southern First Bancshares Inc

Financial Services
438
+ 5.27%
$30.61 - $38.65 $13.4K - $16.9K
8.74K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
208
+ 70.27%
$162.76 - $195.77 $33.9K - $40.7K
504 $98K
GIS
General Mills Inc

Consumer Defensive
1.66K
+ 31.42%
$50.37 - $60.97 $83.5K - $101K
6.93K $359K
MO
Altria Group, Inc.

Consumer Defensive
1.09K
+ 7.07%
$55.56 - $60.91 $60.6K - $66.5K
16.5K $968K
FTSL
First Trust Senior Ln Fund

ETFs
621
+ 1.15%
$44.58 - $46.07 $27.7K - $28.6K
54.5K $2.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
121
+ 93.08%
$219.76 - $276.94 $26.6K - $33.5K
251 $69K
CSCO
Cisco Systems, Inc.

Technology
63
+ 1.62%
$53.19 - $69.38 $3.35K - $4.37K
3.95K $273K
FEMB
First Tr ETF Emerging Markets

ETFs
172
+ 1.28%
$26.01 - $28.88 $4.47K - $4.97K
13.6K $392K
XLK
Technology Sector Spdr

ETFs
80
+ 36.53%
$179.73 - $253.23 $14.4K - $20.3K
299 $75K
JNJ
Johnson & Johnson

Healthcare
486
+ 13.14%
$146.36 - $159.82 $71.1K - $77.7K
4.19K $639K
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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